Notable Changes from SAC Capital's 13F
Mega hedge fund SAC Capital issued their 13F for the quarter ended December 31, 2006. Here is a list of notable changes compared to last quarter's 13F:
Increases in Position:
AMERICAN STD (NYSE: ASD) from 101,500 to 1,294,500
BEA SYS INC (Nasdaq: BEAS) from 1,086,096 to 1,753,406
BEARINGPOINT (NYSE: BE) from 49,300 to 886,600
BRISTOL MYERS SQUIBB (NYSE: BMY) from 100,000 put options to 1,076,000
CADENCE DESIGN SYSTEM (Nasdaq: CDNS) from 168,934 to 992,734
CAREMARK RX (NYSE: CMX) from 41,600 to 1,480,150
CELANESE CORP (NYSE: CE) from 49,000 to 952,597
CLAIRES STORES (NYSE: CLE) from 10,900 to 1,363,900 (already disclosed in 13G)
COGNOS (Nasdaq: COGN) from 110,591 to 1,973,151
ELAN PLC (NYSE: ELN) from 850,500 to 4,776,150 (calls 1,248,800)
ENCYSIVE PHARMACEUTICALS (Nasdaq: ENCY) from 960,000 to 1,740,000
Equitable Resources Inc. (NYSE: EQT) from 489,100 to 1,242,477
GAMMON LAKE RES INC (AMEX: GRS) from 500,000 to 1,970,000
GENERAL ELECTRIC (NYSE: GE) from 150,000 to 402,800
GOODYEAR TIRE & RUBR (NYSE: GT) 162,500 to 1,607,500
GRANITE CONSTR INC (NYSE: GVA) from 77,400 to 1,293,056
HARRAHS ENTMT INC (NYSE: HET) from 133,300 to 1,017,900
HUDSON CITY BANCORP (Nasdaq: HCBK) from 190,600 to 700,000
INFORMATICA (Nasdaq: INFA) from 155,600 to 1,118,739
JETBLUE AWYS (Nasdaq: JBLU) from 240,000 to 801,125
LSI LOGIC (NYSE: LSI) from 235,795 to 1,458,485
MIRANT CORP (NYSE: MIR) from 1,867,500 to 5,172,107(also owns call options)
NRG ENERGY (NYSE: NRG) from 588,900 to 1,676,200
NEW RIV PHARMACEUTICALS (Nasdaq: NRPH) from 1,366,053 to 3,212,231 (had put option, no longer)
PPL CORP (NYSE: PPL) from 325,400 to 1,931,706
PACIFIC SUNWEAR (Nasdaq: PSUN) from 526,600 to 2,012,147 (already disclosed)
QUALCOMM (Nasdaq: QCOM) from 549,016 to 1,491,102 (had call options)
RIO NARCEA GOLD MINES (AMEX: RNO) from 525,300 to 1,008,600
RYERSON INC (NYSE: RYI) from 185,000 to 534,900
TAKE-TWO INTERACTIVE (Nasdaq: TTWO) from 75,000 to 1,274,071 (already disclosed in 13G)
TECH DATA (Nasdaq: TECD) from 31,400 to 322,992
TEMPLE INLAND (NYSE: TIN) from 87,400 to 305,000
UAL CORP (Nasdaq: UAUA) from 190,000 to 1,619,932
TEEKAY SHIPPING (NYSE: TK) from 202,900 to 875,900
New Positions:
AVANEX (Nasdaq: AVNX) NEW 4,775,000 (already disclosed in 13G)
CHARTER COMMUNICATIONS (Nasdaq: CHTR) new 7,604,011
CRYSTALLEX INTL (AMEX: KRY) new 1,004,600
ENDEAVOR ACQUISITION (AMEX: EDA) new 1,150,950 (already disclosed)
FIBERTOWER (Nasdaq: FTWR) new 1,250,000
HERTZ GLOBAL (NYSE: HTZ) 1,600,000 (spin-off)
KINETIC CONCEPTS (NYSE: KCI) new 696,900
MERGE TECHNOLOGIES (Nasdaq: MRGE) new 925,000
MINDSPEED TECHNOLOGIES (Nasdaq: MSPD) new 2,030,235
NEKTAR THERAPEUTICS (Nasdaq: NKTR) NEW 725,000, had and still has call option
OSI PHARMACEUTICALS (Nasdaq: OSIP) new 1,403,100
PATHMARK STORES (Nasdaq: PTMK) new 1,050,556 (already disclosed in 13G)
RF MICRODEVICES (Nasdaq: RFMD) new 601,710
RADIOSHACK (NYSE: RSH) new 827,500
TRIMERIS (Nasdaq: TRMS) new 507,534
TRIQUINT SEMICONDUCTOR (Nasdaq: TQNT) new 573,400
TRONOX (Nasdaq: TRX) new 1,350,000
URBAN OUTFITTERS (Nasdaq: URBN) new 1,074,300 (already disclosed in 13G)
VANDA PHARMACEUTICALS (Nasdaq: VNDA) new 1,502,274 (already disclosed in 13G)
WCI CMNTYS (NYSE: WCI) new 3,250,100 (already disclosed in 13G) (still has debt)
Decreases in Position:
Actions Semiconductor (Nasdaq: ACTS) from 1,275,000 to 6,174
ALCOA (NYSE: AA) from 3,775,700 to 785,300
Annaly Capital Management, Inc. (NYSE: NLY) from 2,788,700 to 500,000
APPLIED MICRO CIRCUITS (Nasdaq: AMCC) from 8,512,955 to 6,774,900
ESS TECHNOLOGY (Nasdaq: ESST) from 978,895 to 0
FORD (NYSE: F) from 1,546,400 to 396,842 (also now shows Ford debt)
GOLDCORP (NYSE: GG) from 1,622,200 to 900,000
HEALTH NET (NYSE: HNT) from 1,117,173 to 578,100
JDS UNIPHASE (Nasdaq: JDSU) from 6,420,700 to 1,056,595 (still holds debt)
LAS VEGAS SANDS (NYSE: LVS) from 636,300 to 57,200
MCDONALDS CORP (NYSE: MCD) from 719,700 to 244,900
MICRON TECHNOLOGY (NYSE: MU) from 879,317 to 259,200
ORACLE (Nasdaq: ORCL) from 2,034,064 to 885,181 (also has call options)
RITE AID (NYSE: RAD) from 2,386,400 to 240,100
ROYAL CARIBBEAN CRUISES (NYSE: RCL) 868,330 to 0
SEPRACOR INC (Nasdaq: SEPR) from 1,236,500 to 458,684 (still owns debt)
SPRINT NEXTEL (NYSE: S) from 806,300 to 51,700
SUN MICROSYSTEMS (Nasdaq: SUNW) from 517,052 to 96,100
XM SATELLITE RADIO HLDGS (Nasdaq: XMSR) from 1,110,777 to 150,000
ZARLINK SEMICONDUCTOR (NYSE: ZL) from 451,100 to 0
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