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

20 INCREASED 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
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
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
HERBALIFE LTD COM USD SHS 47,982 24,482 104.18 870,813
PANDORA MEDIA INC COM 31,721 31,721 New 1,174,000
MEDIVATION INC COM 30,413 30,413 New 525,000
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
MONDELEZ INTL INC CL A 11,019 11,019 New 318,000
MYRIAD GENETICS INC COM 10,897 5,658 107.97 287,000
AMTRUST FINL SVCS INC COM 7,288 7,288 New 200,000
GOOGLE INC CL A 5,433 5,433 New 10,000
GOOGLE INC CL C 5,361 5,361 New 10,000
SEARS HLDGS CORP COM 805 805 New 21,000
UNILIFE CORP NEW COM 718 718 New 201,000
LANDS END INC NEW COM 165 165 New 6,317

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