PointState Capital

PointState Capital portfolio companies for December 2011 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Apple (AAPL) 0.04 241900 405.00 123.28
Citigroup Inc unit 0.03 845000 81.00 0.00
Cabot Oil & Gas Corporation (COG) 0.02 645127 75.90 27.30
BP (BP) 0.01 519800 42.74 38.44
ArthroCare Corporation (ARTC) 0.01 500000 31.68 48.60
Celanese Corporation (CE) 0.01 275400 44.27 56.85
Alliant Energy Corporation (LNT) 0.01 282200 44.11 60.35
Acorda Therapeutics (ACOR) 0.01 532247 23.84 35.18
Cameron International Corporation (CAM) 0.01 714770 49.19 44.71
Crown Castle International (CCI) 0.00 124400 44.80 84.48
American Tower Corporation (AMT) 0.00 33600 60.00 94.60
Anadarko Petroleum Corporation (APC) 0.00 96000 76.33 79.89
American Electric Power Company (AEP) 0.00 100000 41.31 55.21
D.R. Horton (DHI) 0.00 522900 12.61 25.87
AvalonBay Communities (AVB) 0.00 15700 130.57 167.28
Calpine Corporation (CPN) 0.00 24558 16.33 20.82
Conceptus (CPTS) 0.00 750000 12.64 0.00
CF Industries Holdings (CF) 0.00 7000 145.00 292.79
Cepheid (CPHD) 0.00 50000 34.42 55.12
Cheniere Energy (LNG) 0.00 275000 8.69 75.38
Cloud Peak Energy 0.00 429542 19.32 0.00
Amarin Corporation (AMRN) 0.00 1.25M 7.49 1.94
Clovis Oncology 0.00 150000 14.09 0.00