Antipodean Advisors as of Sept. 30, 2011
Portfolio Holdings for Antipodean Advisors
Antipodean Advisors holds 21 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 20.8 | $59M | 1.6M | 37.12 | |
| Carter's (CRI) | 17.0 | $48M | 1.6M | 30.54 | |
| Humana (HUM) | 9.7 | $28M | 378k | 72.73 | |
| Estee Lauder Companies (EL) | 7.4 | $21M | 238k | 87.84 | |
| Goodrich Corporation | 7.2 | $20M | 169k | 120.68 | |
| Biogen Idec (BIIB) | 5.2 | $15M | 159k | 93.15 | |
| Oncothyreon | 4.9 | $14M | 2.3M | 5.98 | |
| DaVita (DVA) | 4.2 | $12M | 189k | 62.67 | |
| Sina Corporation | 3.8 | $11M | 149k | 71.61 | |
| Sherwin-Williams Company (SHW) | 3.2 | $9.2M | 124k | 74.32 | |
| Nordion | 2.8 | $7.8M | 884k | 8.82 | |
| HealthSpring | 2.3 | $6.5M | 177k | 36.46 | |
| Block H & R | 2.1 | $5.9M | 445k | 13.31 | |
| Citigroup (C) | 1.8 | $5.1M | 200k | 25.62 | |
| Six Flags Entertainment (SIX) | 1.8 | $5.0M | 182k | 27.72 | |
| Arcos Dorados Holdings (ARCO) | 1.7 | $4.7M | 205k | 23.19 | |
| First Solar (FSLR) | 1.6 | $4.4M | 70k | 63.21 | |
| Banco Bilbao Vizcaya Argentaria SA (BBVA) | 1.1 | $3.2M | 390k | 8.13 | |
| Deutsche Bank Ag-registered (DB) | 1.0 | $2.7M | 78k | 34.62 | |
| Veeco Instruments (VECO) | 0.3 | $991k | 41k | 24.41 | |
| OCZ Technology | 0.1 | $228k | 47k | 4.85 |
