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 |
