Loeb's Third Point Shows New Stakes In Bear Stearns (BSC), Target (TGT), Sears Holdings (SHLD), Among Others
Loeb's Third Point released its latest 13F for the quarter ended September 30, 2007. Below is a summary:
New Positions:
Advanced Medical Optics (NYSE: EYE) 505,000 shares
Applera Corp-Applied Biosystems Group (NYSE: ABI) 649,026 shares
Bear Stearns (NYSE: BSC) 200,000
Ceridian (NYSE: CEN) 1,700,000 (Company Sold)
Diamler Chrysler (NYSE: DAI) 422,000
Gentium (Nasdaq: GENT) 705,000
Horsehead Holding (Nasdaq: ZINC) 270,0000
Imclone Systems (Nasdaq: IMCL) 250,000
Johnson & Johnson (NYSE: JNJ) 500,000
Lyondell Chemical (NYSE: LYO) 3,000,000
Medicis Pharm (NYSE: MRX) 450,000
Mirant Corp (NYSE: MIR) 4,000,000
Qimonda (NYSE: QI) 2,750,000
Qualcomm (Nasdaq: QCOM) 1,100,000
Salix Pharm (Nasdaq: SLXP) 1,100,000
Sears Holdings (Nasdaq: SHLD) 650,000
Sepracor (Nasdaq: SEPR) 450,000
SLM Corp (NYSE: SLM) 1,600,000
Starwood Hotels (NYSE: HOT) 200,000
Target (NYSE: TGT) 418,700
Raised Positions:
Applera (NYSE: ABI) from 200,000 shares to 500,000 shares
Atmel (Nasdaq: ATML) from 24,400,000 to 35,000,000 shares
Avaya (NYSE: AV) from 0 to 4,100,000 shares
Alltel (NYSE: AT) from 0 to 1,000,000
Eddie Bauer (Nasdaq: EBHI) from 1,425,000 to 1,900,000
Bausch & Lomb (NYSE: BOL) from 1,605,000 to 5,000,000 (bought out)
Candela (Nasdaq: CLZR) from 2,120,000 to 2,255,000 shares
Chipotle (NYSE: CMG) from 632,500 to 690,000 shares
Coleman Cable (Nasdaq: CCIX) from 666,667 to 791,667
Core Mark Holding (Nasdaq: CORE) from 878,500 to 1,064,200
Cypress Semiconductor (NYSE: CY) from 5,300,000 to 8,565,000 (Nice Move On This Stock
Depomed (Nasdaq: DEPO) from 4,735,000 to 7,050,000
Dillards (NYSE: DDS) from 1,000,000 to 2,400,000 shares
Entertainment Dist (Nasdaq: EDCI) from 4,658,000 to 4,918,500
FEI Co (Nasdaq: FEIC) from 1,950,000 to 2,000,000 shares
Freedom Acquisition (AMEX: FRH) from 2,700,000 to 4,350,000
Harrah's Entertainment (NYSE: HET) from 350,000 to 700,000
Molex (Nasdaq: MOLX) from 181,700 to 2,800,000
Synovus (NYSE: SNV) from 7,375,000 to 8,335,000
Lowered Positions:
ACADIA Pharmaceutics (Nasdaq: ACAD) from 475,000 to 0
ACORDA Therapeutics (Nasdaq: ACOR) from 1,000,000 to 0
Alkermes (NYSE: CCU) from 1,466,640 to 0
Apartment Inv & Mgmt (NYSE: AIV) from 755,000 to 0
ATP Oil & Gas (Nasdaq: ATPG) from 2,500,000 to 0
BEA Systems (Nasdaq: BEAS) from 9,650,000 to 9,500,000
Burlington Northern (NYSE: BNI) from 325,000 to 0
CIT Group (NYSE: CIT) from 750,000 to 0 shares
Citadel Broadcasting (NYSE: CDL) from 4,396,163 to 0 shares
CSX Corp (NYSE: CSX) from 2,000,000 to 0 shares
CV Therapeutics (Nasdaq: CVTX) from 5,900,000 to 5,450,000
Cypress Biosciences (Nasdaq: CYPB) from 100,000 to 0 shares
CBS (NYSE: CBS) from 350,000 to 0
Cephalon (Nasdaq: CEPH) from 200,000 to 0 shares
Charming Shoppes (Nasdaq: CHRS) from 5,250,000 to 0
Dominion Res (NYSE: D) from 400,000 to 0.
Dade Behring (NYSE: DADE) from 4,000,000 to 3,000,000
Douglas Emmett (NYSE: DEI) from 2,750,000 to 0.
Eaton Vance (NYSE: EV) from 100,000 to 0.
Embarq from (NYSE: EQ) 225,000 to 0
Exco Resources (NYSE: XCO) from 4,300,000 to 3,000,000
Flamel (Nasdaq: FLML) from 920,000 to 0 (Wow--what a drop in price & value)
Granite Cons (NYSE: GVA) from 3,250,000 to 2,900,000
Koninklijke Philips (NYSE: PHG) from 400,000 to 55,000 shares
Greenlight Capital RE (Nasdaq: GLRE) from 800,000 to 750,000
Herbalife (NYSE: HLF) from 1,000,000 to 0
Home Solutions (Nasdaq: HSOA) from 100,000 to 0
ICICI Bank (NYSE: IBN) from 1,100,000 to 0
ICO Global (Nasdaq: ICOG) from 2,245,000 to 0
IHOP Corp (NYSE: IHP) from 1,255,000 to 0
Infineon (NYSE: IFX) from 2,600,000 to 0
Invesco (NYSE: IVZ) from 850,000 to 0
Invitrogen (Nasdaq: IVGN) from 750,000 to 450,000
IRSA Inversiones (NYSE: IRS) from 1,000,000 to 0
Kansas City Southern (NYSE: KSU) from 2,000,000 to 0
Leap Wireless (Nasdaq: LEAP) from 575,000 to 0
Linn Energy (Nasdaq: LINE) from 1,733,331 to 0
Loral Space (Nasdaq: LORL) from 350,862 to 110,000
Martin Marietta (NYSE: MLM) from 550,000 to 0
Massey Energy (NYSE: MEE) from 4,800,000 to 0
Mastercard (NYSE: MA) from 1,600,000 to 100,000
Medis Technologies (Nasdaq: MDTL) from 100,000 to 0
Norfolk Southern (NYSE: NSC) from 1,350,000 to 0
Nustar Group (NYSE: NS) from 2,000,000 to 206,200
NYSE Euronext (NYSE: NYX) from 4,849,700 to 2,700,000
OM Group (NYSE: OMG) from 2,050,000 to 1,700,000
Onyx Pharm (Nasdaq: ONXX) from 500,000 to 0
Post (NYSE: PPS) from 165,000 to 0
PDL Biopharma (Nasdaq: PDLI) from 11,400,000 to 11,300,000
Proshares Ultrashort QQQ (AMEX: QID) from 1,100,000 to 0
Sunpower (Nasdaq: SPWR) from 336,800 to 160,700
Symantec (Nasdaq: SYMC) from 500,000 to 0
Talisman Energy (NYSE: TLM) from 1,000,000 to 0
UBS (NYSE: UBS) from 2,500,000 to 0
Union Pacific (NYSE: UNP) from 700,000 to 0
United Therapeutics (Nasdaq: UTHR) from 250,000 to 0
Veeco Ins (Nasdaq: VECO) from 1,425,000 to 0
Verigy (Nasdaq: VRGY) from 800,000 to 0
Willbros Group (NYSE: WG) from 1,500,000 to 0
Maintained Positions:
Abraxas Petroleum (AMEX: ANX), Ariad Pharm (Nasdaq: ARIA), Biofuel Energy (Nasdaq: BIOF), Clear Channel (NYSE: CCU), Flow International (Nasdaq: FLOW), Nabi Biopharm (Nasdaq: NABI), Pogo Producing (Nasdaq: POGO) "Company Sold)", Questar (NYSE: STR), TXU Corp (NYSE: TXU),
Vantage Energy Services (AMEX: VTG), Victory Acquisition (AMEX: VRY), Ligand Pharm (Nasdaq: LGND).
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