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Highfields Capital's Portfolio

Company Ticker # of Shares Change Price Value  
DIRECTV DTV 10,637,261 +2,818,920 $84.15 $895,125,514 History » Related Stories »
Intercontinental Exchange Group, Inc. ICE 3,802,777 +304,600 $206.59 $785,615,701 History » Related Stories »
Franklin Resources, Inc. BEN 14,233,345   $53.41 $760,202,957 History » Related Stories »
Canadian Natural Resources Ltd CNQ 18,644,668 -2,700,000 $34.66 $646,224,193 History » Related Stories »
Monsanto Company MON 5,247,800 +1,586,800 $113.28 $594,470,784 History » Related Stories »
Air Products & Chemicals, Inc. APD 3,832,604 +1,000,000 $131.50 $503,987,426 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 $35.60 $384,673,237 History » Related Stories »
Microsoft Corp MSFT 7,947,747   $46.13 $366,629,570 History » Related Stories »
Teva Pharmaceutical Industries TEVA 6,187,000 +187,000 $53.62 $331,746,940 History » Related Stories »
Ashland, Inc. ASH 2,694,388   $107.31 $289,134,777 History » Related Stories »
tw telecom inc. Class A TWTC 6,756,587 +1,930,000 $39.14 $264,452,816 History » Related Stories »
Eli Lilly & Co. LLY 4,000,000 +4,000,000 $66.05 $264,200,000 History » Related Stories »
American International Group, Inc. AIG 4,950,000 -1,500,000 $52.16 $258,192,000 History » Related Stories »
Broadcom Corp BRCM 6,105,619 -250,000 $39.70 $242,393,075 History » Related Stories »
eBay, Inc. EBAY 4,700,000 +700,000 $51.12 $240,264,000 History » Related Stories »
Time Warner, Inc. TWX 2,858,645 +300,000 $78.77 $225,175,467 History » Related Stories »
Fidelity National Financial, Inc. FNF 7,200,000   $29.31 $211,032,000 History » Related Stories »
Hertz Global Holdings HTZ 9,285,000 +9,285,000 $21.29 $197,677,650 History » Related Stories »
Anadarko Petroleum Corp. APC 2,029,766 -650,000 $90.98 $184,668,111 History » Related Stories »
Tim Hortons THI 2,290,956   $79.37 $181,833,178 History » Related Stories »
MONDELEZ INT-A MDLZ 5,184,538   $34.37 $178,192,572 History » Related Stories »
Nordstrom, Inc. JWN 2,479,497 -162,000 $71.20 $176,540,187 History » Related Stories »
Goldman Sachs Group, Inc. GS 960,000 +960,000 $183.35 $176,016,000 History » Related Stories »
Citigroup, Inc. C 3,080,500   $51.80 $159,569,900 History » Related Stories »
Qualcomm, Inc. QCOM 2,025,000 -600,000 $76.00 $153,900,000 History » Related Stories »
Dollar Tree, Inc. DLTR 2,450,677   $58.94 $144,442,903 History » Related Stories »
MetLife, Inc. MET 2,790,000 -502,076 $50.79 $141,704,100 History » Related Stories »
YPF S.A. ADS YPF 3,838,069 -200,000 $32.15 $123,393,919 History » Related Stories »
Allergan, Inc. AGN 629,043 -885,957 $184.21 $115,876,012 History » Related Stories »
iShares Russell 2000 Growth ET IWO 840,000   $130.95 $109,998,000 History » Related Stories »
Vodafone Group PLC VOD 3,338,282 +500,000 $32.26 $107,692,978 History » Related Stories »
FOSSIL GROUP FOSL 1,050,000 +300,000 $100.76 $105,798,000 History » Related Stories »
Applied Materials, Inc. (CALL) AMAT 5,000,000 +3,000,000 $20.99 $104,950,000 History » Related Stories »
Barrick Gold Corp. (CALL) ABX 7,314,900   $13.52 $98,897,448 History » Related Stories »
AstraZeneca PLC ADS AZN 1,395,000 +1,395,000 $70.12 $97,817,400 History » Related Stories »
DISH Network Corp. DISH 1,500,000   $62.20 $93,300,000 History » Related Stories »
Ralph Lauren Corp RL 574,900 +418,900 $160.25 $92,127,725 History » Related Stories »
Ocwen Financial Corp. OCN 4,614,000 +3,569,000 $19.27 $88,911,780 History » Related Stories »
SK Telecom Co. ADS SKM 3,175,130 +3,175,130 $27.84 $88,395,620 History » Related Stories »
Applied Materials, Inc. AMAT 4,000,000 -6,686,600 $20.99 $83,960,000 History » Related Stories »
BP PLC ADS BP 1,957,019 -3,121,000 $42.17 $82,527,492 History » Related Stories »
Iron Mountain, Inc. (CALL) IRM 2,000,000   $35.60 $71,200,000 History » Related Stories »
McDonalds Corp (CALL) MCD 768,600 +768,600 $91.67 $70,457,562 History » Related Stories »
COMPUWARE CPWR 6,986,129   $10.04 $70,140,736 History » Related Stories »
NEWS CORP-A NWSA 4,393,573   $15.73 $69,110,904 History » Related Stories »
LIBERTY INTER-A LVNTA 1,914,808 +957,404 $33.09 $63,360,997 History » Related Stories »
Sandisk Corp SNDK 711,000 +711,000 $88.76 $63,108,360 History » Related Stories »
iShares Russell 2000 Index Fund IWM 524,300 +524,300 $111.07 $58,234,001 History » Related Stories »
SeaWorld Entertainment SEAS 3,046,497 +1,875,000 $18.60 $56,664,845 History » Related Stories »
Family Dollar Stores, Inc. FDO 718,040 -250,000 $77.95 $55,971,218 History » Related Stories »
Google, Inc. GOOG 100,000 +100,000 $539.78 $53,978,000 History » Related Stories »
Google, Inc. GOOG 100,000 +100,000 $539.78 $53,978,000 History » Related Stories »
CBS CBS 1,000,000 +1,000,000 $53.52 $53,520,000 History » Related Stories »
eBay, Inc. (CALL) EBAY 1,000,000   $51.12 $51,120,000 History » Related Stories »
American Water Works Company AWK 850,000 +850,000 $51.91 $44,123,500 History » Related Stories »
Eli Lilly & Co. (CALL) LLY 655,100 +655,100 $66.05 $43,269,355 History » Related Stories »
Digital Realty Trust, Inc. (PUT) DLR 650,000 +650,000 $66.30 $43,095,000 History » Related Stories »
Sandisk Corp (CALL) SNDK 439,400 +439,400 $88.76 $39,001,144 History » Related Stories »
IMPAX LABORATORIES, Inc. IPXL 1,400,000 +1,400,000 $27.80 $38,920,000 History » Related Stories »
ING U.S. VOYA 1,000,000 +1,000,000 $37.87 $37,870,000 History » Related Stories »
Rayonier Inc. REIT RYN 1,125,000 +1,125,000 $32.76 $36,855,000 History » Related Stories »
Watts Water Technologies Inc. Cl A WTS 605,833 +605,833 $60.15 $36,440,855 History » Related Stories »
WPX Energy WPX 1,900,000 +1,900,000 $18.94 $35,986,000 History » Related Stories »
Vanguard FTSE Emerging Markets VWO 840,000   $41.47 $34,834,800 History » Related Stories »
Cerner Corp CERN 553,201 +209,824 $61.12 $33,811,646 History » Related Stories »
KBR KBR 1,645,000 +1,645,000 $18.93 $31,139,850 History » Related Stories »
Starwood Hotels & Resorts Worldwide, Inc. HOT 388,000 +388,000 $80.02 $31,047,760 History » Related Stories »
Equity One, Inc. EQY 1,300,000 +1,300,000 $23.32 $30,316,000 History » Related Stories »
WENDY'S WEN 3,542,547   $8.41 $29,792,821 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   $91.64 $27,487,052 History » Related Stories »
J.C. Penney Co., Inc. JCP 3,250,000   $7.59 $24,667,500 History » Related Stories »
Ensco CL A ESV 601,424 +601,424 $38.88 $23,383,366 History » Related Stories »
McDonalds Corp MCD 250,000 +250,000 $91.67 $22,917,500 History » Related Stories »
Walgreen Company WAG 320,204 +320,204 $62.65 $20,060,781 History » Related Stories »
Market Vectors ETF Trust Market Vectors Gold Miners GDX 977,602   $20.47 $20,011,513 History » Related Stories »
Grupo Televisa S.A. de C.V. ADS TV 365,000   $32.84 $11,986,600 History » Related Stories »
Community Health Systems, Inc. CYH 199,320 +199,320 $56.59 $11,279,519 History » Related Stories »
DUNKIN' BRANDS GRP DNKN 250,000 +250,000 $45.11 $11,277,500 History » Related Stories »
PennyMac Mortgage Investment Trust PMT 500,000   $21.29 $10,645,000 History » Related Stories »
Superior Industries International, Inc. SUP 560,000 +560,000 $18.51 $10,365,600 History » Related Stories »
Micron Technology, Inc. MU 280,000   $31.06 $8,696,800 History » Related Stories »
ARAMARK Holdings ARMK 229,703 -321,424 $26.53 $6,094,021 History » Related Stories »
Centerstate Banks, Inc. CSFL 436,535 +436,535 $10.92 $4,766,963 History » Related Stories »
Goldcorp, Inc. (CALL) GG 200,000   $22.25 $4,450,000 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 $36.50 $1,465,986 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 »