13F-HR 1 clov4q04.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2004 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Clovis Capital Management, L.P. Address: 1270 Avenue of the Americas 27th Floor New York, NY 10020 13F File Number: 28-10654 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Jeffrey Podell Title: Chief Financial Officer Phone: (212) 332-1912 Signature, Place, and Date of Signing: /s/ Jeffrey Podell New York, NY February 11, 2005 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form13F Information Table Entry Total: 39 Form13F Information Table Value Total: $809,545 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AETNA INC NEW COM 00817Y108 58703 470565 SH SOLE 470565 0 0 AMERICAN FINL RLTY TR COM 02607P305 7302 451303 SH SOLE 451303 0 0 BAXTER INTL INC COM 071813109 20829 603047 SH SOLE 603047 0 0 CALLAWAY GOLF CO COM 131193104 16538 1225000 SH SOLE 1225000 0 0 CASH AMER INTL INC COM 14754D100 22778 766167 SH SOLE 766167 0 0 CERIDIAN CORP NEW COM 156779100 34049 1862648 SH SOLE 1862648 0 0 CIT GROUP INC COM 125581108 29146 636103 SH SOLE 636103 0 0 COMVERSE TECHNOLOGY INC COM PAR $0.10 205862402 47901 1959144 SH SOLE 1959144 0 0 DOLLAR TREE STORES INC COM 256747106 4316 150000 SH SOLE 150000 0 0 E TRADE FINANCIAL CORP COM 269246104 44313 2964081 SH SOLE 2964081 0 0 FISHER SCIENTIFIC INTL INC COM NEW 338032204 9045 145000 SH SOLE 145000 0 0 HALLIBURTON CO COM 406216101 29608 754528 SH SOLE 754528 0 0 HEWITT ASSOCS INC COM 42822Q100 49760 1554513 SH SOLE 1554513 0 0 HILFIGER TOMMY CORP ORD G8915Z102 3384 300000 SH SOLE 300000 0 0 INFOSPACE INC COM NEW 45678T201 10699 225000 SH SOLE 225000 0 0 KMART HLDG CORPORATION COM 498780105 7219 72961 SH SOLE 72961 0 0 KNIGHT TRADING GROUP INC COM 499063105 13571 1239400 SH SOLE 1239400 0 0 LEAR CORP COM 521865105 24391 399786 SH SOLE 399786 0 0 LEHMAN BROS HLDGS INC COM 524908100 28413 324797 SH SOLE 324797 0 0 MCDERMOTT INTL INC COM 580037109 42736 2327684 SH SOLE 2327684 0 0 MENTOR CORP MINN COM 587188103 5905 175000 SH SOLE 175000 0 0 MONEYGRAM INTL INC COM 60935Y109 3712 175600 SH SOLE 175600 0 0 MOTOROLA INC COM 620076109 18318 1065000 SH SOLE 1065000 0 0 NATIONAL-OILWELL INC COM 637071101 16586 470000 SH SOLE 470000 0 0 NBTY INC COM 628782104 7203 300000 SH SOLE 300000 0 0 OPENWAVE SYS INC COM NEW 683718308 37672 2436715 SH SOLE 2436715 0 0 PANERA BREAD CO CL A 69840W108 427 10581 SH SOLE 10581 0 0 PEP BOYS MANNY MOE & JACK COM 713278109 6401 375000 SH SOLE 375000 0 0 PETROQUEST ENERGY INC COM 716748108 236 47500 SH SOLE 47500 0 0 PHARMACEUTICAL PROD DEV INC COM 717124101 12387 300000 SH SOLE 300000 0 0 QUADRAMED CORP COM 74730W101 38 15000 SH SOLE 15000 0 0 REYNOLDS & REYNOLDS CO CL A 761695105 9087 342788 SH SOLE 342788 0 0 SEARS ROEBUCK & CO COM 812387108 3827 75000 SH PUT SOLE 75000 0 0 SIRVA INC COM 82967Y104 21110 1098312 SH SOLE 1098312 0 0 SPRINT CORP COM FON 852061100 32305 1300000 SH SOLE 1300000 0 0 SUNGARD DATA SYS INC COM 867363103 41041 1448659 SH SOLE 1448659 0 0 TELEWEST GLOBAL INC COM 87956T107 9669 550000 SH SOLE 550000 0 0 TYCO INTL LTD NEW COM 902124106 41284 1155121 SH SOLE 1155121 0 0 VALASSIS COMMUNICATIONS INC COM 918866104 37636 1075000 SH SOLE 1075000 0 0