Hoplite Capital Management as of Sept. 30, 2013
Portfolio Holdings for Hoplite Capital Management
Hoplite Capital Management holds 30 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| H&R Block (HRB) | 9.8 | $276M | 10M | 26.66 | |
| Equinix | 6.0 | $169M | 919k | 183.65 | |
| Dollar General (DG) | 5.4 | $153M | 2.7M | 56.46 | |
| Mohawk Industries (MHK) | 5.4 | $151M | 1.2M | 130.25 | |
| Carter's (CRI) | 5.3 | $151M | 2.0M | 75.89 | |
| Estee Lauder Companies (EL) | 5.2 | $145M | 2.1M | 69.90 | |
| Cemex SAB de CV (CX) | 4.9 | $138M | 12M | 11.18 | |
| Actavis | 4.5 | $126M | 873k | 144.00 | |
| Valeant Pharmaceuticals Int | 4.2 | $119M | 1.1M | 104.33 | |
| Dollar Tree (DLTR) | 4.2 | $118M | 2.1M | 57.16 | |
| Lowe's Companies (LOW) | 3.9 | $109M | 2.3M | 47.61 | |
| Yandex Nv-a (YNDX) | 3.8 | $107M | 2.9M | 36.42 | |
| Time Warner | 3.7 | $103M | 1.6M | 65.81 | |
| Thermo Fisher Scientific (TMO) | 3.1 | $88M | 952k | 92.15 | |
| Michael Kors Holdings | 3.1 | $87M | 1.2M | 74.52 | |
| KAR Auction Services (KAR) | 3.0 | $86M | 3.0M | 28.21 | |
| Seaworld Entertainment (PRKS) | 2.9 | $82M | 2.8M | 29.63 | |
| Vodafone | 2.8 | $79M | 2.2M | 35.18 | |
| Pitney Bowes (PBI) | 2.6 | $73M | 4.0M | 18.19 | |
| Monster Beverage | 2.4 | $66M | 1.3M | 52.25 | |
| Fortinet (FTNT) | 2.3 | $65M | 3.2M | 20.26 | |
| Universal Health Services (UHS) | 2.2 | $62M | 822k | 74.99 | |
| Anheuser-Busch InBev NV (BUD) | 1.8 | $50M | 507k | 99.20 | |
| Airgas | 1.6 | $45M | 422k | 106.05 | |
| Interxion Holding | 1.6 | $44M | 2.0M | 22.24 | |
| Realogy Hldgs (HOUS) | 1.6 | $44M | 1.0M | 43.02 | |
| Danaher Corporation (DHR) | 1.5 | $43M | 620k | 69.32 | |
| Eagle Materials (EXP) | 1.0 | $29M | 397k | 72.55 | |
| Louisiana-Pacific Corporation (LPX) | 0.3 | $8.8M | 500k | 17.59 | |
| Berkshire Hathaway (BRK.A) | 0.0 | $341k | 2.00 | 170500.00 |
