Summary of Loeb's Third Point LLC 13F: New Stake AK Steel (AKS), Boosts Clear Channel (CCU), Cuts Dillard's (DDS)

February 14, 2008 4:30 PM EST

Summary of Daniel Loeb's Third Point LLC 13F for the quarter ended December 31, 2007, compared to the quarter ended Sept 30, 2007.

New Stakes:
AK Steel Holding Corp. (NYSE: AKS) new 700,000 share stake
Augusta Resource Corp. (AMEX: AZC) new 1,740,000 share stake
BioMarin Pharmaceutical Inc. (Nasdaq: BMRN) new 400,000 share stake
Coherent Inc. (Nasdaq: COHR) new 1,500,000 share stake
Covidien, Ltd. (NYSE: COV) new 325,000 share stake
Genesco Inc. (NYSE: GCO) new 247,800 shares stake
GLG Partners, Inc. (NYSE: GLG) new 5,350,000 shares stake
Huntsman Corp. (NYSE: HUN) new 2,000,000 shares stake
ICICI Bank Ltd. (NYSE: IBN) 300,000 share stake
MeadWestvaco Corporation (NYSE: MWV) new 2,750,000 share stake
Motorcar Parts of America Inc. (Nasdaq: MPAA) new 1,000,000 shares stake
Plains Exploration & Production Company (NYSE: PXP) new 1,600,079 shares stake (likely from buyout of Pogo)
Progressive Gaming (Nasdaq: PGIC) new 4,000,000 shares stake
Sunoco Inc. (NYSE: SUN) new 400,000 shares stake
Thompson Creek Metals Company Inc. (NYSE: TC) new 2,805,000 shares stake
TXCO Resources, Inc. (Nasdaq: TXCO) new 2,750,000 shares stake
United Therapeutics Corp. (Nasdaq: UTHR) new 250,000 shares stake

Raised Stakes:
Applera Corp-Applied Biosystems Group (NYSE: ABI) from 500,000 to 575,000
Clear Channel Communications Inc. (NYSE: CCU) from 2,750,000 to 3,500,000
Imclone Systems Inc. (Nasdaq: IMCL) from 250,000 to 1,050,000
Ligand Pharmaceuticals Inc. (Nasdaq: LGND) from 2,005,000 to 2,007,378
Mastercard Incorporated (NYSE: MA) from 900,000 to 1,500,000
Mylan, Inc. (NYSE: MYL) from 2,150,000 to 3,150,000
NYSE Euronext, Inc. (NYSE: NYX) from 1,700,000 to 1,900,000

Lowered Stakes:
Advanced Medical Optics Inc. (NYSE: EYE) from 505,000 to 0
Alkermes, Inc. (Nasdaq: ALKS) from 2,465,000 to 0
ALPHARMA (NYSE: ALO) from 500,000 to 0
Atmel (Nasdaq: ATML) from 35,000,000 to 17,500,000
Eddie Bauer Holdings, Inc. (Nasdaq: EBHI) from 1,900,000 to 1,645,300
BEA Systems Inc. (Nasdaq: BEAS) from 9,500,000 to 8,250,000
Candela Corp. (Nasdaq: CLZR) from 2,255,000 to 2,201,200
Chipotle Mexican Grill, Inc. (NYSE: CMG) from 690,000 to 393,400
Coleman Cable, Inc. (Nasdaq: CCIX) from 791,667 to 0
Cypress Semiconductor Corporation (NYSE: CY) from 8,565,000 to 8,380,000
Daimler AG (NYSE: DAI) from 422,000 to 382,000
Dillard's Inc. (NYSE: DDS) from 2,400,000 to 1,750,000
Entertainment Distribution Company, Inc. (Nasdaq: EDCI) from 4,918,500 to 3,748,500
EXCO Resources Inc. (NYSE: XCO) from 3,000,000 to 1,500,000
Gentium S.p.A (Nasdaq: GENT) from 705,000 to 642,400
Granite Construction Inc. (NYSE: GVA) from 2,900,000 to 0
Invitrogen Corp. (Nasdaq: IVGN) from 450,000 to 0
Johnson & Johnson (NYSE: JNJ) from 500,000 to 0
Medicis Pharmaceutical Corp. (NYSE: MRX) from 450,000 to 0
Mirant Corp. (NYSE: MIR) from 4,000,000 to 3,000,000
Molex Inc. (Nasdaq: MOLX) from 2,800,000 to 0
PDL BioPharma Inc. (Nasdaq: PDLI) from 11,300,000 to 0
Qimonda AG (NYSE: QI) from 2,750,000 to 1,050,000
QUALCOMM Inc. (Nasdaq: QCOM) from 3,500,000 to 0
Salix Pharmaceuticals Ltd. (Nasdaq: SLXP) from 1,100,000 to 0
Sears Holdings Corporation (SHLD) from 650,000 to 0
Sepracor, Inc. (Nasdaq: SEPR) from 450,000 to 0
SLM Corp. (NYSE: SLM) from 1,600,000 to 0
Starwood Hotels & Resorts Worldwide Inc. (NYSE: HOT) from 200,000 to 0
SunPower Corporation (Nasdaq: SPWR) from 160,700 to 0
Synovus Financial Corp. (NYSE: SNV) from 8,335,000 to 1,710,000
TerreStar Corporation (Nasdaq: TSTR) from 1,000,000 to 809,100
Valeant Pharmaceuticals International (NYSE: VRX) from 465,000 to 0
Weyerhaeuser Co. (NYSE: WY) from 600,000 to 575,000

Maintainted Stakes:
Abraxas Petroleum Corp. (NYSE: ABP) 1,207,572 shares
Ariad Pharmaceuticals Inc. (ARIA) 1,600,000 shares
BioFuel Energy Corp. (BIOF) 1,250,000 shares
CV Therapeutics, Inc. (CVTX) 5,450,000 shares
DepoMed Inc. (DEPO) 7,050,000 shares
Flow International Corp. (FLOW) 5,060,000 shares
Greenlight Capital Re, Ltd. (GLRE) 750,000 shares
Loral Space & Communications, Inc. (LORL) 110,000
Nabi Biopharmaceuticals (NABI) 6,890,000 shares
Questar Corp. (STR) 3,500,000 shares
Target Corp. (TGT) 418,700 shares
Vantage Energy Services, Inc. (AMEX: VTG) 1,875,000 shares
Xinhua Finance Media Limited (XFML) 475,000 shares


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Stocks Mentioned

ABI 36.49

-0.06 -0.16%
Volume: 512,168
Track ABI

ABP 3.92

+0.00 +0.00%
Volume: 0
Track ABP

AKS 52.61

+0.53 +1.02%
Volume: 1,875,137
Track AKS

ALKS 13.37

-0.19 -1.40%
Volume: 1,306,798
Track ALKS

ALO 35.70

+0.10 +0.28%
Volume: 1,200,318
Track ALO

ATML 4.19

-0.15 -3.46%
Volume: 2,849,497
Track ATML

AZC 4.89

+0.14 +2.95%
Volume: 345,905
Track AZC

BEAS 32.07

+13.06 +68.70%
Volume: 0
Track BEAS

BMRN 30.14

+0.74 +2.52%
Volume: 2,843,935
Track BMRN

CCIX 11.75

-0.75 -6.00%
Volume: 34,351
Track CCIX

CCU 35.98

+0.00 +0.00%
Volume: 0
Track CCU

CLZR 3.06

+0.02 +0.66%
Volume: 189,780
Track CLZR

CMG 69.32

-0.92 -1.31%
Volume: 199,008
Track CMG

COHR 35.87

-0.75 -2.05%
Volume: 109,445
Track COHR

COV 54.07

-1.18 -2.14%
Volume: 2,483,251
Track COV

CY 32.42

+0.21 +0.65%
Volume: 4,754,286
Track CY

DAI 58.38

-1.36 -2.28%
Volume: 383,668
Track DAI

DDS 12.77

+0.23 +1.83%
Volume: 1,114,602
Track DDS

EBHI 6.24

-0.04 -0.64%
Volume: 186,777
Track EBHI

EDCI 0.14

-0.28 -66.67%
Volume: 0
Track EDCI

EYE 21.63

-0.39 -1.77%
Volume: 489,723
Track EYE

GCO 36.61

+1.09 +3.07%
Volume: 997,725
Track GCO

GENT 3.66

-0.05 -1.35%
Volume: 2,834
Track GENT

GLG 8.29

+0.02 +0.24%
Volume: 873,143
Track GLG

GVA 36.68

-0.37 -1.00%
Volume: 309,435
Track GVA

HOT 36.25

-0.14 -0.38%
Volume: 1,618,924
Track HOT

HUN 13.05

-0.05 -0.38%
Volume: 3,697,791
Track HUN

IBN 31.02

+0.22 +0.71%
Volume: 2,100,633
Track IBN

IMCL 64.40

-0.50 -0.77%
Volume: 1,760,456
Track IMCL

IVGN 42.46

-0.42 -0.98%
Volume: 827,926
Track IVGN

JNJ 70.43

-0.98 -1.37%
Volume: 10,368,344
Track JNJ

LGND 3.38

-0.02 -0.59%
Volume: 157,581
Track LGND

MA 242.55

+0.07 +0.03%
Volume: 1,310,783
Track MA

MIR 29.58

-0.34 -1.14%
Volume: 2,792,085
Track MIR

MOLX 24.15

-0.38 -1.55%
Volume: 713,610
Track MOLX

MPAA 7.04

+0.34 +5.07%
Volume: 639,415
Track MPAA

MRX 20.71

-0.51 -2.40%
Volume: 695,461
Track MRX

MWV 26.48

-0.50 -1.85%
Volume: 988,350
Track MWV

MYL 12.89

-0.11 -0.85%
Volume: 3,529,159
Track MYL

NYX 40.59

-0.13 -0.32%
Volume: 3,849,727
Track NYX

PDLI 12.07

-0.25 -2.03%
Volume: 2,448,600
Track PDLI

PGIC 0.76

+0.02 +2.70%
Volume: 65,110
Track PGIC

PXP 53.90

-1.04 -1.89%
Volume: 1,307,495
Track PXP

QCOM 52.65

-1.32 -2.45%
Volume: 14,512,255
Track QCOM

QI 2.01

-0.01 -0.50%
Volume: 308,423
Track QI

SEPR 18.40

+0.02 +0.11%
Volume: 949,948
Track SEPR

SLM 16.51

-0.44 -2.60%
Volume: 3,497,842
Track SLM

SLXP 6.80

-0.05 -0.73%
Volume: 206,297
Track SLXP

SNV 9.20

+0.05 +0.55%
Volume: 3,372,800
Track SNV

SPWR 97.55

+0.59 +0.61%
Volume: 1,468,172
Track SPWR

SUN 44.38

+2.17 +5.14%
Volume: 5,002,405
Track SUN

TC 15.64

-0.47 -2.92%
Volume: 227,600
Track TC

TSTR 2.78

-0.09 -3.14%
Volume: 192,376
Track TSTR

TXCO 12.11

-0.27 -2.18%
Volume: 273,771
Track TXCO

UTHR 106.13

-0.23 -0.22%
Volume: 321,799
Track UTHR

VRX 18.31

-0.51 -2.71%
Volume: 1,158,299
Track VRX

VTG 6.85

-0.15 -2.14%
Volume: 34,800
Track VTG

WY 55.49

-1.10 -1.94%
Volume: 2,051,500
Track WY

XCO 26.48

-0.67 -2.47%
Volume: 1,903,590
Track XCO


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