TPG-Axon Capital Management as of Dec. 31, 2010
Portfolio Holdings for TPG-Axon Capital Management
TPG-Axon Capital Management holds 40 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 |
|---|---|---|---|---|---|
| Via | 8.8 | $330M | 8.3M | 39.61 | |
| Covidien | 6.4 | $241M | 5.3M | 45.66 | |
| PNC Financial Services (PNC) | 6.4 | $240M | 4.0M | 60.72 | |
| Time Warner | 5.5 | $205M | 6.4M | 32.17 | |
| El Paso Corporation | 5.3 | $198M | 14M | 13.76 | |
| Banco Santander (BSBR) | 4.9 | $185M | 14M | 13.60 | |
| International Paper Company (IP) | 4.6 | $172M | 6.3M | 27.24 | |
| Community Health Systems (CYH) | 4.6 | $172M | 4.6M | 37.37 | |
| Pride International | 4.1 | $154M | 4.7M | 33.00 | |
| Equinix | 3.9 | $148M | 1.8M | 81.26 | |
| Allscripts Healthcare Solutions (MDRX) | 3.5 | $131M | 6.8M | 19.27 | |
| BMC Software | 3.3 | $124M | 2.6M | 47.14 | |
| Dryships/drys | 2.7 | $101M | 18M | 5.49 | |
| TD Ameritrade Holding | 2.6 | $99M | 5.2M | 18.99 | |
| Warna | 2.6 | $97M | 1.8M | 55.07 | |
| Harley-Davidson (HOG) | 2.6 | $97M | 2.8M | 34.67 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $92M | 2.2M | 42.42 | |
| Joy Global | 2.2 | $84M | 963k | 86.75 | |
| Beckman Coulter | 2.1 | $81M | 1.1M | 75.23 | |
| MercadoLibre (MELI) | 1.9 | $71M | 1.1M | 66.65 | |
| Regions Financial Corporation (RF) | 1.8 | $68M | 9.7M | 7.00 | |
| Petrohawk Energy Corporation | 1.6 | $61M | 3.4M | 18.25 | |
| Zhongpin | 1.6 | $61M | 3.0M | 20.40 | |
| Williams Companies (WMB) | 1.5 | $57M | 2.3M | 24.72 | |
| Charles Schwab Corporation (SCHW) | 1.5 | $56M | 3.3M | 17.11 | |
| BorgWarner (BWA) | 1.5 | $56M | 767k | 72.36 | |
| Hansen Natural Corporation | 1.4 | $52M | 1.0M | 52.28 | |
| Johnson Controls | 1.4 | $52M | 1.4M | 38.20 | |
| Cummins (CMI) | 1.3 | $50M | 456k | 110.01 | |
| Flowserve Corporation (FLS) | 1.3 | $48M | 405k | 119.22 | |
| Temple-Inland | 1.0 | $39M | 1.8M | 21.24 | |
| Health Management Associates | 0.8 | $32M | 3.3M | 9.54 | |
| Bank of America Corporation (BAC) | 0.8 | $30M | 2.3M | 13.34 | |
| QEP Resources | 0.5 | $20M | 545k | 36.31 | |
| Spirit AeroSystems Holdings (SPR) | 0.4 | $15M | 740k | 20.81 | |
| Alcon | 0.3 | $13M | 80k | 163.40 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.3 | $12M | 305k | 37.85 | |
| Tele Norte Leste Participacoes SA | 0.1 | $5.7M | 390k | 14.70 | |
| Brasil Telecom SA | 0.1 | $2.4M | 108k | 21.93 | |
| Tidewater | 0.0 | $431k | 8.0k | 53.88 |
