Steadfast Capital Management

Steadfast Capital Management as of June 30, 2013

Portfolio Holdings for Steadfast Capital Management

Steadfast Capital Management holds 45 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American International (AIG) 8.0 $272M 6.1M 44.70
Charter Communications 7.8 $268M 2.2M 123.85
Hess (HES) 5.5 $188M 2.8M 66.49
Valeant Pharmaceuticals Int 5.1 $175M 2.0M 86.08
Chicago Bridge & Iron Company 5.1 $175M 2.9M 59.66
Citigroup (C) 5.0 $173M 3.6M 47.97
Halliburton Company (HAL) 4.1 $140M 3.4M 41.72
FleetCor Technologies 3.9 $133M 1.6M 81.30
Visa (V) 3.2 $111M 608k 182.75
Pvh Corporation (PVH) 3.2 $111M 890k 125.05
Google 3.1 $105M 120k 880.37
O'reilly Automotive (ORLY) 3.0 $101M 896k 112.62
Philip Morris International (PM) 2.9 $99M 1.1M 86.62
Zoetis Inc Cl A (ZTS) 2.9 $98M 3.2M 30.89
priceline.com Incorporated 2.6 $88M 107k 826.67
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 2.4 $82M 1.6M 49.68
Pioneer Natural Resources 2.4 $81M 560k 144.75
Mondelez Int (MDLZ) 2.3 $80M 2.8M 28.53
H&R Block (HRB) 2.2 $75M 2.7M 27.75
MasterCard Incorporated (MA) 1.9 $66M 115k 574.50
Cheniere Energy (LNG) 1.9 $66M 2.4M 27.76
Yelp Inc cl a (YELP) 1.9 $66M 1.9M 34.77
Liberty Global Inc Com Ser A 1.9 $64M 870k 73.49
Verisign (VRSN) 1.8 $62M 1.4M 44.66
Southwestern Energy Company 1.7 $58M 1.6M 36.53
Pandora Media 1.6 $56M 3.0M 18.40
EMC Corporation 1.6 $55M 2.3M 23.62
Verint Systems (VRNT) 1.4 $49M 1.4M 35.47
Pitney Bowes (PBI) 1.3 $43M 2.9M 14.68
NII Holdings 1.2 $42M 6.3M 6.66
Delek US Holdings 1.1 $38M 1.3M 28.78
Foster Wheeler Ltd Com Stk 1.0 $34M 1.5M 21.71
Marathon Petroleum Corp (MPC) 0.8 $26M 372k 71.06
REPCOM cla 0.7 $25M 913k 26.83
E TRADE Financial Corporation 0.7 $23M 1.8M 12.66
Liberty Global Inc C 0.6 $21M 308k 67.89
Tesoro Corporation 0.6 $19M 358k 52.32
Advance Auto Parts (AAP) 0.5 $16M 192k 81.17
Bridgepoint Education 0.4 $14M 1.2M 12.18
Windstream Corporation 0.3 $11M 1.4M 7.71
Monster Worldwide 0.2 $7.1M 1.4M 4.91
Corinthian Colleges 0.1 $5.3M 2.4M 2.24
Validus Holdings 0.1 $2.1M 59k 36.13
Constant Contact 0.0 $1.4M 87k 16.07
Frontier Communications 0.0 $324k 80k 4.05