13F-HR 1 fi2q5.txt FIR TREE 13F 2Q 2005 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, 2005 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: 535 Fifth Avenue 31st 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 August 15, 2005 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: 61 Form13F Information Table Value Total: $1,790,177 (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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ACXIOM CORP COM 005125109 26409 1264800 SH SOLE 1264800 AMBAC FINL GROUP INC COM 023139108 26068 373680 SH SOLE 373680 AMBAC FINL GROUP INC PUT 023139958 13275 190300 SH SOLE 190300 AMDOCS LTD ORD G02602103 22693 858600 SH SOLE 858600 AMERICAN EXPRESS CO DBCV 1.850%12/0 025816AS8 25469 25000000 prn SOLE 25000000 AMERICAN INTL GROUP INC COM 026874107 69430 1195000 SH SOLE 1195000 AT&T CORP COM NEW 001957505 25190 1323000 SH SOLE 1323000 CABLEVISION SYS CORP PUT 12686C959 11106 344900 SH SOLE 344900 CABLEVISION SYS CORP CL A NY CABLVS 12686C109 2779 86300 SH SOLE 86300 CABLEVISION SYS CORP CALL 12686C909 35420 1100000 SH SOLE 1100000 CALPINE CORP COM 131347106 15402 4530000 SH SOLE 4530000 CALPINE CORP CALL 131347906 25443 7483300 SH SOLE 7483300 CAREER EDUCATION CORP CALL 141665909 62420 1705000 SH SOLE 1705000 CENTERPOINT ENERGY INC COM 15189T107 36921 2794900 SH SOLE 2794900 CENTURYTEL INC COM 156700106 8658 250000 SH SOLE 250000 CHARTER COMMUNICATIONS INC D CL A 16117M107 11100 9407106 SH SOLE 9407106 CHARTER COMMUNICATIONS INC D NOTE 4.750% 6/0 16117MAC1 6403 6500000 PRN SOLE 6500000 CINCINNATI BELL INC NEW COM 171871106 7108 1653000 SH SOLE 1653000 CITIGROUP INC COM 172967101 2459 53200 SH SOLE 53200 CONSECO INC COM NEW 208464883 55988 2565900 SH SOLE 2565900 CONSECO INC CALL 208464903 16160 740600 SH SOLE 740600 CROWN HOLDINGS INC COM 228368106 22547 1584500 SH SOLE 1584500 CSG SYS INTL INC COM 126349109 33821 1781903 SH SOLE 1781903 DANIELSON HLDG CORP COM 236274106 46897 3853507 SH SOLE 3853507 EDISON INTL COM 281020107 30994 764340 SH SOLE 764340 FIRST DATA CORP COM 319963104 55168 1374400 SH SOLE 1374400 FIRST DATA CORP CALL 319963904 12042 300000 SH SOLE 300000 GAMESTOP CORP COM CL B 36466R200 10735 359032 SH SOLE 359032 HUDSON CITY BANCORP COM 443683107 1481 129814 SH SOLE 129814 INFOSYS TECHNOLOGIES LTD SPONSORED ADR 456788108 33404 430461 SH SOLE 430461 LIBERTY MEDIA CORP NEW COM SER A 530718105 175314 17204561 SH SOLE 17204561 LIBERTY MEDIA INTL INC COM SER A 530719103 88953 1905999 SH SOLE 1905999 MBIA INC PUT 55262C950 3054 51500 SH SOLE 51500 MCI INC COM 552691107 15141 588900 SH SOLE 588900 MGIC INVT CORP WIS COM 552848103 18477 283300 SH SOLE 283300 MGIC INVT CORP WIS PUT 552848953 400 198000 SH SOLE 198000 MITTAL STEEL CO N V NY REG SH CL A 60684P101 46238 1947699 SH SOLE 1947699 NEXTEL COMMUNICATIONS INC CALL 65332V903 22565 698400 SH SOLE 698400 NEXTEL COMMUNICATIONS INC CL A 65332V103 36026 1115000 SH SOLE 1115000 NTL INC DEL COM 62940M104 35778 522912 SH SOLE 522912 OFFICE DEPOT INC COM 676220106 22189 971500 SH SOLE 971500 PG&E CORP COM 69331C108 65976 1757490 SH SOLE 1757490 PMI GROUP INC PUT 69344M951 17931 460000 SH SOLE 460000 PMI GROUP INC COM 69344M101 24421 626500 SH SOLE 626500 PROSPERITY BANCSHARES INC COM 743606105 572 20000 SH SOLE 20000 QWEST COMMUNICATIONS INTL IN COM 749121109 12864 3467390 SH SOLE 3467390 RADIAN GROUP INC COM 750236101 34829 737600 SH SOLE 737600 RADIAN GROUP INC PUT 750236951 17755 376000 SH SOLE 376000 SOVEREIGN BANCORP INC COM 845905108 19855 888780 SH SOLE 888780 SPRINT CORP COM FON 852061100 37008 1475000 SH SOLE 1475000 SPX CORP PUT 784635954 4469 97200 SH SOLE 97200 STERLING BANCSHARES INC COM 858907108 296 19000 SH SOLE 19000 TELEFONOS DE MEXICO S A PUT 879403950 24557 1300000 SH SOLE 1300000 TELEFONOS DE MEXICO S A SPON ADR ORD L 879403780 28280 1497100 SH SOLE 1497100 TELEWEST GLOBAL INC COM 87956T107 124314 5457177 SH SOLE 5457177 TENET HEALTHCARE CORP PUT 88033G950 17601 1438000 SH SOLE 1438000 TEXAS CAPITAL BANCSHARES INC COM 88224Q107 296 15000 SH SOLE 15000 TEXAS REGL BANCSHARES INC CL A VTG 882673106 457 15000 SH SOLE 15000 TXU CORP COM 873168108 85616 1030400 SH SOLE 1030400 TYCO INTL LTD NEW COM 902124106 8176 280000 SH SOLE 280000 WILLIAMS COS INC DEL COM 969457100 47779 2514700 SH SOLE 2514700