13F-HR 1 firtreeinc1q12.txt FIR TREE INC. 13F 1Q 2012 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, 2012 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: 028-06884 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: /s/ Jeffrey D. Tannenbaum New York, New York/USA May 15, 2012 *On April 2, 2012, the trading in ChinaCast Education Corp was halted. The last traded price of that security on March 30, 2012 was $4.24. 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: 59 Form 13F Information Table Value Total: $3,330,192 (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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AETNA INC NEW COM 00817Y108 6069 121000 SH SOLE 121000 AMERICAN INTL GROUP INC COM NEW 026874784 30059 975000 SH SOLE 975000 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 56722 780000 SH SOLE 780000 BANK OF AMERICA CORPORATION COM 060505104 3378 353000 SH CALL SOLE 353000 BLUE WOLF MONGOLIA HOLDINGS *W EXP 07/20/201 G11962118 375 560000 SH SOLE 560000 BLUE WOLF MONGOLIA HOLDINGS SHS G11962100 5426 560000 SH SOLE 560000 CAZADOR ACQUISITION CORPORAT *W EXP 99/99/999 G19867129 87 280000 SH SOLE 280000 CAZADOR ACQUISITION CORPORAT SHS G19867103 2755 280000 SH SOLE 280000 CHINA GROWTH EQUITY INV LTD *W EXP 99/99/999 G2114K123 206 375000 SH SOLE 375000 CHINA GROWTH EQUITY INV LTD SHS G2114K107 4565 475000 SH SOLE 475000 *CHINACAST EDU CORP COM 16946T109 27358 6452423 SH SOLE 6452423 CIGNA CORPORATION COM 125509109 134501 2730994 SH SOLE 2730994 CISCO SYS INC COM 17275R102 31725 1500000 SH SOLE 1500000 CITIGROUP INC COM NEW 172967424 49411 1351862 SH SOLE 1351862 CROWN HOLDINGS INC COM 228368106 111620 3030695 SH SOLE 3030695 EL PASO CORP COM 28336L109 89874 3041411 SH SOLE 3041411 EQUINIX INC COM NEW 29444U502 257838 1637584 SH SOLE 1637584 EQUINIX INC COM NEW 29444U502 188940 1200000 SH CALL SOLE 1200000 EXPRESS SCRIPTS INC COM 302182100 21672 400000 SH CALL SOLE 40000 EXPRESS SCRIPTS INC COM 302182100 71247 1315000 SH PUT SOLE 1315000 EXPRESS SCRIPTS INC COM 302182100 354230 6538027 SH SOLE 6538027 FORD MTR CO DEL COM PAR $0.01 345370860 61040 4893000 SH SOLE 4893000 GENERAL MTRS CO *W EXP 07/10/201 37045V118 179 10735 SH SOLE 10735 GENERAL MTRS CO *W EXP 07/10/201 37045V126 120 10735 SH SOLE 10735 GENERAL MTRS CO COM 37045V100 77162 3008256 SH SOLE 3008256 GLOBAL EAGLE ACQUISITION COR *W EXP 05/13/201 37951D110 772 1575000 SH SOLE 1575000 GLOBAL EAGLE ACQUISITION COR COM 37951D102 15309 1575000 SH SOLE 1575000 GOOGLE INC CL A 38259P508 295823 461330 SH SOLE 461330 HAMPTON ROADS BANKSHARES INC COM NEW 409321502 10015 3305338 SH SOLE 3305338 HICKS ACQUISITION CO II INC *W EXP 07/14/201 429090111 791 1275000 SH SOLE 1275000 HICKS ACQUISITION CO II INC COM 429090103 12482 1275000 SH SOLE 1275000 ISTAR FINL INC COM 45031U101 18161 2505002 SH SOLE 2505002 JPMORGAN CHASE & CO COM 46625H100 75177 1635000 SH SOLE 1635000 MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 24753 868233 SH SOLE 868233 MGIC INVT CORP WIS COM 552848103 4023 811000 SH SOLE 811000 MICROSOFT CORP COM 594918104 80638 2500000 SH SOLE 2500000 MILLENNIUM INDIA ACQS COM IN COM 60039Q101 864 1370692 SH SOLE 1370692 MOTOROLA MOBILITY HLDGS INC COM 620097105 19620 500000 SH PUT SOLE 500000 MOTOROLA SOLUTIONS INC COM NEW 620076307 158780 3123748 SH SOLE 3123748 NETAPP INC COM 64110D104 85511 1910000 SH SOLE 1910000 NEWS CORP CL A 65248E104 242669 12311992 SH SOLE 12311992 PFIZER INC COM 717081103 66255 2925824 SH SOLE 2925824 PRIME ACQUISITION CORP *W EXP 99/99/999 G72436127 126 360000 SH SOLE 360000 PRIME ACQUISITION CORP SHS G72436101 3474 360000 SH SOLE 360000 RADIAN GROUP INC COM 750236101 4241 974828 SH SOLE 974828 RETAIL OPPORTUNITY INVTS COR *W EXP 10/23/201 76131N119 4558 4350000 SH SOLE 4350000 RETAIL OPPORTUNITY INVTS COR COM 76131N101 37926 3150000 SH SOLE 3150000 RITE AID CORP COM 767754104 14546 8360000 SH SOLE 8360000 ROI ACQUISITION CORP UNIT 99/99/9999 74966A203 6000 600000 SH SOLE 600000 SANOFI RIGHT 12/31/2020 80105N113 12113 8972871 SH SOLE 8972871 SPRINT NEXTEL CORP COM SER 1 852061100 4275 1500000 SH SOLE 1500000 TIME WARNER INC COM NEW 887317303 106356 2817387 SH SOLE 2817387 UNIVERSAL BUSINESS PMT SOL A *W EXP 05/09/201 913384111 288 960000 SH SOLE 960000 UNIVERSAL BUSINESS PMT SOL A COM 913384103 5645 960000 SH SOLE 960000 VIACOM INC NEW CL B 92553P201 105988 2233212 SH SOLE 2233212 WABCO HLDGS INC COM 92927K102 111537 1844196 SH SOLE 1844196 WELLPOINT INC COM 94973V107 31336 424610 SH SOLE 424610 YAHOO INC COM 984332106 12176 800000 SH CALL SOLE 800000 YAHOO INC COM 984332106 171405 11261813 SH SOLE 11261813