0001193125-12-234770.txt : 20120515 0001193125-12-234770.hdr.sgml : 20120515 20120515163439 ACCESSION NUMBER: 0001193125-12-234770 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120331 FILED AS OF DATE: 20120515 DATE AS OF CHANGE: 20120515 EFFECTIVENESS DATE: 20120515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: S.A.C. GLOBAL INVESTORS, LLP CENTRAL INDEX KEY: 0001317777 IRS NUMBER: 000000000 STATE OF INCORPORATION: X0 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11288 FILM NUMBER: 12845328 BUSINESS ADDRESS: STREET 1: 63-64 NEW BROAD STREET CITY: LONDON STATE: X0 ZIP: EC2M 1JJ BUSINESS PHONE: 011 44 207 417-1003 MAIL ADDRESS: STREET 1: 63-64 NEW BROAD STREET CITY: LONDON STATE: X0 ZIP: EC2M 1JJ FORMER COMPANY: FORMER CONFORMED NAME: Walter Capital Management LLP DATE OF NAME CHANGE: 20050215 13F-HR 1 d354599d13fhr.txt FORM 13F VIA EDGAR May 15, 2012 Securities and Exchange Commission 450 Fifth Street, N.W. Washington, D.C. 20549 Re: S.A.C. Global Investors LLP Ladies and Gentlemen: On behalf of S.A.C. Global Investors LLP, enclosed for filing with the Securities and Exchange Commission pursuant to the requirements of Section 13(f) of the Securities Exchange Act of 1934 and Rule 13f-1 thereunder, please find the attached report on Form 13F for the reporting period ended March 31, 2012. These materials are being submitted electronically pursuant to Rule 101(a)(1)(iii) of Regulation S-T. Should you have any questions regarding the enclosures, please contact the undersigned at (203) 890-2094. Very truly yours, S.A.C. Global Investors LLP By: S.A.C. Global Limited, its Managing Member /s/ Peter Nussbaum Peter Nussbaum, Director Enclosures ================================================================================ UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2012 Check here if Amendment [_]; Amendment Number: ________________________________ This Amendment (Check only one): [_] is a restatement. [_] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: S.A.C. Global Investors LLP Address: St. Martins Court, 4/th/ Floor 10 Paternoster Row London, EC4M 7HP United Kingdom Form 13F File Number: 28-11288 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Peter Nussbaum Title: Authorized Person Phone: 203-890-2094 Signature, Place, and Date of Signing: /s/ Peter Nussbaum Stamford, Connecticut May 15, 2012 _______________________ ________________________ _______________________ [Signature] [City, State] [Date] Report type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this report manager are reported in this report.) [_] 13F NOTICE. (Check here if no holdings reported are in this report, and all holding are reported by other reporting manager(s).) [_] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) ================================================================================ FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 1 Form 13F Information Table Entry Total: 78* Form 13F Information Table Value Total: $330,055 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. No. Form 13F File Number Name 1 28-13297 S.A.C. Capital Advisors, L.P. * Positions that are exempt from reporting under Special Instruction 9 to the Form 13F are excluded. However, positions that would not be exempt when aggregated with positions of the same security held by (i) the Other Included Managers or (ii) certain affiliates of the Reporting Manager which include the Reporting Manager as an Other Included Manager on their own Forms 13F, are listed herein. - 1 -
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 -------- -------- --------- -------- ---------------- --------------- -------- ----------------- SH VOTING AUTHORITY TITLE OF VALUE OR PRN SH/ PUT/ INVESTMENT OTHER ----------------- NAME OF ISSUER CLASS CUSIP (X$1000) AMOUNT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE -------------- -------- --------- -------- ------- --- ---- --------------- -------- ---- ------- ---- ACE LTD............ Common H0023R105 9,150 125,000 SH Shared-Defined 1 125,000 AGCO CORP.......... Option 001084902 2,124 45,000 Call Shared-Defined 1 45,000 AGNICO EAGLE MINES LTD............... Common 008474108 1,001 30,000 SH Shared-Defined 1 30,000 AGRIUM INC......... Common 008916108 5,398 62,500 SH Shared-Defined 1 62,500 ALPHA NATURAL RESOURCES INC..... Common 02076X102 2,434 160,000 SH Shared-Defined 1 160,000 AMERICAN EXPRESS CO................ Common 025816109 4,253 73,500 SH Shared-Defined 1 73,500 ANADARKO PETE CORP.............. Common 032511107 4,152 53,000 SH Shared-Defined 1 53,000 ANADARKO PETE CORP.............. Option 032511957 4,152 53,000 Put Shared-Defined 1 53,000 ARCELORMITTAL SA LUXEMBOURG........ Common 03938L104 1,913 100,000 SH Shared-Defined 1 100,000 AURICO GOLD INC.... Common 05155C105 3,060 345,000 SH Shared-Defined 1 345,000 BANRO CORP......... Common 066800103 462 100,000 SH Shared-Defined 1 100,000 BHP BILLITON PLC... Common 05545E209 14,890 242,581 SH Shared-Defined 1 242,581 BP PLC............. Option 055622904 6,750 150,000 Call Shared-Defined 1 150,000 CANADIAN NAT RES LTD............... Common 136385101 3,982 120,000 SH Shared-Defined 1 120,000 CATERPILLAR INC DEL............... Common 149123101 1,065 10,000 SH Shared-Defined 1 10,000 CHEVRON CORP NEW... Option 166764950 10,724 100,000 Put Shared-Defined 1 100,000 CHUBB CORP......... Common 171232101 10,367 150,000 SH Shared-Defined 1 150,000 CLIFFS NATURAL RESOURCES INC..... Common 18683K101 2,902 41,900 SH Shared-Defined 1 41,900 COMMERCIAL METALS CO................ Common 201723103 3,038 205,000 SH Shared-Defined 1 205,000 COMPANIA DE MINAS BUENAVENTU........ Option 204448904 4,031 100,000 Call Shared-Defined 1 100,000 CONOCOPHILLIPS..... Option 20825C904 11,402 150,000 Call Shared-Defined 1 150,000 CONSOL ENERGY INC.. Option 20854P909 7,843 230,000 Call Shared-Defined 1 230,000 CORN PRODS INTL INC............... Common 219023108 3,171 55,000 SH Shared-Defined 1 55,000 DEERE & CO......... Common 244199105 2,832 35,000 SH Shared-Defined 1 35,000 DRESSER-RAND GROUP INC............... Common 261608103 1,856 40,000 SH Shared-Defined 1 40,000 ELDORADO GOLD CORP NEW............... Common 284902103 2,611 190,000 SH Shared-Defined 1 190,000 ELDORADO GOLD CORP NEW............... Option 284902953 4,122 300,000 Put Shared-Defined 1 300,000 ENSCO PLC.......... Common 29358Q109 3,970 75,000 SH Shared-Defined 1 75,000 FREEPORT-MCMORAN COPPER & GO....... Common 35671D857 11,412 300,000 SH Shared-Defined 1 300,000 FREEPORT-MCMORAN COPPER & GO....... Option 35671D957 9,510 250,000 Put Shared-Defined 1 250,000 GOLD FIELDS LTD NEW............... Common 38059T106 1,112 80,000 SH Shared-Defined 1 80,000 GOLDCORP INC NEW... Common 380956409 2,028 45,000 SH Shared-Defined 1 45,000 HALLIBURTON CO..... Common 406216101 4,049 122,000 SH Shared-Defined 1 122,000 HARTFORD FINL SVCS GROUP INC......... Common 416515104 1,476 70,000 SH Shared-Defined 1 70,000 HONEYWELL INTL INC............... Common 438516106 5,189 85,000 SH Shared-Defined 1 85,000 HUBBELL INC........ Common 443510201 1,965 25,000 SH Shared-Defined 1 25,000 INTERXION HOLDING N.V............... Common N47279109 7,100 395,520 SH Shared-Defined 1 395,520 JPMORGAN CHASE & CO................ Common 46625H100 9,196 200,000 SH Shared-Defined 1 200,000 KINROSS GOLD CORP.. Common 496902404 904 92,300 SH Shared-Defined 1 92,300 LUFKIN INDS INC.... Common 549764108 2,016 25,000 SH Shared-Defined 1 25,000 LYONDELLBASELL INDUSTRIES N...... Common N53745100 982 22,500 SH Shared-Defined 1 22,500 MAG SILVER CORP.... Common 55903Q104 997 98,625 SH Shared-Defined 1 98,625 MANPOWERGROUP INC............... Common 56418H100 2,132 45,000 SH Shared-Defined 1 45,000 MEDCO HEALTH SOLUTIONS INC..... Common 58405U102 3,093 44,000 SH Shared-Defined 1 44,000 MOSAIC CO NEW...... Option 61945C903 1,382 25,000 Call Shared-Defined 1 25,000 NEW GOLD INC CDA... Common 644535106 4,100 415,000 SH Shared-Defined 1 415,000
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 -------- -------- --------- -------- ---------------- --------------- -------- ----------------- SH VOTING AUTHORITY TITLE OF VALUE OR PRN SH/ PUT/ INVESTMENT OTHER ----------------- NAME OF ISSUER CLASS CUSIP (X$1000) AMOUNT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE -------------- -------- --------- -------- ------- --- ---- --------------- -------- ---- ------- ---- OCCIDENTAL PETE CORP DEL.......... Common 674599105 3,809 40,000 SH Shared-Defined 1 40,000 POTASH CORP SASK INC............... Common 73755L107 3,198 70,000 SH Call Shared-Defined 1 70,000 PRETIUM RES INC.... Common 74139C102 429 30,000 SH Shared-Defined 1 30,000 RANDGOLD RES LTD... Option 752344909 6,599 75,000 Shared-Defined 1 75,000 RANGE RES CORP..... Common 75281A109 1,744 30,000 SH Shared-Defined 1 30,000 REGIONS FINANCIAL CORP NEW.......... Common 7591EP100 2,076 315,000 SH Shared-Defined 1 315,000 RIO TINTO PLC...... Common 767204100 4,725 85,000 SH Shared-Defined 1 85,000 ROYAL GOLD INC..... Common 780287108 1,957 30,000 SH Put Shared-Defined 1 30,000 SCHLUMBERGER LTD... Common 806857108 4,545 65,000 SH Shared-Defined 1 65,000 SEADRILL LIMITED... Common G7945E105 2,926 78,000 SH Shared-Defined 1 78,000 SELECT SECTOR SPDR TR................ Common 81369Y506 5,738 80,000 SH Shared-Defined 1 80,000 SOUTHERN COPPER CORP.............. Common 84265V105 951 30,000 SH Shared-Defined 1 30,000 SOUTHERN COPPER CORP.............. Option 84265V905 6,342 200,000 Call Shared-Defined 1 200,000 SPDR SERIES TRUST.. Option 78464A955 4,970 100,000 Shared-Defined 1 100,000 SPX CORP........... Common 784635104 1,938 25,000 SH Shared-Defined 1 25,000 STATOIL ASA........ Common 85771P102 8,133 300,000 SH Put Shared-Defined 1 300,000 TECK RESOURCES LTD............... Common 878742204 2,496 70,000 SH Shared-Defined 1 70,000 THOMAS & BETTS CORP.............. Common 884315102 899 12,500 SH Shared-Defined 1 12,500 TIMKEN CO.......... Common 887389104 1,522 30,000 SH Shared-Defined 1 30,000 TRANSOCEAN LTD..... Common H8817H100 2,735 50,000 SH Call Shared-Defined 1 50,000 TRAVELERS COMPANIES INC..... Common 89417E109 5,032 85,000 SH Call Shared-Defined 1 85,000 TYCO INTERNATIONAL LTD............... Common H89128104 2,809 50,000 SH Call Shared-Defined 1 50,000 UNION PAC CORP..... Common 907818108 1,075 10,000 SH Shared-Defined 1 10,000 UNUM GROUP......... Common 91529Y106 3,182 130,000 SH Shared-Defined 1 130,000 VALE S A........... Common 91912E105 6,882 295,000 SH Shared-Defined 1 295,000 VALIDUS HOLDINGS LTD............... Common G9319H102 13,618 440,000 SH Shared-Defined 1 440,000 VIMPELCOM LTD...... Common 92719A106 4,643 416,000 SH Put Shared-Defined 1 416,000 WABCO HLDGS INC.... Common 92927K102 3,840 63,500 SH Shared-Defined 1 63,500 WALTER ENERGY INC............... Option 93317Q905 2,961 50,000 Shared-Defined 1 50,000 WELLS FARGO & CO NEW............... Common 949746101 10,242 300,000 SH Put Shared-Defined 1 300,000 WHITING PETE CORP NEW............... Common 966387102 1,086 20,000 SH Shared-Defined 1 20,000 YAMANA GOLD INC.... Common 98462Y100 4,655 298,000 SH Shared-Defined 1 298,000
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