13F-HR 1 d463576_13f-hr.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: December 31, 2003 Check here if Amendment: |_|; Amendment Number: ____ This Amendment (Check only one): |_| is a restatement |_| adds new holding entries. Institutional Manager Filing this Report: Name: Atticus Capital, LLC Address: 152 West 57th Street 45th Floor New York, NY 10019 13F File Number: 28-06684 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: Chief Executive Officer Phone: (212) 373-0800 Signature, Place and Date of Signing: /s/ Timothy R. Barakett New York, New York February 12, 2004 ----------------------- ------------------ ----------------- [Signature] [City, State] [Date] 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 managers(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).) List of Other Managers Reporting for this Manager: NONE Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 138 Form 13F Information Table Value Total: $976,736 (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. [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] NONE FORM 13F INFORMATION TABLE
Atticus Capital, LLC Form 13F Information Table December 31, 2003 Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 Value SHS or SH/ Put/ Investment Other Voting Authority Name of issuer Title of Class CUSIP (x1000) PRN AMT PRN Call Discretion Managers Sole Shared None ----------------------------------------------------------------------------------------------------------------------------------- 1 800 CONTACTS Common Stock 681977104 210 10,000 SH Sole None 10,000 ADC TELECOMUNICATIONS Common Stock 000886101 475 160,000 SH Sole None 160,000 ADVANCE PCS Common Stock 00790K109 3,991 75,600 SH Sole None 75,600 AGERE SYSTEMS CL B 00845V209 71 24,596 SH Sole None 24,596 AK STEEL HOLDING CORP Common Stock 001547108 510 100,000 SH Sole None 100,000 ALCAN INC Common Stock 013716105 93,676 1,995,235 SH Sole None 1,995,235 ALCATEL ALSTHOM Sponsored ADR 013904305 949 73,872 SH Sole None 73,872 ALLETE INC Common Stock 018522102 459 15,000 SH Sole None 15,000 ALLIANCE CAPITAL MGMT HOLD Unit Ltd Partn 01855A101 675 20,000 SH Sole None 20,000 ALLMERICA FINANCIAL CORP Common Stock 019754100 1,332 43,300 SH Sole None 43,300 AMERADA HESS CORP Common Stock 023551104 532 10,000 SH Sole None 10,000 AMERICAN INTL GROUP INC Common Stock 026874107 4,268 64,401 SH Sole None 64,401 ANADARKO PETROLEUM Common Stock 032511107 1,530 30,000 SH Sole None 30,000 AT&T WIRELESS SVCS INC Common Stock 00209A106 115 14,408 SH Sole None 14,408 ATLANTIC COAST AIRLINES HOLDINGS INC Common Stock 048396105 1,873 190,194 SH Sole None 190,194 BANC OF AMERICA CORPORATION Common Stock 060505104 4,617 57,400 SH Sole None 57,400 BARNESANDNOBLES.COM.INC CL A 067846105 1,681 573,620 SH Sole None 573,620 BEA SYSTEM Common Stock 073325102 308 25,000 SH Sole None 25,000 BERKSHIRE HATHAWAY INC CL A 084670108 10,953 130 SH Sole None 130 BOWATER INC. Common Stock 102183100 11,578 250,000 SH Sole None 250,000 BROOKS AUTOMATION Common Stock 114340102 3,566 150,204 SH Sole None 150,204 BSB BANCORP Common Stock 055652101 233 5,900 SH Sole None 5,900 CANADIAN NATURAL RESOURCES Common Stock 136385101 1,261 25,000 SH Sole None 25,000 CARDINAL HEALTH Common Stock 14149Y108 4,699 76,835 SH Sole None 76,835 CELESTICA INC. Sub Vtg Shs 15101Q108 377 25,000 SH Sole None 25,000 CENTEX CORP Common Stock 152312104 1,077 10,000 SH Sole None 10,000 CHAMPPS ENTERTAINMENT Common Stock 158787101 32,689 3,437,352 SH Sole None 3,437,352 CHARTER COMMUNICATIONS INC CL A 16117M107 201 50,000 SH Sole None 50,000 CHEVRON TEXACO CORP Common Stock 166764100 16,670 192,966 SH Sole None 192,966 CHINA TELECOM Spon ADR H Shs 169426103 9,297 227,800 SH Sole None 227,800 CHROMAVISION MEDICAL SYSTEMS Common Stock 17111P104 32 10,000 SH Sole None 10,000 CIENA CORP Common Stock 171779101 525 80,000 SH Sole None 80,000 CIRCUIT CITY STORES INC Common Stock 172737108 15,047 1,485,400 SH Sole None 1,485,400 CISCO SYSTEMS Common Stock 17275R102 1,761 72,658 SH Sole None 72,658 CITIGROUP Common Stock 172967101 14,855 306,037 SH Sole None 306,037 CKE REST INC DEL HLDGS Common Stock 12561E105 5,032 787,500 SH Sole None 787,500 CLEAR CHANNEL Common Stock 184502102 11,931 254,765 SH Sole None 254,765 CMGI INC. Common Stock 125750109 101 56,826 SH Sole None 56,826 CONAGRA FOODS INC Common Stock 205887102 6,861 260,000 SH Sole None 260,000 CONOCOPHILLIPS Common Stock 20825C104 21,382 326,100 SH Sole None 326,100 CORNING INC. Common Stock 219350105 814 78,000 SH Sole None 78,000 DANA CORP Common Stock 235811106 3,441 187,500 SH Sole None 187,500 DIAL CORP Common Stock 25247D101 2,847 100,000 SH Sole None 100,000 ESPERION THERAPEUTICS Common Stock 29664R106 3,287 95,000 SH Sole None 95,000 EXXON MOBILE CORP. Common Stock 30231G102 6,150 150,000 SH Sole None 150,000 FINISAR Common Stock 31787A101 31 10,000 SH Sole None 10,000 FIRST DATA CORP. Common Stock 319963104 11,567 281,500 SH Sole None 281,500 FLEETBOSTON FINANCIAL CORP Common Stock 339030108 19,643 450,000 SH Sole None 450,000 FLEXTRONICS ORD Y2573F102 3,550 239,890 SH Sole None 239,890 FORDING CANADIAN COAL TRUST TR Unit 345425102 2,451 69,000 SH Sole None 69,000 GEORGIA PAC CORP Common Stock 373298108 2,300 75,000 SH Sole None 75,000 GILEAD SCIENCE INC. Common Stock 375558103 495 8,500 SH Sole None 8,500 HARLEYSVILLE GROUP INC Common Stock 412824104 344 17,300 SH Sole None 17,300 HARMONIC INC. Common Stock 413160102 372 51,300 SH Sole None 51,300 HARTFORD FINANCIAL SVCS GRP Common Stock 416515104 5,608 95,000 SH Sole None 95,000 HAYES LEMMERZ INTERNATIONAL Common Stock 420781304 7,521 415,300 SH Sole None 415,300 HCA INC. Common Stock 404119109 6,659 155,000 SH Sole None 155,000 HERITAGE PROPANE PARTNERS Unit Ltd Partn 426918108 4,281 103,800 SH Sole None 103,800 HOLLYWOOD ENTERTAINMENT CP Common Stock 436141105 4,855 353,100 SH Sole None 353,100 IGEN INTERNATIONAL INC Common Stock 449536101 49,184 835,474 SH Sole None 835,474 INPUT OUTPUT INC Common Stock 457652105 1,786 396,100 SH Sole None 396,100 INTERACTIVE Common Stock 45840Q101 1,508 44,454 SH Sole None 44,454 INVERNESS MEDICAL TECH Common Stock 46126P106 218 10,000 SH Sole None 10,000 ISHARES TR RUSSEL 2000 464287655 831 7,500 SH Sole None 7,500 JC PENNY CO INC (HLDG CO) Common Stock 708160106 3,679 140,000 SH Sole None 140,000 JDS UNIPHASE Common Stock 46612J101 2,598 713,652 SH Sole None 713,652 JOHN HANDCOCK FIN SVCS Common Stock 41014S106 4,283 114,200 SH Sole None 114,200 JOHNSON & JOHNSON Common Stock 478160104 29,232 565,852 SH Sole None 565,852 JP MORGAN & CO. INC. Common Stock 46625H100 2,963 80,660 SH Sole None 80,660 KINROSS GOLD CORP Common Stock 496902206 5,007 626,604 SH Sole None 626,604 KMART CORP Common Stock 498780105 48,745 2,035,295 SH Sole None 2,035,295 KROGER CO Common Stock 501044101 324 17,500 SH Sole None 17,500 KT CORP Sponsored ADR 48268K101 8,295 435,000 SH Sole None 435,000 LEUCADIA NATIONAL CORP Common Stock 527288104 15,729 341,190 SH Sole None 341,190 LEVEL 3 COMMUNICATIONS Common Stock 52729N100 285 50,000 SH Sole None 50,000 LIBERTY MEDIA Com Ser A 530718105 2,549 214,384 SH Sole None 214,384 LUCENT TECHNOLOGIES Common Stock 549463107 291 102,329 SH Sole None 102,329 MEADWESTVACO CORP Common Stock 583334107 3,005 101,000 SH Sole None 101,000 MEDTRONIC INC Common Stock 585055106 6,193 127,400 SH Sole None 127,400 MI DEVELOPMENTS, INC. Cl A Sub Vtg 55304X104 6,357 227,700 SH Sole None 227,700 MICRON TECHNOLOGIES Common Stock 595112103 674 50,000 SH Sole None 50,000 MICROSOFT Common Stock 594918104 3,345 122,200 SH Sole None 122,200 MID ATLANTIC MEDICAL SERVICES Common Stock 59523C107 5,411 83,500 SH Sole None 83,500 MIDWAY GAMES Common Stock 598148104 116 30,000 SH Sole None 30,000 MILLEA HOLDINGS INC ADR 60032R106 2,349 35,000 SH Sole None 35,000 MOORE WALLACE INC Common Stock 615857109 3,587 191,500 SH Sole None 191,500 MOTOROLA INC Common Stock 620076109 186 13,281 SH Sole None 13,281 NABORS INDUSTRIES LTD Common Stock G6359F103 1,847 44,500 SH Sole None 44,500 NEIGHBORCARE INC Common Stock 64015Y104 889 45,000 SH Sole None 45,000 NETWORK ENGINES Common Stock 64121A107 52 12,000 SH Sole None 12,000 NEWMONT MINING Common Stock 651639106 1,215 25,000 SH Sole None 25,000 NORTEL NETWORKS Common Stock 656568102 297 70,197 SH Sole None 70,197 NOVELLUS SYSTEMS INC Common Stock 670008101 315 7,500 SH Sole None 7,500 PACCAR INC Common Stock 693718108 1,277 15,000 SH Sole None 15,000 PEOPLESOFT INC Common Stock 712713106 19,944 875,100 SH Sole None 875,100 PETROCHINA CO LTD Sponsored ADR 71646E100 22,227 389,600 SH Sole None 389,600 PFIZER INC. Common Stock 717081103 25,614 725,000 SH Sole None 725,000 POPE & TALBOT INC. Common Stock 732827100 3,698 210,000 SH Sole None 210,000 PRESIDENTIAL LIFE CORP Common Stock 740884101 464 35,258 SH Sole None 35,258 PRICE COMMUNICATIONS CORP. Common Stock 741437305 133,235 9,703,932 SH Sole None 9,703,932 QLOGIC CORP. Common Stock 747277101 284 5,500 SH Sole None 5,500 RAMTRON INTL CORP Common Stock 751907304 105 40,000 SH Sole None 40,000 RAYONIER INC Common Stock 754907103 15,670 377,500 SH Sole None 377,500 REDBACK NETWORKS Common Stock 757209101 12 50,000 SH Sole None 50,000 REGENT COMMUNICATIONS INC. Common Stock 758865109 83 13,000 SH Sole None 13,000 SAFE GUARDS SCIENTIFIC Common Stock 786449108 1,111 275,000 SH Sole None 275,000 SANMINA CORP Common Stock 800907107 275 21,840 SH Sole None 21,840 SAPIENT CORP Common Stock 803062108 282 50,000 SH Sole None 50,000 SEARS ROEBUCK & CO Common Stock 812387108 364 8,000 SH Sole None 8,000 SICOR INC Common Stock 825846108 17,922 658,900 SH Sole None 658,900 SIEBEL SYSTEMS INC. Common Stock 826170102 170 12,200 SH Sole None 12,200 SOLECTRON CORP Common Stock 834182107 768 129,986 SH Sole None 129,986 SOLUTIA INC Common Stock 834376105 73 200,000 SH Sole None 200,000 SONY CORP ADR 835699307 1,734 50,000 SH Sole None 50,000 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 2,755 100,000 SH Sole None 100,000 STATE AUTO FINANCIAL CORP. Common Stock 855707105 25,954 1,111,982 SH Sole None 1,111,982 SUN MICROSYSTEMS INC Common Stock 866810104 324 72,400 SH Sole None 72,400 SUNTRUST BANKS INC Common Stock 867914103 3,922 54,854 SH Sole None 54,854 AO TATNEFT Spon ADR Reg S 03737P306 4,481 196,530 SH Sole None 196,530 TELEFONICA S A ADR Sponsored ADR 879382208 7,663 173,410 SH Sole None 173,410 PT TELEKOMUNIKAS INDONESIA Sponsored ADR 715684106 10,052 612,200 SH Sole None 612,200 TEMPLE INLNAD INC. Common Stock 879868107 8,147 130,000 SH Sole None 130,000 TENET HEALTHCARE CORP. Common Stock 88033G100 9,057 564,300 SH Sole None 564,300 TOWER AUTOMOTIVE Common Stock 891707101 1,878 275,000 SH Sole None 275,000 TULARIK INC Common Stock 899165104 1,451 90,000 SH Sole None 90,000 TYCO INTERNATIONAL Common Stock 902124106 11,584 437,138 SH Sole None 437,138 TYSON FOODS INC. CL A 902494103 459 34,700 SH Sole None 34,700 UNUMPROVIDENT CORP Common Stock 91529Y106 208 13,200 SH Sole None 13,200 VERIZON COMMUNICATIONS Common Stock 92343V104 28,292 806,500 SH Sole None 806,500 VESTA INSURANCE GROUP INC Common Stock 925391104 77 20,000 SH Sole None 20,000 VIACOM CL B 925524308 7,995 180,152 SH Sole None 180,152 VIAD CORP Common Stock 92552R109 563 22,500 SH Sole None 22,500 VIROLOGIC INC Common Stock 92823R201 94 25,000 SH Sole None 25,000 WASHINGTON MUTUAL INC Common Stock 939322103 201 5,000 SH Sole None 5,000 WCI COMMUNITIES INC Common Stock 92923C104 4,431 215,000 SH Sole None 215,000 WELLPOINT HEALTH NETWORKS Common Stock 94973H108 8,807 90,800 SH Sole None 90,800 WETHERFOR INTL LTD Common Stock G95089101 889 24,700 SH Sole None 24,700 WEYERHAUSER CO Common Stock 962166104 5,184 81,000 SH Sole None 81,000 Total: 976,736
02090.0001 #463576