Summary of Loeb's Third Point LLC 13F: New Stake AK Steel (AKS), Boosts Clear Channel (CCU), Cuts Dillard's (DDS)

February 14, 2008 4:30 PM EST

Summary of Daniel Loeb's Third Point LLC 13F for the quarter ended December 31, 2007, compared to the quarter ended Sept 30, 2007.

New Stakes:
AK Steel Holding Corp. (NYSE: AKS) new 700,000 share stake
Augusta Resource Corp. (AMEX: AZC) new 1,740,000 share stake
BioMarin Pharmaceutical Inc. (Nasdaq: BMRN) new 400,000 share stake
Coherent Inc. (Nasdaq: COHR) new 1,500,000 share stake
Covidien, Ltd. (NYSE: COV) new 325,000 share stake
Genesco Inc. (NYSE: GCO) new 247,800 shares stake
GLG Partners, Inc. (NYSE: GLG) new 5,350,000 shares stake
Huntsman Corp. (NYSE: HUN) new 2,000,000 shares stake
ICICI Bank Ltd. (NYSE: IBN) 300,000 share stake
MeadWestvaco Corporation (NYSE: MWV) new 2,750,000 share stake
Motorcar Parts of America Inc. (Nasdaq: MPAA) new 1,000,000 shares stake
Plains Exploration & Production Company (NYSE: PXP) new 1,600,079 shares stake (likely from buyout of Pogo)
Progressive Gaming (Nasdaq: PGIC) new 4,000,000 shares stake
Sunoco Inc. (NYSE: SUN) new 400,000 shares stake
Thompson Creek Metals Company Inc. (NYSE: TC) new 2,805,000 shares stake
TXCO Resources, Inc. (Nasdaq: TXCO) new 2,750,000 shares stake
United Therapeutics Corp. (Nasdaq: UTHR) new 250,000 shares stake

Raised Stakes:
Applera Corp-Applied Biosystems Group (NYSE: ABI) from 500,000 to 575,000
Clear Channel Communications Inc. (NYSE: CCU) from 2,750,000 to 3,500,000
Imclone Systems Inc. (Nasdaq: IMCL) from 250,000 to 1,050,000
Ligand Pharmaceuticals Inc. (Nasdaq: LGND) from 2,005,000 to 2,007,378
Mastercard Incorporated (NYSE: MA) from 900,000 to 1,500,000
Mylan, Inc. (NYSE: MYL) from 2,150,000 to 3,150,000
NYSE Euronext, Inc. (NYSE: NYX) from 1,700,000 to 1,900,000

Lowered Stakes:
Advanced Medical Optics Inc. (NYSE: EYE) from 505,000 to 0
Alkermes, Inc. (Nasdaq: ALKS) from 2,465,000 to 0
ALPHARMA (NYSE: ALO) from 500,000 to 0
Atmel (Nasdaq: ATML) from 35,000,000 to 17,500,000
Eddie Bauer Holdings, Inc. (Nasdaq: EBHI) from 1,900,000 to 1,645,300
BEA Systems Inc. (Nasdaq: BEAS) from 9,500,000 to 8,250,000
Candela Corp. (Nasdaq: CLZR) from 2,255,000 to 2,201,200
Chipotle Mexican Grill, Inc. (NYSE: CMG) from 690,000 to 393,400
Coleman Cable, Inc. (Nasdaq: CCIX) from 791,667 to 0
Cypress Semiconductor Corporation (NYSE: CY) from 8,565,000 to 8,380,000
Daimler AG (NYSE: DAI) from 422,000 to 382,000
Dillard's Inc. (NYSE: DDS) from 2,400,000 to 1,750,000
Entertainment Distribution Company, Inc. (Nasdaq: EDCI) from 4,918,500 to 3,748,500
EXCO Resources Inc. (NYSE: XCO) from 3,000,000 to 1,500,000
Gentium S.p.A (Nasdaq: GENT) from 705,000 to 642,400
Granite Construction Inc. (NYSE: GVA) from 2,900,000 to 0
Invitrogen Corp. (Nasdaq: IVGN) from 450,000 to 0
Johnson & Johnson (NYSE: JNJ) from 500,000 to 0
Medicis Pharmaceutical Corp. (NYSE: MRX) from 450,000 to 0
Mirant Corp. (NYSE: MIR) from 4,000,000 to 3,000,000
Molex Inc. (Nasdaq: MOLX) from 2,800,000 to 0
PDL BioPharma Inc. (Nasdaq: PDLI) from 11,300,000 to 0
Qimonda AG (NYSE: QI) from 2,750,000 to 1,050,000
QUALCOMM Inc. (Nasdaq: QCOM) from 3,500,000 to 0
Salix Pharmaceuticals Ltd. (Nasdaq: SLXP) from 1,100,000 to 0
Sears Holdings Corporation (SHLD) from 650,000 to 0
Sepracor, Inc. (Nasdaq: SEPR) from 450,000 to 0
SLM Corp. (NYSE: SLM) from 1,600,000 to 0
Starwood Hotels & Resorts Worldwide Inc. (NYSE: HOT) from 200,000 to 0
SunPower Corporation (Nasdaq: SPWR) from 160,700 to 0
Synovus Financial Corp. (NYSE: SNV) from 8,335,000 to 1,710,000
TerreStar Corporation (Nasdaq: TSTR) from 1,000,000 to 809,100
Valeant Pharmaceuticals International (NYSE: VRX) from 465,000 to 0
Weyerhaeuser Co. (NYSE: WY) from 600,000 to 575,000

Maintainted Stakes:
Abraxas Petroleum Corp. (NYSE: ABP) 1,207,572 shares
Ariad Pharmaceuticals Inc. (ARIA) 1,600,000 shares
BioFuel Energy Corp. (BIOF) 1,250,000 shares
CV Therapeutics, Inc. (CVTX) 5,450,000 shares
DepoMed Inc. (DEPO) 7,050,000 shares
Flow International Corp. (FLOW) 5,060,000 shares
Greenlight Capital Re, Ltd. (GLRE) 750,000 shares
Loral Space & Communications, Inc. (LORL) 110,000
Nabi Biopharmaceuticals (NABI) 6,890,000 shares
Questar Corp. (STR) 3,500,000 shares
Target Corp. (TGT) 418,700 shares
Vantage Energy Services, Inc. (AMEX: VTG) 1,875,000 shares
Xinhua Finance Media Limited (XFML) 475,000 shares


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Stocks Mentioned

ABI 11.47

+0.06 +0.53%
Volume: 1,500
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ABP 3.92

+0.00 +0.00%
Volume: 0
Track ABP

AKS 19.98

+0.79 +4.12%
Volume: 6,615,326
Track AKS

ALKS 8.91

+0.28 +3.24%
Volume: 944,355
Track ALKS

ALO 36.94

+0.00 +0.00%
Volume: 6,400
Track ALO

ATML 3.99

+0.00 +0.00%
Volume: 1,919,608
Track ATML

AZC 2.65

+0.04 +1.53%
Volume: 98,368
Track AZC

BEAS 19.01

+0.00 +0.00%
Volume: 0
Track BEAS

BMRN 16.84

+0.17 +1.02%
Volume: 664,376
Track BMRN

CCIX 3.20

+0.02 +0.63%
Volume: 13,690
Track CCIX

CCU 37.05

-0.01 -0.03%
Volume: 24,391
Track CCU

CLZR 2.95

+0.01 +0.34%
Volume: 48,018
Track CLZR

CMG 84.45

+0.46 +0.55%
Volume: 245,033
Track CMG

COHR 26.58

-0.04 -0.15%
Volume: 59,490
Track COHR

COV 47.35

+0.55 +1.18%
Volume: 5,040,980
Track COV

CY 9.62

-0.08 -0.82%
Volume: 2,064,511
Track CY

DAI 53.92

+0.77 +1.45%
Volume: 215,627
Track DAI

DDS 17.14

+0.82 +5.02%
Volume: 1,850,499
Track DDS

EBHI 0.15

+0.00 +0.00%
Volume: 2,730,987
Track EBHI

EDCI 5.82

-0.08 -1.36%
Volume: 1,925
Track EDCI

EYE 21.98

+0.00 +0.00%
Volume: 2,182,673
Track EYE

GCO 26.66

+0.28 +1.06%
Volume: 351,120
Track GCO

GENT 2.37

-0.04 -1.66%
Volume: 32,900
Track GENT

GLG 3.06

+0.09 +3.03%
Volume: 1,185,687
Track GLG

GVA 31.17

-0.09 -0.29%
Volume: 196,837
Track GVA

HOT 32.36

+0.72 +2.28%
Volume: 1,602,742
Track HOT

HUN 9.22

+0.20 +2.22%
Volume: 2,486,592
Track HUN

IBN 38.43

+0.59 +1.56%
Volume: 2,860,822
Track IBN

IMCL 69.99

+0.00 +0.00%
Volume: 853,172
Track IMCL

IVGN 22.23

+0.00 +0.00%
Volume: 24,752,103
Track IVGN

JNJ 63.30

+0.12 +0.19%
Volume: 7,186,673
Track JNJ

LGND 2.02

-0.11 -5.16%
Volume: 291,586
Track LGND

MA 239.84

+2.19 +0.92%
Volume: 1,167,999
Track MA

MIR 14.25

+0.05 +0.35%
Volume: 991,669
Track MIR

MOLX 19.41

+0.14 +0.73%
Volume: 627,769
Track MOLX

MPAA 5.30

+0.00 +0.00%
Volume: 28,967
Track MPAA

MRX 24.20

+0.08 +0.33%
Volume: 503,167
Track MRX

MWV 27.27

+0.62 +2.33%
Volume: 1,331,090
Track MWV

MYL 18.29

-0.01 -0.05%
Volume: 3,879,139
Track MYL

NYX 25.78

-0.10 -0.39%
Volume: 1,960,196
Track NYX

PDLI 8.37

+0.42 +5.28%
Volume: 6,428,958
Track PDLI

PGIC 0.03

+0.00 +0.00%
Volume: 240,150
Track PGIC

PXP 28.34

+0.02 +0.07%
Volume: 3,808,508
Track PXP

QCOM 45.44

-0.12 -0.26%
Volume: 8,328,880
Track QCOM

QI 0.11

+0.00 +0.00%
Volume: 358,485
Track QI

SEPR 22.98

+0.00 +0.00%
Volume: 1,139,188
Track SEPR

SLM 11.33

+0.00 +0.00%
Volume: 2,355,985
Track SLM

SLXP 23.29

-0.27 -1.15%
Volume: 334,821
Track SLXP

SNV 1.80

+0.31 +20.81%
Volume: 32,416,967
Track SNV

SPWR 60.75

+0.00 +0.00%
Volume: 3,741,039
Track SPWR

SUN 25.98

+0.36 +1.41%
Volume: 1,950,159
Track SUN

TC 12.46

+0.43 +3.57%
Volume: 1,691,818
Track TC

TSTR 1.19

+0.04 +3.48%
Volume: 609,130
Track TSTR

TXCO 0.38

+0.00 +0.00%
Volume: 10,342,697
Track TXCO

UTHR 45.80

+0.30 +0.66%
Volume: 457,747
Track UTHR

VRX 33.11

+0.26 +0.79%
Volume: 395,278
Track VRX

VTG 1.69

+0.02 +1.20%
Volume: 200,298
Track VTG

WY 38.84

+0.51 +1.33%
Volume: 820,786
Track WY

XCO 17.40

+1.05 +6.42%
Volume: 2,956,117
Track XCO


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