-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, DoeD3yOqywSEipWNc27HmR9Bi5ZaBzvzomzGJji7kliXU8Dj8BidciC1RccOBPN0 jhw7aqlfotvT1I5QT+zxXg== 0000950134-01-001445.txt : 20010223 0000950134-01-001445.hdr.sgml : 20010223 ACCESSION NUMBER: 0000950134-01-001445 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 2 FILED AS OF DATE: 20010214 GROUP MEMBERS: CBL PARTNERS LP GROUP MEMBERS: ESL INSTITUTIONAL PARTNERS LP GROUP MEMBERS: ESL INVESTORS LLC GROUP MEMBERS: ESL LIMITED GROUP MEMBERS: ESL PARTNERS LP GROUP MEMBERS: MICHAEL DELL PERSONAL INCOME TRUST GROUP MEMBERS: MSD PORTFOLIO LP B INVESTMENTS GROUP MEMBERS: RPKS INVESTMENTS LLC GROUP MEMBERS: TRIPLE MARLIN INVESTMENTS LLC GROUP MEMBERS: ZIFF ASSET MANAGEMENT LP SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: MCKESSON HBOC INC CENTRAL INDEX KEY: 0000927653 STANDARD INDUSTRIAL CLASSIFICATION: WHOLESALE-DRUGS PROPRIETARIES & DRUGGISTS' SUNDRIES [5122] IRS NUMBER: 943207296 STATE OF INCORPORATION: DE FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: SEC FILE NUMBER: 005-44207 FILM NUMBER: 1545565 BUSINESS ADDRESS: STREET 1: ONE POST ST STREET 2: MCKESSON PLAZA CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: 4159838300 MAIL ADDRESS: STREET 1: ONE POST ST CITY: SAN FRANCISCO STATE: CA ZIP: 94104 FORMER COMPANY: FORMER CONFORMED NAME: MCKESSON CORP DATE OF NAME CHANGE: 19950209 FORMER COMPANY: FORMER CONFORMED NAME: SP VENTURES INC DATE OF NAME CHANGE: 19940728 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: ESL PARTNERS LP CENTRAL INDEX KEY: 0000923727 STANDARD INDUSTRIAL CLASSIFICATION: [] IRS NUMBER: 222875193 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: ONE LAFAYETTE PLACE CITY: GREENWICH STATE: CT ZIP: 06830 BUSINESS PHONE: 2038614600 MAIL ADDRESS: STREET 1: ONE LAFAYETTE PLAC CITY: GREENWICH STATE: CT ZIP: 06830 SC 13G/A 1 d83980gsc13ga.txt AMENDMENT NO. 2 TO SCHEDULE 13G 1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Amendment No. 2) Under the Securities Exchange Act of 1934* McKesson HBOC, Inc. - -------------------------------------------------------------------------------- (Name of Issuer) Common Stock, par value $.01 per share - -------------------------------------------------------------------------------- (Title of Class of Securities) 58155Q103 - -------------------------------------------------------------------------------- (CUSIP Number) December 31, 2000 - -------------------------------------------------------------------------------- (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [ ] Rule 13d-1(b) [X] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). Person Authorized to Receive Notices and Communications: Janice V. Sharry, Esq. Haynes and Boone, LLP 901 Main Street, Suite 3100 Dallas, Texas 75202 (214) 651-5562 2 SCHEDULE 13G - ---------------------- ---------------------- CUSIP No. - 58155Q103 Page 2 of 17 Pages - ---------------------- ---------------------- - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON ESL Partners, L.P., a Delaware limited partnership 22-2875193 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OR ORGANIZATION Delaware - -------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF SHARES 6,620,049 BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH ---------------------------------------------------------- 6 SHARED VOTING POWER 0 ---------------------------------------------------------- 7 SOLE DISPOSITIVE POWER 6,620,049 ---------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 21,046,601 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] N/A - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 7.39% - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON PN - -------------------------------------------------------------------------------- 3 - ---------------------- ---------------------- CUSIP No. - 58155Q103 Page 3 of 17 Pages - ---------------------- ---------------------- - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON ESL Limited, a Bermuda corporation - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OR ORGANIZATION Bermuda - -------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF SHARES 1,499,443 BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH ---------------------------------------------------------- 6 SHARED VOTING POWER 0 ---------------------------------------------------------- 7 SOLE DISPOSITIVE POWER 1,499,443 ---------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 21,046,601 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] N/A - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 7.39% - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON CO - -------------------------------------------------------------------------------- 4 - ---------------------- ---------------------- CUSIP No. - 58155Q103 Page 4 of 17 Pages - ---------------------- ---------------------- - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON ESL Institutional Partners, L.P., a Delaware limited partnership 06-1456821 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OR ORGANIZATION Delaware - -------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF SHARES 177,645 BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH ---------------------------------------------------------- 6 SHARED VOTING POWER 0 ---------------------------------------------------------- 7 SOLE DISPOSITIVE POWER 177,645 ---------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 21,046,601 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] N/A - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 7.39% - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON PN - -------------------------------------------------------------------------------- 5 - ---------------------- ---------------------- CUSIP No. - 58155Q103 Page 5 of 17 Pages - ---------------------- ---------------------- - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON ESL Investors, L.L.C., a Delaware limited liability company 13-4095958 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OR ORGANIZATION Delaware - -------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF SHARES 1,973,647 BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH ---------------------------------------------------------- 6 SHARED VOTING POWER 0 ---------------------------------------------------------- 7 SOLE DISPOSITIVE POWER 1,973,647 ---------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 21,046,601 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] N/A - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 7.39% - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON OO - -------------------------------------------------------------------------------- 6 - ---------------------- ---------------------- CUSIP No. - 58155Q103 Page 6 of 17 Pages - ---------------------- ---------------------- - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON CBL Partners, L.P., a Delaware limited partnership 06-1526810 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OR ORGANIZATION Delaware - -------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF SHARES 6,606,527 BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH ---------------------------------------------------------- 6 SHARED VOTING POWER 0 ---------------------------------------------------------- 7 SOLE DISPOSITIVE POWER 6,606,527 ---------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 21,046,601 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] N/A - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 7.39% - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON PN - -------------------------------------------------------------------------------- 7 - ---------------------- ---------------------- CUSIP No. - 58155Q103 Page 7 of 17 Pages - ---------------------- ---------------------- - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON MSD Portfolio L.P. - Investments, a Delaware limited partnership 13-4019104 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OR ORGANIZATION Delaware - -------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF SHARES 3,288,501 BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH ---------------------------------------------------------- 6 SHARED VOTING POWER 0 ---------------------------------------------------------- 7 SOLE DISPOSITIVE POWER 3,288,501 ---------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 3,418,501* - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] N/A - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 1.20%* - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON PN - -------------------------------------------------------------------------------- * MSD disclaims beneficial ownership of all shares that are beneficially owned by ESL, Limited, Institutional, Investors, CBL and Ziff, and the filing of this Schedule 13G shall not be construed as an admission that MSD is a member of a group with ESL, Limited, Institutional, Investors, CBL and Ziff. All defined terms used herein are defined below. 8 - ---------------------- ---------------------- CUSIP No. - 58155Q103 Page 8 of 17 Pages - ---------------------- ---------------------- - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON RPKS Investments, LLC, a Delaware limited liability company 51-0381490 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OR ORGANIZATION Delaware - -------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF SHARES 40,000 BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH ---------------------------------------------------------- 6 SHARED VOTING POWER 0 ---------------------------------------------------------- 7 SOLE DISPOSITIVE POWER 40,000 ---------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 3,418,501* - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] N/A - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 1.20%* - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON OO - -------------------------------------------------------------------------------- * RPKS disclaims beneficial ownership of all shares that are beneficially owned by ESL, Limited, Institutional, Investors, CBL and Ziff, and the filing of this Schedule 13G shall not be construed as an admission that RPKS is a member of a group with ESL, Limited, Institutional, Investors, CBL and Ziff. All defined terms used herein are defined below. 9 - ---------------------- ---------------------- CUSIP No. - 58155Q103 Page 9 of 17 Pages - ---------------------- ---------------------- - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Triple Marlin Investments, LLC, a Delaware limited company 51-0381487 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OR ORGANIZATION Delaware - -------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF SHARES 40,000 BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH ---------------------------------------------------------- 6 SHARED VOTING POWER 0 ---------------------------------------------------------- 7 SOLE DISPOSITIVE POWER 40,000 ---------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 3,418,501* - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] N/A - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 1.20%* - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON OO - -------------------------------------------------------------------------------- * Triple disclaims beneficial ownership of all shares that are beneficially owned by ESL, Limited, Institutional, Investors, CBL and Ziff, and the filing of this Schedule 13G shall not be construed as an admission that Triple is a member of a group with ESL, Limited, Institutional, Investors, CBL and Ziff. All defined terms used herein are defined below. 10 - ---------------------- ---------------------- CUSIP No. - 58155Q103 Page 10 of 17 Pages - ---------------------- ---------------------- - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON MSD Portfolio, L.P. - MSD Personal Income 13-4050800 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OR ORGANIZATION Delaware - -------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF SHARES 50,000 BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH ---------------------------------------------------------- 6 SHARED VOTING POWER 0 ---------------------------------------------------------- 7 SOLE DISPOSITIVE POWER 50,000 ---------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 3,418,501* - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] N/A - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 1.20%* - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON PN - -------------------------------------------------------------------------------- * Income disclaims beneficial ownership of all shares that are beneficially owned by ESL, Limited, Institutional, Investors, CBL and Ziff, and the filing of this Schedule 13G shall not be construed as an admission that Income is a member of a group with ESL, Limited, Institutional, Investors, CBL and Ziff. All defined terms used herein are defined below. 11 - ---------------------- ---------------------- CUSIP No. - 58155Q103 Page 11 of 17 Pages - ---------------------- ---------------------- - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Ziff Asset Management, L.P., a Delaware limited partnership 13-3791746 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [X] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OR ORGANIZATION Delaware - -------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF SHARES 750,789 BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH ---------------------------------------------------------- 6 SHARED VOTING POWER 0 ---------------------------------------------------------- 7 SOLE DISPOSITIVE POWER 750,789 ---------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 750,789* - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] N/A - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.26%* - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON PN - -------------------------------------------------------------------------------- * Ziff disclaims beneficial ownership of all shares that are beneficially owned by ESL, Limited, Institutional, Investors, CBL, MSD, RPKS, Triple and Income, and the filing of this Schedule 13G shall not be construed as an admission that Ziff is a member of a group with ESL, Limited, Institutional, Investors, CBL, MSD, RPKS, Triple and Income. All defined terms used herein are defined below. 12 - ---------------------- ---------------------- CUSIP No. - 58155Q103 Page 12 of 17 Pages - ---------------------- ---------------------- Item 1(a) Name of Issuer: McKesson HBOC, Inc. Item 1(b) Address of Issuer's Principal Executive Offices: One Post Street, McKesson Plaza San Francisco, CA 94104 Item 2(a) Names of Persons Filing: ESL Partners, L.P. ESL Limited ESL Institutional Partners, L.P. ESL Investors, L.L.C. CBL Partners, L.P. MSD Portfolio L.P. - Investments MSD Portfolio L.P. - MSD Personal Income RPKS Investments, LLC Triple Marlin Investments, LLC Ziff Asset Management, L.P. Item 2(b) Addresses of Principal Business Offices: ESL Partners, L.P., ESL Institutional Partners, L.P., ESL Investors, L.L.C. and CBL Partners, L.P.: One Lafayette Place Greenwich, CT 06830 ESL Limited Hemisphere House 9 Church Street Hamilton, Bermuda MSD Portfolio L.P. - Investments, RPKS Investments, LLC; Triple Marlin Investments, LLC, and MSD Portfolio L.P. - MSD Personal Income: c/o MSD Capital L.P. 645 5th Avenue 21st Floor New York, New York 10022 Ziff Asset Management, L.P.: c/o PBK Holdings, Inc. 283 Greenwich Avenue Third Floor Greenwich, CT 06830 Item 2(c) Citizenship: ESL Partners, L.P. - Delaware ESL Limited -- Bermuda ESL Institutional Partners, L.P. - Delaware ESL Investors, L.L.C. - Delaware CBL Partners, L.P. - Delaware 13 - ---------------------- ---------------------- CUSIP No. - 58155Q103 Page 13 of 17 Pages - ---------------------- ---------------------- MSD Portfolio L.P. - Investments - Delaware MSD Portfolio L.P. - MSD Personal Income - Delaware RPKS Investments, LLC - Delaware Triple Marlin Investments, LLC - Delaware Ziff Asset Management, L.P. - Delaware Item 2(d) Title of Class of Securities: Common Stock, par value $.01 per share Item 2(e) CUSIP Number: 58155Q103 Item 3 Status of Persons Filing: (a) [ ] Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o); (b) [ ] Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c); (c) [ ] Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c); (d) [ ] Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8); (e) [ ] An investment adviser in accordance with Section 240.13d-1(b)(1)(ii)(E); (f) [ ] An employee benefit plan or endowment fund in accordance with Section 240.13d-1(b)(1)(ii)(F); (g) [ ] A parent holding company or control person in accordance with Section 240.13d-1(b)(1)(ii)(G); (h) [ ] A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) [ ] A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3). (j) [ ] Group, in accordance with Section 240.13d-1(b)(1)(ii)(J). Item 4 Ownership: (a) Amount Beneficially Owned: 21,046,601 shares of Common Stock, par value $.01 per share. This statement is filed on behalf of ESL Partners, L.P., a Delaware limited partnership ("ESL"), ESL Limited, a Bermuda corporation ("Limited"), ESL Institutional Partners, L.P., a Delaware limited partnership ("Institutional"), ESL Investors, L.L.C., a Delaware limited liability company ("Investors"), CBL Partners, L.P., a Delaware limited partnership ("CBL"), MSD Portfolio L.P. - Investments, a Delaware limited partnership ("MSD"), RPKS Investments, LLC, a Delaware limited liability company ("RPKS"), Triple Marlin Investments, LLC, a Delaware limited liability company ("Triple"), MSD Portfolio L.P. - MSD Personal Income, a Delaware limited partnership ("Income") and Ziff Asset Management, L.P. ("Ziff") (collectively, the "Item 2 Persons"). The general partner of ESL is RBS Partners, L.P. (the "General Partner"). The general partner of the General Partner is ESL Investments, Inc., a Delaware corporation ("Investments"). ESL Investment Management, LLC, a Delaware limited liability company, is the investment manager of Limited. RBS Investment Management, LLC, a Delaware limited liability company, is the general partner of Institutional. RBS Partners, L.P. is the manager of Investors. Investments is the general partner of CBL. MSD Capital, L.P., a Delaware limited partnership 14 - ---------------------- ---------------------- CUSIP No. - 58155Q103 Page 14 of 17 Pages - ---------------------- ---------------------- ("MSD Capital"), is the general partner of MSD and Income. MSD Capital Management, LLC is the general partner of MSD Capital. PBK Holdings, Inc., a Delaware corporation, is the general partner of Ziff. In the aforementioned capacities, ESL, Limited, Institutional, Investors, CBL, MSD, RPKS, Triple and Ziff each may be deemed to be the beneficial owner of the shares of McKesson HBOC, Inc. common stock ("Common Stock") beneficially owned by the other Item 2 Persons; PROVIDED, HOWEVER, Ziff disclaims beneficial ownership of all shares that are beneficially owned by ESL, Limited, Institutional, Investors, CBL, MSD, RPKS, Triple and Income; and the filing of this Schedule 13G shall not be construed as an admission that Ziff is a member of a group with ESL, Limited, Institutional, Investors, CBL, MSD, RPKS, Triple and Income; PROVIDED FURTHER, MSD, RPKS, Triple and Income each disclaim beneficial ownership of all shares that are beneficially owned by ESL, Limited, Institutional, Investors, CBL and Ziff, and the filing of this Schedule 13G shall not be construed as an admission that MSD, RPKS, Triple and Income are members of a group with ESL, Limited, Institutional, Investors, CBL and Ziff; PROVIDED FURTHER, ESL, Limited, Institutional, Investors and CBL each disclaim beneficial ownership of all shares that are beneficially owned by MSD, RPKS, Triple, Income and Ziff, and the filing of this Schedule 13G shall not be construed as an admission that ESL, Limited, Institutional, Investors and CBL are members of a group with MSD, RPKS, Triple, Income and Ziff. As of December 31, 2000 the Item 2 Persons beneficially owned an aggregate of 21,046,601 shares of Common Stock as follows: (i) ESL was the record owner of 6,620,049 shares of Common Stock; (ii) Limited was the record owner of 1,499,443 shares of Common Stock; (iii) Institutional was the record owner of 177,645 shares of Common Stock; (iv) Investors was the record owner of 1,973,647 shares of Common Stock; (v) CBL was the record owner of 6,606,527 shares of Common Stock; (vi) MSD was the record owner of 3,288,501 shares of Common Stock; (vii) RPKS was the record owner of 40,000 shares of Common Stock, (viii) Triple was the record owner of 40,000 shares of Common Stock, (ix) Income was the record owner of 50,000 shares of Common Stock, and (x) Ziff was the record owner of 750,789 shares of Common Stock. (b) Percent of Class: 7.39%. (c) Number of shares as to which each person has: (i) sole power to vote or to direct the vote: See Item 5 of each cover page. (ii) shared power to vote or to direct the vote: 0 (iii) sole power to dispose or to direct the disposition of: See Item 7 of each cover page. (iv) shared power to dispose or to direct the disposition of: 0 Item 5 Ownership of 5% or Less of a Class: Not applicable. 15 - ---------------------- ---------------------- CUSIP No. - 58155Q103 Page 15 of 17 Pages - ---------------------- ---------------------- Item 6 Ownership of More than 5% on Behalf of Another Person: Not applicable. Item 7 Identification and Classification of the Subsidiary which Acquired the Security Being Reported on by The Parent Holding Company or Control Person: Not applicable Item 8 Identification and Classification of Members of the Group: See Item 4(a). Item 9 Notice of Dissolution of Group: Not applicable. Item 10 Certification: By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect. 16 - ---------------------- ---------------------- CUSIP No. - 58155Q103 Page 16 of 17 Pages - ---------------------- ---------------------- SIGNATURE After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Date: February 14, 2001 ESL PARTNERS, L.P. By: RBS Partners, L.P., its general partner By: ESL Investments, Inc., its general partner By: /s/ EDWARD S. LAMPERT ------------------------------------ Edward S. Lampert Chief Executive Officer ESL LIMITED By: ESL Investment Management, LLC, its investment manager By: /s/ EDWARD S. LAMPERT ------------------------------------ Edward S. Lampert Managing Member ESL INSTITUTIONAL PARTNERS, L.P. By: RBS Investment Management, LLC, its general partner By: /s/ EDWARD S. LAMPERT ------------------------------------ Edward S. Lampert Managing Member ESL INVESTORS, L.L.C. By: RBS Partners, L.P., its manager By: ESL Investments, Inc., its general partner By: /s/ EDWARD S. LAMPERT ------------------------------------ Edward S. Lampert Chairman 17 - ---------------------- ---------------------- CUSIP No. - 58155Q103 Page 17 of 17 Pages - ---------------------- ---------------------- CBL PARTNERS, L.P. By: ESL Investments, Inc., its general partner By: /s/ EDWARD S. LAMPERT ------------------------------------ Edward S. Lampert Chief Executive Officer MSD PORTFOLIO L.P.- MSD PERSONAL INCOME By: MSD Capital, L.P., its general partner By: MSD Capital Management, LLC, its general partner By: /s/ MARC LISKER ------------------------------------ Marc Lisker General Counsel MSD PORTFOLIO L.P. - INVESTMENTS By: MSD CAPITAL, L.P., its general partner By: MSD Capital Management, LLC, its general partner By: /s/ MARC LISKER ------------------------------------ Marc Lisker General Counsel RPKS INVESTMENTS, LLC By: /s/ MARC LISKER ------------------------------------ Marc Lisker General Counsel TRIPLE MARLIN INVESTMENTS, LLC By: /s/ MARC LISKER ------------------------------------ Marc Lisker General Counsel ZIFF ASSET MANAGEMENT, L.P. By: PBK HOLDINGS, INC., its general partner By: /s/ TIMOTHY J. MITCHELL ------------------------------------ Timothy J. Mitchell Vice President 18 INDEX TO EXHIBITS
EXHIBIT NUMBER DESCRIPTION - ------- ----------- 1 Joint Filing Agreement, dated as of February 14, 2001, entered into by and among ESL Partners, L.P., ESL Limited, ESL Institutional Partners, L.P., ESL Investors, L.L.C., CBL Partners, L.P., MSD Portfolio L.P. - Investments, RPKS Investments, LLC, Triple Marlin Investments, LLC, MSD Portfolio L.P. - MSD Personal Income, and Ziff Asset Management, L.P.
EX-99.1 2 d83980gex99-1.txt JOINT FILING AGREEMENT 1 EXHIBIT 1 JOINT FILING AGREEMENT In accordance with Rule 13d-1(k) promulgated under the Securities Exchange Act of 1934, as amended, the persons named below agree to the joint filing on behalf of each of them a Statement on Schedule 13G (including amendments thereto) with regard to the common stock of McKesson HBOC, Inc., and further agree that this Joint Filing Agreement be included as an Exhibit to such joint filings. In evidence thereof, the undersigned, being duly authorized, hereby execute this Agreement as of February 14, 2001. ESL PARTNERS, L.P. By: RBS Partners, L.P., its general partner By: ESL Investments, Inc., its general partner By: /s/ EDWARD S. LAMPERT --------------------------------------- Edward S. Lampert Chief Executive Officer ESL LIMITED By: ESL Investment Management, LLC, its investment manager By: /s/ EDWARD S. LAMPERT --------------------------------------- Edward S. Lampert Managing Member ESL INSTITUTIONAL PARTNERS, L.P. By: RBS Investment Management, LLC, its general partner By: /s/ EDWARD S. LAMPERT --------------------------------------- Edward S. Lampert Managing Member ESL INVESTORS, L.L.C. By: RBS Partners, L.P., its manager By: ESL Investments, Inc., its general partner By: /s/ EDWARD S. LAMPERT --------------------------------------- Edward S. Lampert Chairman 2 CBL PARTNERS, L.P. By: ESL Investments, Inc., its general partner By: /s/ EDWARD S. LAMPERT --------------------------------------- Edward S. Lampert Chief Executive Officer MSD PORTFOLIO L.P. - MSD PERSONAL INCOME By: MSD Capital, L.P., its general partner By: MSD Capital Management, LLC, its general partner By: /s/ MARC LISKER --------------------------------------- Marc Lisker General Counsel MSD PORTFOLIO L.P. - INVESTMENTS By: MSD CAPITAL, L.P., its general partner By: MSD Capital Management, LLC, its general partner By: /s/ MARC LISKER --------------------------------------- Marc Lisker General Counsel RPKS INVESTMENTS, LLC By: /s/ MARC LISKER --------------------------------------- Marc Lisker General Counsel TRIPLE MARLIN INVESTMENTS, LLC By: /s/ MARC LISKER --------------------------------------- Marc Lisker General Counsel ZIFF ASSET MANAGEMENT, L.P. By: PBK HOLDINGS, INC., its general partner By: /s/ TIMOTHY J. MITCHELL --------------------------------------- Timothy J. Mitchell Vice President -----END PRIVACY-ENHANCED MESSAGE-----