Antipodean Advisors as of Sept. 30, 2013
Portfolio Holdings for Antipodean Advisors
Antipodean Advisors holds 28 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 |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 12.0 | $115M | 1.1M | 104.33 | |
| Charter Communications Inc D Cl A New | 11.2 | $108M | 799k | 134.76 | |
| Workday Cl A (WDAY) | 9.7 | $93M | 1.1M | 80.93 | |
| H&R Block (HRB) | 7.1 | $68M | 2.5M | 26.66 | |
| Facebook Cl A (META) | 6.6 | $63M | 1.3M | 50.23 | |
| Endo Pharmaceuticals | 5.4 | $52M | 1.1M | 45.44 | |
| Seaworld Entertainment (PRKS) | 4.0 | $39M | 1.3M | 29.63 | |
| Lowe's Companies (LOW) | 3.9 | $37M | 776k | 47.61 | |
| Yahoo! | 3.8 | $36M | 1.1M | 33.17 | |
| W.R. Grace & Co. | 3.7 | $36M | 407k | 87.40 | |
| Dish Network Corp Cl A | 3.4 | $33M | 734k | 45.01 | |
| Herbalife Com Usd Shs (HLF) | 3.1 | $30M | 427k | 69.77 | |
| Constellation Brands Cl A (STZ) | 2.6 | $25M | 441k | 57.40 | |
| Sirius XM Radio | 2.6 | $25M | 6.4M | 3.88 | |
| Aegerion Pharmaceuticals | 2.4 | $23M | 266k | 85.75 | |
| Liberty Global SHS CL C | 2.2 | $21M | 278k | 75.43 | |
| Michael Kors Holdings SHS | 2.2 | $21M | 278k | 74.52 | |
| Best Buy (BBY) | 2.1 | $20M | 541k | 37.50 | |
| Cbs Corp CL B | 2.1 | $20M | 367k | 55.16 | |
| Hldgs (UAL) | 2.1 | $20M | 654k | 30.71 | |
| AutoNation (AN) | 2.1 | $20M | 384k | 52.17 | |
| Grifols S A Sp Adr Rep B Nvt (GRFS) | 1.5 | $14M | 463k | 30.28 | |
| Alexion Pharmaceuticals | 1.4 | $13M | 112k | 116.16 | |
| Actavis | 1.1 | $10M | 71k | 144.00 | |
| Francescas Hldgs Corp | 0.7 | $7.0M | 376k | 18.62 | |
| Blackberry (BB) | 0.5 | $5.0M | 631k | 7.94 | |
| J.C. Penney Company | 0.4 | $3.5M | 400k | 8.80 | |
| Myriad Genetics (MYGN) | 0.3 | $3.2M | 138k | 23.50 |
