13F-HR 1 d66255e13fvhr.txt FORM 13F-HR 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, 2008 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: Centaur Capital Partners, L.P. Address: 1460 Main Street, Ste 234 Southlake, TX 76092 Form 13F File Number: 28-__________ 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: Malcolm E. Ashton Title: Managing Partner Phone: 817-488-9632 Signature, Place, and Date of Signing: /s/ Malcolm E. Ashton Southlake, TX February 17, 2009 --------------------------- ------------- ----------------- (Signature) (City, State) (Date) Report Type (Check only one.): [ ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [X] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: 1 28-12232 T2 Partners Management, L.P.
FORM 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 33 Form 13F Information Table Value Total: 90,539 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE
Column 8 ------------------- Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Voting Authority ---------------------------- ---------------- ----------- ---------- ------------------- ---------- ---------- ------------------- Title of Value Shrs or SH/ Put/ Investment Other Name of Issuer Class CUSIP (x1000) prn amt PRN Call Discretion Managers Sole Shared None ---------------------------- ---------------- ----------- ---------- ------- ----- ----- ---------- ---------- ---- -------- ----- ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 01881G-10-6 977 47,000 SH N/A SOLE 0 0 47,000 0 AMERICAN ORIENTAL BIOENGR IN COM 028731-10-7 3,172 467,100 SH N/A SOLE 0 0 467,100 0 ANNALY CAP MGMT INC COM 035710-40-9 6,956 438,300 SH N/A SOLE 0 0 438,300 0 APPLE INC COM 037833-10-0 2,543 29,800 SH N/A SOLE 0 0 29,800 0 BERKSHIRE HATHAWAY INC DEL CL B 084670-20-7 6,264 1,949 SH N/A SOLE 0 0 1,949 0 CHESAPEAKE ENERGY CORP COM 165167-10-7 3,331 206,000 SH N/A SOLE 0 0 206,000 0 CHIPOTLE MEXICAN GRILL INC CL B 169656-20-4 3,787 66,100 SH N/A SOLE 0 0 66,100 0 COSTCO WHSL CORP NEW COM 22160K-10-5 3,066 58,400 SH N/A SOLE 0 0 58,400 0 E M C CORP MASS COM 268648-10-2 467 44,600 SH CALL SOLE 0 0 44,600 0 EBAY INC COM 278642-10-3 4,879 349,500 SH N/A SOLE 0 0 349,500 0 FAIRFAX FINL HLDGS LTD SUB VTG 303901-10-2 4,576 14,600 SH N/A SOLE 0 0 14,600 0 FIFTH STREET FINANCE CORP COM 31678A-10-3 1,429 189,283 SH N/A SOLE 0 0 189,283 0 HECKMANN CORP COM 422680-10-8 1,368 301,867 SH N/A SOLE 0 0 301,867 0 HECKMANN CORP *W EXP 11/09/201 422680-11-6 152 132,600 SH N/A SOLE 0 0 132,600 0 INTEL CORP COM 458140-10-0 1,881 128,300 SH N/A SOLE 0 0 128,300 0 KHD HUMBOLDT WEDAG INTL LTD COM 482462-10-8 951 85,100 SH N/A SOLE 0 0 85,100 0 LABORATORY CORP AMER HLDGS COM NEW 50540R-40-9 1,771 27,500 SH CALL SOLE 0 0 27,500 0 LIBERTY ACQUISITION HLDGS CO *W EXP 12/12/201 53015Y-11-5 67 175,000 SH N/A SOLE 0 0 175,000 0 LINN ENERGY LLC UNIT LTD LIAB 536020-10-0 2,488 166,200 SH N/A SOLE 0 0 166,200 0 LO-JACK CORP COM 539451-10-4 724 175,800 SH N/A SOLE 0 0 175,800 0 MVC CAPITAL INC COM 553829-10-2 1,409 128,400 SH N/A SOLE 0 0 128,400 0 ODYSSEY RE HLDGS CORP COM 67612W-10-8 3,052 58,900 SH N/A SOLE 0 0 58,900 0 P F CHANGS CHINA BISTRO INC COM 69333Y-10-8 3,256 155,500 SH N/A SOLE 0 0 155,500 0 PHILIP MORRIS INTL INC COM 718172-10-9 1,801 41,400 SH N/A SOLE 0 0 41,400 0 PICO HLDGS INC COM 693366-20-5 4,915 184,900 SH N/A SOLE 0 0 184,900 0 PROSPECT CAPITAL CORPORATION COM 74348T-10-2 2,216 185,100 SH N/A SOLE 0 0 185,100 0 SEABRIDGE GOLD INC COM 811916-10-5 3,041 232,500 SH N/A SOLE 0 0 232,500 0 SELECT SECTOR SPDR TR SBI INT-TECH 81369Y-80-3 10,895 707,000 SH CALL SOLE 0 0 707,000 0 SPARK NETWORKS INC COM 84651P-10-0 763 297,019 SH N/A SOLE 0 0 297,019 0 STAMPS COM INC COM NEW 852857-20-0 1,212 123,300 SH N/A SOLE 0 0 123,300 0 SYNERON MEDICAL LTD ORD SHS M87245-10-2 2,276 272,900 SH N/A SOLE 0 0 272,900 0 WHITE MTNS INS GROUP LTD COM G9618E-10-7 1,763 6,600 SH N/A SOLE 0 0 6,600 0 ZHONGPIN INC COM 98952K-10-7 3,091 257,600 SH N/A SOLE 0 0 257,600 0