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 28.56

+0.00 +0.00%
Volume: 0
Track AA

AAPL 161.22

+0.00 +0.00%
Volume: 26,578,982
Track AAPL

ACOR 29.03

+0.00 +0.00%
Volume: 768,559
Track ACOR

AGIX 0.38

+0.00 +0.00%
Volume: 1,141,274
Track AGIX

AIG 21.22

+0.00 +0.00%
Volume: 0
Track AIG

ASR 48.53

+0.00 +0.00%
Volume: 0
Track ASR

AXP 38.75

+0.00 +0.00%
Volume: 0
Track AXP

BA 63.03

+0.00 +0.00%
Volume: 0
Track BA

BAM 30.25

+0.00 +0.00%
Volume: 0
Track BAM

BBD 17.44

+0.00 +0.00%
Volume: 0
Track BBD

BIDU 271.14

+0.00 +0.00%
Volume: 3,381,909
Track BIDU

BNI 100.11

+0.00 +0.00%
Volume: 0
Track BNI

BTU 51.45

+0.00 +0.00%
Volume: 0
Track BTU

BUD 68.00

+0.00 +0.00%
Volume: 0
Track BUD

BX 16.74

+0.00 +0.00%
Volume: 0
Track BX

C 18.30

+0.00 +0.00%
Volume: 0
Track C

CAT 63.94

+0.00 +0.00%
Volume: 0
Track CAT

CCI 35.41

+0.00 +0.00%
Volume: 0
Track CCI

CHA 46.05

+0.00 +0.00%
Volume: 0
Track CHA

CLNE 18.77

+0.00 +0.00%
Volume: 3,412,791
Track CLNE

CME 327.65

+0.00 +0.00%
Volume: 1,411,330
Track CME

CNO 8.75

+0.00 +0.00%
Volume: 0
Track CNO

CNQ 75.67

+0.00 +0.00%
Volume: 0
Track CNQ

COP 76.48

+0.00 +0.00%
Volume: 0
Track COP

CSCO 22.28

+0.00 +0.00%
Volume: 64,086,372
Track CSCO

CSX 57.98

+0.00 +0.00%
Volume: 0
Track CSX

DB 81.97

+0.00 +0.00%
Volume: 0
Track DB

DE 63.50

+0.00 +0.00%
Volume: 0
Track DE

DFS 16.13

+0.00 +0.00%
Volume: 0
Track DFS

DO 104.52

+0.00 +0.00%
Volume: 0
Track DO

EMIS 3.35

+0.00 +0.00%
Volume: 57,043
Track EMIS

ENDO 2.29

+0.00 +0.00%
Volume: 5,100
Track ENDO

EPCT 0.62

+0.00 +0.00%
Volume: 274,541
Track EPCT

ETR 98.86

+0.00 +0.00%
Volume: 0
Track ETR

FCX 74.93

+0.00 +0.00%
Volume: 0
Track FCX

GE 27.70

+0.00 +0.00%
Volume: 0
Track GE

GFI 8.34

+0.00 +0.00%
Volume: 0
Track GFI

GHDX 21.97

+0.00 +0.00%
Volume: 249,382
Track GHDX

GM 10.68

+0.00 +0.00%
Volume: 0
Track GM

GOOG 450.26

+0.00 +0.00%
Volume: 4,886,656
Track GOOG

GS 160.90

+0.00 +0.00%
Volume: 0
Track GS

ICE 90.50

+0.00 +0.00%
Volume: 0
Track ICE

IMA 34.33

+0.00 +0.00%
Volume: 0
Track IMA

ITU 17.64

+0.00 +0.00%
Volume: 0
Track ITU

IVZ 24.86

+0.00 +0.00%
Volume: 0
Track IVZ

KEP 13.86

+0.00 +0.00%
Volume: 0
Track KEP

LIA 9.16

+0.00 +0.00%
Volume: 0
Track LIA

MA 216.03

+0.00 +0.00%
Volume: 0
Track MA

MBI 15.93

+0.00 +0.00%
Volume: 0
Track MBI

MCD 60.02

+0.00 +0.00%
Volume: 0
Track MCD

MCO 39.81

+0.00 +0.00%
Volume: 0
Track MCO

MEDX 6.90

+0.00 +0.00%
Volume: 1,872,985
Track MEDX

MER 26.21

+0.00 +0.00%
Volume: 0
Track MER

MHP 43.24

+0.00 +0.00%
Volume: 0
Track MHP

MON 103.70

+0.00 +0.00%
Volume: 0
Track MON

MS 40.34

+0.00 +0.00%
Volume: 0
Track MS

NEXM 0.18

+0.00 +0.00%
Volume: 0
Track NEXM

NFP 19.61

+0.00 +0.00%
Volume: 0
Track NFP

NG 5.73

+0.00 +0.00%
Volume: 0
Track NG

NMX 80.67

+0.00 +0.00%
Volume: 0
Track NMX

NSC 66.61

+0.00 +0.00%
Volume: 0
Track NSC

OCR 30.91

+0.00 +0.00%
Volume: 0
Track OCR

OXY 73.59

+0.00 +0.00%
Volume: 0
Track OXY

PAC 27.74

+0.00 +0.00%
Volume: 0
Track PAC

PNX 11.86

+0.00 +0.00%
Volume: 0
Track PNX

POT 150.39

+0.00 +0.00%
Volume: 0
Track POT

PTR 119.55

+0.00 +0.00%
Volume: 0
Track PTR

PX 85.16

+0.00 +0.00%
Volume: 0
Track PX

RIG 120.99

+0.00 +0.00%
Volume: 0
Track RIG

RIMM 107.49

+0.00 +0.00%
Volume: 28,212,470
Track RIMM

RIO 23.57

+0.00 +0.00%
Volume: 0
Track RIO

SBS 40.85

+0.00 +0.00%
Volume: 0
Track SBS

SCHW 23.56

+0.00 +0.00%
Volume: 0
Track SCHW

SFI 5.68

+0.00 +0.00%
Volume: 0
Track SFI

SKM 19.76

+0.00 +0.00%
Volume: 0
Track SKM

SLB 86.74

+0.00 +0.00%
Volume: 0
Track SLB

SNE 36.80

+0.00 +0.00%
Volume: 0
Track SNE

SOMX 4.62

+0.00 +0.00%
Volume: 5,820
Track SOMX

SU 49.54

+0.00 +0.00%
Volume: 0
Track SU

SYI 1.25

+0.00 +0.00%
Volume: 0
Track SYI

TAC 32.29

+0.00 +0.00%
Volume: 0
Track TAC

TCK 35.97

+0.00 +0.00%
Volume: 0
Track TCK

TLK 32.12

+0.00 +0.00%
Volume: 0
Track TLK

UHAL 43.16

+0.00 +0.00%
Volume: 76,987
Track UHAL

UNP 75.73

+0.00 +0.00%
Volume: 0
Track UNP

VRSN 27.90

+0.00 +0.00%
Volume: 8,149,691
Track VRSN

WU 26.33

+0.00 +0.00%
Volume: 0
Track WU


Related Entities


Add Your Comment