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Highfields Capital's Portfolio

Company Ticker # of Shares Change Price Value  
DIRECTV DTV 10,637,261 +2,818,920 $85.33 $907,677,482 History » Related Stories »
Franklin Resources, Inc. BEN 14,233,345   $54.92 $781,695,308 History » Related Stories »
Intercontinental Exchange Group, Inc. ICE 3,802,777 +304,600 $203.81 $775,043,981 History » Related Stories »
Canadian Natural Resources Ltd CNQ 18,644,668 -2,700,000 $34.41 $641,563,026 History » Related Stories »
Monsanto Company MON 5,247,800 +1,586,800 $114.21 $599,351,238 History » Related Stories »
Air Products & Chemicals, Inc. APD 3,832,604 +1,000,000 $134.17 $514,220,479 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 $35.24 $380,783,283 History » Related Stories »
Microsoft Corp MSFT 7,947,747   $46.12 $366,550,092 History » Related Stories »
Teva Pharmaceutical Industries TEVA 6,187,000 +187,000 $56.50 $349,565,500 History » Related Stories »
Ashland, Inc. ASH 2,694,388   $106.79 $287,733,695 History » Related Stories »
tw telecom inc. Class A TWTC 6,756,587 +1,930,000 $41.83 $282,628,035 History » Related Stories »
Eli Lilly & Co. LLY 4,000,000 +4,000,000 $66.68 $266,720,000 History » Related Stories »
American International Group, Inc. AIG 4,950,000 -1,500,000 $53.04 $262,548,000 History » Related Stories »
Broadcom Corp BRCM 6,105,619 -250,000 $40.54 $247,521,795 History » Related Stories »
eBay, Inc. EBAY 4,700,000 +700,000 $51.87 $243,789,000 History » Related Stories »
Time Warner, Inc. TWX 2,858,645 +300,000 $79.98 $228,634,428 History » Related Stories »
Fidelity National Financial, Inc. FNF 7,200,000   $29.05 $209,160,000 History » Related Stories »
Hertz Global Holdings HTZ 9,285,000 +9,285,000 $21.79 $202,320,150 History » Related Stories »
Tim Hortons THI 2,290,956   $80.39 $184,169,953 History » Related Stories »
Anadarko Petroleum Corp. APC 2,029,766 -650,000 $90.13 $182,942,810 History » Related Stories »
MONDELEZ INT-A MDLZ 5,184,538   $35.15 $182,236,511 History » Related Stories »
Nordstrom, Inc. JWN 2,479,497 -162,000 $72.72 $180,309,022 History » Related Stories »
Goldman Sachs Group, Inc. GS 960,000 +960,000 $186.73 $179,260,800 History » Related Stories »
Citigroup, Inc. C 3,080,500   $53.24 $164,005,820 History » Related Stories »
Qualcomm, Inc. QCOM 2,025,000 -600,000 $77.51 $156,957,750 History » Related Stories »
MetLife, Inc. MET 2,790,000 -502,076 $53.06 $148,037,400 History » Related Stories »
Dollar Tree, Inc. DLTR 2,450,677   $59.56 $145,962,323 History » Related Stories »
YPF S.A. ADS YPF 3,838,069 -200,000 $32.83 $126,003,806 History » Related Stories »
Allergan, Inc. AGN 629,043 -885,957 $188.16 $118,360,731 History » Related Stories »
iShares Russell 2000 Growth ET IWO 840,000   $135.68 $113,971,200 History » Related Stories »
Vodafone Group PLC VOD 3,338,282 +500,000 $33.00 $110,163,306 History » Related Stories »
Ocwen Financial Corp. OCN 4,614,000 +3,569,000 $23.62 $108,982,680 History » Related Stories »
Applied Materials, Inc. (CALL) AMAT 5,000,000 +3,000,000 $21.33 $106,650,000 History » Related Stories »
FOSSIL GROUP FOSL 1,050,000 +300,000 $100.76 $105,798,000 History » Related Stories »
AstraZeneca PLC ADS AZN 1,395,000 +1,395,000 $72.63 $101,318,850 History » Related Stories »
Ralph Lauren Corp RL 574,900 +418,900 $166.56 $95,755,344 History » Related Stories »
DISH Network Corp. DISH 1,500,000   $62.19 $93,285,000 History » Related Stories »
Barrick Gold Corp. (CALL) ABX 7,314,900   $12.51 $91,509,399 History » Related Stories »
SK Telecom Co. ADS SKM 3,175,130 +3,175,130 $28.50 $90,491,205 History » Related Stories »
Applied Materials, Inc. AMAT 4,000,000 -6,686,600 $21.33 $85,320,000 History » Related Stories »
BP PLC ADS BP 1,957,019 -3,121,000 $43.18 $84,504,081 History » Related Stories »
McDonalds Corp (CALL) MCD 768,600 +768,600 $93.18 $71,618,148 History » Related Stories »
COMPUWARE CPWR 6,986,129   $10.10 $70,559,903 History » Related Stories »
Iron Mountain, Inc. (CALL) IRM 2,000,000   $35.24 $70,480,000 History » Related Stories »
NEWS CORP-A NWSA 4,393,573   $15.59 $68,495,804 History » Related Stories »
LIBERTY INTER-A LVNTA 1,914,808 +957,404 $33.53 $64,203,513 History » Related Stories »
Sandisk Corp SNDK 711,000 +711,000 $90.20 $64,132,200 History » Related Stories »
iShares Russell 2000 Index Fund IWM 524,300 +524,300 $114.98 $60,284,014 History » Related Stories »
SeaWorld Entertainment SEAS 3,046,497 +1,875,000 $18.76 $57,152,284 History » Related Stories »
Family Dollar Stores, Inc. FDO 718,040 -250,000 $78.02 $56,021,481 History » Related Stories »
Google, Inc. GOOG 100,000 +100,000 $551.24 $55,124,000 History » Related Stories »
Google, Inc. GOOG 100,000 +100,000 $551.24 $55,124,000 History » Related Stories »
CBS CBS 1,000,000 +1,000,000 $53.91 $53,910,000 History » Related Stories »
eBay, Inc. (CALL) EBAY 1,000,000   $51.87 $51,870,000 History » Related Stories »
American Water Works Company AWK 850,000 +850,000 $52.95 $45,007,500 History » Related Stories »
Digital Realty Trust, Inc. (PUT) DLR 650,000 +650,000 $67.66 $43,979,000 History » Related Stories »
Eli Lilly & Co. (CALL) LLY 655,100 +655,100 $66.68 $43,682,068 History » Related Stories »
IMPAX LABORATORIES, Inc. IPXL 1,400,000 +1,400,000 $28.53 $39,942,000 History » Related Stories »
Sandisk Corp (CALL) SNDK 439,400 +439,400 $90.20 $39,633,880 History » Related Stories »
ING U.S. VOYA 1,000,000 +1,000,000 $38.64 $38,640,000 History » Related Stories »
Rayonier Inc. REIT RYN 1,125,000 +1,125,000 $33.15 $37,293,750 History » Related Stories »
Watts Water Technologies Inc. Cl A WTS 605,833 +605,833 $61.38 $37,186,030 History » Related Stories »
Vanguard FTSE Emerging Markets VWO 840,000   $42.38 $35,599,200 History » Related Stories »
WPX Energy WPX 1,900,000 +1,900,000 $18.58 $35,302,000 History » Related Stories »
Cerner Corp CERN 553,201 +209,824 $62.58 $34,619,319 History » Related Stories »
KBR KBR 1,645,000 +1,645,000 $18.91 $31,106,950 History » Related Stories »
Equity One, Inc. EQY 1,300,000 +1,300,000 $23.49 $30,537,000 History » Related Stories »
Starwood Hotels & Resorts Worldwide, Inc. HOT 388,000 +388,000 $77.26 $29,976,880 History » Related Stories »
WENDY'S WEN 3,542,547   $8.01 $28,375,802 History » Related Stories »
UnitedHealth Group, Inc. UNH 299,946   $93.81 $28,137,935 History » Related Stories »
Liberty Media Holding Corporation Interactive Common Series A LINTA 926,000   $29.92 $27,705,920 History » Related Stories »
J.C. Penney Co., Inc. JCP 3,250,000   $7.60 $24,700,000 History » Related Stories »
Ensco CL A ESV 601,424 +601,424 $40.09 $24,111,089 History » Related Stories »
McDonalds Corp MCD 250,000 +250,000 $93.18 $23,295,000 History » Related Stories »
Walgreen Company WAG 320,204 +320,204 $62.79 $20,105,610 History » Related Stories »
Market Vectors ETF Trust Market Vectors Gold Miners GDX 977,602   $18.62 $18,202,950 History » Related Stories »
Grupo Televisa S.A. de C.V. ADS TV 365,000   $35.26 $12,869,900 History » Related Stories »
DUNKIN' BRANDS GRP DNKN 250,000 +250,000 $45.91 $11,477,500 History » Related Stories »
PennyMac Mortgage Investment Trust PMT 500,000   $21.53 $10,765,000 History » Related Stories »
Superior Industries International, Inc. SUP 560,000 +560,000 $19.13 $10,712,800 History » Related Stories »
Community Health Systems, Inc. CYH 199,320 +199,320 $53.03 $10,569,940 History » Related Stories »
Micron Technology, Inc. MU 280,000   $31.76 $8,892,800 History » Related Stories »
ARAMARK Holdings ARMK 229,703 -321,424 $27.81 $6,388,041 History » Related Stories »
Centerstate Banks, Inc. CSFL 436,535 +436,535 $11.51 $5,024,518 History » Related Stories »
Goldcorp, Inc. (CALL) GG 200,000   $19.21 $3,842,000 History » Related Stories »
NORTHEAST BANCORP NBN 317,286   $8.90 $2,823,846 History » Related Stories »
Royal Dutch Shell PLC RYDBF 40,164 -2,867,610 $36.65 $1,472,011 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 »