Loeb's Third Point Jumps Into BofA, Citi, Comcast, Yahoo!, Sells Out of Amedisys, Northern Trust (BAC) (C) (YHOO) (AMED)

February 15, 2011 2:26 PM EST
The 13F for the quarter ended Dec. 31, 2010 from Daniel Loeb's Third Point Capital was released late last week.

Below are some highlights:

New Stakes:
  • AbitibiBowater (NYSE: ABH) about 1.927 million shares
  • Atlas Energy (Nasdaq: ATLS) 245,000 shares
  • BofA (NYSE: BAC) 2 million shares (call)
  • Capital Federal (Nasdaq: CFFN) 750,225 shares
  • Citi (NYSE: C) 7 million shares
  • Comcast (Nasdaq: CMCSA) 1.15 million shares
  • LyondellBasell (NYSE: LYB) about 4.46 million shares
  • Marathon Oil (NYSE: MRO) 100,000 shares
  • Massey Energy (NYSE: MEE) 2 million shares
  • Pall Corp. (NYSE: PLL) 350,000 shares
  • Plains Exploration (NYSE: PXP) 100,000 shares
  • PMI Group (NYSE: PMI) 3 million shares
  • Rio Tinto (NYSE: RTP) 300,000 shares
  • Semgroup (Nasdaq: SEMG) 100,000 shares
  • Smurfit-Stone (Nasdaq: SSCC) 1.5 million shares
  • Market Vectors Gold Miners ETF (NYSE: GDX) 450,000 shares
  • SPDR Gold Trust ETF (NYSE: GLD) 173,000 shares
  • Sunoco (NYSE: SUN) 900,000 shares
  • Williams Companies (NYSE: WMB) 4 million shares
  • Yahoo! (Nasdaq: YHOO) 1.57 million shares
  • Zoran (Nasdaq: ZRAN) 620,000 shares

Raised Stakes:
  • Alcon (NYSE: ACL) from 700,000 shares to 800,000 shares
  • Apple (Nasdaq: AAPL) from 150,000 shares to 160,000 shares
  • NXP Semi (Nasdaq: NXPI) from 3.05 million shares to 3.15 million shares
  • Oneida Financial (Nasdaq: ONFC) from 305,600 shares to 317,400 shares
  • Potash (NYSE: POT) from 1 million shares to 1.2 million shares
  • Viewpoint Financial (Nasdaq: VPFG) from about 1.41 million shares to about 1.6 million shares
  • Xerium Tech (NYSE: XRM) from about 1.29 million shares to about 1.44 million shares
Lowered Stakes:
  • Airgas (NYSE: ARG) from 1.5 million shares to 400,000 shares
  • DepoMed (Nasdaq: DEPO) from 6.79 million shares to 5.3 million shares
  • Ligand Pharma (Nasdaq: LGND) from about 2 million shares to about 334,500 shares
  • Nabi Biopharma (Nasdaq: NABI) from about 4.35 million shares to about 3.8 million shares
Maintained Stakes:
  • Abraxas Petroleum (Nasdaq: AXAS)
  • AIG (NYSE: AIG)
  • Aspen Tech (Nasdaq: AZPN)
  • BioFuel Energy (Nasdaq: BIOF)
  • CareFusion (NYSE: CFN)
  • CIT Group (NYSE: CIT)
  • Eagle Rock (Nasdaq: EROC)
  • Emmis Communications (Nasdaq: EMMS)
  • Health Net (NYSE: HNT)
  • KKR (NYSE: KKR)
  • Madison Square Garden (NYSE: MSG)
  • Mead Johnson (NYSE: MJN)
  • Oritani Financial (Nasdaq: ORIT)
  • PHH Corp. (NYSE: PHH)
  • Six Flags (NYSE: SIX)
  • Vantage Drilling (NYSE: VTG)
Liquidated Stakes:
  • Amedisys (Nasdaq: AMED)
  • Northern Trust (Nasdaq: NTRS)


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Daniel Loeb, Citi, Third Point LLC