ANTIPODEAN ADVISORS LLC Information

499 PARK AVENUE, 21ST FLOOR, NEW YORK, New York, 10022, (212) 339-5202

Report Date: 12/31/2013

Position Statistics

Total Positions 41
New Positions 13
Increased Positions 20
Decreased Positions 21
Positions with Activity 41
Sold Out Positions 14
Total Mkt Value (in $ millions) 1,128

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.09%
Capital Goods
Conglomerates 0%
Consumer Cyclical 0%
Consumer/Non-Cyclical 15.47%
Energy 12.92%
Financial 0.65%
Healthcare 21.95%
Services 27.87%
Technology 15.68%
Transportation 0%
Utilities

41 Activity Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHENIERE ENERGY INC COM NEW 145,773 145,773 New 2,637,000
VALEANT PHARMACEUTICALS INTL I COM 113,165 -21,029 (15.67) 927,200
WORKDAY INC CL A 99,431 8,060 8.82 1,246,000
ENDO INTL PLC SHS 92,532 27,599 42.50 1,616,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 90,258 -3,888 (4.13) 766,000
CONSTELLATION BRANDS INC CL A 90,231 54,607 153.29 1,117,000
AERCAP HOLDINGS NV SHS 82,181 82,181 New 2,080,000
BLOCK H & R INC COM 55,842 -15,645 (21.89) 1,980,200
HERBALIFE LTD COM USD SHS 47,982 24,482 104.18 870,813
FACEBOOK INC CL A 34,981 -39,166 (52.82) 593,500
GRACE W R & CO DEL NEW COM 34,900 -5,800 (14.25) 349,000
PANDORA MEDIA INC COM 31,721 31,721 New 1,174,000
MEDIVATION INC COM 30,413 30,413 New 525,000
LOWES COS INC COM 30,233 -6,084 (16.75) 646,000
CBS CORP (CLASS B) CL B 28,198 5,943 26.70 465,000
ZULILY INC CL A 26,604 26,604 New 550,000
NU SKIN ENTERPRISES INC CL A 25,321 25,321 New 293,000
BEST BUY INC COM 15,344 2,101 15.86 626,811
SIRIUS XM HLDGS INC COM 11,618 -8,453 (42.12) 3,700,000
MONDELEZ INTL INC CL A 11,019 11,019 New 318,000