13F-HR 1 firtr111.txt FIR TREE INC. 13F 1Q 2011 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 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: Fir Tree Inc. Address: 505 Fifth Avenue 23rd Floor New York, New York 10017 13F File Number: 28-06884 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: Jeffrey D. Tannenbaum Title: President Phone: 212.599.0090 Signature, Place, and Date of Signing: Jeffrey D. Tannenbaum New York, New York May 16, 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 Form13F Information Table Entry Total: 60 Form13F Information Table Value Total: $4,398,293 (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 DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ACTIVISION BLIZZARD INC COM 00507V109 72509 6609791 SH SOLE 6609791 AMDOCS LTD ORD G02602103 125596 4353416 SH SOLE 4353416 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 12006 210000 SH SOLE 210000 BARRICK GOLD CORP COM 067901108 9863 190000 SH SOLE 190000 CAPITOL FED FINL INC COM 14057J101 4486 398045 SH SOLE 398045 CAZADOR ACQUISITION CORPORAT *W EXP 99/99/999 G19867129 126 280000 SH SOLE 280000 CAZADOR ACQUISITION CORPORAT SHS G19867103 2710 280000 SH SOLE 280000 CHINACAST EDU CORP COM 16946T109 39957 6352423 SH SOLE 6352423 CIGNA CORP COM 125509109 42801 966591 SH SOLE 966591 CISCO SYS INC COM 17275R102 94325 5500000 SH CALL SOLE 5500000 CITIGROUP INC COM 172967101 127437 28832000 SH SOLE 28832000 CITIGROUP INC COM 172967101 110500 25000000 SH CALL SOLE 25000000 CLEAR CHANNEL OUTDOOR HLDGS CL A 18451C109 7892 542411 SH SOLE 542411 CVS CAREMARK CORPORATION COM 126650100 27456 800000 SH CALL SOLE 800000 CVS CAREMARK CORPORATION COM 126650100 191106 5568351 SH SOLE 5568351 DYNEGY INC DEL COM 26817G300 14497 2547814 SH SOLE 2547814 EQUINIX INC COM NEW 29444U502 105012 1152710 SH SOLE 1152710 EQUINIX INC COM NEW 29444U502 273300 3000000 SH CALL SOLE 3000000 GENERAL MTRS CO COM 37045V100 31030 1000000 SH CALL SOLE 1000000 GENERAL MTRS CO COM 37045V100 157635 5080069 SH SOLE 5080069 GENZYME CORP COM 372917104 91 1200 SH CALL SOLE 1200 GENZYME CORP COM 372917104 76155 1000000 SH SOLE 1000000 HAMPTON ROADS BANKSHARES INC COM 409321106 28922 82633418 SH SOLE 82633418 HEWLETT PACKARD CO COM 428236103 107751 2630000 SH SOLE 2630000 ISTAR FINL INC COM 45031U101 43553 4744388 SH SOLE 4744388 JPMORGAN CHASE & CO COM 46625H100 101420 2200000 SH CALL SOLE 2200000 JPMORGAN CHASE & CO COM 46625H100 107413 2330000 SH SOLE 2330000 LIBERTY MEDIA CORP NEW LIB STAR COM A 53071M708 25751 331837 SH SOLE 331837 MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 45231 752588 SH SOLE 752588 MBIA INC COM 55262C100 10784 1074130 SH SOLE 1074130 MEDCO HEALTH SOLUTIONS INC COM 58405U102 201063 3580182 SH SOLE 3580182 MEDCO HEALTH SOLUTIONS INC COM 58405U102 328688 5852700 SH CALL SOLE 5852700 MGIC INVT CORP WIS NOTE 5.000% 5/0 552848AD5 89944 82000000 PRN SOLE 82000000 MGIC INVT CORP WIS COM 552848103 28682 3226340 SH SOLE 3226340 MGM RESORTS INTERNATIONAL COM 552953101 47683 3626070 SH SOLE 3626070 MICROSOFT CORP COM 594918104 133298 5250000 SH CALL SOLE 5250000 MICROSOFT CORP COM 594918104 295907 11654486 SH SOLE 11654486 MILLENNIUM INDIA ACQS COM IN COM 60039Q101 2236 1246800 SH SOLE 1246800 MOTOROLA MOBILITY HLDGS INC COM 620097105 25776 1056400 SH SOLE 1056400 MOTOROLA SOLUTIONS INC COM NEW 620076307 157892 3533057 SH SOLE 3533057 NEWMONT MINING CORP COM 651639106 8351 153000 SH SOLE 153000 ORACLE CORP COM 68389X105 37712 1128005 SH SOLE 1128005 PACKAGING CORP AMER COM 695156109 1445 50000 SH SOLE 50000 PACKAGING CORP AMER COM 695156109 39002 1350000 SH CALL SOLE 1350000 PENNYMAC MTG INVT TR COM 70931T103 11704 636425 SH SOLE 636425 PFIZER INC COM 717081103 173478 8541512 SH SOLE 8541512 PMI GROUP INC COM 69344M101 16456 6094690 SH SOLE 6094690 QUALCOMM INC COM 747525103 87433 1594626 SH SOLE 1594626 RADIAN GROUP INC NOTE 3.000%11/1 750236AK7 41034 45000000 PRN SOLE 45000000 RADIAN GROUP INC COM 750236101 18847 2767600 SH SOLE 2767600 RETAIL OPPORTUNITY INVTS COR *W EXP 10/23/201 76131N119 4350 4350000 SH SOLE 4350000 RETAIL OPPORTUNITY INVTS COR COM 76131N101 34461 3150000 SH SOLE 3150000 SANOFI AVENTIS SPONSORED ADR 80105N105 71135 2019724 SH SOLE 2019724 SMURFIT-STONE CONTAINER CORP COM 83272A104 25123 650000 SH SOLE 650000 TENET HEALTHCARE CORP COM 88033G100 7450 1000000 SH SOLE 1000000 TIME WARNER INC COM NEW 887317303 130516 3655900 SH SOLE 3655900 UNITEDHEALTH GROUP INC COM 91324P102 71326 1578000 SH SOLE 1578000 VIACOM INC NEW CL B 92553P201 58804 1264068 SH SOLE 1264068 WELLPOINT INC COM 94973V107 75106 1076170 SH SOLE 1076170 WILLIAMS COS INC DEL COM 969457100 176076 5647073 SH SOLE 5647073