Antipodean Advisors as of Dec. 31, 2013
Portfolio Holdings for Antipodean Advisors
Antipodean Advisors holds 25 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cheniere Energy (LNG) | 9.8 | $114M | 2.6M | 43.12 | |
| Endo Pharmaceuticals | 9.4 | $109M | 1.6M | 67.46 | |
| Valeant Pharmaceuticals Int | 9.4 | $109M | 927k | 117.40 | |
| Charter Communications | 9.1 | $105M | 766k | 136.76 | |
| Workday Inc cl a (WDAY) | 9.0 | $104M | 1.2M | 83.16 | |
| Aercap Holdings Nv Ord Cmn (AER) | 6.9 | $80M | 2.1M | 38.35 | |
| Constellation Brands (STZ) | 6.8 | $79M | 1.1M | 70.38 | |
| Herbalife Ltd Com Stk (HLF) | 5.9 | $69M | 871k | 78.70 | |
| H&R Block (HRB) | 5.0 | $58M | 2.0M | 29.04 | |
| Nu Skin Enterprises (NUS) | 3.5 | $41M | 293k | 138.22 | |
| W.R. Grace & Co. | 3.0 | $35M | 349k | 98.87 | |
| Medivation | 2.9 | $34M | 525k | 63.82 | |
| Facebook Inc cl a (META) | 2.8 | $32M | 594k | 54.65 | |
| Lowe's Companies (LOW) | 2.8 | $32M | 646k | 49.55 | |
| Pandora Media | 2.7 | $31M | 1.2M | 26.60 | |
| CBS Corporation | 2.6 | $30M | 465k | 63.74 | |
| Best Buy (BBY) | 2.2 | $25M | 627k | 39.88 | |
| Zulily Inc cl a | 2.0 | $23M | 550k | 41.43 | |
| Sirius Xm Holdings | 1.1 | $13M | 3.7M | 3.49 | |
| 1.0 | $11M | 10k | 1120.70 | ||
| Mondelez Int (MDLZ) | 1.0 | $11M | 318k | 35.30 | |
| Amtrust Financial Services | 0.6 | $6.5M | 200k | 32.69 | |
| Myriad Genetics (MYGN) | 0.5 | $6.0M | 287k | 20.98 | |
| Sears Holdings Corporation | 0.1 | $1.0M | 21k | 49.05 | |
| Unilife US | 0.1 | $884k | 201k | 4.40 |
