0001140361-15-041190.txt : 20151113 0001140361-15-041190.hdr.sgml : 20151113 20151113164147 ACCESSION NUMBER: 0001140361-15-041190 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150930 FILED AS OF DATE: 20151113 DATE AS OF CHANGE: 20151113 EFFECTIVENESS DATE: 20151113 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: 151229713 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 09-30-2015 09-30-2015 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 11-13-2015 0 53 4025718 false INFORMATION TABLE 2 form13fInfoTable.xml AERCAP HOLDINGS NV SHS N00985106 110036 2877500 SH SOLE 2877500 0 0 ALBEMARLE CORP COM 012653101 62843 1425000 SH SOLE 1425000 0 0 ALLY FINL INC COM 02005N100 45600 2237500 SH SOLE 2237500 0 0 ALTERA CORP COM 021441100 122375 2443600 SH SOLE 2443600 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 119402 3075000 SH SOLE 3075000 0 0 AMGEN INC COM 031162100 68427 494700 SH SOLE 494700 0 0 ANADARKO PETE CORP COM 032511107 99040 1640000 SH SOLE 1640000 0 0 BARRETT BILL CORP COM 06846N104 1749 530000 SH SOLE 530000 0 0 BARRICK GOLD CORP COM 067901108 64713 10175000 SH SOLE 10175000 0 0 BARRICK GOLD CORP COM 067901108 30242 4755000 SH Call SOLE 4755000 0 0 CABOT OIL & GAS CORP COM 127097103 39840 1822500 SH Call SOLE 1822500 0 0 CABOT OIL & GAS CORP COM 127097103 47436 2170000 SH SOLE 2170000 0 0 CITIGROUP INC COM NEW 172967424 94383 1902500 SH SOLE 1902500 0 0 CLEAN HARBORS INC COM 184496107 36275 825000 SH SOLE 825000 0 0 D R HORTON INC COM 23331A109 91677 3122500 SH SOLE 3122500 0 0 DELPHI AUTOMOTIVE PLC SHS G27823106 42012 552500 SH SOLE 552500 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 251945 5615000 SH SOLE 5615000 0 0 DISCOVER FINL SVCS COM 254709108 39902 767500 SH SOLE 767500 0 0 DOLLAR TREE INC COM 256746108 84658 1270000 SH SOLE 1270000 0 0 EOG RES INC COM 26875P101 90090 1237500 SH SOLE 1237500 0 0 EOG RES INC COM 26875P101 128419 1764000 SH Call SOLE 1764000 0 0 GAMESTOP CORP NEW CL A 36467W109 115491 2802500 SH SOLE 2802500 0 0 GOGO INC COM 38046C109 6341 415000 SH Call SOLE 415000 0 0 GOGO INC COM 38046C109 70615 4621400 SH SOLE 4621400 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 42822 1460000 SH SOLE 1460000 0 0 HEALTHWAYS INC COM 422245100 35862 3225000 SH SOLE 3225000 0 0 HELMERICH & PAYNE INC COM 423452101 40880 865000 SH SOLE 865000 0 0 HORMEL FOODS CORP COM 440452100 42259 667500 SH SOLE 667500 0 0 INTEL CORP COM 458140100 154543 5127500 SH SOLE 5127500 0 0 JPMORGAN CHASE & CO COM 46625H100 58074 952500 SH SOLE 952500 0 0 KINDRED HEALTHCARE INC COM 494580103 58314 3702500 SH SOLE 3702500 0 0 LENNAR CORP CL A 526057104 81460 1692500 SH SOLE 1692500 0 0 MERCK & CO INC NEW COM 58933Y105 55934 1132500 SH SOLE 1132500 0 0 MICRON TECHNOLOGY INC COM 595112103 88682 5920000 SH SOLE 5920000 0 0 MICROSOFT CORP COM 594918104 46916 1060000 SH SOLE 1060000 0 0 OLD DOMINION FGHT LINES INC COM 679580100 54900 900000 SH SOLE 900000 0 0 PIONEER NAT RES CO COM 723787107 60212 495000 SH SOLE 495000 0 0 PIONEER NAT RES CO COM 723787107 76633 630000 SH Call SOLE 630000 0 0 PVH CORP COM 693656100 85884 842500 SH SOLE 842500 0 0 QUANTA SVCS INC COM 74762E102 84432 3487500 SH SOLE 3487500 0 0 RANGE RES CORP COM 75281A109 132495 4125000 SH SOLE 4125000 0 0 RAYMOND JAMES FINANCIAL INC COM 754730109 50374 1015000 SH SOLE 1015000 0 0 REPUBLIC AWYS HLDGS INC COM 760276105 28958 5010000 SH SOLE 5010000 0 0 SERVICEMASTER GLOBAL HLDGS I COM 81761R109 45293 1350000 SH SOLE 1350000 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 67589 632500 SH SOLE 632500 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 269287 2520000 SH Call SOLE 2520000 0 0 STAPLES INC COM 855030102 114866 9792500 SH SOLE 9792500 0 0 TARGET CORP COM 87612E106 38937 495000 SH SOLE 495000 0 0 TENET HEALTHCARE CORP COM NEW 88033G407 66271 1795000 SH SOLE 1795000 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 92877 1645000 SH SOLE 1645000 0 0 UNITED CONTL HLDGS INC COM 910047109 39257 740000 SH SOLE 740000 0 0 UNITED RENTALS INC COM 911363109 50592 842500 SH SOLE 842500 0 0 US BANCORP DEL COM NEW 902973304 97604 2380000 SH SOLE 2380000 0 0