Summary of Atticus Capital's 13F; New Stakes In Baidu, Nymex and Boeing (BIDU, NMX & BA)

February 15, 2008 3:45 PM EST

Summary of Atticus Capital's 13F for the quarter ended December 31, 2007, compared to the quarter ended Sept 30, 2007.

New Stakes:
Baidu.com, Inc. (Nasdaq: BIDU) 514,376 shares
Boeing Co. (NYSE: BA) 400,000 shares
Endocare Inc. (Nasdaq: ENDO) 60,167 shares
Gold Fields Ltd. (NYSE: GFI) 1,107,590 shares
Liberty Acquisition Holdings Corp. (AMEX: LIA) 2,500,000 shares
Nymex Holdings (NYSE: NMX) 379,101 shares

Raised Stakes
Alcoa (NYSE: AA) raised from 500K shares through calls to 500K shares through calls and 2,406,975 shares.
Banco Bradesco S.A. (NYSE: BBD) from 1,366,857 shares to 5,095,657 shares
Banco Itau Holding Financeira S.A. (NYSE: ITU) from 1,366,857 shares to 4,180,812 shares
Burlington Northern Santa Fe Corp. (NYSE: BNI) from 1,131,400 shares through calls and 7,177,404 shares to 1,131,400 shares through calls and 10,547,537 shares.
China Telecom Corp. Ltd. (NYSE: CHA) from 390,450 shares to 402,850 shares
Companhia de Saneamento Basico (NYSE: SBS) from 421,779 shares to 585,879 shares
ConocoPhillips (NYSE: COP) from 15,046,359 shares and 6,983,300 shares through calls to 12,002,319 shares and 8,754,500 shares through calls
Conseco Inc. (NYSE: CNO) from 3,062,800 shares to 5,124,244 shares
Crown Castle International Corp. (NYSE: CCI) from 9,192,002 shares to 13,947,666 shares
Entergy Corp. (NYSE: ETR) from 1,902,274 sharse to 1,976,974 shares
General Motors Corporation (NYSE: GM) from 435,000 to 448,800 shares
Genomic Health Inc. (Nasdaq: GHDX) from 405,260 shares to 1,844,251 shares
Goldman Sachs Group Inc. (NYSE: GS) from 335,900 shares and and 300,000 shares through calls to 666,154 shares.
Inverness Medical Innovations Inc. (AMEX: IMA) from 4,134,097 shares to 5,287,412 shares
KT Corp. (KTC) from 486,315 shares to 501,715 shares
Mastercard Incorporated (NYSE: MA) from 3,922,236 shares and 1,300,000 shares through calls to 4,093,290 shares and 1,594,600 shares through calls
Monsanto Co. (NYSE: MON) from 300,000 shares to 931,500 shares and 493,100 shares
Norfolk Southern (NYSE: NSC) from 5,502,980 shares to 5,634,016 shares
NYSE Euronext (NYX) from 15,049,852 shares to 15,261,911 shares
Occidental Pete Corp (NYSE: OXY) from 2,620,000 shares to 9,428,982 shares
Petrochina (NYSE: PTR) from 72,910 shares to 75,210 shares
Praxair (NYSE: PX) from 0 shares to 2,045,311 shares
Research In Motion (Nasdaq: RIMM) from 0 shares to 1,500,000 shares
SK Telecom (NYSE: SKM) from 50,746 shares to 57,146 shares
Transalta (NYSE: TAC) from 0 shares to 2,301,078 shares
Union Pac (NYSE: UNP) from 7,428,548 shares to 9,159,401 shares
Verisign (Nasdaq: VRSN) from 0 shares to 2,025,400 shares
Western Union (NYSE: WU) from 657,000 shares to 677,800 shares

Lowered Stakes:
American Express Company (NYSE: AXP) from 2,835,327 shares and 2,159,300 shares through calls to 2,159,300 shares through calls.
American International Group, Inc. (NYSE: AIG) from 240,000 shares and 2,700,000 shares through calls to 198,100 shares and 2,700,000 shares through calls
Apple Inc. (Nasdaq: AAPL) from 300,000 shares and 1,000,000 shares through calls to 1,200,000 shares and 750,000 puts
Atherogenics Inc. (Nasdaq: AGIX) from 4,765,700 shares to 0
Anheuser-Busch Companies Inc. (NYSE: BUD) from 3,018,000 calls to 1,638,000 calls
The Blackstone Group (NYSE: BX) from 484,300 shares to 21,742 shares
Brookfield Asset Management Inc. (NYSE: BAM) from 6,540,112 shares and 1,000,000 calls to 5,858,377 shares and 1,000,000 calls
Canadian Natural Resource Ltd (NYSE: CNQ) from 6,070,874 shares to 4,420,776 shares
Caterpillar Inc. (NYSE: CAT) from 900,000 shares to 0
Cisco Systems, Inc. (Nasdaq: CSCO) from 5,000,000 shares to 0
Citigroup Inc. (NYSE: C) from 5,000,000 shares to 0
CME Group, Inc. (NYSE: CME) from 378,564 shares and 500,000 shares through calls to 312,507 shares and 350,000 shares through calls
Companhia Vale do Rio Doce (NYSE: RIO) from 7,153,926 shares and 3,500,000 shares through calls to 8,400,000 shares through calls
CSX Corp. (NYSE: CSX) from 7,669,019 shares and 494,200 shares through calls to 5,445,231 shares and 994,200 shares through calls
Deere & Co. (NYSE: DE) from 571,700 to 0
Diamond Offshore Drilling Inc. (NYSE: DO) from 2,607,329 shares to 1,036,332 shares
Deutsche Bank AG (NYSE: DB) 79,200 shares from to 0
Discover Financial Services (NYSE: DFS) from 500,000 shares to 0
Emisphere Technologies, Inc. (Nasdaq: EMIS) from 2,303,800 shares to 2,256,600 shares
General Electric Co. (NYSE: GE) 340,000 shares through calls to 0
Google Inc. (Nasdaq: GOOG) from 322,500 shares and 160,000 shares through calls to 41,000 shares and 158,300 shares through calls
InterContinental Exchange, Inc. (NYSE: ICE) from 108,348 shares to 0
Invesco Ltd. (NYSE: IVZ) from 74,200 shares to 0
iStar Financial Inc. (NYSE: SFI) from 65,800 shares to 0
Korea Electric Power Corp. (NYSE: KEP) from 5,562,259 shares to 0
McDonald's Corp. (NYSE: MCD) from 500,000 shares to 0
Medarex Inc. (Nasdaq: MEDX) from 908,100 shares to 0
Merrill Lynch & Co., Inc. (NYSE: MER) from 139,000 shares to 57,984 shares
The McGraw-Hill Companies, Inc. (NYSE: MHP) from 990,616 to 0
Moody's Corp. (NYSE: MCO) from 3,896,353 shares to and 1,500,000 shares through calls to 1,644,600 shares and 1,500,000 shares through calls
Morgan Stanley (NYSE: MS) from 1,118,687 shares to 0
National Financial Partners Corp. (NYSE: NFP) from 1,246,100 shares to 905,628 shares. ********
Novagold (NYSE: NG) from 1,227,900 to 0
Omnicare (NYSE: OCR) from 1,732,300 shares to 912,470 shares
Peabody Energy (NYSE: BTU) from 1,162,614 shares to 0
Phoenix Cos (NYSE: PNX) from 1,707,784 shares to 1,250,115 shares
Potash (NYSE: POT) from 300,000 shares to 0
PT Telekomunikasi (NYSE: TLK) from 666,370 shares to 0 shares
Schlumberger (NYSE: SLB) from 2,521,400 shares to 700,000 shares
Somaxon Pharm (Nasdaq: SOMX) from 312,096 shares to 298,196 shares
Teck Cominco (NYSE: TCK) from 1,856,685 shares to 0 shares
Transocean (NYSE: RIG) from 2,057,509 shares to 38,056 shares shares


Maintained Stakes:
Acorda Therapeutics, Inc. (Nasdaq: ACOR) 710,256 shares
AMERCO (Nasdaq: UHAL) 1,846,339 shares
Clean Energy Fuels Corp. (Nasdaq: CLNE) 250,000 shares
EpiCept Corporation (Nasdaq: EPCT) 65,514 shares
Freeport-McMoRan Copper & Gold Inc. (NYSE: FCX) 16,393,273 shares and 10,014,400 shares through calls
Grupo Aeroportuario del Pacifico S.A.B. de CV (NYSE: PAC) 4,697,937 shares
Grupo Aeroportuario Del Sureste SA de CV (NYSE: ASR) 127,642 shares
Nexmed (Nasdaq: NEXM) 63,200 shares
MBIA (NYSE: MBI) 1,229,000 calls
Schwab (Nasdaq: SCHW) 56,6000 shares
Sony (NYSE: SNE) 54,800 shares
Suncor Energy (NYSE: SU) 1,000,000 shares through calls
Synvista Therapeutics (NYSE: SYI) 1,600,000 shares


Related Categories

Hot List
Insider Trades
Insiders' Blog

Stocks Mentioned

AA 13.28

+0.22 +1.68%
Volume: 44,021,969
Track AA

AAPL 196.19

+2.07 +1.07%
Volume: 22,601,078
Track AAPL

ACOR 29.99

+0.07 +0.23%
Volume: 954,133
Track ACOR

AGIX 0.07

+0.00 +0.00%
Volume: 1,848,562
Track AGIX

AIG 23.14

+0.98 +4.42%
Volume: 9,709,338
Track AIG

ASR 49.46

+2.30 +4.88%
Volume: 73,777
Track ASR

AXP 37.54

+0.75 +2.04%
Volume: 10,682,919
Track AXP

BA 59.74

+1.85 +3.20%
Volume: 8,250,844
Track BA

BAM 21.20

+0.31 +1.48%
Volume: 897,200
Track BAM

BBD 16.90

+0.87 +5.43%
Volume: 18,406,274
Track BBD

BIDU 435.01

-8.22 -1.85%
Volume: 2,794,846
Track BIDU

BNI 99.91

+0.17 +0.17%
Volume: 4,238,334
Track BNI

BTU 42.37

+1.92 +4.75%
Volume: 8,509,570
Track BTU

BUD 48.52

+1.48 +3.15%
Volume: 259,896
Track BUD

BX 12.70

+0.22 +1.76%
Volume: 2,111,052
Track BX

C 3.18

+0.03 +0.95%
Volume: 498,612,695
Track C

CAT 53.53

+2.75 +5.42%
Volume: 15,499,019
Track CAT

CCI 35.87

+0.21 +0.59%
Volume: 2,194,800
Track CCI

CHA 41.85

+1.13 +2.78%
Volume: 154,053
Track CHA

CLNE 16.55

+0.32 +1.97%
Volume: 724,909
Track CLNE

CME 283.18

+2.90 +1.03%
Volume: 755,806
Track CME

CNO 4.40

+0.00 +0.00%
Volume: 4,054,380
Track CNO

CNQ 65.32

+1.23 +1.92%
Volume: 2,362,678
Track CNQ

COP 48.49

+1.12 +2.36%
Volume: 13,346,727
Track COP

CSCO 23.89

+0.39 +1.66%
Volume: 60,337,011
Track CSCO

CSX 43.08

+0.57 +1.34%
Volume: 6,715,616
Track CSX

DB 62.22

+4.32 +7.46%
Volume: 2,484,059
Track DB

DE 50.32

+1.36 +2.78%
Volume: 5,843,655
Track DE

DFS 13.03

+0.27 +2.12%
Volume: 4,938,137
Track DFS

DO 90.00

+1.76 +1.99%
Volume: 2,427,617
Track DO

EMIS 1.06

+0.06 +6.00%
Volume: 26,300
Track EMIS

ENDO 1.39

+0.00 +0.00%
Volume: 37,451
Track ENDO

EPCT 0.82

+0.00 +0.00%
Volume: 208,557
Track EPCT

ETR 76.26

-0.03 -0.04%
Volume: 2,135,820
Track ETR

FCX 71.58

+2.38 +3.44%
Volume: 25,224,306
Track FCX

GE 15.60

+0.00 +0.00%
Volume: 97,579,480
Track GE

GFI 11.53

+0.33 +2.95%
Volume: 11,343,835
Track GFI

GHDX 17.18

+0.24 +1.42%
Volume: 105,426
Track GHDX

GM 1.43

+0.00 +0.00%
Volume: 341,588,570
Track GM

GOOG 536.44

+2.97 +0.56%
Volume: 2,822,188
Track GOOG

GS 152.49

+1.39 +0.92%
Volume: 14,021,246
Track GS

ICE 98.87

+1.83 +1.89%
Volume: 1,249,698
Track ICE

IMA 41.17

-0.33 -0.80%
Volume: 603,106
Track IMA

ITU 15.18

+0.79 +5.49%
Volume: 4,414,316
Track ITU

IVZ 18.61

+0.29 +1.58%
Volume: 7,248,122
Track IVZ

KEP 16.14

+0.12 +0.75%
Volume: 804,138
Track KEP

LIA 9.71

-0.01 -0.10%
Volume: 2,101,383
Track LIA

MA 223.45

-2.95 -1.30%
Volume: 1,648,924
Track MA

MBI 5.04

+0.13 +2.65%
Volume: 3,000,499
Track MBI

MCD 63.57

+0.65 +1.03%
Volume: 10,131,419
Track MCD

MCO 26.76

+0.28 +1.06%
Volume: 3,464,467
Track MCO

MEDX 16.02

+0.00 +0.00%
Volume: 2,252,939
Track MEDX

MER 11.64

+0.00 +0.00%
Volume: 49,928,111
Track MER

MHP 34.01

+0.36 +1.07%
Volume: 2,202,903
Track MHP

MON 75.72

+1.51 +2.03%
Volume: 6,954,244
Track MON

MS 27.13

+0.53 +1.99%
Volume: 19,517,382
Track MS

NEXM 0.49

+0.00 +0.00%
Volume: 1,766,887
Track NEXM

NFP 8.87

+0.34 +3.99%
Volume: 296,706
Track NFP

NG 5.90

+0.31 +5.55%
Volume: 3,850,549
Track NG

NMX 80.67

+0.00 +0.00%
Volume: 0
Track NMX

NSC 47.14

+0.83 +1.79%
Volume: 1,898,477
Track NSC

OCR 25.00

+0.00 +0.00%
Volume: 2,051,921
Track OCR

OXY 77.91

+1.61 +2.11%
Volume: 8,068,751
Track OXY

PAC 32.39

+0.87 +2.76%
Volume: 110,513
Track PAC

PNX 2.48

+0.07 +2.90%
Volume: 515,832
Track PNX

POT 105.61

+4.10 +4.04%
Volume: 7,750,228
Track POT

PTR 109.14

+2.84 +2.67%
Volume: 436,874
Track PTR

PX 75.19

+1.05 +1.42%
Volume: 2,950,628
Track PX

RIG 84.77

+1.37 +1.64%
Volume: 4,035,979
Track RIG

RIMM 66.15

-0.52 -0.78%
Volume: 13,702,344
Track RIMM

RIO 18.32

+0.00 +0.00%
Volume: 85,700
Track RIO

SBS 34.60

+1.51 +4.56%
Volume: 316,360
Track SBS

SCHW 17.50

-0.22 -1.24%
Volume: 16,020,891
Track SCHW

SFI 2.53

-0.05 -1.94%
Volume: 838,391
Track SFI

SKM 17.00

+0.18 +1.07%
Volume: 840,780
Track SKM

SLB 63.76

+1.64 +2.64%
Volume: 9,163,235
Track SLB

SNE 33.77

+0.76 +2.30%
Volume: 813,584
Track SNE

SOMX 2.78

+0.10 +3.73%
Volume: 635,929
Track SOMX

SU 29.85

+0.73 +2.51%
Volume: 13,913,104
Track SU

SYI 0.09

+0.00 +0.00%
Volume: 22,703
Track SYI

TAC 20.99

+0.34 +1.65%
Volume: 37,900
Track TAC

TCK 33.97

+1.96 +6.12%
Volume: 12,601,707
Track TCK

TLK 37.42

+0.18 +0.48%
Volume: 198,474
Track TLK

UHAL 46.14

+2.41 +5.51%
Volume: 54,214
Track UHAL

UNP 61.74

+0.77 +1.26%
Volume: 2,256,183
Track UNP

VRSN 23.00

+0.02 +0.09%
Volume: 4,305,155
Track VRSN

WU 16.14

-0.02 -0.12%
Volume: 19,461,149
Track WU


Related Entities


Add Your Comment





Follow StreetInsider.com On Twitter