Bridger Management as of Dec. 31, 2010
Portfolio Holdings for Bridger Management
Bridger Management holds 66 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 |
|---|---|---|---|---|---|
| Cardinal Health (CAH) | 4.8 | $101M | 2.6M | 38.31 | |
| Waste Connections | 4.5 | $96M | 3.5M | 27.53 | |
| Morgan Stanley (MS) | 3.9 | $82M | 3.0M | 27.21 | |
| Iesi Bfc | 3.8 | $80M | 3.3M | 24.30 | |
| Hertz Global Holdings | 3.7 | $78M | 5.4M | 14.49 | |
| General Motors Company (GM) | 3.3 | $70M | 1.9M | 36.86 | |
| Popular | 3.3 | $70M | 22M | 3.14 | |
| Hyatt Hotels Corporation (H) | 3.2 | $69M | 1.5M | 45.76 | |
| Covidien | 3.2 | $68M | 1.5M | 45.66 | |
| Avis Budget (CAR) | 3.2 | $68M | 4.3M | 15.56 | |
| Directv | 3.2 | $67M | 1.7M | 39.93 | |
| State Street Corporation (STT) | 3.1 | $65M | 1.4M | 46.34 | |
| Boston Scientific Corporation (BSX) | 2.8 | $59M | 7.8M | 7.57 | |
| Pall Corporation | 2.8 | $59M | 1.2M | 49.58 | |
| Onyx Pharmaceuticals | 2.8 | $59M | 1.6M | 36.87 | |
| Genpact (G) | 2.6 | $56M | 3.7M | 15.20 | |
| 2.5 | $52M | 87k | 593.97 | ||
| Expedia | 2.2 | $47M | 1.9M | 25.09 | |
| Market Vectors Gold Miners ETF | 2.2 | $46M | 750k | 61.47 | |
| iStar Financial | 2.0 | $43M | 5.5M | 7.82 | |
| CareFusion Corporation | 2.0 | $42M | 1.6M | 25.70 | |
| Allergan | 1.9 | $41M | 600k | 68.67 | |
| Zimmer Holdings (ZBH) | 1.9 | $40M | 750k | 53.68 | |
| National CineMedia | 1.8 | $37M | 1.9M | 19.91 | |
| Mobile TeleSystems OJSC | 1.5 | $32M | 1.6M | 20.87 | |
| CarMax (KMX) | 1.4 | $30M | 950k | 31.88 | |
| UnitedHealth (UNH) | 1.4 | $30M | 838k | 36.11 | |
| Copart (CPRT) | 1.4 | $30M | 790k | 37.35 | |
| LPL Investment Holdings | 1.4 | $29M | 790k | 36.37 | |
| Research In Motion | 1.3 | $27M | 460k | 58.13 | |
| Amazon (AMZN) | 1.2 | $26M | 145k | 180.00 | |
| Ironwood Pharmaceuticals (IRWD) | 1.2 | $26M | 2.5M | 10.35 | |
| Electronic Arts (EA) | 1.1 | $23M | 1.4M | 16.38 | |
| PSS World Medical | 1.0 | $22M | 972k | 22.60 | |
| PennyMac Mortgage Investment Trust (PMT) | 0.9 | $20M | 1.1M | 18.15 | |
| Scientific Games (LNW) | 0.9 | $20M | 2.0M | 9.96 | |
| Universal Display Corporation (OLED) | 0.8 | $18M | 579k | 30.65 | |
| Insulet Corporation (PODD) | 0.8 | $18M | 1.1M | 15.50 | |
| Dollar Thrifty Automotive | 0.7 | $15M | 316k | 47.26 | |
| priceline.com Incorporated | 0.7 | $15M | 38k | 399.55 | |
| K12 | 0.7 | $15M | 522k | 28.66 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.7 | $15M | 750k | 19.43 | |
| Medifast (MED) | 0.7 | $14M | 495k | 28.88 | |
| Regal Entertainment | 0.7 | $14M | 1.2M | 11.74 | |
| Bank Of America Corporation warrant | 0.6 | $14M | 1.9M | 7.14 | |
| Anheuser-Busch InBev NV (BUD) | 0.6 | $13M | 234k | 57.09 | |
| Kroger (KR) | 0.6 | $13M | 570k | 22.36 | |
| Casella Waste Systems (CWST) | 0.6 | $13M | 1.8M | 7.09 | |
| Activision Blizzard | 0.6 | $12M | 997k | 12.44 | |
| AMR Corporation | 0.6 | $12M | 1.6M | 7.79 | |
| KapStone Paper and Packaging | 0.6 | $12M | 794k | 15.30 | |
| NetSpend Holdings | 0.5 | $11M | 850k | 12.82 | |
| Cardiome Pharma Corp | 0.5 | $10M | 1.6M | 6.42 | |
| Cogent Communications (CCOI) | 0.5 | $10M | 711k | 14.14 | |
| Boston Beer Company (SAM) | 0.4 | $8.7M | 91k | 95.09 | |
| Inspire Pharmaceuticals | 0.4 | $8.3M | 987k | 8.40 | |
| Orchid Cellmark | 0.4 | $7.8M | 4.0M | 1.98 | |
| Sodastream International | 0.3 | $7.0M | 223k | 31.58 | |
| Orexigen Therapeutics | 0.3 | $6.3M | 775k | 8.08 | |
| SolarWinds | 0.3 | $5.8M | 300k | 19.25 | |
| Stratasys | 0.2 | $5.2M | 160k | 32.64 | |
| SPECIALTIES INC Mecox Lane | 0.2 | $4.5M | 610k | 7.41 | |
| Yuhe International (YUII) | 0.2 | $3.3M | 367k | 8.95 | |
| Princeton Review (REVU) | 0.1 | $2.8M | 2.4M | 1.18 | |
| Six Flags Entertainment (SIX) | 0.1 | $1.2M | 22k | 54.41 | |
| MTR Gaming | 0.0 | $594k | 293k | 2.03 |
