SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
SCHEDULE 13D
(RULE 13d-101)
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(AMENDMENT NO. 1)*
INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULE 13d-1(a)
AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(a)
Allied Holdings, Inc.
(Name of Issuer)
Common Stock
(Title of Class of Securities)
019223106
(CUSIP Number)
Kathryn Sanders, Esq.
O'Melveny & Myers LLP
400 South Hope Street
Los Angeles, CA 90071
(Name, Address and Telephone Number of Person
Authorized to Receive Notices and Communications)
March 20, 2007
-------------------------------------------------------
(Date of Event which Requires Filing of this Statement)
If the filing person has previously filed a statement on Schedule 13G to report
the acquisition which is the subject of this Schedule 13D, and is filing this
schedule because of Rule 13d-1(e), 13d-1(f) or 13d-1(g), check the following
box. [X]
NOTE: Schedules filed in paper format shall include a signed original
and five copies of the schedule, including all exhibits. See Rule
13d-7(b) for other parties to whom copies are to be sent.
*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 disclosures provided in a prior cover page.
The information required on 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).
CUSIP NO. 019223106 13D
--------------------------------------------------------------------------------
1 NAMES OF REPORTING PERSONS:
Sopris Partners, Series A of Sopris Capital Partners, LP
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
37-1520276
--------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(SEE INSTRUCTIONS) (a) [ ]
(b) [X]
--------------------------------------------------------------------------------
3 SEC USE ONLY
--------------------------------------------------------------------------------
4 SOURCE OF FUNDS (SEE INSTRUCTIONS)
OO
--------------------------------------------------------------------------------
5 CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO
ITEMS 2(d) or 2(e)
[ ]
--------------------------------------------------------------------------------
6 CITIZENSHIP OR PLACE OF ORGANIZATION
Delaware
--------------------------------------------------------------------------------
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING
PERSON WITH:
--------------------------------------------------------------------------------
7. SOLE VOTING POWER
0
--------------------------------------------------------------------------------
8. SHARED VOTING POWER
400,295
--------------------------------------------------------------------------------
9. SOLE DISPOSITIVE POWER
0
--------------------------------------------------------------------------------
10. SHARED DISPOSITIVE POWER
400,295
--------------------------------------------------------------------------------
11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
400,295
--------------------------------------------------------------------------------
12 CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
(SEE INSTRUCTIONS)
[ ]
--------------------------------------------------------------------------------
13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
4.5%
--------------------------------------------------------------------------------
14 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
PN
--------------------------------------------------------------------------------
2
CUSIP NO. 019223106 13D
--------------------------------------------------------------------------------
1 NAMES OF REPORTING PERSONS:
Sopris Capital, LLC
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
20-3978493
--------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(SEE INSTRUCTIONS) (a) [ ]
(b) [X]
--------------------------------------------------------------------------------
3 SEC USE ONLY
--------------------------------------------------------------------------------
4 SOURCE OF FUNDS (SEE INSTRUCTIONS)
OO
--------------------------------------------------------------------------------
5 CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO
ITEMS 2(d) or 2(e)
[ ]
--------------------------------------------------------------------------------
6 CITIZENSHIP OR PLACE OF ORGANIZATION
Delaware
--------------------------------------------------------------------------------
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING
PERSON WITH:
--------------------------------------------------------------------------------
7. SOLE VOTING POWER
0
--------------------------------------------------------------------------------
8. SHARED VOTING POWER
400,295
--------------------------------------------------------------------------------
9. SOLE DISPOSITIVE POWER
0
--------------------------------------------------------------------------------
10. SHARED DISPOSITIVE POWER
400,295
--------------------------------------------------------------------------------
11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
400,295
--------------------------------------------------------------------------------
12 CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
(SEE INSTRUCTIONS)
[ ]
--------------------------------------------------------------------------------
13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
4.5%
--------------------------------------------------------------------------------
14 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
OO
--------------------------------------------------------------------------------
3
CUSIP NO. 019223106 13D
--------------------------------------------------------------------------------
1 NAMES OF REPORTING PERSONS:
Aspen Advisors LLC
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
13-4118717
--------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(SEE INSTRUCTIONS) (a) [ ]
(b) [X]
--------------------------------------------------------------------------------
3 SEC USE ONLY
--------------------------------------------------------------------------------
4 SOURCE OF FUNDS (SEE INSTRUCTIONS)
OO
--------------------------------------------------------------------------------
5 CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO
ITEMS 2(d) or 2(e)
[ ]
--------------------------------------------------------------------------------
6 CITIZENSHIP OR PLACE OF ORGANIZATION
Delaware
--------------------------------------------------------------------------------
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING
PERSON WITH:
--------------------------------------------------------------------------------
7. SOLE VOTING POWER
0
--------------------------------------------------------------------------------
8. SHARED VOTING POWER
244,800
--------------------------------------------------------------------------------
9. SOLE DISPOSITIVE POWER
0
--------------------------------------------------------------------------------
10. SHARED DISPOSITIVE POWER
244,800
--------------------------------------------------------------------------------
11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
244,800
--------------------------------------------------------------------------------
12 CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
(SEE INSTRUCTIONS)
[ ]
--------------------------------------------------------------------------------
13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
2.7%
--------------------------------------------------------------------------------
14 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
OO, IA
--------------------------------------------------------------------------------
4
CUSIP NO. 019223106 13D
------------------------------------------------------------------------------
1 NAMES OF REPORTING PERSONS:
Sopris Capital Advisors, LLC
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
20-3177754
--------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(SEE INSTRUCTIONS) (a) [ ]
(b) [X]
--------------------------------------------------------------------------------
3 SEC USE ONLY
--------------------------------------------------------------------------------
4 SOURCE OF FUNDS (SEE INSTRUCTIONS)
OO
--------------------------------------------------------------------------------
5 CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO
ITEMS 2(d) or 2(e)
[ ]
--------------------------------------------------------------------------------
6 CITIZENSHIP OR PLACE OF ORGANIZATION
Delaware
--------------------------------------------------------------------------------
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON
WITH:
--------------------------------------------------------------------------------
7. SOLE VOTING POWER
0
--------------------------------------------------------------------------------
8. SHARED VOTING POWER
645,095
--------------------------------------------------------------------------------
9. SOLE DISPOSITIVE POWER
0
--------------------------------------------------------------------------------
10. SHARED DISPOSITIVE POWER
645,095
--------------------------------------------------------------------------------
11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
645,095
--------------------------------------------------------------------------------
12 CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
(SEE INSTRUCTIONS)
[ ]
--------------------------------------------------------------------------------
13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
7.2%
--------------------------------------------------------------------------------
14 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
OO, IA
--------------------------------------------------------------------------------
5
CUSIP NO. 019223106 13D
------------------------------------------------------------------------------
1 NAMES OF REPORTING PERSONS:
Nikos Hecht
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
N/A
--------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(SEE INSTRUCTIONS) (a) [ ]
(b) [X]
--------------------------------------------------------------------------------
3 SEC USE ONLY
--------------------------------------------------------------------------------
4 SOURCE OF FUNDS (SEE INSTRUCTIONS)
OO
--------------------------------------------------------------------------------
5 CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO
ITEMS 2(d) or 2(e)
[ ]
--------------------------------------------------------------------------------
6 CITIZENSHIP OR PLACE OF ORGANIZATION
United States
--------------------------------------------------------------------------------
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING
PERSON WITH:
--------------------------------------------------------------------------------
7. SOLE VOTING POWER
0
--------------------------------------------------------------------------------
8. SHARED VOTING POWER
889,895
--------------------------------------------------------------------------------
9. SOLE DISPOSITIVE POWER
0
--------------------------------------------------------------------------------
10. SHARED DISPOSITIVE POWER
889,895
--------------------------------------------------------------------------------
11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
889,895
--------------------------------------------------------------------------------
12 CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
(SEE INSTRUCTIONS)
[ ]
--------------------------------------------------------------------------------
13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
9.9%
--------------------------------------------------------------------------------
14 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
IN
--------------------------------------------------------------------------------
6
CUSIP NO. 019223106 13D
The Statement on Schedule 13D dated March 14, 2007 filed by Sopris Partners,
Series A of Sopris Capital Partners, L.P., Sopris Capital, LLC, Aspen Advisors
LLC, Sopris Capital Advisors, LLC and Nikos Hecht with respect to the Common
Stock (the "Common Stock") of Allied Holdings, Inc., a Delaware corporation (the
"Company") is hereby amended with respect to the items set forth below.
Capitalized terms used without definition in this Schedule 13D (Amendment No. 1)
have the meanings set forth in the Reporting Persons' Schedule 13D, as
originally filed.
Item 4. Purpose of Transaction
The information set forth under this item is hereby amended to include, at the
end of the last paragraph contained therein, the following:
On March 20, 2007, Sopris Advisors delivered a letter to Jeffrey
Kelley, Esq. of Troutman Sanders LLC, counsel for the Company, (i) advising that
the Company inappropriately transmitted false and misleading information
regarding the Yucaipa Plan to members of the International Brotherhood of
Teamsters and (ii) demanding that a letter from Sopris Advisors advising of this
false and misleading information similarly be transmitted to such members. A
fully copy of this letter is included herein as Exhibit 7.02.
Item 7. Material to be Filed as Exhibits
Exhibit 7.02 Letter dated March 20, 2007 from Sopris Capital
Advisors LLC to Jeffrey Kelley, Esq. of Troutman
Sanders, LLP.
7
SIGNATURES
After reasonable inquiry and to the best of my knowledge and belief, I
certify that the information in this statement is true, complete and correct.
Dated: March 20, 2007
SOPRIS PARTNERS, SERIES A of
SOPRIS CAPITAL PARTNERS, L.P.
By: SOPRIS CAPITAL, LLC
Its general partner
By: /s/ NIKOS HECHT
-------------------------------------
Name: Nikos Hecht
Title: Sole Member of the Managing
Member
SOPRIS CAPITAL, LLC
By: /s/ NIKOS HECHT
-------------------------------------
Name: Nikos Hecht
Title: Sole Member of the Managing
Member
ASPEN ADVISORS LLC
By: /s/ NIKOS HECHT
-------------------------------------
Name: Nikos Hecht
Title: Managing Member
SOPRIS CAPITAL ADVISORS, LLC
By: /s/ NIKOS HECHT
-------------------------------------
Name: Nikos Hecht
Title: Managing Member
/s/ NIKOS HECHT
-----------------------------------------
Nikos Hecht
8