VGI PARTNERS PTY LTD Information

39 PHILLIP STREET, SYDNEY, NSW, , 2000, (129) 237-8970

Report Date: 12/31/2013

Position Statistics

Total Positions 13
New Positions 0
Increased Positions 9
Decreased Positions 4
Positions with Activity 13
Sold Out Positions 2
Total Mkt Value (in $ millions) 290

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

Sector Weighting

Basic Materials 7.61%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 12.03%
Energy
Financial 11.3%
Healthcare 6.74%
Services 55.87%
Technology 6.46%
Transportation
Utilities

4 DECREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TWENTY FIRST CENTY FOX INC CL B 20,537 -3,674 (15.18) 662,273
ORACLE CORP COM 18,700 -23,636 (55.83) 479,740
NIELSEN HOLDINGS N V COM -20,357 Sold Out 0
SOTHEBYS COM -15,591 Sold Out 0


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