Insiders' Blog
Sponsored by: Subscribe to EasyStockAlerts.com Now & Get The News Before Everyone Else!
Barakett's Atticus Capital Shows New Stakes in Cisco (CSCO), Apple (AAPL), Merrill Lynch (MER) and Citigroup (C), Among Others
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)
Related Categories
Insiders' BlogStocks Mentioned
Sign up for StreetInsider Free!
Receive full access to all new and archived articles, unlimited portfolio tracking, e-mail alerts, custom newswires and RSS feeds - and more!
