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 25.10

+14.75 +142.51%
Volume: 434,349
Track AA

AAPL 140.02

-2.81 -1.97%
Volume: 13,236,264
Track AAPL

ACOR 23.74

-0.25 -1.04%
Volume: 874,811
Track ACOR

AGIX 0.07

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

AIG 25.08

+7.00 +38.72%
Volume: 438,629
Track AIG

ASR 28.62

-10.50 -26.84%
Volume: 436,434
Track ASR

AXP 26.26

+3.26 +14.17%
Volume: 443,816
Track AXP

BA 27.49

-14.74 -34.90%
Volume: 434,810
Track BA

BAM 28.74

+11.80 +69.66%
Volume: 442,456
Track BAM

BBD 27.54

+12.57 +83.97%
Volume: 436,144
Track BBD

BIDU 289.50

-5.57 -1.89%
Volume: 1,457,615
Track BIDU

BNI 28.62

-44.43 -60.82%
Volume: 443,259
Track BNI

BTU 29.97

-0.05 -0.17%
Volume: 444,045
Track BTU

BUD 68.58

+0.00 +0.00%
Volume: 1,620,239
Track BUD

BX 25.07

+14.26 +131.91%
Volume: 445,698
Track BX

C 26.20

+23.23 +782.15%
Volume: 448,666
Track C

CAT 28.71

-4.48 -13.50%
Volume: 440,941
Track CAT

CCI 28.73

+4.42 +18.18%
Volume: 437,909
Track CCI

CHA 29.89

-20.58 -40.78%
Volume: 444,983
Track CHA

CLNE 8.47

-0.38 -4.29%
Volume: 425,081
Track CLNE

CME 301.45

-6.82 -2.21%
Volume: 908,444
Track CME

CNO 26.35

+23.89 +971.14%
Volume: 438,299
Track CNO

CNQ 28.65

-23.53 -45.09%
Volume: 441,364
Track CNQ

COP 29.84

-12.22 -29.05%
Volume: 438,933
Track COP

CSCO 18.50

-0.30 -1.60%
Volume: 41,562,541
Track CSCO

CSX 27.59

-7.04 -20.33%
Volume: 442,390
Track CSX

DB 26.30

-34.09 -56.45%
Volume: 434,978
Track DB

DE 29.95

-10.42 -25.81%
Volume: 438,280
Track DE

DFS 27.51

+17.24 +167.87%
Volume: 444,858
Track DFS

DO 28.76

-53.09 -64.86%
Volume: 441,258
Track DO

EMIS 1.05

+0.03 +2.94%
Volume: 9,400
Track EMIS

ENDO 1.35

-0.01 -0.74%
Volume: 133,152
Track ENDO

EPCT 0.73

-0.05 -6.41%
Volume: 829,109
Track EPCT

ETR 28.70

-49.48 -63.29%
Volume: 446,076
Track ETR

FCX 29.87

-20.70 -40.93%
Volume: 446,558
Track FCX

GE 29.96

+18.18 +154.33%
Volume: 447,244
Track GE

GFI 26.35

+13.81 +110.13%
Volume: 443,471
Track GFI

GHDX 16.09

-0.82 -4.85%
Volume: 169,269
Track GHDX

GM 1.43

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

GOOG 408.49

-10.50 -2.51%
Volume: 2,517,630
Track GOOG

GS 29.82

-117.50 -79.76%
Volume: 440,937
Track GS

ICE 109.14

-2.58 -2.31%
Volume: 1,544,887
Track ICE

IMA 33.85

-1.19 -3.40%
Volume: 537,023
Track IMA

ITU 15.18

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

IVZ 16.78

-0.91 -5.14%
Volume: 3,270,549
Track IVZ

KEP 11.59

-0.44 -3.66%
Volume: 527,363
Track KEP

LIA 29.94

+20.86 +229.74%
Volume: 442,904
Track LIA

MA 25.11

-140.73 -84.86%
Volume: 436,932
Track MA

MBI 25.03

+20.82 +494.54%
Volume: 439,295
Track MBI

MCD 25.03

-33.19 -57.01%
Volume: 449,794
Track MCD

MCO 25.07

-1.85 -6.87%
Volume: 443,378
Track MCO

MEDX 8.46

-0.24 -2.76%
Volume: 1,737,906
Track MEDX

MER 11.64

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

MHP 26.20

-4.43 -14.46%
Volume: 451,484
Track MHP

MON 28.71

-44.49 -60.78%
Volume: 437,825
Track MON

MS 25.05

-3.31 -11.67%
Volume: 449,330
Track MS

NEXM 0.37

-0.01 -2.63%
Volume: 2,701,926
Track NEXM

NFP 28.78

+21.30 +284.76%
Volume: 439,973
Track NFP

NG 29.82

+25.37 +570.11%
Volume: 442,437
Track NG

NMX 80.67

+0.00 +0.00%
Volume: 0
Track NMX

NSC 25.10

-13.08 -34.26%
Volume: 436,123
Track NSC

OCR 27.47

+1.77 +6.89%
Volume: 441,641
Track OCR

OXY 28.67

-36.51 -56.01%
Volume: 441,223
Track OXY

PAC 27.44

+1.22 +4.65%
Volume: 437,996
Track PAC

PNX 27.52

+25.78 +1,481.61%
Volume: 445,881
Track PNX

POT 29.90

-61.00 -67.11%
Volume: 448,747
Track POT

PTR 28.73

-83.94 -74.50%
Volume: 437,978
Track PTR

PX 26.37

-44.53 -62.81%
Volume: 434,358
Track PX

RIG 27.47

-46.00 -62.61%
Volume: 443,162
Track RIG

RIMM 69.71

-0.25 -0.36%
Volume: 12,766,578
Track RIMM

RIO 18.32

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

SBS 26.23

-4.56 -14.81%
Volume: 448,803
Track SBS

SCHW 16.78

-0.45 -2.61%
Volume: 12,304,626
Track SCHW

SFI 25.18

+22.39 +802.51%
Volume: 435,431
Track SFI

SKM 29.91

+14.27 +91.24%
Volume: 446,094
Track SKM

SLB 27.58

-26.70 -49.19%
Volume: 438,823
Track SLB

SNE 26.37

+0.39 +1.50%
Volume: 434,490
Track SNE

SOMX 1.05

-0.07 -6.25%
Volume: 79,921
Track SOMX

SU 29.82

+0.32 +1.08%
Volume: 450,162
Track SU

SYI 0.09

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

TAC 26.33

+6.81 +34.89%
Volume: 442,840
Track TAC

TCK 28.78

+12.00 +71.51%
Volume: 436,950
Track TCK

TLK 25.18

-6.52 -20.57%
Volume: 456,138
Track TLK

UHAL 35.80

-2.28 -5.99%
Volume: 49,679
Track UHAL

UNP 25.01

-27.74 -52.59%
Volume: 440,944
Track UNP

VRSN 18.05

-0.46 -2.49%
Volume: 3,777,150
Track VRSN

WU 27.54

+10.90 +65.50%
Volume: 440,514
Track WU


Related Entities


Add Your Comment