13F-HR 1 firtree41.txt FIR TREE INC. 13F 4Q 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: December 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: 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 February 14, 2012 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: 66 Form 13F Information Table Value Total: $4,211,488 (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 35321 837200 SH SOLE 837200 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 47564 780000 SH SOLE 780000 BANK OF AMERICA CORPORATION COM 060505104 91034 16373000 SH CALL SOLE 16373000 BLUE WOLF MONGOLIA HOLDINGS *W EXP 07/20/201 G11962118 403 560000 SH SOLE 560000 BLUE WOLF MONGOLIA HOLDINGS SHS G11962100 5342 560000 SH SOLE 560000 CAZADOR ACQUISITION CORPORAT *W EXP 99/99/999 G19867129 56 280000 SH SOLE 280000 CAZADOR ACQUISITION CORPORAT SHS G19867103 2738 280000 SH SOLE 280000 CBRE GROUP INC CL A 12504L109 26618 1750000 SH SOLE 1750000 CHINA GROWTH EQUITY INV LTD *W EXP 99/99/999 G2114K123 184 375000 SH SOLE 375000 CHINA GROWTH EQUITY INV LTD SHS G2114K107 3578 375000 SH SOLE 375000 CHINACAST EDU CORP COM 16946T109 39489 6452423 SH SOLE 6452423 CIGNA CORPORATION COM 125509109 134505 3202494 SH SOLE 3202494 CISCO SYS INC COM 17275R102 27120 1500000 SH SOLE 1500000 CITIGROUP INC COM NEW 172967424 136812 5200000 SH CALL SOLE 5200000 CITIGROUP INC COM NEW 172967424 111922 4255600 SH SOLE 4255600 CLEAR CHANNEL OUTDOOR HLDGS CL A 18451C109 3025 241413 SH SOLE 241413 CLEARWIRE CORP NEW CL A 18538Q105 2813 1450000 SH SOLE 1450000 CROWN HOLDINGS INC COM 228368106 101801 3030695 SH SOLE 3030695 CVS CAREMARK CORPORATION COM 126650100 57908 1420000 SH CALL SOLE 1420000 CVS CAREMARK CORPORATION COM 126650100 126216 3095047 SH SOLE 3095047 E M C CORP MASS COM 268648102 42091 1955000 SH SOLE 1955000 EL PASO CORP COM 28336L109 110653 4164591 SH SOLE 4164591 EQUINIX INC COM NEW 29444U502 206357 2035082 SH SOLE 2035082 EQUINIX INC COM NEW 29444U502 190632 1880000 SH CALL SOLE 1880000 EXPRESS SCRIPTS INC COM 302182100 112500 2517351 SH SOLE 2517351 FORD MTR CO DEL COM PAR $0.01 345370860 9684 900000 SH CALL SOLE 900000 FORD MTR CO DEL COM PAR $0.01 345370860 19433 1806000 SH SOLE 1806000 GENERAL MTRS CO *W EXP 07/10/201 37045V118 126 10735 SH SOLE 10735 GENERAL MTRS CO *W EXP 07/10/201 37045V126 84 10735 SH SOLE 10735 GENERAL MTRS CO COM 37045V100 116919 5765256 SH SOLE 5765256 GLOBAL EAGLE ACQUISITION COR *W EXP 05/13/201 37951D110 914 1575000 SH SOLE 1575000 GLOBAL EAGLE ACQUISITION COR COM 37951D102 15152 1575000 SH SOLE 1575000 GOOGLE INC CL A 38259P508 130295 201730 SH SOLE 201730 HAMPTON ROADS BANKSHARES INC COM NEW 409321502 9057 3305338 SH SOLE 3305338 ISTAR FINL INC COM 45031U101 24664 4653602 SH SOLE 4653602 JPMORGAN CHASE & CO COM 46625H100 94098 2830000 SH CALL SOLE 2830000 JPMORGAN CHASE & CO COM 46625H100 116870 3517000 SH SOLE 3517000 MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 8018 467000 SH SOLE 467000 MGIC INVT CORP WIS COM 552848103 9180 2461000 SH SOLE 2461000 MGM RESORTS INTERNATIONAL COM 552953101 34558 3326070 SH SOLE 3326070 MICROSOFT CORP COM 594918104 223858 8623178 SH SOLE 8623178 MILLENNIUM INDIA ACQS COM IN COM 60039Q101 918 1370692 SH SOLE 1370692 MOTOROLA SOLUTIONS INC COM NEW 620076307 55446 1197800 SH SOLE 1197800 NETAPP INC COM 64110D104 112412 3099300 SH SOLE 3099300 NEWS CORP CL A 65248E104 288401 16165992 SH SOLE 16165992 NYSE EURONEXT COM 629491101 89360 3423773 SH SOLE 3423773 PFIZER INC COM 717081103 90062 4161824 SH SOLE 4161824 PRIME ACQUISITION CORP *W EXP 99/99/999 G72436127 122 360000 SH SOLE 360000 PRIME ACQUISITION CORP SHS G72436101 3445 360000 SH SOLE 360000 RADIAN GROUP INC COM 750236101 2983 1274828 SH SOLE 1274828 RETAIL OPPORTUNITY INVTS COR *W EXP 10/23/201 76131N119 3176 4350000 SH SOLE 4350000 RETAIL OPPORTUNITY INVTS COR COM 76131N101 37265 3150000 SH SOLE 3150000 RITE AID CORP COM 767754104 10937 8680000 SH SOLE 8680000 SANOFI RIGHT 12/31/2020 80105N113 10678 8972871 SH SOLE 8972871 SANOFI SPONSORED ADR 80105N105 46916 1283608 SH SOLE 1283608 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 195000 15000000 SH CALL SOLE 15000000 TIME WARNER INC COM NEW 887317303 101820 2817387 SH SOLE 2817387 UNITEDHEALTH GROUP INC COM 91324P102 48820 963300 SH SOLE 963300 UNIVERSAL BUSINESS PMT SOL A *W EXP 05/09/201 913384111 259 960000 SH SOLE 960000 UNIVERSAL BUSINESS PMT SOL A COM 913384103 5578 960000 SH SOLE 960000 VIACOM INC NEW CL B 92553P201 113807 2506212 SH SOLE 2506212 WABCO HLDGS INC COM 92927K102 98697 2274113 SH SOLE 2274113 WELLPOINT INC COM 94973V107 115485 1742900 SH SOLE 1742900 WILLIAMS COS INC DEL COM 969457100 152556 4624298 SH SOLE 4624298 WILLIAMS COS INC DEL COM 969457100 65980 2000000 SH CALL SOLE 2000000 XEROX CORP COM 984121103 131773 16554440 SH SOLE 16554440