Barakett's Atticus Capital Shows New Stakes in Cisco (CSCO), Apple (AAPL), Merrill Lynch (MER) and Citigroup (C), Among Others

November 15, 2007 4:12 PM EST

Timothy Barakett's Atticus Capital LP released its latest 13F for the quarter ended September 30, 2007. Below is a summary:

New Positions:
Alcoa (NYSE: AA)500,000 shares
Apple Inc. (Nasdaq: AAPL) 300,000 shares
Cisco Systems (Nasdaq: CSCO) 5,000,000 shares
Citigroup (NYSE: C) 5,539,900 shares
Clean Energy Fuels (Nasdaq: CLNE) 250,000 shares
CME Group (NYSE: CME) 378,564 shares
Companhia de Bebidas das Americas (NYSE: ABV) 421,779 shares
Companhia Vale do Rio Doce (NYSE: RIO) 7,153,926 shares
Crown Castle Intl. (NYSE: CCI) 9,192,002 shares
Deere (NYSE: DE) 571,7000 shares
Deutsche Bank AG (NYSE: DB) 571,700 shares
Discover Financial Services (NYSE: DFS) 500,000 shares
Invesco (NYSE: IVZ) 74,200 shares
McDonald’s (NYSE: MCD) 500,000 shares
Merrill Lynch (NYSE: MER) 139,000 shares
Monsanto (NYSE: MON) 300,000 shares
Occidental Petroleum (NYSE: OXY) 2,620,000 shares
Peabody Energy (NYSE: BTU) 1,162,614 shares
Potash Corp./Saskatchewan (NYSE: POT) 300,000 shares
Charles Schwab (Nasdaq: SCHW) 56,600 shares
Synvista Therapeutics (NYSE: SYI) 1,600,000 shares

Raised Positions:
Banco Bradesco (NYSE: BBD) from 195,200 shares to 1,366,857 shares
Banco Itau Holding (NYSE: ITU) from 93,100 shares to 452,456 shares
Burlington Northern Sante Fe (NYSE: BNI) from 6,279,004 shares to 7,177,404
Conseco (NYSE: CNO) from 454,600 shares to 3,062,800 shares
Diamond Offense Drilling (NYSE: DO) from 2,245,929 shares to 2,607,329 shares
Freeport-McMoran Copper & Gold (NYSE: FCX) from 12,774,472 shares to 16,332,173 shares
Genomic Health (Nasdaq: GHDX) from 164,100 shares to 405,260 shares
Grupo Aeroportuario del Pacifica (NYSE: PAC) from 4,539,337 shares to 4,693,337 shares
Inverness Medical Innovations (NYSE: IMA) from 3,203,197 shares to 4,134,097
Kookmin Bank (NYSE: KB) from 494,230 shares to 737,700 shares
Mastercard (NYSE: MA) from 3,728,013 shares to 3,922,236 shares
McGraw Hill (NYSE: MHP) from 71,000 shares to 990,616 shares
NovaGold Resources (NYSE: NG) from 528,500 shares to 1,227,900 shares
NYSE Euronext (NYSE: NYX) from 14,989,209 shares to 15,049,852 shares
Praxair (NYSE: PX) from 1,138,200 shares to 1,253,354 shares
Teck Cominco (NYSE: TCK) from 1,008,249 shares to 1,856,685 shares
Union Pacific Corp. (NYSE: UNP) from 6,853,191 shares to 7,428,548 shares

Lowered Positions:
ABB Ltd. (NYSE: ABB) from 192,499 shares to 0 shares
AES Corp. (NYSE: AES) from 2,120,800 shares to 0 shares
AMERCO (Nasdaq: UHAL) from 1,847,039 shares to 1,846,339 shares
American Express (NYSE: AXP) from 5,040,627 shares to 2,835,327 shares
AMR Corp. (NYSE: AMR) from 1,300,000 shares to 0 shares
BCE Inc. (NYSE: BCE) from 1,500,000 shares to 0 shares
Blackrock (NYSE: BLK) from 1,012,700 shares to 484,300 shares
Brookfield Asset Management (NYSE: BAM) from 7,991,443 shares to 6,540,112
Canadian Natural Resources (NYSE: CNQ) from 7,070,817 shares to 6,070,874 shares
Caterpillar (NYSE: CAT) from 1,634,000 shares from 900,000 shares
Coca-Cola (NYSE: KO) from 9,710,000 shares to 0 shares
Conoco Phillips (NYSE: COP) from 25,392,559 shares to 15,046,359 shares
CSX Corp. (NYSE: CSX) from 12,558,952 shares to 7,669,019 shares
CVS Caremark (NYSE: CSV) from 2,317,300 shares to 200,000 shares
E*TRADE Financial (Nasdaq: ETFC) from 839,400 shares to 0 shares
Entergy Corp. (NYSE: ETR) from 2,106,500 shares to 1,902,274 shares
Exelon Corp. (NYSE: EXC) from 1,697,900 shares to 0 shares
Focus Media Holding Ltd. (Nasdaq: FMCN) from 213,400 shares to 0 shares
GlobalSanteFe Corp. (NYSE: GSF) from 1,604,900 shares to 1,127,000 shares
Goldman Sachs (NYSE: GS) from 745,000 shares to 335,900 shares
Google (Nasdaq: GOOG) from 781,116 shares to 322,500 shares
Intercontinental Exchange (NYSE: ICE) from 290,148 shares to 108,348 shares
iStar Financial (NYSE: SFI) from 1,804,800 shares to 56,800 shares
Korea Electric Power (NYSE: KEP) from 6,492,000 shares to 4,452,259 shares
MBIA Inc. (NYSE: MBI) from 3,500,000 shares to 1,229,000 shares
Moody’s Corp. (NYSE: MCO) from 5,876,899 shares to 3,896,353 shares
Morgan Stanley (NYSE: MS) from 1,124,000 shares to 1,118,687 shares
National Financial Partners (NYSE: NFP) from 1,900,200 shares to 1,246,100 shares
Norfolk Southern (NYSE: NSC) from 7,818,180 shares to 5,502,980 shares
Omnicare (NYSE: OCR) from 2,608,100 shares to 1,732,300 shares
Schlumberger Ltd. (NYSE: SLB) from 2,533,094 shares to 2,521,400 shares
State Street (NYSE: STT) from 151,300 shares to 0 shares
SunTrust Banks (NYSE: STI) from 850,000 shares to 0 shares
TD Ameritrade (Nasdaq: AMTD) from 424,350 shares to 0 shares
Transocean (NYSE: RIG) from 4,589,175 shares to 2,057,509 shares
Tween Brands (NYSE: TWB) from 75,000 shares to 0 shares
UAL Corp. (Nasdaq: UAUA) from 959,455 shares to 0 shares
Wellpoint (NYSE: WLP) from 850,700 shares to 0 shares

Maintained Positions:
Acorda Therapeutics (Nasdaq: ACOR), American Intl. Group (NYSE: AIG), Anheuser Busch (NYSE: BUD), AtheroGenics (Nasdaq: AGIX), Champps Entertainment (Nasdaq: CMPP), China Telecom (NYSE: CHA), Emisphere Technologies (Nasdaq: EMIS), Epicept Corp. (Nasdaq: EPCT), Forest Labs (NYSE: FRX), General Electrics (NYSE: GE), General Motors (NYSE: GM), Grupo Aeroportuario del Sureste (NYSE: ASR), KT Corp. (NYSE: KTC), Medarex (NYSE: MEDX), NexMed (Nasdaq: NEXM), PetroChina (NYSE: PTR), Phoenix Companies (NYSE: PNX), PT Telekomunikasi Indonesia (NYSE: TLK), SK Telecom Ltd. (NYSE: SKM), Somaxon Pharmaceuticals (Nasdaq: SOMX), Sony Corp. (NYSE: SNE), Western Union (NYSE: WU)


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