Highfields Capital’s Favorite Healthcare Stock Holdings and Position Sizes

Wall St. Watchdog reveals information about Highfields Capital Management’s top holdings in the Healthcare sector:

  • Cephalon, Inc. (NASDAQ:CEPH): On 3/31/11 Highfields Capital Management reported holding 1,000,000 shares with a market value of $76,080,002. This comprised 1.02% of the total portfolio. On 6/30/11, Highfields Capital Management held 1,600,000 shares with a market value of $127,840,002. This comprised 1.51% of the total portfolio. The net change in shares for this position over the two quarters is 600,000. About the company: Cephalon, Inc. is an international biopharmaceutical company that discovers, develops, and markets biopharmaceutical products to treat neurological disorders, pain, and cancer. The Company’s products include a product that treats excessive daytime sleepiness associated with narcolepsy.
  • McKesson Corporation (NYSE:MCK): On 3/31/11 Highfields Capital Management reported holding 1,403,302 shares with a market value of $110,931,027. This comprised 1.49% of the total portfolio. On 6/30/11, Highfields Capital Management held 1,403,302 shares with a market value of $117,386,214. This comprised 1.39% of the total portfolio. The net change in shares for this position over the two quarters is 0,000. About the company: McKesson Corporation distributes pharmaceuticals, medical-surgical supplies, and and health and beauty care products throughout North America. The Company also develops, implements, and supports software that facilitates the integration of data throughout the health enterprise. In addition, McKesson offers analytic, care management, and patient solutions for payers.
  • Teva Pharmaceutical Industries Ltd. (NASDAQ:TEVA): On 3/31/11 Highfields Capital Management reported holding 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. On 6/30/11, Highfields Capital Management held 2,070,000 shares with a market value of $99,815,403. This comprised 1.18% of the total portfolio. The net change in shares for this position over the two quarters is 2,070,000. About the company: Teva Pharmaceutical Industries Ltd. develops, manufactures and markets generic and branded human pharmaceuticals and active pharmaceutical ingredients. The Company produces antibiotics, oncological products, Alpha D3 for treatment of post-menopausal bone loss in women and Copaxone for treatment of multiple sclerosis. Teva develops novel drugs for diseases of the central nervous system.
  • Opko Health, Inc. (AMEX:OPK): On 3/31/11 Highfields Capital Management reported holding 3,200,000 shares with a market value of $11,936,000. This comprised 0.16% of the total portfolio. On 6/30/11, Highfields Capital Management held 1,600,000 shares with a market value of $5,904,000. This comprised 0.07% of the total portfolio. The net change in shares for this position over the two quarters is -1,600,000. About the company: Opko Health, Inc. is a specialty pharmaceutical company that researches and develops pharmaceuticals. The Company researches treatments for macular degeneration and other ophthalmic diseases.

(Note: Data about Highfields Capital Management’s stock holdings in the Healthcare sector are sourced from whalewisdom.com.  All data are assumed to be accurate.)

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