Antipodean Advisors as of March 31, 2014
Portfolio Holdings for Antipodean Advisors
Antipodean Advisors holds 17 positions in its portfolio as reported in the March 2014 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Cheniere Energy (LNG) | 13.0 | $139M | 2.5M | 55.35 | |
| Walgreen Company | 12.0 | $128M | 1.9M | 66.03 | |
| Constellation Brands (STZ) | 11.1 | $119M | 1.4M | 84.97 | |
| Valeant Pharmaceuticals Int | 10.5 | $113M | 853k | 131.83 | |
| Workday Inc cl a (WDAY) | 7.9 | $85M | 926k | 91.43 | |
| Endo International | 7.1 | $76M | 1.1M | 68.65 | |
| Northstar Realty Finance | 6.2 | $67M | 4.1M | 16.14 | |
| Illumina (ILMN) | 6.0 | $64M | 431k | 148.66 | |
| Linkedin Corp | 6.0 | $64M | 345k | 184.94 | |
| Charter Communications | 5.5 | $59M | 479k | 123.20 | |
| H&R Block (HRB) | 5.2 | $56M | 1.8M | 30.19 | |
| J.C. Penney Company | 2.5 | $27M | 3.2M | 8.62 | |
| CBS Corporation | 2.3 | $24M | 394k | 61.80 | |
| Zulily Inc cl a | 1.7 | $18M | 366k | 50.19 | |
| Sears Holdings Corporation | 1.3 | $14M | 285k | 47.76 | |
| BofI Holding | 1.1 | $12M | 140k | 85.75 | |
| Unilife US | 0.7 | $7.3M | 1.8M | 4.07 |
