-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, Gi0fPQsaaV2IRVbp83YHq+3d1SNs281tm9yfheyCGlY3sWPrUn535azNEPt3kmD1 TyxCcAptB52VhOnWlr7dlQ== 0001216945-08-000014.txt : 20081114 0001216945-08-000014.hdr.sgml : 20081114 20081114161215 ACCESSION NUMBER: 0001216945-08-000014 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080930 FILED AS OF DATE: 20081114 DATE AS OF CHANGE: 20081114 EFFECTIVENESS DATE: 20081114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PILOT ADVISORS LP CENTRAL INDEX KEY: 0001216945 IRS NUMBER: 043600510 STATE OF INCORPORATION: DE FISCAL YEAR END: 1213 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10334 FILM NUMBER: 081191460 BUSINESS ADDRESS: STREET 1: 220 EAST 42ND ST STREET 2: 29TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 2124769062 13F-HR 1 pilot.txt PILOT ADVISORS SEPTEMBER 2008 NITED STATES SECURITES AND EXCHAGE COMMISSION WASHINGTON D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended. September 30, 2008 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: Pilot Advisors LP Address: 1633 Broadway 9th Floor New York, NY 10019 13F File Number: 28-10334 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 submission. Person signing this Report on Behalf of Reporting Manager: Name: Frank Bisk Title: Counsel Phone: 212 660 5364 Signature, Place, and Date of Signing: Frank E. Bisk New York, NY November 14, 2008 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: 62 Form 13F Table Value Total: 295,093(in thousands) List of Other Included Managers: No. 13F File Number VALUE SHARES/ SH/ PUT/ INVSTMT -----VOTING AUTHORITY----- NAME OF ISSUER -TITLE OF CLASS- --CUSIP-- X$1000 PRN AMT PRN CALL DSCRETN -MANAGERS-- SOLE SHARED NONE ABBOTT LABS COM COM 002824100 426 7400 SH Sole 0 7400 AMERICAN WTR WKS CO INC NEW CO COM 030420103 3418 159000 SH Sole 0 159000 AROTECH CORP COM NEW COM 042682203 431 391022 SH Sole 0 391022 ASPEN INSURANCE HOLDINGS LTD S COM g05384105 4066 147850 SH Sole 0 147850 AT&T INC COM COM 00206r102 10141 363200 SH Sole 0 363200 AUTOLIV INC COM COM 052800109 1107 32800 SH Sole 0 32800 AVISTA CORP COM COM 05379b107 1283 59100 SH Sole 0 59100 BAKER HUGHES INC COM COM 057224107 8466 139847 SH Sole 0 139847 BERKSHIRE HATHAWAY INC DEL CL COM 084670207 563 128 SH Sole 0 128 BORGWARNER INC COM COM 099724106 3051 93100 SH Sole 0 93100 BROCADE COMMUNICATIONS SYS INC COM 111621306 2451 421150 SH Sole 0 421150 CABOT CORP COM COM 127055101 740 23300 SH Sole 0 23300 CHINA HONGXING SPORTS LTD SHS COM g2154d112 0 18100 SH Sole 0 18100 COEUR D ALENE MINES CORP IDAHO COM 192108108 2399 1567900 SH Sole 0 1567900 COMMERCIAL METALS CO COM 201723103 844 50000 SH Sole 0 50000 DELTA AIR LINES INC DEL COM NE COM 247361702 489 65659 SH Sole 0 65659 DYNEGY INC DEL CL A COM 26817g102 1267 353800 SH Sole 0 353800 EVEREST RE GROUP LTD COM COM g3223r108 1272 14700 SH Sole 0 14700 FLEXTRONICS INTL LTD ORD COM y2573f102 20912 2953610 SH Sole 0 2953610 FOREST OIL CORP COM PAR $0.01 COM 346091705 3658 73350 SH Sole 0 73350 GENERAL CABLE CORP DEL NEW COM COM 369300108 1319 37000 SH Sole 0 37000 GOODYEAR TIRE & RUBR CO COM COM 382550101 13259 866060 SH Sole 0 866060 GRAFTECH INTL LTD COM COM 384313102 11111 735315 SH Sole 0 735315 HERCULES INC COM COM 427056106 890 44996 SH Sole 0 44996 HERCULES TECH GROWTH CAP INC C COM 427096508 2523 260075 SH Sole 0 260075 IMS HEALTH INC COM COM 449934108 11402 602950 SH Sole 0 602950 INTERNATIONAL FLAVORS&FRAGRANC COM 459506101 2462 62400 SH Sole 0 62400 JOHNSON & JOHNSON COM COM 478160104 14416 208079 SH Sole 0 208079 LUBRIZOL CORP COM COM 549271104 12459 288800 SH Sole 0 288800 MACYS INC COM COM 55616p104 6454 358957 SH Sole 0 358957 MAGELLAN AEROSPACE COM 558912101 170 48500 SH Sole 0 48500 MASSEY ENERGY CORP COM COM 576206106 3282 92000 SH Sole 0 92000 MERCK & CO INC COM COM 589331107 65 2075 SH Sole 0 2075 MISCOR GROUP LTD COM NEW COM 60477p201 63 10572 SH Sole 0 10572 NEWELL RUBBERMAID INC COM COM 651229106 7832 453800 SH Sole 0 453800 NOVEN PHARMACEUTICALS INC COM COM 670009109 1795 153700 SH Sole 0 153700 OIL STATES INTL INC COM 678026105 1796 50800 SH Sole 0 50800 OLIN CORP COM PAR $1 COM 680665205 698 36000 SH Sole 0 36000 ON SEMICONDUCTOR CORP COM COM 682189105 1311 194000 SH Sole 0 194000 OWENS ILL INC COM NEW COM 690768403 38175 1298450 SH Sole 0 1298450 PARKER DRILLING CO COM COM 701081101 4535 565493 SH Sole 0 565493 PFIZER INC COM COM 717081103 21367 1158760 SH Sole 0 1158760 PROCTER & GAMBLE CO COM COM 742718109 223 3200 SH Sole 0 3200 PROSHARES TR COM 74347R297 436 7000 SH Sole 0 7000 REINSURANCE GROUP AMER INC CL COM 759351406 1442 26700 SH Sole 0 26700 ROYAL CARIBBEAN CRUISES LTD CO COM v7780t103 2549 122850 SH Sole 0 122850 SHAWCOR LTD CL A SUB VTG COM 820904209 2224 110450 SH Sole 0 110450 SUPERVALU INC COM COM 868536103 13066 602100 SH Sole 0 602100 SYSCO CORP COM COM 871829107 848 27500 SH Sole 0 27500 TII NETWORK TECHNOLOGIES INC C COM 872479209 87 81600 SH Sole 0 81600 TIME WARNER CABLE INC CL A COM 88732j108 2540 104950 SH Sole 0 104950 UNITED TECHNOLOGIES CORP COM COM 913017109 3994 66500 SH Sole 0 66500 VIACOM INC NEW CL B COM 92553p201 5300 213350 SH Sole 0 213350 WILLIS GROUP HOLDINGS LTD SHS COM g96655108 11281 349700 SH Sole 0 349700 HYSAN DEVELOPMENT HKD5 COM 449990209 3715 1443600 SH Sole 0 1443600 NOKIA CORP SPONSORED ADR COM 654902204 1213 65050 SH Sole 0 65050 SMURFIT-STONE CONTAINER CORP P COM 832727200 136 10400 SH Sole 0 10400 ENERFLEX SYSTEMS INCOME FUND T COM 29268j104 6074 487600 SH Sole 0 487600 ISHARES TR RUSSELL 3000 COM 464287689 433 6300 SH Sole 0 6300 SPDR GOLD TRUST GOLD SHS COM 78463v107 10470 123070 SH Sole 0 123070 S & P 500 INDEX PUT OPT 10/08 PUT 64881n9vt 849 142 SH PUT Sole 0 142 S & P 500 INDEX PUT OPT 11/08 PUT 64881n9wt 3843 505 SH PUT Sole 0 505 REPORT SUMMARY 62 DATA RECORDS 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED
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