Summary of Loeb's Third Point LLC 13F
Daniel Loeb's Third Point LLC issued their latest 13F for the quarter ended June 30, 2007:
New Stakes:
Abraxas Petroleum Corp. (AMEX: ABP) 1,207,572 shares, Aeroflex Inc. (Nasdaq: ARXX) 1,260,000 shares, Apartment Investment & Management Co. (NYSE: AIV) 755,000 shares, Applera Corp-Applied Biosystems Group (NYSE: ABI) 200,000 shares, Atmel Corp. (Nasdaq: ATML) 24,400,000 shares, BEA Systems Inc. (Nasdaq: BEAS) 9,650,000 shares, BioFuel Energy Corp. (Nasdaq: BIOF) 1,250,000 shares, CIT Group Inc. (NYSE: CIT) 750,000 shares, Citadel Broadcasting Corporation (NYSE: CDL) 4,396,163 shares, Clear Channel Communications Inc. (NYSE: CCU) 2,750,000 shares, Cypress Bioscience Inc. (Nasdaq: CYPB) 100,000 shares, Dillard's Inc. (NYSE: DDS) 1,000,000 shares, Dominion Resources Inc. (NYSE: D) 400,000 shares, Douglas Emmett Inc (NYSE: DEI) 2,750,000 shares, Greenlight Capital Re, Ltd. (Nasdaq: GLRE) 800,000 shares, Herbalife Ltd. (NYSE: HLF) 1,000,000 shares, Home Solutions of America Inc. (Nasdaq: HSOA) 100,000 share PUT, ICICI Bank Ltd. (NYSE: IBN) 1,110,000 shares, Invesco Plc (NYSE: IVZ) 850,000 shares, Linn Energy, LLC (Nasdaq: LINE) 1,733,331 shares, Medis Technologies Ltd. (Nasdaq: MDTL) 100,000 shares, NuStar GP Holdings LLC (NYSE: NSH) 2,000,000 units, OM Group Inc. (NYSE: OMG) 2,050,000 shares, Post Properties Inc. (NYSE: PPS) 165,000 shares, T. Rowe Price Group, Inc. (Nasdaq: TROW) 100,000 shares PUT, Symantec Corporation (Nasdaq: SYMC) 500,000 shares, UBS AG (NYSE: UBS) 150,000 shares, United Therapeutics Corp. (Nasdaq: UTHR) 250,000 shares, Vantage Energy Services, Inc. (AMEX: VTG) 1,875,000 shares, Veeco Instruments Inc. (Nasdaq: VECO) 1,425,000 shares, Victory Acquisition Corp. (AMEX: VRY) 2,200,000 shares, Willbros Group Inc. (NYSE: WG) 1,500,000 shares
Raised Stakes: Acadia Pharmaceuticals Inc. (Nasdaq: ACAD) from 350,000 shares to 475,000 shares, Alkermes, Inc. (Nasdaq: ALKS) from 750,000 shares to 2,835,000 shares, ATP Oil & Gas Corp. (Nasdaq: ATPG) from 2,000,000 shares to 2,500,000 shares, Eddie Bauer Holdings, Inc. (Nasdaq: EBHI) from 1,200,000 shares to 1,425,000 shares, Bausch & Lomb Inc. (NYSE: BOL) from 300,000 shares to 1,605,000 shares, Candela Corp. (Nasdaq: CLZR) from 1,275,000 shares to 2,120,000 shares, Charming Shoppes Inc. (Nasdaq: CHRS) from 2,2000,000 shares to 5,250,000 shares, CSX (NYSE: CSX) from 1,300,000 shares to 2,000,000 shares, CV Therapeutics, Inc. (Nasdaq: CVTX) from 1,350,000 shares to 5,900,000 shares, Cypress Semiconductor Corporation (NYSE: CY) from 750,000 shares to 5,300,000 shares, DAIMLERCHRYSLER (NYSE: DAI) from 322,000 shares to 447,000 shares, DepoMed Inc. (Nasdaq: DEPO) from 325,000 shares to 4,735,000 shares, Flamel Technologies SA (Nasdaq: FLML) from 225,000 shares to 920,000 shares, Freedom Acquisition Holdings Inc. (NYSE: FRH) from 1,500,000 shares to 2,700,000 shares, Granite Construction Inc. (NYSE: GVA) from 1,350,000 shares to 3,500,000 shares, Infineon Technologies AG (NYSE: IFX) from 1,800,000 shares to 2,600,000 shares, Nabi Biopharmaceuticals (Nasdaq: NABI) from 5,750,000 shares to 6,890,000 shares, Norfolk Southern Corp. (NYSE: NSC) from 1,250,000 shares to 1,350,000 shares, Northern Orion Resources Inc. (AMEX: NTO) from 7,600,000 shares to 8,600,000 shares, NYSE Euronext, Inc. (NYSE: NYX) from 1,650,000 shares to 4,849,700 shares, PDL BioPharma Inc. (Nasdaq: PDLI) from 8,450,000 shares to 11,400,000 shares, Questar Corp. (NYSE: STR) from 325,000 shares to 3,500,000 shares, Synovus Financial Corp. (NYSE: SNV) from 5,500,000 shares to 7,375,000 shares, Tronox Inc. (NYSE: TRX) from 450,000 shares to 2,500,000 shares, Union Pacific Corp. (NYSE: UNP) from 500,000 shares to 700,000 shares
Lowered Stakes:
Acorda Therapeutics, Inc. (Nasdaq: ACOR) from 2,290,000 shares to 1,000,000 shares, AEP Industries Inc. (Nasdaq: AEPI) from 1,000,000 to 0, Alexion Pharmaceuticals, Inc. (Nasdaq: ALXN) from 400,000 shares to 0, BearingPoint (NYSE: BE) from 3,000,000 to 0, Bristol-Myers Squibb Co. (NYSE: BMY) 200,000 to 0, Cephalon Inc. (Nasdaq: CEPH) from 375,000 shares to 200,000 shares, Clearwire Corporation (Nasdaq: CLWR) 150,000 shares to 0, Embarq Corp. (NYSE: EQ) from 325,000 shares to 225,000 shares, Euroseas, Ltd. (ESEA) from 262,212 shares to 0, FMC Corp. (NYSE: FMC) from 700,000 shares to 0, FEI Co. (Nasdaq: FEIC) from 2,130,000 shares to 1,950,000 shares, General Motors Corporation (NYSE: GM) from 1,000,000 to 0, ICO GLOBAL COMM CL A (Nasdaq: ICOG) from 4,500,000 shares to 2,245,000 shares, Invitrogen Corp. (Nasdaq: IVGN) from 800,000 shares to 750,000 shares, Koninklijke Philips Electronics NV (NYSE: PHG) from 685,000 shares to 400,000 shares, Leap Wireless International Inc. (Nasdaq: LEAP) from 750,000 shares to 575,000 shares, Martin Marietta Materials Inc. (NYSE: MLM) from 2,575,000 shares to 550,000 shares, Mastercard Incorporated (NYSE: MA) from 1,900,000 shares to 1,600,000 shares, MDS, Inc. (NYSE: MDZ) from 1,350,00 shares to 0, Molex Inc. (Nasdaq: MOLX) 475,000 shares to 181,700 shares, Motorola Inc. (NYSE: MOT) 3,000,000 shares to 0, Neurochem Inc. (Nasdaq: NRMX) from 250,000 to 0, Neurocrine Biosciences Inc. (Nasdaq: NBIX) from 1,215,000 shares to 0, Onyx Pharmaceuticals Inc. (Nasdaq: ONXX) from 1,080,000 shares to 500,000 shares, Plains Exploration & Production Company (NYSE: PXP) from 2,000,000 shares to 0, QIMONDA AG (NYSE: QI) from 400,000 shares to 0 ,QUALCOMM (Nasdaq: QCOM) from 500,000 shares to 0, Ryerson Inc. (NYSE: RYI) from 1,975,000 shares to 0, SAIC, Inc. (NYSE: SAI) from 300,000 shares to 0, Sears Holdings Corporation (Nasdaq: SHLD) from 500,000 shares to 0, SunPower Corporation (Nasdaq: SPWR) from 559,800 shares to 336,800 shares, Talisman Energy Inc. (NYSE: TLM) from 3,750,000 shares to 1,000,000 shares, Temple-Inland Inc. (NYSE: TIN) from 300,000 shares to 0, Tronox Inc. (NYSE: TRX) from 900,000 shares to 0, Verigy, Ltd. (Nasdaq: VRGY) 900,000 shares to 800,000 shares
Maintained Stakes:
Ariad Pharmaceuticals Inc. (Nasdaq: ARIA), Burlington Northern Santa Fe Corp. (NYSE: BNI), CBS CORP CL B (NYSE: CBS), Chipotle Mexican Grill, Inc. (NYSE: CMG), Coleman Cable, Inc. (Nasdaq: CCIX), Core-Mark Holding Company, Inc. (Nasdaq: CORE), Dade Behring Holdings Inc. (Nasdaq: DADE), EXCO Resources Inc. (NYSE: XCO), Flow International Corp. (Nasdaq: FLOW), Harrah's Entertainment Inc. (NYSE: ET), IHOP Corp. (NYSE: IHP), Kansas City Southern (NYSE: KSU), Ligand Pharmaceuticals Inc. (Nasdaq: LGND), Loral Space & Communications, Inc. (Nasdaq: LORL), Massey Energy Co. (NYSE: MEE), Pogo Producing Co. (NYSE: PPP)
Labels: Daniel Loeb, Third Point LLC
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