Bridger Management’s Favorite 3rd Quarter Stocks: CFN, GOOG, LVS, MS, DTV, GM, AAPL

Wall St. Watchdog reveals information regarding Bridger Management’s top holdings for the quarter ending September 30th, 2011. The firm held 46 stocks at the end of the quarter with an aggregate market value of $1.342 billion.

  • Carefusion Corporation (NYSE:CFN): On 06/30/2011, Bridger Management reported holding 3,729,474 shares with a market value of $101,329,809. This comprised 6.89% of the total portfolio. On 09/30/2011, Bridger Management reported holding 4,600,000 shares with a market value of $110,170,004. This comprised 8.21% of the total portfolio. The net change in shares for this position over the two quarters is 870,526. About Company: CareFusion Corporation provides health care products and services. The Company offers products that focus on breaking the cycle of harmful medication errors and reducing hospital acquired infections. CareFusion’s products include IV pumps, automated dispensing and patient identification systems, electronic infection surveillance service, and ventilation and respiratory products.
  • Google Inc. (NASDAQ:GOOG): On 06/30/2011, Bridger Management reported holding 158,500 shares with a market value of $80,261,231. This comprised 5.46% of the total portfolio. On 09/30/2011, Bridger Management reported holding 188,500 shares with a market value of $97,085,036. This comprised 7.23% of the total portfolio. The net change in shares for this position over the two quarters is 30,000. About Company: Google Inc. is a global technology company that provides a web based search engine through its website. The Company offers a wide range of search options, including web, image, groups, directory, and news searches.
  • Las Vegas Sands Corp. (NYSE:LVS): On 06/30/2011, Bridger Management reported holding 1,665,000 shares with a market value of $70,279,648. This comprised 4.78% of the total portfolio. On 09/30/2011, Bridger Management reported holding 2,150,000 shares with a market value of $82,431,000. This comprised 6.14% of the total portfolio. The net change in shares for this position over the two quarters is 485,000. About Company: Las Vegas Sands Corp. owns and operates casino resorts and convention centers. The Company operates in United States, Macau and Singapore. Las Vegas Sand Corp’s casino’s offer a wide range of gaming activities and entertainment as well as overnight accomodations, while its expo centers host a wide range of entertainment shows, expositions, and other activities.
  • Morgan Stanley (NYSE:MS): On 06/30/2011, Bridger Management reported holding 3,282,800 shares with a market value of $75,537,229. This comprised 5.14% of the total portfolio. On 09/30/2011, Bridger Management reported holding 5,832,800 shares with a market value of $78,801,129. This comprised 5.87% of the total portfolio. The net change in shares for this position over the two quarters is 2,550,000. About Company: Morgan Stanley, a bank holding company, provides diversified financial services on a worldwide basis. The Company operates a global securities business which serves individual and institutional investors and investment banking clients. Morgan Stanley also operates a global asset management business.
  • Directv (NASDAQ:DTV): On 06/30/2011, Bridger Management reported holding 1,800,000 shares with a market value of $91,475,999. This comprised 6.22% of the total portfolio. On 09/30/2011, Bridger Management reported holding 1,800,000 shares with a market value of $76,086,001. This comprised 5.67% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: DIRECTV provides digital television entertainment in the United States and Latin America. The Company acquires, promotes, sells and distributes digital entertainment programming via satellite to residential and commercial subscribers.
  • General Motors Company Common Stock (NYSE:GM): On 06/30/2011, Bridger Management reported holding 2,100,000 shares with a market value of $63,756,001. This comprised 4.33% of the total portfolio. On 09/30/2011, Bridger Management reported holding 3,725,000 shares with a market value of $75,170,501. This comprised 5.6% of the total portfolio. The net change in shares for this position over the two quarters is 1,625,000. About Company: General Motors Co. manufactures and markets new cars and trucks. The Company offers features for special needs drivers, OnStar vehicle protection, service, parts, accessories, maintenance, XM satellite radio, features for commercial owners, and more. General Motors offers its vehicles and services worldwide.
  • Apple Inc. (NASDAQ:AAPL): On 06/30/2011, Bridger Management reported holding 0 shares. On 09/30/2011, Bridger Management reported holding 190,000 shares with a market value of $72,450,801. This comprised 5.4% of the total portfolio. The net change in shares for this position over the two quarters is 190,000. About Company: Apple Inc. designs, manufactures, and markets personal computers and related personal computing and mobile communication devices along with a variety of related software, services, peripherals, and networking solutions. The Company sells its products worldwide through its online stores, its retail stores, its direct sales force, third-party wholesalers, and resellers.
  • United Rentals Inc. (NYSE:URI): On 06/30/2011, Bridger Management reported holding 2,025,000 shares with a market value of $51,434,999. This comprised 3.5% of the total portfolio. On 09/30/2011, Bridger Management reported holding 4,161,283 shares with a market value of $70,076,006. This comprised 5.22% of the total portfolio. The net change in shares for this position over the two quarters is 2,136,283. About Company: United Rentals, Inc., through its subsidiary, is an equipment rental company operating a network of locations in the United States, Canada, and Mexico. The Company serves the construction industry, industrial and commercial concerns, homeowners, and other individuals.
  • Hyatt Hotels Corporation (NYSE:H): On 06/30/2011, Bridger Management reported holding 1,800,000 shares with a market value of $73,475,999. This comprised 5% of the total portfolio. On 09/30/2011, Bridger Management reported holding 1,800,000 shares with a market value of $56,466,002. This comprised 4.21% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Hyatt Hotels Corp. is a global hospitality company. The Company manages, franchises, owns, and develops branded hotels, resorts and residential and vacation ownership properties around the world.
  • Hca Hldgs Inc Com (NYSE:HCA): On 06/30/2011, Bridger Management reported holding 2,112,406 shares with a market value of $69,709,398. This comprised 4.74% of the total portfolio. On 09/30/2011, Bridger Management reported holding 2,500,000 shares with a market value of $50,400,000. This comprised 3.75% of the total portfolio. The net change in shares for this position over the two quarters is 387,594. About Company: HCA Holdings, Inc. operates hospitals. The Company operates acute care hospitals, outpatient facilities, clinics and other patient care delivery settings. HCA operates hospitals in the United States and the United Kingdom.

(Note: Data regarding Bridger Management’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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