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 |
