13F-HR 1 c85471e13fvhr.txt FORM 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F Form 13F Cover Page Report for the Calendar Year or Quarter Ended: March 31, 2009 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: 28-13305 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 May 15, 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: 29 Form 13F Information Table Value Total: 71,274 ----------- (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 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ---------------------------- -------------- --------- -------- ----------------------- ---------- -------- ------------------- VOTING AUTHORITY TITLE OF VALUE SHRS OR INVESTMENT OTHER ------------------- NAME OF ISSUER CLASS CUSIP (X1000) PRN AMT SH/PRN PUT/CALL DISCRETION MANAGERS SOLE SHARED NONE ---------------------------- -------------- --------- -------- ------- ------ -------- ---------- -------- ------- ------ ---- ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 01881G106 2,296 156,000 SH N/A SOLE 0 156,000 0 0 ANNALY CAP MGMT INC COM 035710409 4,250 306,400 SH N/A SOLE 0 306,400 0 0 APPLE INC COM 037833100 3,343 31,800 SH N/A SOLE 0 31,800 0 0 CHESAPEAKE ENERGY CORP COM 165167107 3,035 177,900 SH N/A SOLE 0 177,900 0 0 CHIPOTLE MEXICAN GRILL INC CL B 169656204 3,622 63,200 SH N/A SOLE 0 63,200 0 0 CISCO SYS INC COM 17275R102 3,871 230,800 SH N/A SOLE 0 230,800 0 0 COSTCO WHSL CORP NEW COM 22160K105 4,308 93,000 SH N/A SOLE 0 93,000 0 0 CRAWFORD & CO CL A 224633206 1,280 302,600 SH N/A SOLE 0 302,600 0 0 E M C CORP MASS COM 268648102 3,205 281,100 SH CALL SOLE 0 N/A N/A N/A EBAY INC COM 278642103 3,144 250,300 SH N/A SOLE 0 250,300 0 0 FIFTH STREET FINANCE CORP COM 31678A103 1,976 255,300 SH N/A SOLE 0 255,300 0 0 HECKMANN CORP COM 422680108 1,513 313,867 SH N/A SOLE 0 313,867 0 0 KHD HUMBOLDT WEDAG INTL LTD COM 482462108 882 127,700 SH N/A SOLE 0 127,700 0 0 LABORATORY CORP AMER HLDGS NOTE 9/1 50540RAG7 2,515 2,990 PRN N/A SOLE 0 2,990 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 1,205 20,600 SH N/A SOLE 0 20,600 0 0 LINN ENERGY LLC UNIT LTD LIAB 536020100 3,743 251,200 SH N/A SOLE 0 251,200 0 0 MICROSOFT CORP COM 594918104 3,057 166,400 SH N/A SOLE 0 166,400 0 0 MVC CAPITAL INC COM 553829102 1,333 158,500 SH N/A SOLE 0 158,500 0 0 P F CHANGS CHINA BISTRO INC COM 69333Y108 2,601 113,700 SH N/A SOLE 0 113,700 0 0 PHILIP MORRIS INTL INC COM 718172109 1,178 33,100 SH N/A SOLE 0 33,100 0 0 PICO HLDGS INC COM 693366205 2,794 92,900 SH N/A SOLE 0 92,900 0 0 PROSPECT CAPITAL CORPORATION COM 74348T102 2,406 282,400 SH N/A SOLE 0 282,400 0 0 SEABRIDGE GOLD INC COM 811916105 4,111 181,500 SH N/A SOLE 0 181,500 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 1,733 19,200 SH N/A SOLE 0 19,200 0 0 STAMPS COM INC COM NEW 852857200 802 82,700 SH N/A SOLE 0 82,700 0 0 STARBUCKS CORP COM 855244109 1,299 116,900 SH N/A SOLE 0 116,900 0 0 SYNERON MEDICAL LTD ORD SHS M87245102 1,618 272,900 SH N/A SOLE 0 272,900 0 0 YAHOO INC COM 984332106 3,457 269,900 SH N/A SOLE 0 269,900 0 0 ZHONGPIN INC COM 98952K107 697 78,500 SH N/A SOLE 0 78,500 0 0