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 |
