Billionaire Mark Kingdon’s Top Stock Picks: HCA Holdings, Delta Air Lines & Others

In the current round of 13F filings, hedge funds and other institutional investors are disclosing their equity portfolios as held at the end of the last year. In its latest 13F, Mark Kingdon‘s Kingdon Capital revealed its holdings as held at the end of the fourth quarter of 2013. The total value of the fund’s equity portfolio increased to around $2.18 billion in the fourth quarter, from about $2.04 billion disclosed at the end of the third quarter.

Delta Air Lines, Inc. (NYSE:DAL)

We have picked Kingdon Capital’s top five holdings in terms of value that the fund has held in its equity portfolio at the end of last year.

The first company is HCA Holdings Inc (NYSE:HCA), in which the fund owns 906,900 shares, with a reported value of $43.27 million. The holding decreased significantly from 2.39 million shares, which the fund held at the end of the third quarter. HCA Holdings Inc (NYSE:HCA) along with its affiliates owns and operates various healthcare entities.

The next on the list is Delta Air Lines, Inc. (NYSE:DAL), which is a new position that was added during the fourth quarter. The fund currently owns 1.27 million shares worth $34.85 million. Delta Air Lines, Inc. (NYSE:DAL) provides air transport and cargo services within the U.S. and across the world.

On the third spot is SINA Corp (NASDAQ:SINA), in which the fund disclosed a $33.69 million stake, which contains 400,000 shares, significantly up from 170,000 shares held in the previous quarter.

NXP Semiconductors NV (NASDAQ:NXPI) is another company in which Mark Kingdon increased its holding to 730,000 shares, from 610,000 shares held at the end of the previous quarter. The value of the stake increased to $33.52 million versus $22.70 million at the end of the third quarter.

Aegerion Pharmaceuticals, Inc. (NASDAQ:AEGR) is the fifth largest holding, Kingdon Capital cutting the position to 458,410 shares from 1.30 million shares held at the end of September. The reported value has come down to $32.50 million from $111.48 million.

Disclosure: none

Recommended reading:

Citadel Advisors’ Two Latest Moves: ChannelAdvisor Corp (ECOM) and KB Home (KBH)

Short Seller Jim Chanos’ Long Stock Picks

Israel Englander’s Millennium Management Loves These Stocks

blog comments powered by Disqus
Insider Monkey Headlines
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months Click to see monthly returns in table format!

Lists

10 Cities with High Demand for Nurses

6 of the Worst Greeting Card Messages Ever Crafted

6 Ways to Make Money in ArcheAge and Build Your Empire

10 Foods To Eat To Lower Cholesterol Levels

The 10 Most Hated Television Characters of All Time

The 30 Worst Halloween Costume Ideas Ever Brought to Horrible Life

10 Vocational Skills in Demand Today with Jobs Waiting to be Filled

10 Best Places to Visit in Central and South America

The 10 Greatest Empires in History Which Nearly Conquered the World

The 6 Cheapest Boarding Schools In America 2015

5 Clear Reasons LoL is Better than DotA, Continues to Rule MOBAs

The Only 9 Teams with a Chance to Win the Super Bowl

The 15 Most Common Phobias in America that Induce Fits of Panic

Top 6 Least Expensive Tourist Destinations in 2014

Jim Goetz, Peter Fenton, Jim Breyer: Top 6 Venture Investors for 2014

Top 15 Billionaires in 2014

5 Pitfalls To Avoid When Buying a Franchise

Top 20 Medical Schools in the US – 2014 Rankings

4 Business Strategies that Turned Jamie Oliver into the World’s Richest Chef

6 Qualities That Make You A Good Team Player

10 High Paying Seasonal Jobs in America this Holiday Season

The 10 Busiest Shipping Lanes in the World

5 Most Valuable Brands in China

The 10 States with Highest Substance Abuse Rates Crippling Their Populace

The Top 10 Things to Do Before You Die That Will Echo for Eternity

The 10 Best Selling Items on Etsy

Top 10 Things to Do in Tokyo, the Greatest City in the World

10 Mistakes on Social Media that Can Harm You and Will Probably Get You Canned

The 10 Best Cities to Find Jobs in 2014

The 10 Most Controversial Songs Of All Time to Hit (and get Banned from) the Airwaves

The 20 Biggest IPOs in US History

The 10 Best Places to Visit in Mexico that Are Beautiful and Safe

7 Bad Habits that Age You Beyond Your Years

The 40 Best Fortune Cookie Sayings That Will Leave You Bemused, Befuddled, or Beguiled

10 Foods to Eat Before a Workout to Make Every Drop of Sweat Count

The 5 Best Documentaries On Netflix You Must See

The Most Heartwarming and Inspirational Story Of This Halloween Season, It Will Make You Cry and Jump For Joy

10 Best Party Songs of All Time to Bring the House Down With

5 New World Order Conspiracy Theories that Will Strangle the World

The 10 Highest Rated Movies of 2014

The 10 Largest Container Shipping Companies in the World

The 10 Largest Armies in the World: Who Should We Be Afraid Of?

Best Warren Buffett Quotes on Money You Need to Hear

The 10 Highest Suicide Rates by Profession

The 20 Most Underrated Movies of All Time

The 10 Fastest Growing Companies in America

The 10 Biggest Outlet Malls in USA

The 5 Most Popular Rap Songs of All Time

The 10 Countries that Eat the Most Meat

The10 Most Expensive Countries to Fly To

Subscribe

Enter your email:

Delivered by FeedBurner

X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!