Highfields Capital Management’s SANDRIDGE ENERGY, INC. SD Stock Holding History

Highfields Capital Management’s Portfolio SD Stock Details SD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-8,000,000	Closed	-$49.1M	–	106
2014 Q1	$49.1M	Hold	8,000,000	–	–	0.41%	49
2013 Q4	$48.6M	Sell	8,000,000 -40,000	-0.5%	-$239K	0.39%	50
2013 Q3	$47.1M	Sell	8,040,000 -5,300,000	-40%	-$28.4M	0.37%	55
2013 Q2	$63.5M	Buy	+13,340,000	New	+$66.9M	0.53%	52

Other funds holding SD

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Axon Capital New York $73.7M AUM

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MKCM

Mount Kellett Capital Management New York $61M AUM 12.22% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Litespeed Management New York $48.2M AUM 9.81% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Highfields Capital Management's SD Position: Q2 2014 in Review

Highfields Capital Management sold out of SANDRIDGE ENERGY, INC. (SD) in Q2 2014, closing a stake of 8,000,000 shares — an estimated $49.1M sold.

Highfields Capital Management first reported a position in SD in Q2 2013 and held it in 4 quarters. The position peaked at $63.5M in Q2 2013. 263 funds tracked by Wall St. Rank hold SD as of Q2 2014.

Highfields Capital Management reported no remaining SANDRIDGE ENERGY, INC. position as of Q2 2014 after selling out during the quarter.
Highfields Capital Management sold 8,000,000 SANDRIDGE ENERGY, INC. shares in Q2 2014, an estimated $49.1M.
Highfields Capital Management first reported a position in SANDRIDGE ENERGY, INC. in Q2 2013 and held it in 4 quarters.
Highfields Capital Management's SANDRIDGE ENERGY, INC. position peaked at $63.5M in Q2 2013.
263 funds tracked by Wall St. Rank held SANDRIDGE ENERGY, INC. as of Q2 2014.

Based on Highfields Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.