Raptor Capital Is Eating Up Valeant Pharmaceuticals Intl Inc (VRX), ADT Corp (ADT) and Others

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In order to follow the activity of Raptor Capital Management, let’s take a look at the top five picks from its equity portfolio.

As follows, it includes Valeant Pharmaceuticals Intl Inc (NYSE:VRX), in which the hedge fund holds 196,500 shares. The value of the stake amounts to $14.7 million, up from 128,900 shares, worth $7.7 million reported at the end of 2012.

The next on the list is AMC Networks Inc (NASDAQ:AMCX), represented in Raptor Capital’s 13F portfolio by a $10.9 million stake, which contains 171,900 shares. This is a new position in the equity portfolio of the hedge fund. Since the beginning of the year, the stock of AMC Networks Inc (NASDAQ:AMCX) has returned almost 39% and sports a P/E slightly below 32.

The third on our list is a $10.2 million stake Primus Telecommunications (NYSE:PTGI), which involves 918,992 shares, up by 45,400 shares over the quarter. Aside from Raptor Capital, we should also mention that 10 other top-tier hedge funds held shares of Primus Telecommunications (NYSE:PTGI) during the first three months of 2013.

We should also mention that Raptor Capital holds 369,447 shares of InterXion Holding NV (NYSE:INXN), the value of the stake amounting to almost $9.0 million, and the position remained unchanged over the quarter. Shares of InterXion Holding NV (NYSE:INXN) have a year-to-date return of  7% and a P/E of almost 44.

Who’s next?

And the last on our list we should mention 182,500 shares held by the hedge fund in ADT Corp (NYSE:ADT). The value of the stake amounts to $8.9 million. The hedgie disclosed ownership of 228,100 shares,worth $10.6 million, at the end of the previous quarter.

Overall, James Pallotta’s Raptor Capital Management’s equity portfolio comprises 40 companies from various sectors. The value of the portfolio amounts to $215.4 million, up from $165.6 million reported in the previous round of filings.

Aside from James Pallotta, you should check out the top picks of some other hedge funds from our database. As follows, take a look at the top picks of billionaire Julian Robertson, Philippe Laffont’s hedge fund Coatue Management, as well as the top picks of Owl Creek, managed by Jeffrey Altman.

Disclosure: none