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