0001140361-14-041806.txt : 20141114 0001140361-14-041806.hdr.sgml : 20141114 20141114102210 ACCESSION NUMBER: 0001140361-14-041806 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141114 DATE AS OF CHANGE: 20141114 EFFECTIVENESS DATE: 20141114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: STELLIAM INVESTMENT MANAGEMENT, LP CENTRAL INDEX KEY: 0001427165 IRS NUMBER: 205834929 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12932 FILM NUMBER: 141221209 BUSINESS ADDRESS: STREET 1: 12 EAST 49TH STREET, 22ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: (212) 490-6700 MAIL ADDRESS: STREET 1: 12 EAST 49TH STREET, 22ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001427165 XXXXXXXX 09-30-2014 09-30-2014 STELLIAM INVESTMENT MANAGEMENT, LP

12 EAST 49TH STREET, 22ND FLOOR NEW YORK NY 10017

13F HOLDINGS REPORT 028-12932 N Gregg L. Kudisch 212-490-6702 /s/ Gregg L. Kudisch New York NY 11-14-2014 0 58 3792616 false INFORMATION TABLE 2 form13fInfoTable.xml AERCAP HOLDINGS NV SHS N00985106 108385 2650000 SH SOLE 2650000 0 0 ALTERA CORP COM 021441100 80237 2242500 SH SOLE 2242500 0 0 ALTERA CORP COM 021441100 20037 560000 SH Call SOLE 560000 0 0 AMGEN INC COM 031162100 63207 450000 SH SOLE 450000 0 0 APACHE CORP COM 037411105 129071 1375000 SH SOLE 1375000 0 0 BARRICK GOLD CORP COM 067901108 46179 3150000 SH SOLE 3150000 0 0 BERRY PLASTICS GROUP INC COM 08579W103 55339 2192500 SH SOLE 2192500 0 0 CEMEX SAB DE CV SPON ADR NEW 151290889 59788 4585000 SH SOLE 4585000 0 0 CISCO SYS INC COM 17275R102 44677 1775000 SH SOLE 1775000 0 0 CITIGROUP INC COM NEW 172967424 108563 2095000 SH SOLE 2095000 0 0 COVIDIEN PLC SHS G2554F113 67045 775000 SH SOLE 775000 0 0 CSX CORP COM 126408103 24285 757500 SH SOLE 757500 0 0 D R HORTON INC COM 23331A109 116656 5685000 SH SOLE 5685000 0 0 D R HORTON INC COM 23331A109 20520 1000000 SH Call SOLE 1000000 0 0 DELPHI AUTOMOTIVE PLC SHS G27823106 56279 917500 SH SOLE 917500 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 168278 4655000 SH SOLE 4655000 0 0 DOLLAR TREE INC COM 256746108 86909 1550000 SH SOLE 1550000 0 0 EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 65107 2742500 SH SOLE 2742500 0 0 GAMESTOP CORP NEW CL A 36467W109 113712 2760000 SH SOLE 2760000 0 0 GENESEE & WYO INC CL A 371559105 61713 647500 SH SOLE 647500 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 74756 3310000 SH SOLE 3310000 0 0 HANESBRANDS INC COM 410345102 66076 615000 SH SOLE 615000 0 0 HEALTHWAYS INC COM 422245100 40563 2532000 SH SOLE 2532000 0 0 HOLLYFRONTIER CORP COM 436106108 57658 1320000 SH SOLE 1320000 0 0 HOME DEPOT INC COM 437076102 65135 710000 SH SOLE 710000 0 0 HORMEL FOODS CORP COM 440452100 42140 820000 SH SOLE 820000 0 0 INTEL CORP COM 458140100 177060 5085000 SH SOLE 5085000 0 0 INTEL CORP COM 458140100 104460 3000000 SH Call SOLE 3000000 0 0 JPMORGAN CHASE & CO COM 46625H100 85390 1417500 SH SOLE 1417500 0 0 KINDRED HEALTHCARE INC COM 494580103 11689 602500 SH SOLE 602500 0 0 LENNAR CORP CL A 526057104 59604 1535000 SH SOLE 1535000 0 0 LUMBER LIQUIDATORS HLDGS INC COM 55003T107 22952 400000 SH SOLE 400000 0 0 MACYS INC COM 55616P104 67780 1165000 SH SOLE 1165000 0 0 MARATHON PETE CORP COM 56585A102 51649 610000 SH SOLE 610000 0 0 MICRON TECHNOLOGY INC COM 595112103 99097 2892500 SH SOLE 2892500 0 0 OLD DOMINION FGHT LINES INC COM 679580100 53510 757500 SH SOLE 757500 0 0 PACIRA PHARMACEUTICALS INC COM 695127100 4555 47000 SH Put SOLE 47000 0 0 PACKAGING CORP AMER COM 695156109 38930 610000 SH SOLE 610000 0 0 PFIZER INC COM 717081103 122420 4140000 SH SOLE 4140000 0 0 QUANTA SVCS INC COM 74762E102 51441 1417500 SH SOLE 1417500 0 0 RANGE RES CORP COM 75281A109 58825 867500 SH SOLE 867500 0 0 RAYMOND JAMES FINANCIAL INC COM 754730109 88675 1655000 SH SOLE 1655000 0 0 REPUBLIC AWYS HLDGS INC COM 760276105 42357 3812500 SH SOLE 3812500 0 0 SABRE CORP COM 78573M104 40174 2242500 SH SOLE 2242500 0 0 SEAGATE TECHNOLOGY PLC SHS G7945M107 46961 820000 SH SOLE 820000 0 0 SFX ENTMT INC COM 784178303 8756 1744200 SH SOLE 1744200 0 0 SOUTH JERSEY INDS INC COM 838518108 53093 995000 SH SOLE 995000 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 68273 587500 SH Put SOLE 587500 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 115749 587500 SH Put SOLE 587500 0 0 SYNOVUS FINL CORP COM NEW 87161C501 38888 1645000 SH SOLE 1645000 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 49316 917500 SH SOLE 917500 0 0 TOLL BROTHERS INC COM 889478103 48142 1545000 SH SOLE 1545000 0 0 UNITED RENTALS INC COM 911363109 57494 517500 SH SOLE 517500 0 0 UNITEDHEALTH GROUP INC COM 91324P102 50672 587500 SH SOLE 587500 0 0 US BANCORP DEL COM NEW 902973304 64627 1545000 SH SOLE 1545000 0 0 VEECO INSTRS INC DEL COM 922417100 69551 1990000 SH SOLE 1990000 0 0 WELLPOINT INC COM 94973V107 47848 400000 SH SOLE 400000 0 0 WESTERN DIGITAL CORP COM 958102105 50363 517500 SH SOLE 517500 0 0