STEADFAST ADVISORS LP Information

450 PARK AVENUE, NEW YORK, New York, 10022, (212) 415-4600

Report Date: 12/31/2014

Position Statistics

Total Positions 63
New Positions 13
Increased Positions 33
Decreased Positions 30
Positions with Activity 63
Sold Out Positions 14
Total Mkt Value (in $ millions) 247

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

Sector Weighting

Basic Materials 5.98%
Capital Goods 0%
Conglomerates
Consumer Cyclical 0.23%
Consumer/Non-Cyclical 0%
Energy 11.47%
Financial 6.5%
Healthcare 15.63%
Services 28.4%
Technology 12.42%
Transportation
Utilities 3.31%

63 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ACTAVIS PLC SHS 26,831 -202 (0.75) 90,324
WILLIAMS COS INC DEL COM 13,111 -1,368 (9.45) 253,500
NORTHSTAR RLTY FIN CORP COM NEW 13,085 2,987 29.58 707,304
NORTHSTAR ASSET MGMT GROUP INC COM 13,066 1,444 12.42 646,536
SUNEDISON INC COM 12,752 2,214 21.01 481,399
CHENIERE ENERGY INC COM NEW 12,656 6,249 97.53 164,786
FLEETCOR TECHNOLOGIES INC COM 9,359 6 .06 59,908
EXPEDIA INC DEL COM NEW 8,735 8,735 New 90,895
CF INDS HLDGS INC COM 8,463 -2,003 (19.14) 29,058
LEVEL 3 COMMUNICATIONS INC COM NEW 8,001 -4,081 (33.78) 153,507
FACEBOOK INC CL A 7,670 5,307 224.66 94,955
AERCAP HOLDINGS NV SHS 7,550 745 10.95 164,283
COMCAST CORP NEW CL A 7,165 4,388 158.03 122,651
BROOKDALE SR LIVING INC COM 6,650 777 13.22 179,002
TERRAFORM PWR INC CL A COM 6,495 2,898 80.54 157,045
NEXTERA ENERGY INC COM 5,862 -2,411 (29.14) 56,826
KING DIGITAL ENTMT PLC ORD SHS 5,784 2,858 97.68 336,069
MASTERCARD INC CL A 5,725 4,348 315.57 65,860
ENDO INTL PLC SHS 5,076 -4,616 (47.63) 54,382
DOLLAR TREE INC COM 4,804 3,167 193.46 60,707