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Atticus Capital 13F Shows New Stakes in Chesapeake (CHK), Focus Media (FMCN), Google (GOOG), Peabody (BTU); Lowers Stakes in Freeport-McMoRan (FCX), MasterCard (MA), NYSE Euronext (NYX)
Atticus Capital is out with its 13F for the quarter ended June 30, 2008. Notably, Atticus showed new stakes in Chesapeake Energy, Focus Media, Google, Peabody Energy and Praxair. Atticus raised its stakes in Baidu, Boeing, Norfolk Southern and Union Pacific while cutting his stakes in Freeport-McMoRan, MasterCard and NYSE Euronext, each of which he was a large shareholder in.
Below is a full summary:
New Stakes:
American Tower (NYSE: AMT) 5,691 shares
Apple (Nasdaq: AAPL) 1,755 shares
BHP Billiton (NYSE: BHP) 64,471 shares
Chesapeake Energy (NYSE: CHK) 82,280 shares
Cisco Systems (Nasdaq: CSCO) 11,434 shares
Focus Media (Nasdaq: FMCN) 1,799,313 shares
Google (Nasdaq: GOOG) 443 shares
Microsoft (Nasdaq: MSFT) 7,365 shares
Monsanto (NYSE: MON) 3,816 shares
Peabody Energy (NYSE: BTU) 3,526,815 shares
Potash (NYSE: POT) 3,332 shares
Praxair (NYSE: PX) 695,578 shares
Research In Motion (Nasdaq: RIMM) 2,269 shares
SandRidge Energy (NYSE: SD) 4,025 shares
XTO Energy (NYSE: XTO) 63,563 shares
Raised Stakes:
Baidu.com (Nasdaq: BIDU) from 546,600 shares to 902,977 shares
Boeing (NYSE: BA) from 211,500 shares to 1,143,779 shares
Companhia de Saneamento Basico (NYSE: SBS) from 702,877 shares to 757,077 shares
ConocoPhillips (NYSE: COP) from 10,190,314 shares and 296,500 shares through calls to 10,225,065 shares and 296,500 shares through calls
Norfolk Southern (NYSE: NSC) from 1,921,900 shares to 2,623,310 shares
Union Pacific (NYSE: UNP) from 8,958,803 shares to 14,482,634 shares
Lowered Stakes:
AMERCO (Nasdaq: UHAL) from 1,381,831 shares to 943,805 shares
AngloGold Ashanti Limited (NYSE: AU) from 918,000 shares to 90,354 shares
Banco Bradesco (NYSE: BBD) from 1,427,400 shares to 838,800 shares
Banco Itau Holding Financeira S.A. (NYSE: ITU) from 1,707,600 shares to 1,207,515 shares
Burlington Northern Sante Fe (NYSE: BNI) from 9,166,600 shares to 8,605,311 shares
Canadian Natural Resource (NYSE: CNQ) from 1,397,700 shares to 1,135,500 shares
China Telecom (NYSE: CHA) from 186,589 shares to 82,280 shares
Conseco (NYSE: CNO) from 4,900,000 shares to 4,468,604 shares
Crown Castle Int’l (NYSE: CCI) from 12,500,203 shares to 12,441,242 shares
CSX Corp. (NYSE: CSX) from 500,000 shares through calls to 289,600 shares of common stock
Freeport-McMoRan (NYSE: FCX) from 11,523,563 shares and 2,214,900 shares through calls to 4,913,464 shares and 1,714,900 shares through calls
General Motors (NYSE: GM) from 415,580 shares to 196,680 shares
Genomic Health (Nasdaq: GHDX) from 2,548,186 shares to 2,016,281 shares
Gold Fields (NYSE: GFI) from 8,447,651 shares to 2,388,230 shares
Grupo Aeroportuario del Pacifica (NYSE: PAC) from 4,418,024 shares to 62,498 shares
Group Aeroportuario del Sureste (NYSE: ASR) from 118,251 shares to 52,901 shares
KT Inc (NYSE: KTI) from 395,430 shares to 143,520 shares
MasterCard (NYSE: MA) from 3,621,683 shares and 194,600 shares through calls to 3,316,785 shares
National Financial Partners (NYSE: NFP) from 769,683 shares to 693,183 shares
Newmont Mining (NYSE: NEM) from 1,022,400 shares to 441,600 shares
NYMEX Holdings (NYSE: NMX) from 189,655 shares to 17,020 shares
NYSE Euronext (NYSE: NYX) from 13,955,540 shares to 10,942,900 shares and 1,712,100 shares through puts
Occidental Petroleum (NYSE: OXY) from 7,414,900 shares to 6,899,301 shares
PetroChina (NYSE: PTR) from 34,865 shares to 11,145 shares
PT Telekomunikasi Indonesia (NYSE: TLK) from 597,443 shares to 237,006 shares
Sony (NYSE: SNE) from 50,730 shares to 12,605 shares
Unibanco-Uniao Bancos Brasile (NYSE: UBB) from 608,192 shares to 388,900 shares
Visa (NYSE: V) from 7,799,500 shares to 2,013,001 shares and 300,000 shares through calls
Western Union (NYSE: WU) from 627,855 shares to 287,155 shares
Liquidated Stakes (sold entire position):
Acorda Therapeutics (Nasdaq: ACOR) from 663,000 shares to 0 shares
BlackRock (NYSE: BLK) 21,742
Brookfield Asset Management (NYSE: BAM) 952,900 shares
Incyte (Nasdaq: INCY) 350,200 shares
Charles Schwab (Nasdaq: SCHW) 56,600 shares
SK Telecom (NYSE: SKM) 26,459 shares
TransAlta (NYSE: TAC) 701,000 shares
Verisign (Nasdaq: VRSN) 105,500 shares
Maintained Stakes:
BPW Acquisition (NYSE: BPW) 1,000,000 shares
Clean Energy Fuels (Nasdaq: CLNE) 250,000 shares
Vale (NYSE: RIO) 1,149,600 shares through calls
Emisphere Technologies (Nasdaq: EMIS) 2,256,600 shares
Liberty Acquisition Holdings (AMEX: LIA) 2,500,000 shares
Marriott Int’l (NYSE: MAR) 38,300 shares
Starwood Hotels & Resorts (NYSE: HOT) 27,000 shares
Synvista Therapeutics (NYSE: SYI) 1,600,00 shares
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