13F-HR 1 bvp13f20120630.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2012 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: Bristlecone Value Partners, LLC Address: 12301 Wilshire Boulevard, Suite 320 Los Angeles, CA 90025 13F File Number: 28-11148 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 submission. Person Signing this Report on Behalf of Reporting Manager: Name: Jean-Luc Nouzille Title: Managing Partner Phone: 310-806-4141 Signature, Place, and Date of Signing: JEAN-LUC NOUZILLE Los Angeles, CA August 15, 2012 Report Type (Check only one.): [X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: None FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 40 Form 13F Information Table Value Total: $28,531 List of Other Included Managers: 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 ------------------------------ --------------- --------- ------- ------- --- ---- ------- ----------- ------- ------- -------- AMERICAN EXPRESS CO COM 025816109 ~~1220~~1158 ~~21085~~19885 SH SOLE ~~19610~~19885 ~~1475~~0 0 AMGEN INC COM 031162100 ~~204~~241 ~~3000~~3300 SH SOLE 3300 0 ~~3000~~0 APOLLO GROUP INC COM 037604105 ~~855~~763 ~~22125~~21085 SH SOLE ~~20690~~21085 ~~1435~~0 0 BANK OF AMERICA CORPORATION COM 060505104 ~~515~~709 ~~53768~~86698 SH SOLE ~~48263~~86698 ~~5505~~0 0 BANK OF AMERICA CORPORATION *W EXP 1/6/2019 060505146 ~~349~~252 ~~75120~~71485 SH SOLE ~~73055~~71485 ~~2065~~0 0 BERKSHIRE HATHAWAY CL A 084670108 250 200 SH SOLE 200 0 0 CEMEX SAB DE CV SPON ADR NEW 151290889 ~~953~~821 ~~122795~~122016 SH SOLE ~~114210~~122016 ~~8585~~0 ~~CINTAS~~0 CHESAPEAKE ENERGY CORP COM ~~172908105~~165167107 ~~907~~702 ~~23185~~37760 SH SOLE ~~22185~~37760 ~~1000~~0 ~~CISCO~~0 ~~SYS~~CHEVRON ~~INC~~CORP COM ~~17275R102~~166764100 ~~1487~~400 ~~70290~~3788 SH SOLE ~~66490~~3788 ~~3800~~0 ~~COVIDIEN~~0 ~~PLC~~CHUBB ~~SHS~~CORP ~~G2554F113~~COM ~~605~~171232101 ~~11070~~291 4000 SH SOLE ~~10340~~4000 ~~730~~0 ~~DELL~~0 CINTAS CORP COM 172908105 846 21910 SH SOLE 21910 0 0 CISCO SYS INC COM ~~24702R101~~17275R102 ~~1462~~1139 ~~88095~~66345 SH SOLE ~~84095~~66345 ~~4000~~0 ~~EOG~~0 ~~RES~~COVIDIEN PLC SHS G2554F113 563 10529 SH SOLE 10529 0 0 DELL INC COM ~~26875P101~~24702R101 ~~1465~~1049 ~~16891~~83880 SH SOLE ~~16891~~83880 0 0 EXXON MOBIL CORP COM 30231G102 ~~1104~~1519 ~~15049~~17755 SH SOLE ~~14869~~17755 ~~180~~0 0 GENERAL DYNAMICS CORP COM 369550108 ~~314~~939 ~~15662~~14235 SH SOLE ~~15332~~14235 ~~330~~0 ~~HARLEY~~0 ~~DAVIDSON~~GENERAL ~~INC~~ELECTRIC CO COM ~~412822108~~369604103 ~~589~~339 ~~12010~~16262 SH SOLE ~~12010~~16262 0 0 HEWLETT PACKARD CO COM 428236103 ~~781~~631 ~~32768~~31373 SH SOLE ~~31418~~31373 ~~1350~~0 0 INTEL CORP COM 458140100 ~~970~~862 ~~34510~~32340 SH SOLE ~~34510~~32340 0 0 LEGG MASON INC COM 524901105 ~~577~~516 ~~20670~~19575 SH SOLE ~~19970~~19575 ~~700~~0 0 LIBERTY MEDIA CORP NE INT COM SER A 53071M104 ~~946~~831 ~~49578~~46754 SH SOLE ~~46078~~46754 ~~3500~~0 0 LOWES COS INC COM 548661107 205 7200 SH SOLE 7200 0 0 MARKEL CORP COM 570535104 ~~1110~~1023 ~~2472~~2315 SH SOLE ~~2317~~2315 ~~155~~0 0 MAXIM INTEGRATED PROD COM 57772K101 ~~536~~452 ~~18735~~17640 SH SOLE ~~17450~~17640 ~~1285~~0 0 MEDTRONIC INC COM 585055106 ~~1138~~1065 ~~29029~~27494 SH SOLE ~~28614~~27494 ~~415~~0 0 MOTOROLA SOLUTIONS IN COM 620076307 ~~652~~577 ~~12824~~11997 SH SOLE ~~11967~~11997 ~~857~~0 0 NESTLE S A ADR SPON R SPON ADR NEW 641069406 ~~417~~421 ~~6630~~7040 SH SOLE ~~6630~~7040 0 0 NOVARTIS A G SPON ADR NEW 66987V109 ~~711~~676 ~~12830~~12085 SH SOLE ~~12830~~12085 0 0 NRG ENERGY INC COM NE COM NEW 629377508 ~~1054~~1119 ~~67275~~64485 SH SOLE ~~62525~~64485 ~~4750~~0 0 PFIZER INC COM 717081103 ~~1377~~1314 ~~60788~~57120 SH SOLE ~~60788~~57120 0 0 PROGRESSIVE CORP OHIO COM 743315103 ~~1053~~882 ~~45407~~42332 SH SOLE ~~43407~~42332 ~~2000~~0 0 SPRINT NEXTEL CORP COM SER 1 852061100 ~~566~~618 ~~198710~~189425 SH SOLE ~~190710~~189425 ~~8000~~0 0 TE CONNECTIVITY SHS H84989104 ~~405~~333 ~~11015~~10449 SH SOLE ~~11015~~10449 0 0 TYCO INTERNATIONAL LT SHS H89128104 ~~475~~422 ~~8463~~7993 SH SOLE ~~8294~~7993 ~~169~~0 0 VULCAN MATLS CO COM 929160109 ~~1074~~949 ~~25145~~23890 SH SOLE ~~24445~~23890 ~~700~~0 0 WAL MART STORES INC COM 931142103 ~~393~~328 ~~11735~~11105 SH SOLE ~~10920~~11105 ~~815~~0 0 WALGREEN COMPANY COM 931422109 ~~545~~575 ~~8910~~8245 SH SOLE ~~8080~~8245 ~~830~~0 0 WASHINGTON POST CO CL B 939640108 ~~742~~704 ~~1987~~1882 SH SOLE ~~1857~~1882 ~~130~~0 0 WELLS FARGO & CO NEW COM 949746101 ~~1698~~1572 ~~49750~~47000 SH SOLE ~~46435~~47000 ~~3315~~0 0 WEYERHAEUSER CO COM 962166104 ~~494~~475 ~~22529~~21261 SH SOLE ~~21063~~21261 ~~1466~~0 0

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