Loeb's Third Point Shows New Stakes in ANF, AAPL, CSCO, WFC

May 15, 2012 5:01 PM EDT
Dan Loeb's Third Point LLC released its 13F for the quarter ended March 31, 2012. Below is a summary.

New Stakes
Abercrombie & Fitch Co. (NYSE: ANF) new 1,850,000 share position
Apple, Inc. (NASDAQ: AAPL) new 362,000 share position
Capital One Financial Corp. (NYSE: COF) new 2,150,000 share position
Cisco Systems, Inc. (NASDAQ: CSCO) new 5,000,000 share position
Delphi Automotive PLC (NYSE: DLPH) new 13,339,711 share position
Devon Energy Corp. (NYSE: DVN) new 1,000,000 share position
EXPRESS SCRPTS HLDG (NASDAQ: ESRX) new 1,500,000 share position
Family Dollar Stores, Inc. (NYSE: FDO) new 2,150,000 share position
Google, Inc. (NASDAQ: GOOG) new 280,000 share position
Ivanhoe Mines Ltd. (NYSE: IVN) new 3,250,000 share position
Kinder Morgan Energy Partners LP (NYSE: KMP) (CALL) new 2,500,000 share position
Liberty Global, Inc. Class A (NASDAQ: LBTYA) new 358,700 share position
McKesson Corp. (NYSE: MCK) (CALL) new 500,000 share position
McKesson Corp. (NYSE: MCK) new 550,000 share position
Medco Health Solutions, Inc. (NYSE: MHS) new 2,000,000 share position
Pioneer Natural Resources Co. (NYSE: PXD) new 650,000 share position
Qihoo 360 Technology (NYSE: QIHU) (PUT) new 228,900 share position
Questcor Pharmacueticals, Inc. (NASDAQ: QCOR) (PUT) new 510,000 share position
Teledyne Technologies, Inc. (NYSE: TDY) new 5,000,000 share position
Teva Pharmaceutical Industries (NASDAQ: TEVA) new 800,000 share position
Thoratec Corp (NASDAQ: THOR) new 500,000 share position
United Technologies Corp. (NYSE: UTX) new 2,200,000 share position
Weatherford International Ltd. (NYSE: WFT) new 4,600,000 share position
Wells Fargo & Co. (NYSE: WFC) new 2,550,000 share position

Raised Stakes
Barrick Gold Corp. (NYSE: ABX) raised from 164,100 shares to 244,000 shares
LIBERTY MEDIA-CAP-A (NASDAQ: LMCA) raised from 500,000 shares to 550,000 shares
Sara Lee Corp. (NYSE: SLE) raised from 7,800,000 shares to 10,275,000 shares
Yahoo, Inc. (NASDAQ: YHOO) raised from 56,000,700 shares to 70,500,400 shares

Lowered Stakes
DISH Network Corp. (NASDAQ: DISH) lowered from 4,000,000 shares to 2,000,000 shares
El Paso Corp. (NYSE: EP) lowered from 5,550,000 shares to 4,000,000 shares
Genworth Financial Inc. Cl A (NYSE: GNW) lowered from 3,500,000 shares to 2,500,000 shares
Goldman Sachs Group, Inc. (NYSE: GS) lowered from 300,000 shares to 200,000 shares
Marvell Technology Group Ltd (NASDAQ: MRVL) lowered from 10,000,000 shares to 9,250,000 shares
Mead Johnson Nutrition Co. (NYSE: MJN) lowered from 1,300,000 shares to 200,000 shares
Xerium Technologies (NYSE: XRM) lowered from 1,700,000 shares to 1,354,000 shares *

Liquidated Stakes
Abraxas Petroleum Corporation (NASDAQ: AXAS) liquidated
Big Lots, Inc. (NYSE: BIG) liquidated
Celanese Corp. Series A (NYSE: CE) liquidated
CreXus Investment Corp (NYSE: CXS) liquidated
Diamond Foods, Inc. (NASDAQ: DMND) (PUT) liquidated
International Paper Co. (NYSE: IP) liquidated
FMC Corp. (NYSE: FMC) liquidated
Gardner Denver, Inc. (NYSE: GDI) liquidated
Gilead Sciences, Inc. (NASDAQ: GILD) liquidated
GrafTech International Ltd. (NYSE: GTI) liquidated
HollyFrontier (NYSE: HFC) liquidated
Liberty Media Holding Corporation Interactive Common Series A (NASDAQ: LINTA) liquidated
MEMC Electronic Materials, Inc. (NYSE: WFR) liquidated
MGIC Investment Corp. (NYSE: MTG) liquidated
Newell Rubbermaid, Inc. (NYSE: NWL) liquidated
Plains Exploration & Production Co. (NYSE: PXP) liquidated
Potash Corporation of Saskatchewan (NYSE: POT) liquidated
Sandisk Corp (NASDAQ: SNDK) liquidated
Skyworks Solutions, Inc. (NASDAQ: SWKS) liquidated
SunCoke Energy (NYSE: SXC) liquidated
Sunoco, Inc. (NYSE: SUN) liquidated
Williams Cos. (NYSE: WMB) liquidated
WPX Energy (NYSE: WPX) liquidated
Yahoo, Inc. (NASDAQ: YHOO) (CALL) liquidated
YPF S.A. ADS (NYSE: YPF) liquidated

Maintained Stakes
BioFuel Energy Corp. (NASDAQ: BIOF) maintained 5,578,800 share stake
SPDR Gold Trust (NYSE: GLD) maintained 160,000 share stake

* Since the original filing these positions have been updated further.

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Daniel Loeb, Third Point LLC, Wells Fargo

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