DJ CFA SOURCE: SEC 13F-HR
FILER: Highfields Capital Management LP
QUARTER ENDED: 09/30/2013
SEC RECEIVED: 11/14/2013
Up to 200 of the largest purchases of Highfields Capital
Management LP are listed below, ordered by the number of shares
bought during the three months ended Sep. 30.
Company Name Value Holdings Change
MICROSOFT CORP COM $1,041,589,020 31,297,747 26,297,747
NEWS CORP CL A $70,560,782 4,393,573 4,393,573
MICRON TECHNOLOGY INC COM $62,102,295 3,555,000 3,555,000
CAPITALSOURCE INC COM $40,807,800 3,435,000 3,435,000
PENNEY J C INC COM $28,616,250 3,250,000 3,250,000
BARRICK GOLD CORP COM $242,991,000 13,050,000 2,786,625
BROOKFIELD OFFICE PROPERTIES $51,288,765 2,689,500 2,689,500
VODAFONE GROUP PLC ADR $176,065,100 5,004,693 1,810,593
NORDSTROM INC COM $98,371,525 1,750,383 1,254,313
ASHLAND INC COM $110,781,700 1,197,899 1,197,899
FEDEX CORP COM $181,742,997 1,592,700 1,092,700
QUALCOMM INC COM $176,715,000 2,625,000 1,000,000
FIDELITY NATIONAL FINANCIAL C $191,520,000 7,200,000 806,936
SEAWORLD ENTERTAINMENT INC CO $19,896,456 671,497 384,162
BERRY PLASTICS GROUP INC COM $7,628,540 382,000 382,000
PACWEST BANCORP COM $10,081,260 294,000 294,000
ANHEUSER BUSCH INBEV SA ADR $27,974,400 282,000 282,000
CF INDUSTRIES HOLDINGS INC CO $58,442,076 277,200 277,200
GRUPO TELEVISA SAB ADR PC A/B $7,686,250 275,000 275,000
DIRECTV COM $467,380,425 7,818,341 238,396
BEAM INC COM $10,408,650 161,000 161,000
WYNDHAM WORLDWIDE CORP COM $9,755,200 160,000 160,000
WALGREEN CO COM $8,339,000 155,000 155,000
METLIFE INC COM $185,315,218 3,947,076 80,476
FRANKLIN RESOURCES INC COM $351,850,293 6,960,441 75,450
13F data provided by: FactSet Research Systems Inc.; Please send
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