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Highfields Capital's Portfolio

Company Ticker # of Shares Change Price Value  
DIRECTV DTV 10,637,261 +2,818,920 $84.98 $903,954,440 History » Related Stories »
Franklin Resources, Inc. BEN 14,233,345   $55.64 $791,943,316 History » Related Stories »
Canadian Natural Resources Ltd CNQ 18,644,668 -2,700,000 $42.06 $784,194,737 History » Related Stories »
Intercontinental Exchange Group, Inc. ICE 3,802,777 +304,600 $186.91 $710,777,050 History » Related Stories »
Monsanto Company MON 5,247,800 +1,586,800 $120.92 $634,563,976 History » Related Stories »
Air Products & Chemicals, Inc. APD 3,832,604 +1,000,000 $133.81 $512,840,742 History » Related Stories »
McGraw Hill Financial MHP 8,698,951   $55.93 $486,532,330 History » Related Stories »
Iron Mountain, Inc. IRM 10,805,428 +1,376,912 $35.83 $387,158,486 History » Related Stories »
Microsoft Corp MSFT 7,947,747   $44.95 $357,251,228 History » Related Stories »
Teva Pharmaceutical Industries TEVA 6,187,000 +187,000 $52.99 $327,849,130 History » Related Stories »
Ashland, Inc. ASH 2,694,388   $106.90 $288,030,078 History » Related Stories »
Hertz Global Holdings HTZ 9,285,000 +9,285,000 $30.33 $281,614,050 History » Related Stories »
American International Group, Inc. AIG 4,950,000 -1,500,000 $54.87 $271,606,500 History » Related Stories »
tw telecom inc. Class A TWTC 6,756,587 +1,930,000 $39.12 $264,317,684 History » Related Stories »
eBay, Inc. EBAY 4,700,000 +700,000 $53.40 $250,980,000 History » Related Stories »
Eli Lilly & Co. LLY 4,000,000 +4,000,000 $62.01 $248,040,000 History » Related Stories »
Broadcom Corp BRCM 6,105,619 -250,000 $38.91 $237,569,636 History » Related Stories »
Anadarko Petroleum Corp. APC 2,029,766 -650,000 $110.02 $223,314,856 History » Related Stories »
Time Warner, Inc. TWX 2,858,645 +300,000 $77.02 $220,172,838 History » Related Stories »
Fidelity National Financial, Inc. FNF 7,200,000   $28.12 $202,464,000 History » Related Stories »
MONDELEZ INT-A MDLZ 5,184,538   $36.20 $187,680,276 History » Related Stories »
Nordstrom, Inc. JWN 2,479,497 -162,000 $68.39 $169,572,800 History » Related Stories »
Goldman Sachs Group, Inc. GS 960,000 +960,000 $174.03 $167,068,800 History » Related Stories »
Qualcomm, Inc. QCOM 2,025,000 -600,000 $76.44 $154,791,000 History » Related Stories »
Citigroup, Inc. C 3,080,500   $49.80 $153,408,900 History » Related Stories »
MetLife, Inc. MET 2,790,000 -502,076 $53.70 $149,823,000 History » Related Stories »
Tim Hortons THI 2,290,956   $61.07 $139,908,683 History » Related Stories »
LIBERTY INTER-A LVNTA 1,914,808 +957,404 $72.80 $139,398,023 History » Related Stories »
Barrick Gold Corp. (CALL) ABX 7,314,900   $18.72 $136,934,928 History » Related Stories »
Dollar Tree, Inc. DLTR 2,450,677   $55.00 $134,787,235 History » Related Stories »
YPF S.A. ADS YPF 3,838,069 -200,000 $32.20 $123,585,822 History » Related Stories »
Ocwen Financial Corp. OCN 4,614,000 +3,569,000 $26.36 $121,625,040 History » Related Stories »
iShares Russell 2000 Growth ET IWO 840,000   $134.81 $113,240,400 History » Related Stories »
Vodafone Group PLC VOD 3,338,282 +500,000 $33.36 $111,365,088 History » Related Stories »
Applied Materials, Inc. (CALL) AMAT 5,000,000 +3,000,000 $21.90 $109,500,000 History » Related Stories »
FOSSIL GROUP FOSL 1,050,000 +300,000 $99.57 $104,548,500 History » Related Stories »
Allergan, Inc. AGN 629,043 -885,957 $163.13 $102,615,785 History » Related Stories »
AstraZeneca PLC ADS AZN 1,395,000 +1,395,000 $71.00 $99,045,000 History » Related Stories »
Ralph Lauren Corp RL 574,900 +418,900 $169.33 $97,347,817 History » Related Stories »
DISH Network Corp. DISH 1,500,000   $64.31 $96,465,000 History » Related Stories »
BP PLC ADS BP 1,957,019 -3,121,000 $48.19 $94,308,746 History » Related Stories »
SK Telecom Co. ADS SKM 3,175,130 +3,175,130 $29.37 $93,253,569 History » Related Stories »
Applied Materials, Inc. AMAT 4,000,000 -6,686,600 $21.90 $87,600,000 History » Related Stories »
NEWS CORP-A NWSA 4,393,573   $17.46 $76,711,785 History » Related Stories »
McDonalds Corp (CALL) MCD 768,600 +768,600 $94.19 $72,394,434 History » Related Stories »
Iron Mountain, Inc. (CALL) IRM 2,000,000   $35.83 $71,660,000 History » Related Stories »
Sandisk Corp SNDK 711,000 +711,000 $97.68 $69,450,480 History » Related Stories »
COMPUWARE CPWR 6,986,129   $9.12 $63,713,497 History » Related Stories »
CBS CBS 1,000,000 +1,000,000 $60.43 $60,430,000 History » Related Stories »
iShares Russell 2000 Index Fund IWM 524,300 +524,300 $114.95 $60,268,285 History » Related Stories »
Google, Inc. GOOG 100,000 +100,000 $584.49 $58,449,000 History » Related Stories »
Google, Inc. GOOG 100,000 +100,000 $584.49 $58,449,000 History » Related Stories »
SeaWorld Entertainment SEAS 3,046,497 +1,875,000 $18.94 $57,700,654 History » Related Stories »
Family Dollar Stores, Inc. FDO 718,040 -250,000 $79.81 $57,306,773 History » Related Stories »
eBay, Inc. (CALL) EBAY 1,000,000   $53.40 $53,400,000 History » Related Stories »
WPX Energy WPX 1,900,000 +1,900,000 $24.89 $47,291,000 History » Related Stories »
Digital Realty Trust, Inc. (PUT) DLR 650,000 +650,000 $66.94 $43,511,000 History » Related Stories »
Sandisk Corp (CALL) SNDK 439,400 +439,400 $97.68 $42,920,592 History » Related Stories »
American Water Works Company AWK 850,000 +850,000 $49.98 $42,483,000 History » Related Stories »
Eli Lilly & Co. (CALL) LLY 655,100 +655,100 $62.01 $40,622,751 History » Related Stories »
ING U.S. VOYA 1,000,000 +1,000,000 $38.68 $38,680,000 History » Related Stories »
Rayonier Inc. REIT RYN 1,125,000 +1,125,000 $34.01 $38,261,250 History » Related Stories »
Vanguard FTSE Emerging Markets VWO 840,000   $45.23 $37,993,200 History » Related Stories »
Watts Water Technologies Inc. Cl A WTS 605,833 +605,833 $61.08 $37,004,280 History » Related Stories »
KBR KBR 1,645,000 +1,645,000 $21.67 $35,647,150 History » Related Stories »
IMPAX LABORATORIES, Inc. IPXL 1,400,000 +1,400,000 $24.30 $34,020,000 History » Related Stories »
J.C. Penney Co., Inc. JCP 3,250,000   $10.33 $33,572,500 History » Related Stories »
Starwood Hotels & Resorts Worldwide, Inc. HOT 388,000 +388,000 $84.04 $32,607,520 History » Related Stories »
Cerner Corp CERN 553,201 +209,824 $56.65 $31,338,837 History » Related Stories »
Equity One, Inc. EQY 1,300,000 +1,300,000 $23.73 $30,849,000 History » Related Stories »
Ensco CL A ESV 601,424 +601,424 $50.49 $30,365,898 History » Related Stories »
WENDY'S WEN 3,542,547   $8.15 $28,871,759 History » Related Stories »
Liberty Media Holding Corporation Interactive Common Series A LINTA 926,000   $28.93 $26,789,180 History » Related Stories »
Market Vectors ETF Trust Market Vectors Gold Miners GDX 977,602   $26.66 $26,062,870 History » Related Stories »
UnitedHealth Group, Inc. UNH 299,946   $83.43 $25,024,495 History » Related Stories »
McDonalds Corp MCD 250,000 +250,000 $94.19 $23,547,500 History » Related Stories »
Walgreen Company WAG 320,204 +320,204 $62.00 $19,852,648 History » Related Stories »
Grupo Televisa S.A. de C.V. ADS TV 365,000   $37.18 $13,570,700 History » Related Stories »
DUNKIN' BRANDS GRP DNKN 250,000 +250,000 $44.64 $11,160,000 History » Related Stories »
PennyMac Mortgage Investment Trust PMT 500,000   $21.71 $10,855,000 History » Related Stories »
Superior Industries International, Inc. SUP 560,000 +560,000 $19.26 $10,785,600 History » Related Stories »
Community Health Systems, Inc. CYH 199,320 +199,320 $51.48 $10,260,994 History » Related Stories »
Micron Technology, Inc. MU 280,000   $33.30 $9,324,000 History » Related Stories »
ARAMARK Holdings ARMK 229,703 -321,424 $26.54 $6,096,318 History » Related Stories »
Goldcorp, Inc. (CALL) GG 200,000   $28.39 $5,678,000 History » Related Stories »
Centerstate Banks, Inc. CSFL 436,535 +436,535 $10.41 $4,544,330 History » Related Stories »
NORTHEAST BANCORP NBN 317,286   $9.47 $3,004,699 History » Related Stories »
Royal Dutch Shell PLC RYDBF 40,164 -2,867,610 $41.85 $1,680,864 History » Related Stories »
8,286,906 +7,168,906 $0.03 $248,608 History » Related Stories »
1,118,000   $0.03 $33,540 History » Related Stories »
315,000 -803,000 $0.03 $9,450 History » Related Stories »
AutoNation, Inc. AN Liquidated History » Related Stories »
Barclays PLC ADS (PUT) BCS Liquidated History » Related Stories »
Beam, Inc. BEAM Liquidated History » Related Stories »
Enbridge, Inc. ENB Liquidated History » Related Stories »
Exxon Mobil (CALL) XOM Liquidated History » Related Stories »
Exxon Mobil XOM Liquidated History » Related Stories »
Hyatt Hotels H Liquidated History » Related Stories »
MeadWestvaco Corp. MWV Liquidated History » Related Stories »
MGM Resorts International MGM Liquidated History » Related Stories »
Monsanto Company (CALL) MON Liquidated History » Related Stories »
PacWest Bancorp PACW Liquidated History » Related Stories »
Royal Dutch Shell PLC (CALL) RYDBF Liquidated History » Related Stories »
SandRidge Energy SD Liquidated History » Related Stories »
SLM SLM Liquidated History » Related Stories »
S&P DEP RECEIPTS (PUT) SPY Liquidated History » Related Stories »
S&P DEP RECEIPTS SPY Liquidated History » Related Stories »
Suncor Energy, Inc. SU Liquidated History » Related Stories »
TESLA MTRS TSLA Liquidated History » Related Stories »
TESLA MTRS (PUT) TSLA Liquidated History » Related Stories »