13F-HR 1 form13fhr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 6/30/2010 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: Pamet Capital Management, L.P. Address: 222 Berkeley Street 22nd Floor Boston, MA 02116 Form 13F File Number: 028-11903 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. Persons Signing this Report on Behalf of Reporting Manager: Name: Fred Leif Title: Chief Financial Officer Phone: 617-646-6100 Signature, Place, and Date of Signing: /s/ Fred Leif Boston, Massachusetts 8/13/2010 --------------------------------- --------------------------------- ---------- [Signature] [City, State] [Date] Report Type (Check only one): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 12 Form 13F Information Table Value Total: $ 631,294 -------------- (In Thousands) List of Other Included Managers: Provide a numbered list of the name(s) and 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE
FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 --------------------------- --------------- --------- -------- ------------------- ---------- -------- ---------------------- VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE --------------------------- --------------- --------- -------- ---------- --- ---- ---------- -------- ---------- ------ ---- ARBITRON INC COM 03875Q108 82,214 3,207,709 SH SOLE 3,207,709 0 0 CIT GROUP INC COM NEW 125581801 22,338 659,719 SH SOLE 659,719 0 0 CLEAR CHANNEL OUTDOOR HLDGS CL A 18451C109 28,792 3,317,090 SH SOLE 3,317,090 0 0 CROWN CASTLE INTL CORP COM 228227104 225,317 6,047,153 SH SOLE 6,047,153 0 0 LIBERTY MEDIA CORP NEW INT COM SER A 53071M104 84,785 8,074,750 SH SOLE 8,074,750 0 0 MCGRAW HILL COS INC COM 580645109 42,833 1,522,146 SH SOLE 1,522,146 0 0 MOHAWK INDS INC COM 608190104 18,840 411,723 SH SOLE 411,723 0 0 NEWCASTLE INVT CORP COM 65105M108 7,032 2,623,897 SH SOLE 2,623,897 0 0 PENNYMAC MTG INVT TR COM 70931T103 18,183 1,143,600 SH SOLE 1,143,600 0 0 SAFETY INS GROUP INC COM 78648T100 2,863 77,345 SH SOLE 77,345 0 0 SLM CORP COM 78442P106 81,961 7,888,407 SH SOLE 7,888,407 0 0 TRANSOCEAN INC NOTE 1.500%12/1 893830AW9 16,136 19,500,000 PRN SOLE 19,500,000 0 0