13F-HR 1 senator13f063011.txt 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, 2011 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: Senator Investment Group LP Address: 510 Madison Avenue, 28th Floor New York, NY 10022 13 File Number: 028-13389 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: Edward Larmann Title: Chief Operating Officer Phone: (212) 376-4305 Signature, Place and Date of Signing: Edward Larmann New York, NY August 11, 2011 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 47 Form 13F Information Table Value Total: $2,284,853 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP x($1000) PRN AMT PRN CALL DISCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- -------- --------- -------- -------- -------- ASHLAND INC NEW COM 044209104 54927 850000 SOLE 850000 0 0 AUXILIUM PHARMACEUTICALS INC COM 05334D107 35280 1800000 SOLE 1800000 0 0 AVIS BUDGET GROUP COM 053774105 128175 7500000 SOLE 7500000 0 0 BANCO SANTANDER BRASIL S A ADS REP 1 UNIT 05967A107 70260 6000000 SOLE 6000000 0 0 BLUELINX HLDGS INC COM 09624H109 3591 1554396 SOLE 1554396 0 0 CENTRAL PAC FINL CORP COM 154760409 23176 1655423 SOLE 1655423 0 0 CHARTER COMMUNICATIONS INC COM 16117M305 114343 2107311 SOLE 2107311 0 0 COMMUNITY HEALTH SYS INC NEW COM 203668108 46224 1800000 SOLE 1800000 0 0 CROWN CASTLE INTL CORP COM 228227104 136647 3350000 SOLE 3350000 0 0 DANA HLDG CORP COM 235825205 68625 3750000 SOLE 3750000 0 0 DARLING INTL INC COM 237266101 9735 550000 SOLE 550000 0 0 ENERGY XXI (BERMUDA) LTD COM G10082140 66440 2000000 SOLE 2000000 0 0 ESSEX RENT CORP COM 297187106 13165 1997705 SOLE 1997705 0 0 FREEPORT-MCMORAN COPPER & GO CALL 35671D907 105320 2000000 CALL SOLE 2000000 0 0 GENERAL MLS INC CALL 370334904 73840 2000000 CALL SOLE 2000000 0 0 GRAFTECH INTL LTD COM 384313102 46621 2300000 SOLE 2300000 0 0 GRIFFON CORP COM 398433102 4080 404771 SOLE 404771 0 0 HSN INC COM 404303109 49380 1500000 SOLE 1500000 0 0 HUNTSMAN CORP COM 447011107 108388 5750000 SOLE 5750000 0 0 IDERA PHARMACEUTICALS INC COM 45168K306 6954 3234505 SOLE 3234505 0 0 ITT CORP CALL 450911902 88395 1500000 CALL SOLE 1500000 0 0 LIBERTY MEDIA CORP NEW COM 53071M104 50310 3000000 SOLE 3000000 0 0 MACQUARIE INFRASTR CO LLC COM 55608B105 106950 3875000 SOLE 3875000 0 0 MARATHON OIL CORP COM 565849106 42435 1025000 SOLE 1025000 0 0 MARKET VECTORS ETF TR COM 57060U100 46402 850000 SOLE 850000 0 0 MERCK & CO INC NEW COM 58933Y105 105870 3000000 SOLE 3000000 0 0 METLIFE INC COM 59156R108 57031 1300000 SOLE 1300000 0 0 NCI BUILDING SYS INC COM 628852105 3544 311227 SOLE 311227 0 0 NEWS CORP COM 65248E104 70800 4000000 SOLE 4000000 0 0 PETROHAWK ENERGY CORP COM 716495106 61675 2500000 SOLE 2500000 0 0 PETROHAWK ENERGY CORP CALL 716495906 135685 5500000 CALL SOLE 5500000 0 0 PLAINS EXPL& PRODTN CO COM 726505100 83864 2200000 SOLE 2200000 0 0 ROCK-TENN CO COM 772739207 66340 1000000 SOLE 1000000 0 0 SILGAN HOLDINGS INC COM 827048109 31752 775000 SOLE 775000 0 0 SM ENERGY CO COM 78454L100 22051 300100 SOLE 300100 0 0 SMITH A O COM 831865209 82037 1939400 SOLE 1939400 0 0 SUNOCO INC COM 86764P109 47967 1150000 SOLE 1150000 0 0 TEMPLE INLAND INC COM 879868107 68402 2300000 SOLE 2300000 0 0 TEVA PHARMACEUTICAL INDS LTD CALL 881624909 48220 1000000 CALL SOLE 1000000 0 0 TEVA PHARMACEUTICAL INDS LTD COM 881624209 61481 1275000 SOLE 1275000 0 0 WARNACO GROUP INC COM 394390402 99536 1905000 SOLE 1905000 0 0 UNITED CONTL HLDGS INC COM 910047109 56575 2500000 SOLE 2500000 0 0 UNITED CONTL HLDGS INC CALL 910047909 11315 500000 CALL SOLE 500000 0 0 VALSPAR CORP COM 920355104 99085 2747800 SOLE 2747800 0 0 VANGUARD WORLD FDS COM 922036207 60524 3525000 SOLE 3525000 0 0 VISA INC COM 92826C839 35811 425000 SOLE 425000 0 0 WILLIAM COS INC DEL CALL 969457900 75625 2500000 CALL SOLE 2500000 0 0