Antipodean Advisors LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, Antipodean Advisors LLC opened 54 positions, added to 31, reduced 46 and sold out of 53.
- Q3 2016: Stock STZ; Country of operation United States; Class CL A; Shares before 38,797.
- Q3 2016: Stock SEM; Country of operation United States; Class COM; Shares before 1,047,828.
- Q3 2016: Stock TMUS; Country of operation United States; Class COM; Shares before 292,000.
- Q2 2016: Stock STZ; Country of operation United States; Class CL A; Shares before 131,897.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1512566), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-16); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2010-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2016 | STZ
CONSTELLATION BRANDS INC | United States | CL A | 38,797 | 25,977 | -12,820 | $6,417,000 | $4,325,000 | -$2,092,000 | 2016-11-14 |
|---|
| Q3 2016 | SEM
SELECT MED HLDGS CORP | United States | COM | 1,047,828 | 967,825 | -80,003 | $11,390,000 | $13,066,000 | +$1,676,000 | 2016-11-14 |
|---|
| Q3 2016 | TMUS
T MOBILE US INC | United States | COM | 292,000 | 267,000 | -25,000 | $12,635,000 | $12,474,000 | -$161,000 | 2016-11-14 |
|---|
| Q2 2016 | STZ
CONSTELLATION BRANDS INC | United States | CL A | 131,897 | 38,797 | -93,100 | $19,928,000 | $6,417,000 | -$13,511,000 | 2016-08-15 |
|---|
| Q2 2016 | DLTR
DOLLAR TREE INC | United States | COM | 242,000 | 121,000 | -121,000 | $19,955,000 | $11,403,000 | -$8,552,000 | 2016-08-15 |
|---|
| Q2 2016 | SEM
SELECT MED HLDGS CORP | United States | COM | 1,309,828 | 1,047,828 | -262,000 | $15,469,000 | $11,390,000 | -$4,079,000 | 2016-08-15 |
|---|
| Q2 2016 | SLV
ISHARES SILVER TRUST | United States | ISHARES | 1,183,000 | 850,000 | -333,000 | $17,366,000 | $15,185,000 | -$2,181,000 | 2016-08-15 |
|---|
| Q2 2016 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 97,000 | 89,000 | -8,000 | $11,411,000 | $11,256,000 | -$155,000 | 2016-08-15 |
|---|
| Q1 2016 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 90,900 | 8,500 | -82,400 | $70,721,000 | $6,485,000 | -$64,236,000 | 2016-05-16 |
|---|
| Q1 2016 | STZ
CONSTELLATION BRANDS INC | United States | CL A | 531,247 | 131,897 | -399,350 | $75,671,000 | $19,928,000 | -$55,743,000 | 2016-05-16 |
|---|
| Q1 2016 | SEM
SELECT MED HLDGS CORP | United States | COM | 4,133,825 | 1,309,828 | -2,823,997 | $49,234,000 | $15,469,000 | -$33,765,000 | 2016-05-16 |
|---|
| Q1 2016 | GPRO
GOPRO INC | United States | CL A | 1,270,000 | 402,858 | -867,142 | $22,873,000 | $4,818,000 | -$18,055,000 | 2016-05-16 |
|---|
| Q3 2015 | LNG
CHENIERE ENERGY INC | United States | COM NEW | 1,233,500 | 456,500 | -777,000 | $85,432,000 | $22,049,000 | -$63,383,000 | 2015-11-16 |
|---|
| Q3 2015 | STZ
CONSTELLATION BRANDS INC | United States | CL A | 676,869 | 428,247 | -248,622 | $78,530,000 | $53,621,000 | -$24,909,000 | 2015-11-16 |
|---|
| Q2 2015 | APD
AIR PRODS & CHEMS INC | United States | COM | 498,000 | 149,000 | -349,000 | $75,337,000 | $20,388,000 | -$54,949,000 | 2015-08-14 |
|---|
| Q2 2015 | QSR
RESTAURANT BRANDS INTL INC | | COM | 1,679,577 | 693,086 | -986,491 | $64,513,000 | $26,483,000 | -$38,030,000 | 2015-08-14 |
|---|
| Q2 2015 | DLTR
DOLLAR TREE INC | United States | COM | 902,736 | 719,736 | -183,000 | $73,253,000 | $56,852,000 | -$16,401,000 | 2015-08-14 |
|---|
| Q2 2015 | STZ
CONSTELLATION BRANDS INC | United States | CL A | 721,869 | 676,869 | -45,000 | $83,888,000 | $78,530,000 | -$5,358,000 | 2015-08-14 |
|---|
| Q1 2015 | ILMN
ILLUMINA INC | United States | COM | 186,000 | 70,000 | -116,000 | $34,332,000 | $12,995,000 | -$21,337,000 | 2015-05-15 |
|---|
| Q1 2015 | PCRX
PACIRA PHARMACEUTICALS INC | United States | COM | 329,413 | 247,413 | -82,000 | $29,206,000 | $21,983,000 | -$7,223,000 | 2015-05-15 |
|---|
| Q1 2015 | LNG
CHENIERE ENERGY INC | United States | COM NEW | 1,289,500 | 1,124,500 | -165,000 | $90,781,000 | $87,036,000 | -$3,745,000 | 2015-05-15 |
|---|
| Q1 2015 | STZ
CONSTELLATION BRANDS INC | United States | CL A | 830,869 | 721,869 | -109,000 | $81,566,000 | $83,888,000 | +$2,322,000 | 2015-05-15 |
|---|
| Q1 2015 | DLTR
DOLLAR TREE INC | United States | COM | 1,021,736 | 902,736 | -119,000 | $71,910,000 | $73,253,000 | +$1,343,000 | 2015-05-15 |
|---|
| Q4 2014 | LNG
CHENIERE ENERGY INC | United States | COM NEW | 2,217,000 | 1,289,500 | -927,500 | $177,427,000 | $90,781,000 | -$86,646,000 | 2015-02-17 |
|---|
| Q4 2014 | MU
MICRON TECHNOLOGY INC | United States | COM | 2,000,000 | 832,000 | -1,168,000 | $68,520,000 | $29,128,000 | -$39,392,000 | 2015-02-17 |
|---|
| Q4 2014 | ILMN
ILLUMINA INC | United States | COM | 240,500 | 186,000 | -54,500 | $39,423,000 | $34,332,000 | -$5,091,000 | 2015-02-17 |
|---|
| Q4 2014 | WDAY
WORKDAY INC | United States | CL A | 489,224 | 449,224 | -40,000 | $40,361,000 | $36,661,000 | -$3,700,000 | 2015-02-17 |
|---|
| Q3 2014 | WDAY
WORKDAY INC | United States | CL A | 1,179,205 | 489,224 | -689,981 | $105,963,000 | $40,361,000 | -$65,602,000 | 2014-11-14 |
|---|
| Q3 2014 | STZ
CONSTELLATION BRANDS INC | United States | CL A | 1,184,000 | 700,000 | -484,000 | $104,346,000 | $61,012,000 | -$43,334,000 | 2014-11-14 |
|---|
| Q3 2014 | ILMN
ILLUMINA INC | United States | COM | 411,500 | 240,500 | -171,000 | $73,469,000 | $39,423,000 | -$34,046,000 | 2014-11-14 |
|---|
| Q3 2014 | MU
MICRON TECHNOLOGY INC | United States | COM | 2,869,000 | 2,000,000 | -869,000 | $94,534,000 | $68,520,000 | -$26,014,000 | 2014-11-14 |
|---|
| Q3 2014 | RL
RALPH LAUREN CORP | United States | CL A | 301,000 | 138,437 | -162,563 | $48,368,000 | $22,805,000 | -$25,563,000 | 2014-11-14 |
|---|
| Q3 2014 | LNG
CHENIERE ENERGY INC | United States | COM NEW | 2,409,000 | 2,217,000 | -192,000 | $172,725,000 | $177,427,000 | +$4,702,000 | 2014-11-14 |
|---|
| Q3 2014 | NFLX
NETFLIX INC | United States | COM | 72,000 | 69,500 | -2,500 | $31,723,000 | $31,357,000 | -$366,000 | 2014-11-14 |
|---|
| Q2 2014 | LNG
CHENIERE ENERGY INC | United States | COM NEW | 2,509,000 | 2,409,000 | -100,000 | $138,873,000 | $172,725,000 | +$33,852,000 | 2014-08-14 |
|---|
| Q2 2014 | HRB
BLOCK H & R INC | United States | COM | 1,845,200 | 1,106,273 | -738,927 | $55,707,000 | $37,082,000 | -$18,625,000 | 2014-08-14 |
|---|
| Q2 2014 | STZ
CONSTELLATION BRANDS INC | United States | CL A | 1,400,000 | 1,184,000 | -216,000 | $118,958,000 | $104,346,000 | -$14,612,000 | 2014-08-14 |
|---|
| Q2 2014 | ILMN
ILLUMINA INC | United States | COM | 431,350 | 411,500 | -19,850 | $64,124,000 | $73,469,000 | +$9,345,000 | 2014-08-14 |
|---|
| Q1 2014 | LNG
CHENIERE ENERGY INC | United States | COM NEW | 2,637,000 | 2,509,000 | -128,000 | $113,707,000 | $138,873,000 | +$25,166,000 | 2014-05-15 |
|---|
| Q1 2014 | WDAY
WORKDAY INC | United States | CL A | 1,246,000 | 926,000 | -320,000 | $103,617,000 | $84,664,000 | -$18,953,000 | 2014-05-15 |
|---|
| Q1 2014 | HRB
BLOCK H & R INC | United States | COM | 1,980,200 | 1,845,200 | -135,000 | $57,505,000 | $55,707,000 | -$1,798,000 | 2014-05-15 |
|---|
| Q4 2013 | META
FACEBOOK INC | United States | CL A | 1,258,000 | 593,500 | -664,500 | $63,189,000 | $32,434,000 | -$30,755,000 | 2014-02-14 |
|---|
| Q4 2013 | HRB
BLOCK H & R INC | United States | COM | 2,535,000 | 1,980,200 | -554,800 | $67,583,000 | $57,505,000 | -$10,078,000 | 2014-02-14 |
|---|
| Q4 2013 | LOW
LOWES COS INC | United States | COM | 776,000 | 646,000 | -130,000 | $36,945,000 | $32,009,000 | -$4,936,000 | 2014-02-14 |
|---|
| Q3 2013 | HRB
BLOCK H & R INC | United States | COM | 4,134,127 | 2,535,000 | -1,599,127 | $114,722,000 | $67,583,000 | -$47,139,000 | 2013-11-14 |
|---|
| Q3 2013 | PRKS
SEAWORLD ENTMT INC | United States | COM | 1,920,000 | 1,302,073 | -617,927 | $67,392,000 | $38,580,000 | -$28,812,000 | 2013-11-14 |
|---|
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