13F-HR 1 a2194872z13f-hr.txt 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 09/30/2009 ----------------------- 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: Zweig-DiMenna Partners LP ------------------------------- Address: 900 Third Ave. ------------------------------- New York, NY 10022 ------------------------------- ------------------------------- Form 13F File Number: 28-4790 --------------------- 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: MARC BALTUCH ------------------------------- Title: CHIEF COMPL. OFFICER ------------------------------- Phone: 212-451-1100 ------------------------------- Signature, Place, and Date of Signing: /s/ Marc Baltuch New York, New York November 8, 2009 ------------------------------- ------------------ -------------- [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, Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 2 -------------------- Form 13F Information Table Entry Total 187 -------------------- Form 13F Information Table Value Total: $ 3236427 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] No. Form 13F File Number Name 01 Zweig-DiMenna Associates LLC 02 Zweig-DiMenna International ------ -------------------- --------------------------------- 13F REPORT: (09/30/09) ZWEIG-DIMENNA ASSOCIATES LLC

VOTING AUTHORITY VALUE x SHARES SH/ PUT/ INVESTMENT OTHER -------------------- ISSUER TYPE CUSIP 1000 PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ------------------------------ ---------------- ---------- ------- -------- --- ---- ---------- -------- -------- ------ ---- ABBOTT LABORATORIES COM STK COMMON STOCK '002824100 17405 370000 SH SOLE 10203 370000 0 0 ABERCROMBIE & FITCH CO CL A CO COMMON STOCK '002896207 10054 396000 SH SOLE 10203 396000 0 0 AGRIUM INC CAD NPV C OM (USD) COMMON STOCK '008916108 3989 100000 SH SOLE 10203 100000 0 0 AMERICAN PUBLIC EDUCATION COMMON STOCK '02913V103 3442 87025 SH SOLE 10203 87025 0 0 AMERICAN TOWER COMMON STOCK '029912201 24149 765900 SH SOLE 10203 765900 0 0 ANADARKO PETE CORP COM STK COMMON STOCK '032511107 9713 214000 SH SOLE 10203 214000 0 0 ANNALY CAPITAL MGMT INC REITS/RICS '035710409 15832 1045725 SH SOLE 10203 1045725 0 0 APOLLO GROUP INC CL A COM STK COMMON STOCK '037604105 13513 190000 SH SOLE 10203 190000 0 0 APPLE INC COM STK COMMON STOCK '037833100 32759 230000 SH SOLE 10203 230000 0 0 ARCELOR MITTAL N.V. ROTTERDAM ADRS STOCKS '03938L104 37827 1143500 SH SOLE 10203 1143500 0 0 ARCH CAPITAL GROUP LTD BERMU COMMON STOCK 'G0450A105 15843 270458 SH SOLE 10203 270458 0 0 ARLINGTON ASSET INVT CORP CL COMMON STOCK '041356106 217 570000 SH SOLE 10203 570000 0 0 AVALONBAY COMMUNITIES INC COM REITS/RICS '053484101 783 14000 SH SOLE 10203 14000 0 0 AXIS CAPITAL HLDGS COMMON STOCK 'G0692U109 31881 1217765 SH SOLE 10203 1217765 0 0 BANCO BRADESCO SABRAD ADR ADRS STOCKS '059460303 9697 656500 SH SOLE 10203 656500 0 0 BANK NEW YORK MELLON CORP COM COMMON STOCK '064058100 733 25000 SH SOLE 10203 25000 0 0 BANK OF AMERICA CORP COM STK COMMON STOCK '060505104 143418 10865000 SH SOLE 10203 10865000 0 0 BB&T CORP COM STK COMMON STOCK '054937107 10060 457700 SH SOLE 10203 457700 0 0 BEAZER HOMES USA INC COM STK COMMON STOCK '07556Q105 205 112000 SH SOLE 10203 112000 0 0 BROOKFIELD HOMES COR P COM STK COMMON STOCK '112723101 1058 264500 SH SOLE 10203 264500 0 0 BUILDERS FIRSTSOURCE INC COM COMMON STOCK '12008R107 1195 287178 SH SOLE 10203 287178 0 0 CAMECO CORP CAD COM COMMON STOCK '13321L108 2560 100000 SH SOLE 10203 100000 0 0 CBL & ASSOCIATES PRO PERTIES I REITS/RICS '124830100 6218 1153608 SH SOLE 10203 1153608 0 0 CEMEX S.A.B DE C.V. ADR ADRS STOCKS '151290889 439 47000 SH SOLE 10203 47000 0 0 CF INDS HLDGS INC COM STK COMMON STOCK '125269100 17934 241888 SH SOLE 10203 241888 0 0 CHESAPEAKE ENERGY CORP COM ST COMMON STOCK '165167107 8836 445600 SH SOLE 10203 445600 0 0 CHINA NEPSTAR ADRS STOCKS '16943C109 343 60149 SH SOLE 10203 60149 0 0 CHIPOTLE MEXICAN GRILL INC COM COMMON STOCK '169656105 11632 145400 SH SOLE 10203 145400 0 0 CHUBB CORP COM STK COMMON STOCK '171232101 25430 637660 SH SOLE 10203 637660 0 0 CITIGROUP INC COM STK COMMON STOCK '172967101 5284 1779100 SH SOLE 10203 1779100 0 0 COMPUCREDIT CORP COM STK COMMON STOCK '20478N100 370 160800 SH SOLE 10203 160800 0 0 CONCHO RESOURCES INC COM STK COMMON STOCK '20605P101 5021 175000 SH SOLE 10203 175000 0 0 CORUS BANKSHARES INC COM STK COMMON STOCK '220873103 144 515400 SH SOLE 10203 515400 0 0 COVANCE INC COM STK COMMON STOCK '222816100 2475 50300 SH SOLE 10203 50300 0 0 COVIDIEN PLC COM STK COMMON STOCK 'G2554F105 17222 460000 SH SOLE 10203 460000 0 0 CROCS INC COM STK COMMON STOCK '227046109 1615 475100 SH SOLE 10203 475100 0 0 CSX CORP COM COMMON STOCK '126408103 5887 170000 SH SOLE 10203 170000 0 0 CVS CAREMARK CORP COM STK COMMON STOCK '126650100 14354 450400 SH SOLE 10203 450400 0 0 D.R. HORTON INC COM STK COMMON STOCK '23331A109 6573 702250 SH SOLE 10203 702250 0 0 DAVITA INC COM STK COMMON STOCK '23918K108 3215 65000 SH SOLE 10203 65000 0 0 DIRECTV GROUP INC COM STK COMMON STOCK '25459L106 9884 400000 SH SOLE 10203 400000 0 0 EVEREST REINSURANCE GROUP LTD COMMON STOCK 'G3223R108 31623 441854 SH SOLE 10203 441854 0 0 FACTSET RESEARCH SYS TEMS INC COMMON STOCK '303075105 14290 286553 SH SOLE 10203 286553 0 0 FAIRCHILD SEMICONDUC TOR INTL COMMON STOCK '303726103 6990 1000000 SH SOLE 10203 1000000 0 0 FEDERAL NATL MTG ASS N MEDIUM COMMON STOCK '313586109 989 1705300 SH SOLE 10203 1705300 0 0 FIFTH THIRD BANCORP COM STK COMMON STOCK '316773100 22010 3100000 SH SOLE 10203 3100000 0 0 FINANCIAL SELECT SEC TOR SPDR US ETF'S - US TR '81369Y605 35665 2984500 SH SOLE 10203 2984500 0 0 FIRST HORIZON NATL CORP COMMON STOCK '320517105 5639 469886 SH SOLE 10203 469886 0 0 FIRST NIAGARA FINL GROUP INC COMMON STOCK '33582V108 23697 2075000 SH SOLE 10203 2075000 0 0 FOUNDATION COAL HLDGS INC COM COMMON STOCK '35039W100 2952 105000 SH SOLE 10203 105000 0 0 GANNETT CO INC COM STK COMMON STOCK '364730101 2376 665470 SH SOLE 10203 665470 0 0 GAP INC COM STK COMMON STOCK '364760108 3362 205000 SH SOLE 10203 205000 0 0 GENERAL ELECTRIC CO COM STK COMMON STOCK '369604103 12710 1084486 SH SOLE 10203 1084486 0 0 GENWORTH FINANCIAL INC COMMON STOCK '37247D106 1398 200000 SH SOLE 10203 200000 0 0 GERDAU SA COSG ADR ADRS STOCKS '373737105 19108 1825000 SH SOLE 10203 1825000 0 0 GOLDCORP INC NEW CAD NPV CL A COMMON STOCK '380956409 19220 553100 SH SOLE 10203 553100 0 0 GOLDEN STAR RES LTD CAD NPV CO COMMON STOCK '38119T104 216 105600 SH SOLE 10203 105600 0 0 GOLDMAN SACHS GROUP INC COM ST COMMON STOCK '38141G104 19610 133000 SH SOLE 10203 133000 0 0 GREEN MOUNTAIN COFFE E ROASTER COMMON STOCK '393122106 13450 227500 SH SOLE 10203 227500 0 0 HARLEY DAVIDSON INC COM STK COMMON STOCK '412822108 227 14000 SH SOLE 10203 14000 0 0 HEWLETT-PACKARD CO COM STK COMMON STOCK '428236103 35539 919500 SH SOLE 10203 919500 0 0 INTERNATIONAL GAME TECHNOLOGY COMMON STOCK '459902102 9898 622500 SH SOLE 10203 622500 0 0 ITAU UNIBANCO BANCO MULTIPL SA ADRS STOCKS '465562106 10290 650000 SH SOLE 10203 650000 0 0 JACK IN THE BOX COM STK COMMON STOCK '466367109 16766 746800 SH SOLE 10203 746800 0 0 JPMORGAN CHASE & CO COM COMMON STOCK '46625H100 31398 920500 SH SOLE 10203 920500 0 0 KB HOME COM STK COMMON STOCK '48666K109 23947 1750527 SH SOLE 10203 1750527 0 0 LBRTY MD SR A COMMON STOCK '53071M500 10680 400000 SH SOLE 10203 400000 0 0 LDK SOLAR CO LTD ADR ADRS STOCKS '50183L107 412 36500 SH SOLE 10203 36500 0 0 LENNAR CORP CL A COM STK COMMON STOCK '526057104 2156 222449 SH SOLE 10203 222449 0 0 LORILLARD INC COMMON STOCK '544147101 32726 482900 SH SOLE 10203 482900 0 0 MARSHALL & IISLEY CORP COMMON STOCK '571837103 7176 1495000 SH SOLE 10203 1495000 0 0 MARTIN MARIETTA MATERIALS INC COMMON STOCK '573284106 23270 295000 SH SOLE 10203 295000 0 0 MASTERCARD INC CL A COM STK COMMON STOCK '57636Q104 27188 162500 SH SOLE 10203 162500 0 0 MEDCO HEALTH SOLUTIONS INC CO COMMON STOCK '58405U102 14823 325000 SH SOLE 10203 325000 0 0 MEDIS TECHNOLOGIES LTD COM ST COMMON STOCK '58500P107 93 185300 SH SOLE 10203 185300 0 0 MERITAGE HOMES CORP COM STK COMMON STOCK '59001A102 3804 201705 SH SOLE 10203 201705 0 0 MGM MIRAGE COM STK COMMON STOCK '552953101 546 85480 SH SOLE 10203 85480 0 0 MICROSOFT CORP COM STK COMMON STOCK '594918104 31524 1326200 SH SOLE 10203 1326200 0 0 MONSANTO CO (NEW) COM STK COMMON STOCK '61166W101 20295 273000 SH SOLE 10203 273000 0 0 MORGAN STANLEY COM STK COMMON STOCK '617446448 23506 824500 SH SOLE 10203 824500 0 0 MOSAIC CO BROOKLYN COM STK COMMON STOCK '61945A107 9479 213980 SH SOLE 10203 213980 0 0 NANOSPHERE INC COMMON STOCK '63009F105 699 142450 SH SOLE 10203 142450 0 0 NEW YORK & CO INC COM STK COMMON STOCK '649295102 927 300000 SH SOLE 10203 300000 0 0 NEW YORK TIMES CO CL A COM STK COMMON STOCK '650111107 2575 467317 SH SOLE 10203 467317 0 0 NEWCASTLE INVT CORP NEW COM RE REITS/RICS '65105M108 79 120000 SH SOLE 10203 120000 0 0 NEWMONT MINING CORP COM STK COMMON STOCK '651639106 3065 75000 SH SOLE 10203 75000 0 0 NVR INC COM STK COMMON STOCK '62944T105 25019 49800 SH SOLE 10203 49800 0 0 PACKAGING CORP AMER COM STK COMMON STOCK '695156109 765 47249 SH SOLE 10203 47249 0 0 PARTNERRE LIMITED BERMUDA COMMON STOCK 'G6852T105 33359 513606 SH SOLE 10203 513606 0 0 PEPSICO INC COM STK COMMON STOCK '713448108 9618 175000 SH SOLE 10203 175000 0 0 PETRO-CANADA COMMON COMMON STOCK '71644E102 7722 201000 SH SOLE 10203 201000 0 0 PETROLEO BRASIL ADR ADRS STOCKS '71654V408 12343 301200 SH SOLE 10203 301200 0 0 PHILIP MORRIS INTL COMMON STOCK '718172109 32549 746200 SH SOLE 10203 746200 0 0 POPULAR INC COM STK COMMON STOCK '733174106 412 187100 SH SOLE 10203 187100 0 0 PROCTER & GAMBLE CO COM COMMON STOCK '742718109 5877 115000 SH SOLE 10203 115000 0 0 PRUDENTIAL FINL INC INTERNOTES COMMON STOCK '744320102 15332 411930 SH SOLE 10203 411930 0 0 QUALCOMM INC COM STK COMMON STOCK '747525103 17877 395500 SH SOLE 10203 395500 0 0 RANGE RES CORP COM STK COMMON STOCK '75281A109 13437 324480 SH SOLE 10203 324480 0 0 REGIONS FINANCIAL CORP NEW COMMON STOCK '7591EP100 2526 625320 SH SOLE 10203 625320 0 0 RENAISSANCERE HOLDINGS LTD CO COMMON STOCK 'G7496G103 4887 105000 SH SOLE 10203 105000 0 0 RYANAIR HOLDINGS PLC ADR ADRS STOCKS '783513104 12066 425000 SH SOLE 10203 425000 0 0 SANDRIDGE ENERGY INC COM STK COMMON STOCK '80007P307 4396 516000 SH SOLE 10203 516000 0 0 SCHERING PLOUGH CORP COM STK COMMON STOCK '806605101 9450 376200 SH SOLE 10203 376200 0 0 SOUTHWESTERN ENERGY COMPANY (D COMMON STOCK '845467109 12397 319100 SH SOLE 10203 319100 0 0 SPDR GOLD TRUST US ETF'S - US TR '78463V107 20880 229000 SH SOLE 10203 229000 0 0 SPDR KBW REGIONAL BANKING ETF US ETF'S - US TR '78464A698 20502 1124000 SH SOLE 10203 1124000 0 0 STANDARD PAC CORP COM STK COMMON STOCK '85375C101 1659 817111 SH SOLE 10203 817111 0 0 STATE STR CORP COM STK COMMON STOCK '857477103 14160 300000 SH SOLE 10203 300000 0 0 STRAYER ED INC COM STK COMMON STOCK '863236105 16031 73500 SH SOLE 10203 73500 0 0 SUNPOWER CORP COM STK COMMON STOCK '867652109 6919 260000 SH SOLE 10203 260000 0 0 SUNTRUST BKS INC COM STK COMMON STOCK '867914103 4547 276410 SH SOLE 10203 276410 0 0 SUPERVALUE INC USD COM COMMON STOCK '868536103 6371 492000 SH SOLE 10203 492000 0 0 TECK RESOURCES LTD CL B COMMON STOCK '878742204 23910 1500000 SH SOLE 10203 1500000 0 0 TENARIS S A ADR ADRS STOCKS '88031M109 10018 370500 SH SOLE 10203 370500 0 0 TEVA PHARM ADRS STOCKS '881624209 17269 350000 SH SOLE 10203 350000 0 0 THOMPSON CREEK METAL S CO INC COMMON STOCK '884768102 4257 416500 SH SOLE 10203 416500 0 0 TRAVELERS COS INC COM STK COMMON STOCK '89417E109 34893 850219 SH SOLE 10203 850219 0 0 TRIAD GUARANTY INC COM STK COMMON STOCK '895925105 72 106106 SH SOLE 10203 106106 0 0 TRINA SOLAR LTD ADRS STOCKS '89628E104 15289 596526 SH SOLE 10203 596526 0 0 UNION PACIFIC CORP COM STK COMMON STOCK '907818108 4165 80000 SH SOLE 10203 80000 0 0 VALIDUS HOLDINGS LTD COMMON STOCK 'G9319H102 7374 335504 SH SOLE 10203 335504 0 0 VULCAN MATLS CO COM STK COMMON STOCK '929160109 25214 585000 SH SOLE 10203 585000 0 0 WEATHERFORD INTL LTD COM STK COMMON STOCK 'H27013103 13643 697500 SH SOLE 10203 697500 0 0 WELLS FARGO COMPANY COMMON STOCK '949746101 16292 671573 SH SOLE 10203 671573 0 0 WYETH SHS COMMON STOCK '983024100 19495 429500 SH SOLE 10203 429500 0 0 XTO ENERGY INC COM COMMON STOCK '98385X106 16141 423200 SH SOLE 10203 423200 0 0 YAHOO INC COM STK COMMON STOCK '984332106 12137 775000 SH SOLE 10203 775000 0 0 ZIONS BANCORPORATION COM STK COMMON STOCK '989701107 4772 412800 SH SOLE 10203 412800 0 0 RECORDS 128 TOTAL MKT VALUE 1643644

USE COMBINE REPORT DATA TOTAL TOTAL REPORT MARKET OTHER MANAGERS PERIOD CLIENT ADJUSTMENTS FUNDS RECORDS RECORDS OMITTED VALUE x($1000) INCLUDED --------- ---------------------------- ----------- ------- ----------- ------- ------- -------------- -------------- 6/30/2009 ZWEIG-DIMENNA ASSOCIATES LLC No Yes 128 131 3 1643644 3

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