passport capital, llc
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Contact Information
passport capital, llc
ONE MARKET STREET
SAN FRANCISCO CA 94105
Business Phone: 415-321-4610 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $2,523,441,201 [1]Prior Market Value: $2,591,833,161 New Purchases: 56 stocks Additional Purchases: 29 stocks Sold out of: 70 stocks Reduced holdings in: 27 stocks Top 10 Holdings %: 42.78% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio Cytec Industries Inc. 10.34% Huntsman Corporation 6.28% VIVUS Inc. 4.17% KINDER MORGAN, INC. COMMON STOCK 3.89% Kinross Gold Corporation 3.84% Major new positions on 03/31/2013 Stock % of Portfolio The McGraw-Hill Companies, Inc. 2.79% Gardner Denver Inc. 2.73% Yahoo! Inc. 2.08% Anheuser-Busch InBev 1.91% YELP INC 1.91%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio HOLLYFRONTIER CORP 2.12% Utilities Select Sector SPDR (CALL) 1.75% eBay Inc. 1.6% ADT CORP 1.33% Cliffs Natural Resources Inc. 0.91% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-05-15 Form 13F-HR 2013-02-14 Form SC 13G 2013-02-04 Form 13F-HR 2012-11-14 Form SC 13G 2012-11-06