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Highfields Capital's Portfolio

Company Ticker # of Shares Change Price Value  
DIRECTV DTV 10,637,261 +2,818,920 $86.71 $922,356,902 History » Related Stories »
Franklin Resources, Inc. BEN 14,233,345   $56.60 $805,607,327 History » Related Stories »
Canadian Natural Resources Ltd CNQ 18,644,668 -2,700,000 $42.25 $787,737,223 History » Related Stories »
Intercontinental Exchange Group, Inc. ICE 3,802,777 +304,600 $188.30 $716,062,910 History » Related Stories »
Monsanto Company MON 5,247,800 +1,586,800 $114.94 $603,182,132 History » Related Stories »
Air Products & Chemicals, Inc. APD 3,832,604 +1,000,000 $132.29 $507,015,184 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 $36.09 $389,967,897 History » Related Stories »
Microsoft Corp MSFT 7,947,747   $45.09 $358,363,913 History » Related Stories »
Teva Pharmaceutical Industries TEVA 6,187,000 +187,000 $52.14 $322,590,180 History » Related Stories »
Ashland, Inc. ASH 2,694,388   $107.95 $290,859,185 History » Related Stories »
tw telecom inc. Class A TWTC 6,756,587 +1,930,000 $41.01 $277,087,633 History » Related Stories »
American International Group, Inc. AIG 4,950,000 -1,500,000 $55.80 $276,210,000 History » Related Stories »
Hertz Global Holdings HTZ 9,285,000 +9,285,000 $29.10 $270,193,500 History » Related Stories »
eBay, Inc. EBAY 4,700,000 +700,000 $54.88 $257,936,000 History » Related Stories »
Eli Lilly & Co. LLY 4,000,000 +4,000,000 $63.68 $254,720,000 History » Related Stories »
Broadcom Corp BRCM 6,105,619 -250,000 $39.35 $240,256,108 History » Related Stories »
Anadarko Petroleum Corp. APC 2,029,766 -650,000 $111.57 $226,460,993 History » Related Stories »
Time Warner, Inc. TWX 2,858,645 +300,000 $77.32 $221,030,432 History » Related Stories »
Fidelity National Financial, Inc. FNF 7,200,000   $28.14 $202,608,000 History » Related Stories »
Tim Hortons THI 2,290,956   $81.56 $186,850,372 History » Related Stories »
MONDELEZ INT-A MDLZ 5,184,538   $35.74 $185,295,389 History » Related Stories »
Goldman Sachs Group, Inc. GS 960,000 +960,000 $179.77 $172,579,200 History » Related Stories »
Nordstrom, Inc. JWN 2,479,497 -162,000 $69.15 $171,457,218 History » Related Stories »
Citigroup, Inc. C 3,080,500   $51.96 $160,062,780 History » Related Stories »
MetLife, Inc. MET 2,790,000 -502,076 $55.34 $154,398,600 History » Related Stories »
Qualcomm, Inc. QCOM 2,025,000 -600,000 $75.06 $151,996,500 History » Related Stories »
Dollar Tree, Inc. DLTR 2,450,677   $54.46 $133,463,870 History » Related Stories »
Barrick Gold Corp. (CALL) ABX 7,314,900   $17.86 $130,644,114 History » Related Stories »
Ocwen Financial Corp. OCN 4,614,000 +3,569,000 $28.20 $130,114,800 History » Related Stories »
YPF S.A. ADS YPF 3,838,069 -200,000 $33.71 $129,381,306 History » Related Stories »
iShares Russell 2000 Growth ET IWO 840,000   $137.78 $115,735,200 History » Related Stories »
Applied Materials, Inc. (CALL) AMAT 5,000,000 +3,000,000 $22.93 $114,650,000 History » Related Stories »
Vodafone Group PLC VOD 3,338,282 +500,000 $34.32 $114,569,839 History » Related Stories »
FOSSIL GROUP FOSL 1,050,000 +300,000 $101.91 $107,005,500 History » Related Stories »
Allergan, Inc. AGN 629,043 -885,957 $166.45 $104,704,208 History » Related Stories »
AstraZeneca PLC ADS AZN 1,395,000 +1,395,000 $74.64 $104,122,800 History » Related Stories »
DISH Network Corp. DISH 1,500,000   $66.00 $99,000,000 History » Related Stories »
SK Telecom Co. ADS SKM 3,175,130 +3,175,130 $30.87 $98,016,264 History » Related Stories »
Ralph Lauren Corp RL 574,900 +418,900 $169.81 $97,623,769 History » Related Stories »
BP PLC ADS BP 1,957,019 -3,121,000 $47.20 $92,371,297 History » Related Stories »
Applied Materials, Inc. AMAT 4,000,000 -6,686,600 $22.93 $91,720,000 History » Related Stories »
NEWS CORP-A NWSA 4,393,573   $17.43 $76,579,978 History » Related Stories »
LIBERTY INTER-A LVNTA 1,914,808 +957,404 $39.04 $74,754,105 History » Related Stories »
COMPUWARE CPWR 6,986,129   $10.59 $73,983,107 History » Related Stories »
Iron Mountain, Inc. (CALL) IRM 2,000,000   $36.09 $72,180,000 History » Related Stories »
McDonalds Corp (CALL) MCD 768,600 +768,600 $92.80 $71,326,080 History » Related Stories »
Sandisk Corp SNDK 711,000 +711,000 $95.64 $68,000,040 History » Related Stories »
SeaWorld Entertainment SEAS 3,046,497 +1,875,000 $20.51 $62,483,654 History » Related Stories »
iShares Russell 2000 Index Fund IWM 524,300 +524,300 $117.20 $61,447,960 History » Related Stories »
CBS CBS 1,000,000 +1,000,000 $58.83 $58,830,000 History » Related Stories »
Google, Inc. GOOG 100,000 +100,000 $577.33 $57,733,000 History » Related Stories »
Google, Inc. GOOG 100,000 +100,000 $577.33 $57,733,000 History » Related Stories »
Family Dollar Stores, Inc. FDO 718,040 -250,000 $80.22 $57,601,169 History » Related Stories »
eBay, Inc. (CALL) EBAY 1,000,000   $54.88 $54,880,000 History » Related Stories »
WPX Energy WPX 1,900,000 +1,900,000 $26.24 $49,856,000 History » Related Stories »
American Water Works Company AWK 850,000 +850,000 $50.14 $42,619,000 History » Related Stories »
Digital Realty Trust, Inc. (PUT) DLR 650,000 +650,000 $65.53 $42,594,500 History » Related Stories »
Sandisk Corp (CALL) SNDK 439,400 +439,400 $95.64 $42,024,216 History » Related Stories »
Eli Lilly & Co. (CALL) LLY 655,100 +655,100 $63.68 $41,716,768 History » Related Stories »
ING U.S. VOYA 1,000,000 +1,000,000 $39.37 $39,370,000 History » Related Stories »
Watts Water Technologies Inc. Cl A WTS 605,833 +605,833 $63.85 $38,682,438 History » Related Stories »
Rayonier Inc. REIT RYN 1,125,000 +1,125,000 $34.30 $38,587,500 History » Related Stories »
Vanguard FTSE Emerging Markets VWO 840,000   $45.49 $38,211,600 History » Related Stories »
KBR KBR 1,645,000 +1,645,000 $21.95 $36,107,750 History » Related Stories »
IMPAX LABORATORIES, Inc. IPXL 1,400,000 +1,400,000 $25.02 $35,028,000 History » Related Stories »
J.C. Penney Co., Inc. JCP 3,250,000   $10.54 $34,255,000 History » Related Stories »
Starwood Hotels & Resorts Worldwide, Inc. HOT 388,000 +388,000 $84.20 $32,669,600 History » Related Stories »
Cerner Corp CERN 553,201 +209,824 $58.06 $32,118,851 History » Related Stories »
Equity One, Inc. EQY 1,300,000 +1,300,000 $23.74 $30,862,000 History » Related Stories »
Ensco CL A ESV 601,424 +601,424 $48.93 $29,427,677 History » Related Stories »
WENDY'S WEN 3,542,547   $8.08 $28,623,780 History » Related Stories »
Liberty Media Holding Corporation Interactive Common Series A LINTA 926,000   $29.65 $27,455,900 History » Related Stories »
UnitedHealth Group, Inc. UNH 299,946   $86.39 $25,912,335 History » Related Stories »
Market Vectors ETF Trust Market Vectors Gold Miners GDX 977,602   $25.81 $25,231,908 History » Related Stories »
McDonalds Corp MCD 250,000 +250,000 $92.80 $23,200,000 History » Related Stories »
Walgreen Company WAG 320,204 +320,204 $60.01 $19,215,443 History » Related Stories »
Grupo Televisa S.A. de C.V. ADS TV 365,000   $37.21 $13,581,650 History » Related Stories »
Superior Industries International, Inc. SUP 560,000 +560,000 $19.88 $11,132,800 History » Related Stories »
DUNKIN' BRANDS GRP DNKN 250,000 +250,000 $43.96 $10,990,000 History » Related Stories »
PennyMac Mortgage Investment Trust PMT 500,000   $21.96 $10,980,000 History » Related Stories »
Community Health Systems, Inc. CYH 199,320 +199,320 $54.07 $10,777,233 History » Related Stories »
Micron Technology, Inc. MU 280,000   $31.51 $8,822,800 History » Related Stories »
ARAMARK Holdings ARMK 229,703 -321,424 $26.00 $5,972,278 History » Related Stories »
Goldcorp, Inc. (CALL) GG 200,000   $26.73 $5,346,000 History » Related Stories »
Centerstate Banks, Inc. CSFL 436,535 +436,535 $10.50 $4,583,618 History » Related Stories »
NORTHEAST BANCORP NBN 317,286   $9.46 $3,001,526 History » Related Stories »
Royal Dutch Shell PLC RYDBF 40,164 -2,867,610 $41.88 $1,682,069 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 »