Antipodean Advisors as of Dec. 31, 2010
Portfolio Holdings for Antipodean Advisors
Antipodean Advisors holds 19 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 16.3 | $41M | 1.4M | 28.29 | |
| Mednax (MD) | 11.0 | $28M | 409k | 67.29 | |
| DaVita (DVA) | 10.0 | $25M | 362k | 69.49 | |
| Sherwin-Williams Company (SHW) | 9.2 | $23M | 275k | 83.75 | |
| Estee Lauder Companies (EL) | 9.2 | $23M | 285k | 80.70 | |
| Citi | 8.2 | $21M | 4.4M | 4.73 | |
| Express Scripts | 5.6 | $14M | 259k | 54.05 | |
| Baidu Inc spon adr rep a | 5.2 | $13M | 135k | 96.53 | |
| Intuit (INTU) | 4.6 | $12M | 234k | 49.30 | |
| Amazon (AMZN) | 4.4 | $11M | 61k | 180.00 | |
| Beckman Coulter | 3.8 | $9.6M | 128k | 75.23 | |
| Talecris Biotherapeutics Holdings | 3.6 | $8.9M | 384k | 23.30 | |
| Potash Corp. Of Saskatchewan I | 2.7 | $6.8M | 44k | 154.82 | |
| Nordion | 2.3 | $5.7M | 499k | 11.39 | |
| Community Health Systems (CYH) | 1.8 | $4.6M | 122k | 37.37 | |
| First Niagara Financial | 0.9 | $2.3M | 165k | 13.98 | |
| Cirrus Logic (CRUS) | 0.8 | $1.9M | 120k | 15.98 | |
| Garmin (GRMN) | 0.4 | $1.1M | 35k | 31.00 | |
| Rubicon Technology | 0.1 | $316k | 15k | 21.07 |
