View Quarter:

Highfields Capital's Portfolio

Company Ticker # of Shares Change Price Value  
DirecTV DTV 12,137,261 +1,500,000 $87.93 $1,067,229,360 History » Related Stories »
IntercontinentalExchange Inc. ICE 3,802,777   $234.11 $890,268,124 History » Related Stories »
Franklin Resources BEN 15,250,597 +1,017,252 $54.07 $824,599,780 History » Related Stories »
CBS Corp. CBS 9,602,261 +7,750,000 $61.55 $591,019,165 History » Related Stories »
Monsanto Company MON 4,360,800 -687,956 $119.27 $520,112,616 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 $154.86 $462,676,461 History » Related Stories »
Dollar Tree DLTR 5,271,577 -3,188,375 $79.43 $418,721,362 History » Related Stories »
eBay Inc. EBAY 6,550,000 +1,850,000 $59.08 $386,974,000 History » Related Stories »
Microsoft Corp. MSFT 7,947,747   $43.11 $342,627,374 History » Related Stories »
Anadarko Petroleum Corp APC 4,009,766 +3,030,000 $82.84 $332,169,016 History » Related Stories »
TEVA PHARMACEUTICAL INDUSTRIES TEVA 5,085,905 -1,287,095 $56.51 $287,404,492 History » Related Stories »
ENBRIDGE, Inc. ENB 6,080,326 -220,800 $46.49 $282,674,356 History » Related Stories »
Iron Mountain Incorporated IRM 6,396,257 -8,975,469 $36.59 $234,039,044 History » Related Stories »
Family Dollar Stores FDO 2,718,040   $78.70 $213,909,748 History » Related Stories »
HERTZ GLOBAL HOLDINGS, Inc. HTZ 9,184,231 -4,798,296 $22.50 $206,645,198 History » Related Stories »
Allergan Inc AGN 862,059 -107,603 $235.41 $202,937,310 History » Related Stories »
Lilly (Eli) & Co. LLY 2,708,800 +1,808,800 $70.59 $191,214,192 History » Related Stories »
Time Warner Inc. TWX 2,110,991 -688,273 $83.26 $175,761,111 History » Related Stories »
FIDELITY NATIONAL FINANCIAL, INC. CLASS A COMMON STOCK FNF 4,400,457 +432,299 $35.93 $158,108,421 History » Related Stories »
Dow Chemical DOW 3,200,000 +3,200,000 $48.89 $156,448,000 History » Related Stories »
Covidien plc COV 1,379,000 +250,000 $106.71 $147,153,090 History » Related Stories »
SK TELECOM CO., LTD. SPONSORED SKM 4,428,689   $28.94 $128,166,260 History » Related Stories »
ISHARES RUSSELL 2000 GROWTH ETF IWO 840,000   $150.12 $126,100,800 History » Related Stories »
Royal Dutch Shell PLC RYDBF 3,655,164 +2,815,000 $32.80 $119,889,380 History » Related Stories »
VODAFONE GRP SP ADR VOD 3,338,282   $34.37 $114,736,753 History » Related Stories »
GOOGLE-C GOOG 194,000 +94,000 $575.33 $111,614,020 History » Related Stories »
GOOGLE-C GOOG 193,000 +93,000 $575.33 $111,038,690 History » Related Stories »
FIDELITY NATIONAL FINANCIAL, INC. CLASS A COMMON STOCK FNF 3,014,710 -953,448 $35.93 $108,318,531 History » Related Stories »
Applied Materials Inc AMAT 4,000,000   $24.18 $96,720,000 History » Related Stories »
BARRICK GOLD CORP. (CALL) ABX 7,314,900   $12.19 $89,168,631 History » Related Stories »
McDonald's Corp. MCD 768,508 +518,508 $99.11 $76,166,828 History » Related Stories »
OCWEN FINANCIAL CORPORATION OCN 8,784,411 +110,411 $8.67 $76,160,844 History » Related Stories »
News Corporation NWSA 4,393,573   $17.10 $75,130,099 History » Related Stories »
YPF SOCIEDAD ANONIMA YPF 2,605,719 -512,350 $27.04 $70,458,642 History » Related Stories »
IMPAX LABORATORIES, Inc. IPXL 1,400,000   $40.08 $56,112,000 History » Related Stories »
Starwood Hotels & Resorts HOT 675,000 -1,358,000 $80.75 $54,506,250 History » Related Stories »
Polo Ralph Lauren Corp. RL 382,308 -192,592 $134.29 $51,340,142 History » Related Stories »
SEAWORLD ENTERTAINMENT, Inc. SEAS 2,411,594 -108,811 $19.48 $46,977,852 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   $53.92 $45,832,000 History » Related Stories »
Lilly (Eli) & Co. (CALL) LLY 550,000 -105,100 $70.59 $38,824,500 History » Related Stories »
WATTS WATER TECHNOLOGIES, INC. CLASS A WTS 675,000   $54.39 $36,713,250 History » Related Stories »
EQUITY ONE, Inc. EQY 1,300,000   $26.74 $34,762,000 History » Related Stories »
United Health Group Inc. UNH 299,946   $114.79 $34,430,802 History » Related Stories »
VANGUARD FTSE EMERGING MARKETS ETF VWO 840,000   $40.80 $34,272,000 History » Related Stories »
Citigroup Inc. C 615,500 -455,000 $53.56 $32,966,180 History » Related Stories »
RAYONIER, Inc. RYN 1,125,000   $27.21 $30,611,250 History » Related Stories »
QUALCOMM Inc. QCOM 400,000   $70.93 $28,372,000 History » Related Stories »
Cerner CERN 389,952   $72.51 $28,275,420 History » Related Stories »
KBR, Inc. KBR 1,645,000   $15.81 $26,007,450 History » Related Stories »
Conmed Corp CNMD 490,000   $51.42 $25,195,800 History » Related Stories »
Applied Materials Inc (CALL) AMAT 1,000,000   $24.18 $24,180,000 History » Related Stories »
GRUPO TELEVISA S.A. TV 680,200 +315,200 $34.74 $23,630,148 History » Related Stories »
ENBRIDGE, Inc. (CALL) ENB 457,200   $46.49 $21,255,228 History » Related Stories »
WPX ENERGY, Inc. WPX 1,900,000   $11.04 $20,976,000 History » Related Stories »
MARKET VECTORS GOLD MINERS ETF GDX 977,602   $20.08 $19,630,249 History » Related Stories »
TESLA MTRS TSLA 91,296 +91,296 $200.63 $18,316,717 History » Related Stories »
BP P.L.C. BP 444,232   $41.18 $18,293,474 History » Related Stories »
Ensco plc ESV 732,000   $23.89 $17,487,480 History » Related Stories »
Zoetis ZTS 252,000 +252,000 $46.46 $11,707,920 History » Related Stories »
SUPERIOR INDUSTRIES INTERNATIONAL, Inc. SUP 560,000   $19.12 $10,707,200 History » Related Stories »
PENNYMAC MORTGAGE TRUST PMT 500,000   $21.01 $10,505,000 History » Related Stories »
COMMUNITY HEALTH S. CYH 199,320   $51.16 $10,197,212 History » Related Stories »
PACKAGING CORP OF AMERICA PKG 117,500   $79.08 $9,291,900 History » Related Stories »
VISTEON CORPORATION VC 75,000 +75,000 $101.39 $7,604,250 History » Related Stories »
VALE S.A. (CALL) VALE 1,000,000   $6.53 $6,530,000 History » Related Stories »
LIBERTY INTER-A LVNTA 131,649 +131,649 $40.20 $5,292,290 History » Related Stories »
GOLDCORP, Inc. (CALL) GG 200,000   $20.69 $4,138,000 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 »