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Highfields Capital's Portfolio

Company Ticker # of Shares Change Price Value  
DIRECTV DTV 10,637,261 +2,818,920 $87.72 $933,100,535 History » Related Stories »
Franklin Resources, Inc. BEN 14,233,345   $55.81 $794,362,985 History » Related Stories »
Intercontinental Exchange Group, Inc. ICE 3,802,777 +304,600 $203.80 $775,005,953 History » Related Stories »
Canadian Natural Resources Ltd CNQ 18,644,668 -2,700,000 $40.34 $752,125,908 History » Related Stories »
Monsanto Company MON 5,247,800 +1,586,800 $115.11 $604,074,258 History » Related Stories »
Air Products & Chemicals, Inc. APD 3,832,604 +1,000,000 $134.50 $515,485,238 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 $35.65 $385,213,509 History » Related Stories »
Microsoft Corp MSFT 7,947,747   $47.52 $377,676,938 History » Related Stories »
Teva Pharmaceutical Industries TEVA 6,187,000 +187,000 $52.16 $322,713,920 History » Related Stories »
Ashland, Inc. ASH 2,694,388   $107.91 $290,751,410 History » Related Stories »
tw telecom inc. Class A TWTC 6,756,587 +1,930,000 $42.69 $288,438,700 History » Related Stories »
American International Group, Inc. AIG 4,950,000 -1,500,000 $55.24 $273,438,000 History » Related Stories »
Eli Lilly & Co. LLY 4,000,000 +4,000,000 $66.53 $266,120,000 History » Related Stories »
Hertz Global Holdings HTZ 9,285,000 +9,285,000 $27.90 $259,051,500 History » Related Stories »
Broadcom Corp BRCM 6,105,619 -250,000 $40.89 $249,658,761 History » Related Stories »
eBay, Inc. EBAY 4,700,000 +700,000 $52.40 $246,280,000 History » Related Stories »
Time Warner, Inc. TWX 2,858,645 +300,000 $77.80 $222,402,581 History » Related Stories »
Anadarko Petroleum Corp. APC 2,029,766 -650,000 $105.13 $213,389,300 History » Related Stories »
Fidelity National Financial, Inc. FNF 7,200,000   $27.78 $200,016,000 History » Related Stories »
MONDELEZ INT-A MDLZ 5,184,538   $35.67 $184,932,471 History » Related Stories »
Tim Hortons THI 2,290,956   $80.59 $184,628,145 History » Related Stories »
Goldman Sachs Group, Inc. GS 960,000 +960,000 $186.20 $178,752,000 History » Related Stories »
Nordstrom, Inc. JWN 2,479,497 -162,000 $69.38 $172,027,502 History » Related Stories »
Citigroup, Inc. C 3,080,500   $53.48 $164,745,140 History » Related Stories »
MetLife, Inc. MET 2,790,000 -502,076 $55.97 $156,156,300 History » Related Stories »
Qualcomm, Inc. QCOM 2,025,000 -600,000 $75.53 $152,948,250 History » Related Stories »
YPF S.A. ADS YPF 3,838,069 -200,000 $36.51 $140,127,900 History » Related Stories »
Dollar Tree, Inc. DLTR 2,450,677   $57.01 $139,713,096 History » Related Stories »
Ocwen Financial Corp. OCN 4,614,000 +3,569,000 $28.04 $129,376,560 History » Related Stories »
Barrick Gold Corp. (CALL) ABX 7,314,900   $15.65 $114,478,185 History » Related Stories »
Applied Materials, Inc. (CALL) AMAT 5,000,000 +3,000,000 $22.55 $112,750,000 History » Related Stories »
iShares Russell 2000 Growth ET IWO 840,000   $134.19 $112,719,600 History » Related Stories »
Vodafone Group PLC VOD 3,338,282 +500,000 $33.13 $110,597,283 History » Related Stories »
Allergan, Inc. AGN 629,043 -885,957 $168.21 $105,811,324 History » Related Stories »
AstraZeneca PLC ADS AZN 1,395,000 +1,395,000 $74.72 $104,234,400 History » Related Stories »
FOSSIL GROUP FOSL 1,050,000 +300,000 $97.32 $102,186,000 History » Related Stories »
SK Telecom Co. ADS SKM 3,175,130 +3,175,130 $31.17 $98,968,803 History » Related Stories »
Ralph Lauren Corp RL 574,900 +418,900 $171.98 $98,871,302 History » Related Stories »
DISH Network Corp. DISH 1,500,000   $64.98 $97,470,000 History » Related Stories »
BP PLC ADS BP 1,957,019 -3,121,000 $46.46 $90,923,103 History » Related Stories »
Applied Materials, Inc. AMAT 4,000,000 -6,686,600 $22.55 $90,200,000 History » Related Stories »
NEWS CORP-A NWSA 4,393,573   $17.22 $75,657,328 History » Related Stories »
COMPUWARE CPWR 6,986,129   $10.70 $74,751,581 History » Related Stories »
McDonalds Corp (CALL) MCD 768,600 +768,600 $94.36 $72,525,096 History » Related Stories »
LIBERTY INTER-A LVNTA 1,914,808 +957,404 $37.85 $72,475,483 History » Related Stories »
Sandisk Corp SNDK 711,000 +711,000 $101.12 $71,896,320 History » Related Stories »
Iron Mountain, Inc. (CALL) IRM 2,000,000   $35.65 $71,300,000 History » Related Stories »
SeaWorld Entertainment SEAS 3,046,497 +1,875,000 $20.57 $62,666,444 History » Related Stories »
iShares Russell 2000 Index Fund IWM 524,300 +524,300 $113.97 $59,754,471 History » Related Stories »
Google, Inc. GOOG 100,000 +100,000 $596.08 $59,608,000 History » Related Stories »
Google, Inc. GOOG 100,000 +100,000 $596.08 $59,608,000 History » Related Stories »
Family Dollar Stores, Inc. FDO 718,040 -250,000 $78.76 $56,552,831 History » Related Stories »
CBS CBS 1,000,000 +1,000,000 $55.91 $55,910,000 History » Related Stories »
eBay, Inc. (CALL) EBAY 1,000,000   $52.40 $52,400,000 History » Related Stories »
WPX Energy WPX 1,900,000 +1,900,000 $25.40 $48,260,000 History » Related Stories »
Sandisk Corp (CALL) SNDK 439,400 +439,400 $101.12 $44,432,128 History » Related Stories »
Eli Lilly & Co. (CALL) LLY 655,100 +655,100 $66.53 $43,583,803 History » Related Stories »
American Water Works Company AWK 850,000 +850,000 $49.25 $41,862,500 History » Related Stories »
Digital Realty Trust, Inc. (PUT) DLR 650,000 +650,000 $62.96 $40,924,000 History » Related Stories »
ING U.S. VOYA 1,000,000 +1,000,000 $39.70 $39,700,000 History » Related Stories »
Watts Water Technologies Inc. Cl A WTS 605,833 +605,833 $63.80 $38,652,146 History » Related Stories »
Vanguard FTSE Emerging Markets VWO 840,000   $43.97 $36,934,800 History » Related Stories »
Rayonier Inc. REIT RYN 1,125,000 +1,125,000 $31.90 $35,887,500 History » Related Stories »
IMPAX LABORATORIES, Inc. IPXL 1,400,000 +1,400,000 $24.53 $34,342,000 History » Related Stories »
KBR KBR 1,645,000 +1,645,000 $20.34 $33,459,300 History » Related Stories »
J.C. Penney Co., Inc. JCP 3,250,000   $10.23 $33,247,500 History » Related Stories »
Starwood Hotels & Resorts Worldwide, Inc. HOT 388,000 +388,000 $84.28 $32,700,640 History » Related Stories »
Cerner Corp CERN 553,201 +209,824 $58.52 $32,373,323 History » Related Stories »
WENDY'S WEN 3,542,547   $8.43 $29,863,672 History » Related Stories »
Equity One, Inc. EQY 1,300,000 +1,300,000 $22.23 $28,899,000 History » Related Stories »
Liberty Media Holding Corporation Interactive Common Series A LINTA 926,000   $28.99 $26,844,740 History » Related Stories »
Ensco CL A ESV 601,424 +601,424 $44.50 $26,763,368 History » Related Stories »
UnitedHealth Group, Inc. UNH 299,946   $87.80 $26,335,259 History » Related Stories »
McDonalds Corp MCD 250,000 +250,000 $94.36 $23,590,000 History » Related Stories »
Market Vectors ETF Trust Market Vectors Gold Miners GDX 977,602   $22.66 $22,152,462 History » Related Stories »
Walgreen Company WAG 320,204 +320,204 $62.88 $20,134,428 History » Related Stories »
Grupo Televisa S.A. de C.V. ADS TV 365,000   $35.31 $12,888,150 History » Related Stories »
Community Health Systems, Inc. CYH 199,320 +199,320 $57.45 $11,450,934 History » Related Stories »
DUNKIN' BRANDS GRP DNKN 250,000 +250,000 $45.23 $11,307,500 History » Related Stories »
PennyMac Mortgage Investment Trust PMT 500,000   $21.73 $10,865,000 History » Related Stories »
Superior Industries International, Inc. SUP 560,000 +560,000 $18.34 $10,270,400 History » Related Stories »
Micron Technology, Inc. MU 280,000   $31.63 $8,856,400 History » Related Stories »
ARAMARK Holdings ARMK 229,703 -321,424 $27.40 $6,293,863 History » Related Stories »
Goldcorp, Inc. (CALL) GG 200,000   $23.68 $4,736,000 History » Related Stories »
Centerstate Banks, Inc. CSFL 436,535 +436,535 $10.67 $4,657,829 History » Related Stories »
NORTHEAST BANCORP NBN 317,286   $9.45 $2,998,353 History » Related Stories »
Royal Dutch Shell PLC RYDBF 40,164 -2,867,610 $40.80 $1,638,692 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 »