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Highfields Capital's Portfolio

Company Ticker # of Shares Change Price Value  
DIRECTV DTV 10,637,261 +2,818,920 $86.22 $917,144,644 History » Related Stories »
Intercontinental Exchange Group, Inc. ICE 3,802,777 +304,600 $199.50 $758,654,012 History » Related Stories »
Franklin Resources, Inc. BEN 14,233,345   $52.93 $753,370,951 History » Related Stories »
Canadian Natural Resources Ltd CNQ 18,644,668 -2,700,000 $34.80 $648,834,447 History » Related Stories »
Monsanto Company MON 5,247,800 +1,586,800 $113.55 $595,887,690 History » Related Stories »
Air Products & Chemicals, Inc. APD 3,832,604 +1,000,000 $130.75 $501,112,973 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 $34.18 $369,329,530 History » Related Stories »
Microsoft Corp MSFT 7,947,747   $44.88 $356,694,886 History » Related Stories »
Teva Pharmaceutical Industries TEVA 6,187,000 +187,000 $53.26 $329,519,620 History » Related Stories »
Ashland, Inc. ASH 2,694,388   $104.45 $281,428,827 History » Related Stories »
tw telecom inc. Class A TWTC 6,756,587 +1,930,000 $39.16 $264,587,947 History » Related Stories »
Eli Lilly & Co. LLY 4,000,000 +4,000,000 $64.68 $258,720,000 History » Related Stories »
American International Group, Inc. AIG 4,950,000 -1,500,000 $52.15 $258,142,500 History » Related Stories »
eBay, Inc. EBAY 4,700,000 +700,000 $50.86 $239,042,000 History » Related Stories »
Broadcom Corp BRCM 6,105,619 -250,000 $37.33 $227,922,758 History » Related Stories »
Time Warner, Inc. TWX 2,858,645 +300,000 $77.22 $220,744,567 History » Related Stories »
Fidelity National Financial, Inc. FNF 7,200,000   $28.75 $207,000,000 History » Related Stories »
Hertz Global Holdings HTZ 9,285,000 +9,285,000 $22.20 $206,127,000 History » Related Stories »
Anadarko Petroleum Corp. APC 2,029,766 -650,000 $92.09 $186,921,151 History » Related Stories »
Tim Hortons THI 2,290,956   $78.20 $179,152,760 History » Related Stories »
Nordstrom, Inc. JWN 2,479,497 -162,000 $71.63 $177,606,371 History » Related Stories »
Goldman Sachs Group, Inc. GS 960,000 +960,000 $180.18 $172,972,800 History » Related Stories »
MONDELEZ INT-A MDLZ 5,184,538   $33.23 $172,282,198 History » Related Stories »
Citigroup, Inc. C 3,080,500   $51.27 $157,937,235 History » Related Stories »
Qualcomm, Inc. QCOM 2,025,000 -600,000 $75.00 $151,875,000 History » Related Stories »
Dollar Tree, Inc. DLTR 2,450,677   $58.13 $142,457,855 History » Related Stories »
MetLife, Inc. MET 2,790,000 -502,076 $50.46 $140,783,400 History » Related Stories »
YPF S.A. ADS YPF 3,838,069 -200,000 $32.89 $126,234,090 History » Related Stories »
Allergan, Inc. AGN 629,043 -885,957 $186.16 $117,102,645 History » Related Stories »
iShares Russell 2000 Growth ET IWO 840,000   $130.14 $109,317,600 History » Related Stories »
FOSSIL GROUP FOSL 1,050,000 +300,000 $101.01 $106,060,500 History » Related Stories »
Vodafone Group PLC VOD 3,338,282 +500,000 $31.27 $104,388,079 History » Related Stories »
Applied Materials, Inc. (CALL) AMAT 5,000,000 +3,000,000 $20.78 $103,900,000 History » Related Stories »
Barrick Gold Corp. (CALL) ABX 7,314,900   $13.62 $99,628,938 History » Related Stories »
Ocwen Financial Corp. OCN 4,614,000 +3,569,000 $21.48 $99,108,720 History » Related Stories »
AstraZeneca PLC ADS AZN 1,395,000 +1,395,000 $69.00 $96,255,000 History » Related Stories »
Ralph Lauren Corp RL 574,900 +418,900 $161.16 $92,650,884 History » Related Stories »
DISH Network Corp. DISH 1,500,000   $60.66 $90,990,000 History » Related Stories »
SK Telecom Co. ADS SKM 3,175,130 +3,175,130 $28.30 $89,856,179 History » Related Stories »
Applied Materials, Inc. AMAT 4,000,000 -6,686,600 $20.78 $83,120,000 History » Related Stories »
BP PLC ADS BP 1,957,019 -3,121,000 $42.26 $82,703,623 History » Related Stories »
McDonalds Corp (CALL) MCD 768,600 +768,600 $91.01 $69,950,286 History » Related Stories »
COMPUWARE CPWR 6,986,129   $9.95 $69,511,984 History » Related Stories »
Iron Mountain, Inc. (CALL) IRM 2,000,000   $34.18 $68,360,000 History » Related Stories »
NEWS CORP-A NWSA 4,393,573   $15.41 $67,704,960 History » Related Stories »
Sandisk Corp SNDK 711,000 +711,000 $88.63 $63,015,930 History » Related Stories »
LIBERTY INTER-A LVNTA 1,914,808 +957,404 $32.14 $61,541,930 History » Related Stories »
iShares Russell 2000 Index Fund IWM 524,300 +524,300 $110.53 $57,950,879 History » Related Stories »
Family Dollar Stores, Inc. FDO 718,040 -250,000 $77.45 $55,612,198 History » Related Stories »
SeaWorld Entertainment SEAS 3,046,497 +1,875,000 $18.06 $55,019,736 History » Related Stories »
CBS CBS 1,000,000 +1,000,000 $54.24 $54,240,000 History » Related Stories »
Google, Inc. GOOG 100,000 +100,000 $526.54 $52,654,000 History » Related Stories »
Google, Inc. GOOG 100,000 +100,000 $526.54 $52,654,000 History » Related Stories »
eBay, Inc. (CALL) EBAY 1,000,000   $50.86 $50,860,000 History » Related Stories »
American Water Works Company AWK 850,000 +850,000 $50.98 $43,333,000 History » Related Stories »
Digital Realty Trust, Inc. (PUT) DLR 650,000 +650,000 $66.35 $43,127,500 History » Related Stories »
Eli Lilly & Co. (CALL) LLY 655,100 +655,100 $64.68 $42,371,868 History » Related Stories »
Sandisk Corp (CALL) SNDK 439,400 +439,400 $88.63 $38,944,022 History » Related Stories »
IMPAX LABORATORIES, Inc. IPXL 1,400,000 +1,400,000 $27.01 $37,814,000 History » Related Stories »
ING U.S. VOYA 1,000,000 +1,000,000 $37.31 $37,310,000 History » Related Stories »
Rayonier Inc. REIT RYN 1,125,000 +1,125,000 $32.97 $37,091,250 History » Related Stories »
WPX Energy WPX 1,900,000 +1,900,000 $19.14 $36,366,000 History » Related Stories »
Watts Water Technologies Inc. Cl A WTS 605,833 +605,833 $59.27 $35,907,722 History » Related Stories »
Vanguard FTSE Emerging Markets VWO 840,000   $41.37 $34,750,800 History » Related Stories »
Cerner Corp CERN 553,201 +209,824 $59.18 $32,738,436 History » Related Stories »
Starwood Hotels & Resorts Worldwide, Inc. HOT 388,000 +388,000 $79.28 $30,760,640 History » Related Stories »
KBR KBR 1,645,000 +1,645,000 $18.56 $30,531,200 History » Related Stories »
Equity One, Inc. EQY 1,300,000 +1,300,000 $22.92 $29,796,000 History » Related Stories »
WENDY'S WEN 3,542,547   $8.38 $29,686,544 History » Related Stories »
Liberty Media Holding Corporation Interactive Common Series A LINTA 926,000   $29.92 $27,705,920 History » Related Stories »
UnitedHealth Group, Inc. UNH 299,946   $90.95 $27,280,089 History » Related Stories »
J.C. Penney Co., Inc. JCP 3,250,000   $7.63 $24,797,500 History » Related Stories »
Ensco CL A ESV 601,424 +601,424 $39.34 $23,660,021 History » Related Stories »
McDonalds Corp MCD 250,000 +250,000 $91.01 $22,752,500 History » Related Stories »
Market Vectors ETF Trust Market Vectors Gold Miners GDX 977,602   $21.10 $20,627,403 History » Related Stories »
Walgreen Company WAG 320,204 +320,204 $61.55 $19,708,557 History » Related Stories »
Grupo Televisa S.A. de C.V. ADS TV 365,000   $34.20 $12,483,000 History » Related Stories »
DUNKIN' BRANDS GRP DNKN 250,000 +250,000 $46.55 $11,637,500 History » Related Stories »
Community Health Systems, Inc. CYH 199,320 +199,320 $55.93 $11,147,968 History » Related Stories »
PennyMac Mortgage Investment Trust PMT 500,000   $21.41 $10,705,000 History » Related Stories »
Superior Industries International, Inc. SUP 560,000 +560,000 $18.23 $10,208,800 History » Related Stories »
Micron Technology, Inc. MU 280,000   $31.19 $8,733,200 History » Related Stories »
ARAMARK Holdings ARMK 229,703 -321,424 $26.39 $6,061,863 History » Related Stories »
Centerstate Banks, Inc. CSFL 436,535 +436,535 $10.77 $4,701,482 History » Related Stories »
Goldcorp, Inc. (CALL) GG 200,000   $23.22 $4,644,000 History » Related Stories »
NORTHEAST BANCORP NBN 317,286   $9.00 $2,855,574 History » Related Stories »
Royal Dutch Shell PLC RYDBF 40,164 -2,867,610 $36.38 $1,461,167 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 »