Bridger Management as of March 31, 2012
Portfolio Holdings for Bridger Management
Bridger Management holds 49 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 |
|---|---|---|---|---|---|
| United Rentals (URI) | 7.1 | $102M | 2.4M | 42.89 | |
| Morgan Stanley (MS) | 7.0 | $101M | 5.1M | 19.64 | |
| Apple (AAPL) | 6.8 | $98M | 163k | 599.55 | |
| 6.6 | $96M | 149k | 641.24 | ||
| Assured Guaranty (AGO) | 5.5 | $80M | 4.8M | 16.52 | |
| Hyatt Hotels Corporation (H) | 5.2 | $76M | 1.8M | 42.72 | |
| Tripadvisor (TRIP) | 5.0 | $71M | 2.0M | 35.67 | |
| General Motors Company (GM) | 4.8 | $70M | 2.7M | 25.65 | |
| Directv | 4.3 | $62M | 1.3M | 49.34 | |
| Abbott Laboratories (ABT) | 3.4 | $50M | 810k | 61.29 | |
| Hca Holdings (HCA) | 3.3 | $48M | 1.9M | 24.74 | |
| Cott Corp | 3.0 | $44M | 6.6M | 6.59 | |
| Acorda Therapeutics | 2.8 | $40M | 1.5M | 26.55 | |
| CareFusion Corporation | 2.7 | $39M | 1.5M | 25.93 | |
| Allergan | 2.6 | $37M | 391k | 95.43 | |
| Avis Budget (CAR) | 2.5 | $36M | 2.6M | 14.15 | |
| Starwood Hotels & Resorts Worldwide | 2.4 | $35M | 622k | 56.41 | |
| MGM Resorts International. (MGM) | 2.2 | $32M | 2.3M | 13.62 | |
| Charles River Laboratories (CRL) | 2.0 | $28M | 786k | 36.09 | |
| Ironwood Pharmaceuticals (IRWD) | 1.7 | $25M | 1.9M | 13.31 | |
| Gilead Sciences (GILD) | 1.5 | $22M | 450k | 48.86 | |
| Wright Medical | 1.4 | $21M | 1.1M | 19.32 | |
| Pharmacyclics | 1.4 | $21M | 750k | 27.76 | |
| Monsanto Company | 1.4 | $20M | 255k | 79.76 | |
| Cemex SAB de CV (CX) | 1.3 | $19M | 2.5M | 7.76 | |
| Onyx Pharmaceuticals | 1.3 | $19M | 500k | 37.68 | |
| MetLife (MET) | 1.3 | $19M | 500k | 37.35 | |
| Popular | 1.2 | $18M | 8.5M | 2.05 | |
| iStar Financial | 0.9 | $13M | 1.8M | 7.25 | |
| Casella Waste Systems (CWST) | 0.8 | $11M | 1.8M | 6.23 | |
| HiSoft Technology International (HSFT) | 0.8 | $11M | 737k | 15.02 | |
| Arcos Dorados Holdings (ARCO) | 0.7 | $11M | 590k | 18.09 | |
| Seattle Genetics | 0.7 | $10M | 500k | 20.38 | |
| Boston Beer Company (SAM) | 0.7 | $9.7M | 91k | 106.79 | |
| Amicus Therapeutics (FOLD) | 0.6 | $9.0M | 1.7M | 5.28 | |
| Bank Of America Corporation warrant | 0.6 | $8.8M | 1.9M | 4.65 | |
| Rubicon Minerals Corp | 0.5 | $6.8M | 2.1M | 3.27 | |
| Response Genetics (RGDXQ) | 0.4 | $6.0M | 3.0M | 2.00 | |
| Pinnacle Entertainment | 0.4 | $5.9M | 511k | 11.51 | |
| Anthera Pharmaceuticals | 0.2 | $3.6M | 1.6M | 2.21 | |
| Verastem | 0.1 | $2.2M | 200k | 10.93 | |
| BPZ Resources | 0.1 | $2.0M | 503k | 4.03 | |
| Allison Transmission Hldngs I (ALSN) | 0.1 | $1.8M | 75k | 23.88 | |
| Bpz Resources Inc bond | 0.1 | $663k | 728k | 0.91 | |
| iShares MSCI Brazil Index (EWZ) | 0.0 | $627k | 9.7k | 64.65 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $465k | 3.3k | 140.91 | |
| Dex (DXCM) | 0.0 | $465k | 45k | 10.44 | |
| CurrencyShares Euro Trust | 0.0 | $478k | 3.6k | 132.78 | |
| Fortuna Silver Mines | 0.0 | $376k | 84k | 4.50 |
