Antipodean Advisors LLC Last Quarter Change: USA Stocks, Reduced

Antipodean Advisors LLC quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Antipodean Advisors LLC opened 4 positions, added to 3, reduced 3, sold out of 3 and left 1 unchanged. The largest increase in value was META (+$18,086,000); the largest decrease was SLV (-$15,185,000).

STZ: Country of operation United States; Class CL A; Shares 2016-06-30 38,797; Shares 2016-09-30 25,977.
SEM: Country of operation United States; Class COM; Shares 2016-06-30 1,047,828; Shares 2016-09-30 967,825.
TMUS: Country of operation United States; Class COM; Shares 2016-06-30 292,000; Shares 2016-09-30 267,000.

Two Form 13F-HR filings compared (SEC CIK 1512566): 2016-06-30 (filed 2016-08-15) and 2016-09-30 (filed 2016-11-14). 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; share change is the position change.

Stock	Country of operation	Class	Shares 2016-06-30	Shares 2016-09-30	Share change	Value 2016-06-30	Value 2016-09-30	Value change
STZ CONSTELLATION BRANDS INC	United States	CL A	38,797	25,977	-12,820	$6,417,000	$4,325,000	-$2,092,000
SEM SELECT MED HLDGS CORP	United States	COM	1,047,828	967,825	-80,003	$11,390,000	$13,066,000	+$1,676,000
TMUS T MOBILE US INC	United States	COM	292,000	267,000	-25,000	$12,635,000	$12,474,000	-$161,000

Similar Firms

Firm Name	Country	13F Value	Holdings
Not available yet