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 [X ]; Amendment Number: 1
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This Amendment (Check only one.): [ ] is a restatement.
[X] adds new holdings entries.
Institutional Investment Manager
Filing this Report: Name: Leucadia National Corporation
Address: 315 Park Avenue South, 20th Floor
New York, NY 10010
Form 13F File Number: 028-11122
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: Joseph A. Orlando
Title: Vice President and Chief Financial Officer
Phone: 212-460-1900
Signature, Place, and Date of Signing:
/s/ Joseph A. Orlando New York, NY June 3, 2005
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[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 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:
RCG Baldwin, LP
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 1
Form 13F Information Table Entry Total: 16
Form 13F Information Table Value Total: $11,125
List of Other Included Managers:
No. Form 13F File Number Name
2 RCG Baldwin, LP
FORM 13F INFORMATION TABLE
Col. 1 Col. 2 Col. 3 Col. 4 Col. 5
Value Shrs or Sh/ Put/
Name of Issuer Title of Class Cusip (x$1000) Prn Amt Prn Call
AGERE SYS INC NOTE 6.500%12/1 00845V AA 8 352 333,000 PRN
ALEXION PHARMACEUTICALS INC NOTE 5.750% 3/1 015351 AB 5 563 557,000 PRN
APOGENT TECHNOLOGIES INC DBCV 12/1 03760A AK 7 540 426,000 PRN
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BERVERLY ENTERPRISES INC NOTE 2.750%11/0 087851 AR 2 917 648,000 PRN
CENTERPOINT ENERGY INC NOTE 3.750% 5/1 15189T AC 1 1,045 913,000 PRN
DISNEY WALT CO NOTE 2.125% 4/1 254687 AU 0 256 230,000 PRN
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GUITAR CTR MGMT INC NOTE 4.000% 7/1 402040 AC 3 809 500,000 PRN
IVAX CORP NOTE 1.500% 3/0 465823 AJ 1 718 750,000 PRN
LOWES COS INC NOTE 0.861%10/1 548661 CG 0 225 214,000 PRN
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LUCENT TECHNOLOGIES INC DBCV 2.750% 6/1 549463 AG 2 985 718,000 PRN
LUCENT TECHNOLOGIES INC DBCV 2.750% 6/1 549463 AH 0 350 240,000 PRN
REEBOK INTL LTD DBCV 2.000% 5/0 758110 AH 3 1,087 1,000,000 PRN
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SCI SYS INC NOTE 3.000% 3/1 783890 AF 3 970 1,000,000 PRN
SUPERVALU INC NOTE 11/0 868536 AP 8 135 375,000 PRN
TECH DATA CORP SDCV 2.000%12/1 878237 AD 8 456 450,000 PRN
YELLOW CORP NOTE 5.000% 8/0 985577 AA 3 1,717 1,000,000 PRN
** TABLE CONTINUED **
FORM 13F INFORMATION TABLE
Col. 1 Col. 6 Col. 7 Col. 8
Investment Other Voting Authority
Name of Issuer Discretion Managers Sole Shared None
AGERE SYS INC DEFINED 2 333,000
ALEXION PHARMACEUTICALS INC DEFINED 2 557,000
APOGENT TECHNOLOGIES INC DEFINED 2 426,000
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BERVERLY ENTERPRISES INC DEFINED 2 648,000
CENTERPOINT ENERGY INC DEFINED 2 913,000
DISNEY WALT CO DEFINED 2 230,000
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GUITAR CTR MGMT INC DEFINED 2 500,000
IVAX CORP DEFINED 2 750,000
LOWES COS INC DEFINED 2 214,000
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LUCENT TECHNOLOGIES INC DEFINED 2 718,000
LUCENT TECHNOLOGIES INC DEFINED 2 240,000
REEBOK INTL LTD DEFINED 2 1,000,000
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SCI SYS INC DEFINED 2 1,000,000
SUPERVALU INC DEFINED 2 375,000
TECH DATA CORP DEFINED 2 450,000
YELLOW CORP DEFINED 2 1,000,000
** TABLE COMPLETE **