Loeb's Third Point New Stake in (DG) (HLF) (MS) (NWSA) (TSO); Cuts (AIG), Liquidates (AAPL)
5:40 PM 2/14/2013 - StreetInsider
Dan Loeb'sThird Point LLC hedge fund released its 13F for the quarter ended December 31, 2012. Below is a summary:
New Stakes
Abbott Laboratories (NYSE: ABT) new 1,834,000 share position
AbbVie, Inc. (NYSE: ABBV) new 416,000 share position
Agrium, Inc. (NYSE: AGU) new 1,000,000 share position
Capital One Financial Corp. (NYSE: COF) new 900,000 share position
Cheniere Energy, Inc. (NYSE: LNG) new 4,000,000 share position
COMPUWARE (NASDAQ: CPWR) new 3,500,000 share position
Dollar General (NYSE: DG) new 2,150,000 share position
Electronic Arts, Inc. (NASDAQ: EA) new 2,400,000 share position
Energen Corp. (NYSE: EGN) new 425,000 share position
Equinix, Inc. (NASDAQ: EQIX) new 525,000 share position
Herbalife (NYSE: HLF) (CALL) new 200,000 share position (*known through 13G)
Herbalife (NYSE: HLF) new 3,100,000 share position (*known through 13G)
Illumina, Inc. (NASDAQ: ILMN) new 1,500,000 share position
International Paper Co. (NYSE: IP) new 1,500,000 share position
Louisiana-Pacific Corp. (NYSE: LPX) new 3,000,000 share position
Morgan Stanley (NYSE: MS) new 7,750,000 share position (*known through letter)
News Corporation - Class A Shares (NASDAQ: NWSA) new 7,000,000 share position
PVH Corp. (NYSE: PVH) new 600,000 share position
Tesoro Corp. (NYSE: TSO) new 3,650,000 share position (*known through letter)
TransDigm (NYSE: TDG) new 150,000 share position
Raised Stakes
Ariad Pharmaceuticals, Inc. (NASDAQ: ARIA) raised from 1,350,000 shares to 2,500,000 shares
Foster Wheeler AG (NASDAQ: FWLT) raised from 2,000,000 shares to 2,100,000 shares
Liberty Global, Inc. Class A (NASDAQ: LBTYA) raised from 1,550,000 shares to 1,650,000 shares
Murphy Oil Corp. (NYSE: MUR) raised from 4,851,000 shares to 6,215,000 shares
Sensata Technologies Holding (NYSE: ST) raised from 1,750,000 shares to 2,750,000 shares
Symantec Corp (NASDAQ: SYMC) raised from 6,000,000 shares to 6,700,000 shares
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