Brahman Capital as of March 31, 2012
Portfolio Holdings for Brahman Capital
Brahman Capital holds 19 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 30.4 | $572M | 4.1M | 140.81 | |
| Valeant Pharmaceuticals Int | 16.2 | $305M | 5.7M | 53.69 | |
| Omnicare | 8.8 | $167M | 4.7M | 35.57 | |
| American International (AIG) | 8.4 | $158M | 5.1M | 30.83 | |
| Six Flags Entertainment (SIX) | 6.5 | $123M | 2.6M | 46.77 | |
| Charter Communications | 4.8 | $90M | 1.4M | 63.45 | |
| WellCare Health Plans | 3.7 | $69M | 959k | 71.88 | |
| Oracle Corporation (ORCL) | 3.3 | $63M | 2.2M | 29.16 | |
| Colfax Corporation | 2.7 | $51M | 1.5M | 35.24 | |
| Liberty Global | 2.4 | $45M | 891k | 50.08 | |
| Cit | 2.2 | $41M | 999k | 41.24 | |
| Rockwood Holdings | 2.2 | $41M | 781k | 52.15 | |
| Arch Capital Group (ACGL) | 1.6 | $31M | 829k | 37.24 | |
| Integra LifeSciences Holdings (IART) | 1.6 | $29M | 846k | 34.69 | |
| Via | 1.5 | $28M | 590k | 47.46 | |
| Post Holdings Inc Common (POST) | 1.4 | $27M | 810k | 32.93 | |
| Electronic Arts (EA) | 1.2 | $22M | 1.3M | 16.49 | |
| R.R. Donnelley & Sons Company | 1.0 | $19M | 1.5M | 12.39 | |
| American Intl Group | 0.1 | $1.9M | 180k | 10.64 |
