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 35.93

+0.04 +0.11%
Volume: 919,432
Track ABI

ABP 3.92

+0.00 +0.00%
Volume: 0
Track ABP

AKS 40.63

+0.15 +0.37%
Volume: 10,961,446
Track AKS

ALKS 13.43

-0.22 -1.61%
Volume: 1,545,842
Track ALKS

ALO 35.58

+0.44 +1.25%
Volume: 796,303
Track ALO

ATML 4.02

+0.06 +1.52%
Volume: 3,898,760
Track ATML

AZC 4.30

+0.01 +0.23%
Volume: 116,808
Track AZC

BEAS 32.07

+13.06 +68.70%
Volume: 0
Track BEAS

BMRN 27.84

-0.68 -2.38%
Volume: 2,410,928
Track BMRN

CCIX 12.16

+0.06 +0.50%
Volume: 17,530
Track CCIX

CCU 34.95

+0.31 +0.89%
Volume: 75,213
Track CCU

CLZR 3.02

+0.01 +0.33%
Volume: 84,539
Track CLZR

CMG 69.97

+1.27 +1.85%
Volume: 603,254
Track CMG

COHR 35.05

+0.44 +1.27%
Volume: 143,636
Track COHR

COV 52.96

-0.10 -0.19%
Volume: 2,684,453
Track COV

CY 29.15

-0.05 -0.17%
Volume: 9,422,249
Track CY

DAI 57.35

-1.39 -2.37%
Volume: 984,140
Track DAI

DDS 13.61

+0.40 +3.03%
Volume: 959,825
Track DDS

EBHI 6.56

+0.08 +1.23%
Volume: 821,801
Track EBHI

EDCI 0.14

-0.28 -66.67%
Volume: 0
Track EDCI

EYE 21.75

-0.16 -0.73%
Volume: 514,007
Track EYE

GCO 36.01

-1.07 -2.89%
Volume: 740,555
Track GCO

GENT 3.53

+0.08 +2.32%
Volume: 10,800
Track GENT

GLG 8.00

-0.11 -1.36%
Volume: 956,557
Track GLG

GVA 36.09

-0.65 -1.77%
Volume: 641,375
Track GVA

HOT 36.93

+0.65 +1.79%
Volume: 2,860,391
Track HOT

HUN 13.02

+0.40 +3.17%
Volume: 2,084,366
Track HUN

IBN 31.71

+1.07 +3.49%
Volume: 2,260,579
Track IBN

IMCL 63.83

-0.14 -0.22%
Volume: 1,070,628
Track IMCL

IVGN 41.03

-0.12 -0.29%
Volume: 1,457,600
Track IVGN

JNJ 70.67

+0.22 +0.31%
Volume: 10,747,869
Track JNJ

LGND 3.21

-0.11 -3.31%
Volume: 402,686
Track LGND

MA 221.44

+5.41 +2.50%
Volume: 5,469,222
Track MA

MIR 26.39

-0.14 -0.53%
Volume: 5,186,189
Track MIR

MOLX 22.78

-0.21 -0.91%
Volume: 1,215,031
Track MOLX

MPAA 6.81

-0.09 -1.30%
Volume: 1,000
Track MPAA

MRX 19.89

-0.23 -1.14%
Volume: 900,168
Track MRX

MWV 27.00

+0.75 +2.86%
Volume: 1,359,456
Track MWV

MYL 12.50

-0.34 -2.65%
Volume: 3,865,922
Track MYL

NYX 40.18

+0.92 +2.34%
Volume: 5,394,592
Track NYX

PDLI 11.81

+0.00 +0.00%
Volume: 2,247,289
Track PDLI

PGIC 0.72

+0.02 +2.86%
Volume: 167,378
Track PGIC

PXP 46.68

-0.49 -1.04%
Volume: 2,480,633
Track PXP

QCOM 47.67

-0.87 -1.79%
Volume: 26,351,795
Track QCOM

QI 2.16

+0.06 +2.86%
Volume: 532,416
Track QI

SEPR 19.10

-0.13 -0.68%
Volume: 1,335,419
Track SEPR

SLM 17.08

+0.75 +4.59%
Volume: 6,696,199
Track SLM

SLXP 6.62

-0.12 -1.78%
Volume: 621,247
Track SLXP

SNV 9.89

+0.35 +3.67%
Volume: 5,974,161
Track SNV

SPWR 85.74

+0.53 +0.62%
Volume: 2,710,546
Track SPWR

SUN 41.74

+0.13 +0.31%
Volume: 3,187,418
Track SUN

TC 13.26

+0.03 +0.23%
Volume: 263,338
Track TC

TSTR 2.74

-0.05 -1.79%
Volume: 149,001
Track TSTR

TXCO 10.52

-0.07 -0.66%
Volume: 430,918
Track TXCO

UTHR 109.42

+1.66 +1.54%
Volume: 674,752
Track UTHR

VRX 18.56

+0.34 +1.87%
Volume: 1,434,615
Track VRX

VTG 6.32

-0.07 -1.10%
Volume: 15,797
Track VTG

WY 54.64

+0.89 +1.66%
Volume: 2,536,116
Track WY

XCO 23.41

+0.08 +0.34%
Volume: 2,625,374
Track XCO


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