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Institutional Investment Manager
STELLIAM INVESTMENT MANAGEMENT, LP
STELLIAM INVESTMENT MANAGEMENT, LP (CIK: 0001427165) incorporated in Delaware, located at Po Box 4801, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q3)
Original 13F HR (0001140361-14-041806) filed in 2014.11.14
#
Name
Shares
Value ($)
%
Options
Notes
1 INTEL CORP 5,085,000 177,060 4.67%
2 DELTA AIRLINES INC DEL 4,655,000 168,278 4.44%
3 APACHE CORP 1,375,000 129,071 3.40%
4 PFIZER INC 4,140,000 122,420 3.23%
5 D R HORTON INC 5,685,000 116,656 3.08%
6 GAMESTOP CORP NEW 2,760,000 113,712 3.00%
7 CITIGROUPINC 2,095,000 108,563 2.86%
8 AERCAP HOLDINGS NV 2,650,000 108,385 2.86%
9 MICRON TECHNOLOGY INC 2,892,500 99,097 2.61%
10 RAYMOND JAMES FINANC 1,655,000 88,675 2.34%
11 DOLLAR TREE INC 1,550,000 86,909 2.29%
12 JPMORGAN CHASE & CO 1,417,500 85,390 2.25%
13 ALTERA CORPORATION 2,242,500 80,237 2.12%
14 GOODYEAR TIRE & RUBR CO 3,310,000 74,756 1.97%
15 VEECO INSTRS INC DEL COM 1,990,000 69,551 1.83%
16 MACYS INC 1,165,000 67,780 1.79%
17 COVIDIEN PLC 775,000 67,045 1.77%
18 HANESBRANDS INC 615,000 66,076 1.74%
19 HOME DEPOT INC 710,000 65,135 1.72%
20 EXTENDED STAY AMER INC 2,742,500 65,107 1.72%
21 US BANCORP DEL 1,545,000 64,627 1.70%
22 AMGEN INC 450,000 63,207 1.67%
23 GENESEE AND WYOMING INC INC CL A 647,500 61,713 1.63%
24 CEMEX SAB DE CV 4,585,000 59,788 1.58%
25 LENNAR 1,535,000 59,604 1.57%
26 RANGE RES CORP 867,500 58,825 1.55%
27 HOLLYFRONTIER CORP 1,320,000 57,658 1.52%
28 UNITED RENTALS INC 517,500 57,494 1.52%
29 DELPHI AUTOMOTIVE PLC 917,500 56,279 1.48%
30 BERRY PLASTICS GROUP INC 2,192,500 55,339 1.46%
31 OLD DOMINION FREIGHT LINE IN 757,500 53,510 1.41%
32 SOUTH JERSEY INDS INC COM 995,000 53,093 1.40%
33 MARATHON PETE CORP 610,000 51,649 1.36%
34 QUANTA SVCS INC 1,417,500 51,441 1.36%
35 UNITEDHEALTH GROUP INC 587,500 50,672 1.34%
36 WESTERN DIGITAL CORP 517,500 50,363 1.33%
37 TEVA PHARMACEUTICAL INDS LTD 917,500 49,316 1.30%
38 TOLL BROTHERS INC 1,545,000 48,142 1.27%
39 Anthem, Inc. 400,000 47,848 1.26%
40 SEAGATE TECHNOLOGY PLC 820,000 46,961 1.24%
41 BARRICK GOLD CORP 3,150,000 46,179 1.22%
42 CISCO SYS INC 1,775,000 44,677 1.18%
43 REPUBLIC AIRWAYS HLD 3,812,500 42,357 1.12%
44 HORMEL FOODS CORP 820,000 42,140 1.11%
45 Hercules Offshore Inc 2,532,000 40,563 1.07%
46 SABRE CORP 2,242,500 40,174 1.06%
47 PACKAGING CORP AMER 610,000 38,930 1.03%
48 SYNOVUS FINL CORP 1,645,000 38,888 1.03%
49 CSX CORP 757,500 24,285 0.64%
50 LL FLOORING HOLDINGS INC COM 400,000 22,952 0.61%
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