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Highfields Capital's Portfolio

Company Ticker # of Shares Change Price Value  
DirecTV DTV 12,137,261 +1,500,000 $85.32 $1,035,551,109 History » Related Stories »
IntercontinentalExchange Inc. ICE 3,802,777   $231.98 $882,168,209 History » Related Stories »
Franklin Resources BEN 15,250,597 +1,017,252 $51.08 $779,000,495 History » Related Stories »
CBS Corp. CBS 9,602,261 +7,750,000 $61.21 $587,754,396 History » Related Stories »
Monsanto Company MON 4,360,800 -687,956 $112.73 $491,592,984 History » Related Stories »
McGraw Hill Financial MHP 8,698,951   $55.93 $486,532,330 History » Related Stories »
Air Products & Chemicals Inc APD 2,987,708 -994,152 $152.75 $456,372,397 History » Related Stories »
Dollar Tree DLTR 5,271,577 -3,188,375 $81.72 $430,793,273 History » Related Stories »
eBay Inc. EBAY 6,550,000 +1,850,000 $57.63 $377,476,500 History » Related Stories »
Anadarko Petroleum Corp APC 4,009,766 +3,030,000 $82.19 $329,562,668 History » Related Stories »
Microsoft Corp. MSFT 7,947,747   $40.97 $325,619,195 History » Related Stories »
TEVA PHARMACEUTICAL INDUSTRIES TEVA 5,085,905 -1,287,095 $61.98 $315,224,392 History » Related Stories »
ENBRIDGE, Inc. ENB 6,080,326 -220,800 $48.48 $294,774,205 History » Related Stories »
Iron Mountain Incorporated IRM 6,396,257 -8,975,469 $36.64 $234,358,857 History » Related Stories »
Family Dollar Stores FDO 2,718,040   $79.45 $215,948,278 History » Related Stories »
Allergan Inc AGN 862,059 -107,603 $240.22 $207,083,813 History » Related Stories »
Lilly (Eli) & Co. LLY 2,708,800 +1,808,800 $73.58 $199,313,504 History » Related Stories »
HERTZ GLOBAL HOLDINGS, Inc. HTZ 9,184,231 -4,798,296 $20.83 $191,307,532 History » Related Stories »
Time Warner Inc. TWX 2,110,991 -688,273 $85.11 $179,666,445 History » Related Stories »
FIDELITY NATIONAL FINANCIAL, INC. CLASS A COMMON STOCK FNF 4,400,457 +432,299 $36.17 $159,164,530 History » Related Stories »
Dow Chemical DOW 3,200,000 +3,200,000 $47.76 $152,832,000 History » Related Stories »
Covidien plc COV 1,379,000 +250,000 $106.71 $147,153,090 History » Related Stories »
ISHARES RUSSELL 2000 GROWTH ETF IWO 840,000   $150.05 $126,042,000 History » Related Stories »
SK TELECOM CO., LTD. SPONSORED SKM 4,428,689   $28.08 $124,357,588 History » Related Stories »
Royal Dutch Shell PLC RYDBF 3,655,164 +2,815,000 $32.14 $117,476,971 History » Related Stories »
VODAFONE GRP SP ADR VOD 3,338,282   $33.46 $111,698,916 History » Related Stories »
FIDELITY NATIONAL FINANCIAL, INC. CLASS A COMMON STOCK FNF 3,014,710 -953,448 $36.17 $109,042,061 History » Related Stories »
GOOGLE-C GOOG 194,000 +94,000 $548.34 $106,377,960 History » Related Stories »
GOOGLE-C GOOG 193,000 +93,000 $548.34 $105,829,620 History » Related Stories »
Applied Materials Inc AMAT 4,000,000   $22.83 $91,320,000 History » Related Stories »
BARRICK GOLD CORP. (CALL) ABX 7,314,900   $11.29 $82,585,221 History » Related Stories »
McDonald's Corp. MCD 768,508 +518,508 $96.96 $74,514,536 History » Related Stories »
YPF SOCIEDAD ANONIMA YPF 2,605,719 -512,350 $27.89 $72,673,503 History » Related Stories »
OCWEN FINANCIAL CORPORATION OCN 8,784,411 +110,411 $8.13 $71,417,262 History » Related Stories »
News Corporation NWSA 4,393,573   $16.15 $70,956,204 History » Related Stories »
IMPAX LABORATORIES, Inc. IPXL 1,400,000   $45.74 $64,036,000 History » Related Stories »
Starwood Hotels & Resorts HOT 675,000 -1,358,000 $85.23 $57,530,250 History » Related Stories »
Polo Ralph Lauren Corp. RL 382,308 -192,592 $131.22 $50,166,456 History » Related Stories »
SEAWORLD ENTERTAINMENT, Inc. SEAS 2,411,594 -108,811 $19.51 $47,050,199 History » Related Stories »
Liberty Media Holding Corporation Interactive Common Series A LINTA 1,551,000 +625,000 $29.92 $46,405,920 History » Related Stories »
AMERICAN WATER WORKS COMPANY, Inc. AWK 850,000   $54.10 $45,985,000 History » Related Stories »
Lilly (Eli) & Co. (CALL) LLY 550,000 -105,100 $73.58 $40,469,000 History » Related Stories »
WATTS WATER TECHNOLOGIES, INC. CLASS A WTS 675,000   $54.25 $36,618,750 History » Related Stories »
United Health Group Inc. UNH 299,946   $118.01 $35,396,628 History » Related Stories »
EQUITY ONE, Inc. EQY 1,300,000   $26.51 $34,463,000 History » Related Stories »
VANGUARD FTSE EMERGING MARKETS ETF VWO 840,000   $40.08 $33,667,200 History » Related Stories »
Citigroup Inc. C 615,500 -455,000 $51.00 $31,390,500 History » Related Stories »
RAYONIER, Inc. RYN 1,125,000   $27.00 $30,375,000 History » Related Stories »
Cerner CERN 389,952   $73.28 $28,575,683 History » Related Stories »
QUALCOMM Inc. QCOM 400,000   $67.03 $26,812,000 History » Related Stories »
Conmed Corp CNMD 490,000   $50.36 $24,676,400 History » Related Stories »
KBR, Inc. KBR 1,645,000   $14.26 $23,457,700 History » Related Stories »
Applied Materials Inc (CALL) AMAT 1,000,000   $22.83 $22,830,000 History » Related Stories »
GRUPO TELEVISA S.A. TV 680,200 +315,200 $33.10 $22,514,620 History » Related Stories »
ENBRIDGE, Inc. (CALL) ENB 457,200   $48.48 $22,165,056 History » Related Stories »
WPX ENERGY, Inc. WPX 1,900,000   $10.70 $20,330,000 History » Related Stories »
MARKET VECTORS GOLD MINERS ETF GDX 977,602   $18.84 $18,418,022 History » Related Stories »
BP P.L.C. BP 444,232   $39.61 $17,596,030 History » Related Stories »
TESLA MTRS TSLA 91,296 +91,296 $185.00 $16,889,760 History » Related Stories »
Ensco plc ESV 732,000   $21.28 $15,576,960 History » Related Stories »
Zoetis ZTS 252,000 +252,000 $46.22 $11,647,440 History » Related Stories »
SUPERIOR INDUSTRIES INTERNATIONAL, Inc. SUP 560,000   $19.16 $10,729,600 History » Related Stories »
PENNYMAC MORTGAGE TRUST PMT 500,000   $21.44 $10,720,000 History » Related Stories »
COMMUNITY HEALTH S. CYH 199,320   $51.73 $10,310,824 History » Related Stories »
PACKAGING CORP OF AMERICA PKG 117,500   $77.79 $9,140,325 History » Related Stories »
VISTEON CORPORATION VC 75,000 +75,000 $95.90 $7,192,500 History » Related Stories »
VALE S.A. (CALL) VALE 1,000,000   $5.67 $5,670,000 History » Related Stories »
LIBERTY INTER-A LVNTA 131,649 +131,649 $41.56 $5,471,333 History » Related Stories »
GOLDCORP, Inc. (CALL) GG 200,000   $18.43 $3,686,000 History » Related Stories »
10,823,883 +10,323,883 $0.03 $324,717 History » Related Stories »
9,286,906 +8,786,906 $0.03 $278,608 History » Related Stories »
3,075,204 +2,575,204 $0.03 $92,257 History » Related Stories »
1,080,000 +580,000 $0.03 $32,400 History » Related Stories »
979,835 +479,835 $0.03 $29,396 History » Related Stories »
500,000   $0.03 $15,000 History » Related Stories »
Air Products & Chemicals Inc (CALL) APD Liquidated History » Related Stories »
BABY AL BABA Liquidated History » Related Stories »
American International Group, Inc. AIG Liquidated History » Related Stories »
ARAMARK ARMK Liquidated History » Related Stories »
ASHLAND, Inc. ASH Liquidated History » Related Stories »
BERRY PLASTICS GROUP, Inc. BERY Liquidated History » Related Stories »
CANADIAN NATURAL RESOURCES LIMITED CNQ Liquidated History » Related Stories »
Coca-Cola Enterprises CCE Liquidated History » Related Stories »
COMPUWARE CPWR Liquidated History » Related Stories »
DUNKIN' BRANDS GRP DNKN Liquidated History » Related Stories »
Fossil, Inc. FOSL Liquidated History » Related Stories »
Goldman Sachs Group GS Liquidated History » Related Stories »
MGM RESORTS INTERNATIONAL MGM Liquidated History » Related Stories »
Mondelez International MDLZ Liquidated History » Related Stories »
Nordstrom JWN Liquidated History » Related Stories »
NORTHEAST BANCORP NBN Liquidated History » Related Stories »
NRG Energy NRG Liquidated History » Related Stories »
Salesforce.com (PUT) CRM Liquidated History » Related Stories »
SanDisk Corporation (CALL) SNDK Liquidated History » Related Stories »
SanDisk Corporation SNDK Liquidated History » Related Stories »
TIM HORTONS, Inc. THI Liquidated History » Related Stories »
tw telecom inc. Class A TWTC Liquidated History » Related Stories »
Walgreen Company WBA Liquidated History » Related Stories »