ANTIPODEAN ADVISORS LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 31
New Positions 6
Increased Positions 13
Decreased Positions 17
Positions with Activity 30
Sold Out Positions 11
Total Mkt Value (in $ millions) 1,173

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

Sector Weighting

Basic Materials 4.65%
Capital Goods
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 8.13%
Energy 8.87%
Financial
Healthcare 15.5%
Services 25.05%
Technology 11.02%
Transportation
Utilities

6 New Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMERICAN AIRLS GROUP INC COM 70,174 70,174 New 1,465,000
RESTAURANT BRANDS INTL INC COM 67,304 67,304 New 1,521,677
PLATFORM SPECIALTY PRODS CORP COM 38,236 38,236 New 1,483,169
DISH NETWORK CORP CL A 32,492 32,492 New 433,000
THORATEC CORP COM NEW 26,794 26,794 New 658,000
KLX INC COM 10,105 10,105 New 253,000