13F-HR 1 form_13f-atticuscap.txt ----------------------------------- OMB APPROVAL ----------------------------------- OMB Number: 3235-0006 Expires: December 31, 2009 Estimated average burden hours per response..........22.6 ----------------------------------- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2008 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: Atticus Capital LP Address: 767 Fifth Avenue New York, New York 10153 Form 13F File Number: 028-11916 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: Timothy R. Barakett Title: as Chairman and Chief Executive Officer Phone: 212-256-8000 Signature, Place, and Date of Signing: /s/ Dennis Bertron* New York, New York August 14, 2008 -------------------------- ---------------------------- ---------------- [Signature] [City, State] [Date] *Pursuant to Power of Attorney attached hereto. Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings 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: 62 ------------------ Form 13F Information Table Value Total: $8,076,994 ------------------ (in 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 --------- ---------------------- --------------------------- 01 028-12928 Atticus Management Limited Atticus Capital LP Form 13F Information Table Quarter Ended June 30, 2008
Investment Discretion Voting Authority Fair Market Value Shares or Title of Cusip (in Principal SH/ Put/ Shared- Shared- Other Issuer Class Number thousands) Amount PRN Call SOLE Defined Other Managers Sole Shared None ----------------------------------------------------------------------------------------------------------------------------------- AMERCO COM 023586100 45,001 943,805 SH DEFINED 1 943,805 ----------------------------------------------------------------------------------------------------------------------------------- AMERICAN TOWER CORP CL A 029912201 240 5,691 SH DEFINED 1 5,691 ----------------------------------------------------------------------------------------------------------------------------------- ANGLOGOLD RIGHT ASHANTI LTD 06/23/2008 035128115 827 90,354 SH DEFINED 1 90,354 ----------------------------------------------------------------------------------------------------------------------------------- APPLE INC COM 037833100 294 1,755 SH DEFINED 1 1,755 ----------------------------------------------------------------------------------------------------------------------------------- SPON ADR BAIDU COM INC REP A 056752108 282,596 902,977 SH DEFINED 1 902,977 ----------------------------------------------------------------------------------------------------------------------------------- SP ADR PFD BANCO BRADESCO S A NEW 059460303 17,162 838,800 SH DEFINED 1 838,800 ----------------------------------------------------------------------------------------------------------------------------------- BANCO ITAU SP ADR 500 HLDG FINANCIERA S PFD 059602201 24,525 1,207,515 SH DEFINED 1 1,207,515 ----------------------------------------------------------------------------------------------------------------------------------- SPONSORED BHP BILLITON LTD ADR 088606108 5,492 64,471 SH DEFINED 1 64,471 ----------------------------------------------------------------------------------------------------------------------------------- BOEING CO COM 097023105 75,169 1,143,779 SH DEFINED 1 1,143,779 ----------------------------------------------------------------------------------------------------------------------------------- BPW ACQUISITION UNIT CORP 99/99/9999 055637201 9,810 1,000,000 SH DEFINED 1 1,000,000 ----------------------------------------------------------------------------------------------------------------------------------- BURLINGTON NORTHN SANTA FE C COM 12189T104 859,585 8,605,311 SH DEFINED 1 8,605,311 ----------------------------------------------------------------------------------------------------------------------------------- CANADIAN NAT RES LTD COM 136385101 113,834 1,135,500 SH DEFINED 1 1,135,500 ----------------------------------------------------------------------------------------------------------------------------------- CHESAPEAKE ENERGY CORP COM 165167107 349 5,291 SH DEFINED 1 5,291 ----------------------------------------------------------------------------------------------------------------------------------- CHINA TELECOM SPON ADR H CORP LTD SHS 169426103 4,475 82,280 SH DEFINED 1 82,280 -----------------------------------------------------------------------------------------------------------------------------------
Investment Discretion Voting Authority Fair Market Value Shares or Title of Cusip (in Principal SH/ Put/ Shared- Shared- Other Issuer Class Number thousands) Amount PRN Call SOLE Defined Other Managers Sole Shared None ----------------------------------------------------------------------------------------------------------------------------------- CISCO SYS INC COM 17275R102 266 11,434 SH DEFINED 1 11,434 ----------------------------------------------------------------------------------------------------------------------------------- CLEAN ENERGY FUELS CORP COM 184499101 2,873 250,000 SH DEFINED 1 250,000 ----------------------------------------------------------------------------------------------------------------------------------- COMPANHIA DE SANEAMENTO SPONSORED BASI ADR 20441A102 38,732 757,077 SH DEFINED 1 757,077 ----------------------------------------------------------------------------------------------------------------------------------- COMPANHIA VALE DO RIO SPONSORED DOCE ADR 204412209 41,179 1,149,600 SH CALL DEFINED 1 1,149,600 ----------------------------------------------------------------------------------------------------------------------------------- CONOCOPHILLIPS COM 20825C104 965,144 10,225,065 SH DEFINED 1 10,225,065 ----------------------------------------------------------------------------------------------------------------------------------- CONOCOPHILLIPS COM 20825C104 27,987 296,500 SH CALL DEFINED 1 296,500 ----------------------------------------------------------------------------------------------------------------------------------- CONSECO INC COM NEW 208464883 44,329 4,468,604 SH DEFINED 1 4,468,604 ----------------------------------------------------------------------------------------------------------------------------------- CROWN CASTLE INTL CORP COM 228227104 481,849 12,441,242 SH DEFINED 1 12,441,242 ----------------------------------------------------------------------------------------------------------------------------------- CSX CORP COM 126408103 18,190 289,600 SH DEFINED 1 289,600 ----------------------------------------------------------------------------------------------------------------------------------- EMISPHERE TECHNOLOGIES INC COM 291345106 6,048 2,256,600 SH DEFINED 1 2,256,600 ----------------------------------------------------------------------------------------------------------------------------------- SPONSORED FOCUS MEDIA HLDG LTD ADR 34415V109 49,877 1,799,313 SH DEFINED 1 1,799,313 ----------------------------------------------------------------------------------------------------------------------------------- FREEPORT-MCMORAN COPPER & GO COM 35671D857 575,809 4,913,464 SH DEFINED 1 4,913,464 ----------------------------------------------------------------------------------------------------------------------------------- FREEPORT-MCMORAN COPPER & GO COM 35671D857 200,969 1,714,900 SH CALL DEFINED 1 1,714,900 ----------------------------------------------------------------------------------------------------------------------------------- GENERAL MTRS CORP COM 370442105 2,262 196,680 SH DEFINED 1 196,680 ----------------------------------------------------------------------------------------------------------------------------------- GENOMIC HEALTH INC COM 37244C101 38,612 2,016,281 SH DEFINED 1 2,016,281 ----------------------------------------------------------------------------------------------------------------------------------- SPONSORED GOLD FIELDS LTD NEW ADR 38059T106 30,211 2,388,230 SH DEFINED 1 2,388,230 -----------------------------------------------------------------------------------------------------------------------------------
Investment Discretion Voting Authority Fair Market Value Shares or Title of Cusip (in Principal SH/ Put/ Shared- Shared- Other Issuer Class Number thousands) Amount PRN Call SOLE Defined Other Managers Sole Shared None ----------------------------------------------------------------------------------------------------------------------------------- GOOGLE INC CL A 38259P508 233 443 SH DEFINED 1 443 ----------------------------------------------------------------------------------------------------------------------------------- GPO AEROPORTUARIO DEL PAC SA SPON ADR B 400506101 1,836 62,498 SH DEFINED 1 62,498 ----------------------------------------------------------------------------------------------------------------------------------- GRUPO AEROPORTUARIO DEL SPON ADR SURE SER B 40051E202 2,724 52,901 SH DEFINED 1 52,901 ----------------------------------------------------------------------------------------------------------------------------------- SPONSORED KT CORP ADR 48268K101 3,060 143,520 SH DEFINED 1 143,520 ----------------------------------------------------------------------------------------------------------------------------------- LIBERTY ACQUISITION UNIT HLDGS CO 99/99/9999 53015Y206 26,250 2,500,000 SH DEFINED 1 2,500,000 ----------------------------------------------------------------------------------------------------------------------------------- MARRIOTT INTL INC NEW CL A 571903202 1,005 38,300 SH DEFINED 1 38,300 ----------------------------------------------------------------------------------------------------------------------------------- MASTERCARD INC CL A 57636Q104 880,673 3,316,785 SH DEFINED 1 3,316,785 ----------------------------------------------------------------------------------------------------------------------------------- MICROSOFT CORP COM 594918104 203 7,365 SH DEFINED 1 7,365 ----------------------------------------------------------------------------------------------------------------------------------- MONSANTO CO NEW COM 61166W101 482 3,816 SH DEFINED 1 3,816 ----------------------------------------------------------------------------------------------------------------------------------- NATIONAL FINL PARTNERS CORP COM 63607P208 13,739 693,183 SH DEFINED 1 693,183 ----------------------------------------------------------------------------------------------------------------------------------- NEWMONT MINING CORP COM 651639106 23,034 441,600 SH DEFINED 1 441,600 ----------------------------------------------------------------------------------------------------------------------------------- NORFOLK SOUTHERN CORP COM 655844108 164,403 2,623,310 SH DEFINED 1 2,623,310 ----------------------------------------------------------------------------------------------------------------------------------- NYMEX HOLDINGS INC COM 62948N104 1,438 17,020 SH DEFINED 1 17,020 ----------------------------------------------------------------------------------------------------------------------------------- NYSE EURONEXT COM 629491101 554,367 10,942,900 SH DEFINED 1 10,942,900 ----------------------------------------------------------------------------------------------------------------------------------- NYSE EURONEXT COM 629491101 86,735 1,712,100 SH PUT DEFINED 1 1,712,100 ----------------------------------------------------------------------------------------------------------------------------------- OCCIDENTAL PETE CORP DEL COM 674599105 619,971 6,899,301 SH DEFINED 1 6,899,301 -----------------------------------------------------------------------------------------------------------------------------------
Investment Discretion Voting Authority Fair Market Value Shares or Title of Cusip (in Principal SH/ Put/ Shared- Shared- Other Issuer Class Number thousands) Amount PRN Call SOLE Defined Other Managers Sole Shared None ----------------------------------------------------------------------------------------------------------------------------------- SPONSORED PETROCHINA CO LTD ADR 71646E100 1,436 11,145 SH DEFINED 1 11,145 ----------------------------------------------------------------------------------------------------------------------------------- P T TELEKOMUNIKASI SPONSORED INDONESIA ADR 715684106 7,643 237,006 SH DEFINED 1 237,006 ----------------------------------------------------------------------------------------------------------------------------------- PEABODY ENERGY CORP COM 704549104 310,536 3,526,815 SH DEFINED 1 3,526,815 ----------------------------------------------------------------------------------------------------------------------------------- POTASH CORP SASK INC COM 73755L107 762 3,332 SH DEFINED 1 3,332 ----------------------------------------------------------------------------------------------------------------------------------- PRAXAIR INC COM 74005P104 65,551 695,578 SH DEFINED 1 695,578 ----------------------------------------------------------------------------------------------------------------------------------- RESEARCH IN MOTION LTD COM 760975102 265 2,269 SH DEFINED 1 2,269 ----------------------------------------------------------------------------------------------------------------------------------- SANDRIDGE ENERGY INC COM 80007P307 260 4,025 SH DEFINED 1 4,025 ----------------------------------------------------------------------------------------------------------------------------------- SONY CORP ADR NEW 835699307 551 12,605 SH DEFINED 1 12,605 ----------------------------------------------------------------------------------------------------------------------------------- STARWOOD HOTELS&RESORTS WRLD COM 85590A401 1,082 27,000 SH DEFINED 1 27,000 ----------------------------------------------------------------------------------------------------------------------------------- SYNVISTA THERAPEUTICS INC COM 87164M100 2,736 1,600,000 SH DEFINED 1 1,600,000 ----------------------------------------------------------------------------------------------------------------------------------- UNIBANCO-UNIAO DE GDR REP PFD BANCOS BRA UT 90458E107 49,363 388,900 SH DEFINED 1 388,900 ----------------------------------------------------------------------------------------------------------------------------------- UNION PAC CORP COM 907818108 1,093,439 14,482,634 SH DEFINED 1 14,482,634 ----------------------------------------------------------------------------------------------------------------------------------- VISA INC COM CL A 92826C839 163,677 2,013,001 SH DEFINED 1 2,013,001 ----------------------------------------------------------------------------------------------------------------------------------- VISA INC COM CL A 92826C839 24,393 300,000 SH CALL DEFINED 1 300,000 ----------------------------------------------------------------------------------------------------------------------------------- WESTERN UN CO COM 959802109 7,098 287,155 SH DEFINED 1 287,155 ----------------------------------------------------------------------------------------------------------------------------------- XTO ENERGY INC COM 98385X106 4,355 63,563 SH DEFINED 1 63,563 ----------------------------------------------------------------------------------------------------------------------------------- Total Fair Market $8,076,994 Value in thousands)
POWER OF ATTORNEY KNOW ALL PERSONS BY THESE PRESENTS, that I, TIMOTHY R. BARAKETT, hereby make, constitute and appoint each of SCOTT KISLIN, DENNIS BERTRON, KEVIN TAGAMI and CHARLES FORTIN, acting individually, as my agent and attorney-in-fact for the purpose of executing in my name, (a) in my personal capacity or (b) in my capacity as chief executive officer of, managing member of or in other capacities with Atticus Management LLC, Atticus Holdings LP, Atticus Capital Holdings LLC or Atticus Capital LP (collectively, "Atticus"), and each of their affiliates, including Atticus LP Incorporated, Atticus UK LLP and Atticus UK Services Ltd., and entities advised by me or Atticus, all documents, certificates, instruments, statements, filings and agreements ("documents") to be filed with or delivered to any foreign or domestic governmental or regulatory body or required or requested by any other person or entity pursuant to any legal or regulatory requirement relating to the acquisition, ownership, management or disposition of securities, futures contracts or other investments, and any other documents relating or ancillary thereto, including without limitation all documents relating to filings with the Commodities Futures Trading Commission and National Futures Association, the United States Securities and Exchange Commission (the "SEC") pursuant to the Securities Act of 1933 or the Securities Exchange Act of 1934 (the "Act") and the rules and regulations promulgated thereunder, including all documents relating to the beneficial ownership of securities required to be filed with the SEC pursuant to Section 13(d) or Section 16(a) of the Act and any information statements on Form 13F required to be filed with the SEC pursuant to Section 13(f) of the Act. All past acts of the attorneys-in-fact in furtherance of the foregoing are hereby ratified and confirmed. THIS POWER OF ATTORNEY shall remain in full force and effect until either revoked in writing by the undersigned or until such time as the person or persons to whom power of attorney has been hereby granted cease(s) to be an employee of, or otherwise associated with, Atticus or one of its affiliates. Execution of this power of attorney revokes that certain Power of Attorney dated as of June 7, 2007 with respect to substantially the same matters addressed above. IN WITNESS WHEREOF, the undersigned has duly subscribed these presents as of January 10, 2008. /s/ Timothy R. Barakett -------------------------------- Timothy R. Barakett