Daniel Loeb's Third Point Stock Picks, Berkshire Hathaway's Portfolio, New Investments, & Sold Out Holdings as of June 30, 2013

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Company Name Symbol 6/30/13 Mrkt Value ('000) Portfolio Weight 6/30 #Shares 6/30 Price 3/31/13 #Shares 3/31 Price Change in investment Pct Change of #Shares
ABBVIE INC ABBV 0 0.00% 0 0.00 2,950,000 40.78 Sold out -100.00%
AGRIUM INC AGU 0 0.00% 0 0.00 1,000,000 97.50 Sold out -100.00%
AMERICAN INTERNATIONAL GROUP INC CORP AIG 447,000 10.13% 10,000,000 44.70 13,500,000 38.82 Reduce -25.93%
ANADARKO PETROLEUM CORPORATION APC 81,646 1.85% 982,000 83.14 1,200,000 87.45 Reduce -18.17%
APPLE INC AAPL 0 0.00% 0 0.00 25,000 9.00 Sold out -100.00%
ARIAD PHARMACEUTICALS INC ARIA 0 0.00% 0 0.00 2,750,000 18.08 Sold out -100.00%
BE AEROSPACE INC BEAV 115,121 2.61% 1,825,000 63.08 2,000,000 60.28 Reduce -8.75%
BioFuel Energy Corp. BIOF 3,484 0.08% 1,043,123 3.34 1,043,123 5.11 No change 0.00%
CABOT OIL AND GAS CORP COG 97,652 2.21% 1,375,000 71.02 1,250,000 67.61 Add 10.00%
CF INDUSTRIES HOLDINGS INC CF 144,918 3.28% 845,000 171.50 0 0.00 New investment 100.00%
CHENIERE ENERGY INC LNG 131 0.00% 96,000 1.36 4,050,000 27.67 Reduce -97.63%
CHIMERA INVESTMENT CORPORATION CIM 0 0.00% 0 0.00 15,000,000 3.19 Sold out -100.00%
Coca-Cola Enterprises, Inc. CCE 35,160 0.80% 1,000,000 35.16 0 0.00 New investment 100.00%
COMPANHIA BRASILIERA DE DISTRIBUICAO CBD 0 0.00% 0 0.00 250,000 53.28 Sold out -100.00%
CONSTELLATION BRANDS STZ 78,601 1.78% 1,594,500 49.30 2,000,000 47.64 Reduce -20.28%
DELPHI AUTOMOTIVE PLC DLPH 0 0.00% 0 0.00 3,000,000 44.40 Sold out -100.00%
DOLLAR GENERAL CORPORATION DG 110,946 2.51% 2,200,000 50.43 2,300,000 50.58 Reduce -4.35%
ELAN CORP ADR ELN 122,115 2.77% 12,000,000 10.18 0 0.00 New investment 100.00%
ELECTRONIC ARTS INC EA 0 0.00% 0 0.00 2,000,000 0.82 Sold out -100.00%
ENPHASE ENERGY INC ENPH 57,581 1.30% 7,448,987 7.73 7,448,987 6.20 No change 0.00%
EQUINIX INC EQIX 0 0.00% 0 0.00 425,000 216.31 Sold out -100.00%
GILEAD SCIENCES INC GILD 257 0.01% 128,000 2.01 0 0.00 New investment 100.00%
HESS CORPORATION HES 0 0.00% 0 0.00 1,000,000 71.61 Sold out -100.00%
HILLSHIRE BRANDS COMPANY HSH 0 0.00% 0 0.00 2,500,000 2.20 Sold out -100.00%
INTERNATIONAL PAPER CO IP 205,657 4.66% 8,250,000 24.93 6,600,000 46.58 Add 25.00%
ISHARES MSCI EMERGING MARKETS INDEX FUND EEM 320 0.01% 4,000,000 0.08 0 0.00 New investment 100.00%
LIBERTY GLOBAL INC LBTYA 0 0.00% 0 0.00 800,000 73.38 Sold out -100.00%
LIBERTY GLOBAL INC LBTYK 0 0.00% 0 0.00 450,000 68.63 Sold out -100.00%
LIBERTY GLOBAL PLC cG5480U104 220,470 4.99% 3,000,000 73.49 0 0.00 New investment 100.00%
LIBERTY GLOBAL PLC cG5480U120 135,780 3.08% 1,999,998 67.89 0 0.00 New investment 100.00%
LOUISIANA PACIFIC CORP LPX 0 0.00% 0 0.00 1,800,000 21.60 Sold out -100.00%
LYONDELLBASELL INDUSTRIES NV LYB 0 0.00% 0 0.00 950,000 63.29 Sold out -100.00%
MARATHON PETROLEUM CORPORATION MPC 90,025 2.04% 2,250,000 40.01 0 0.00 New investment 100.00%
MURPHY OIL CORP MUR 0 0.00% 0 0.00 2,500,000 63.73 Sold out -100.00%
News Corp. NWSA 130,320 2.95% 4,000,000 32.58 6,500,000 30.51 Reduce -38.46%
NXP SEMICONDUCTORS NV NXPI 0 0.00% 0 0.00 2,500,000 30.29 Sold out -100.00%
SENSATA TECHNOLOGIES HOLDING NV ST 0 0.00% 0 0.00 1,900,000 32.87 Sold out -100.00%
SOTHEBYS BID 94,775 2.15% 2,500,000 37.91 500,000 37.41 Add 400.00%
SPDR GOLD TRUST GLD 0 0.00% 0 0.00 130,000 154.47 Sold out -100.00%
THERMO FISHER SCIENTIFIC INC TMO 211,575 4.79% 2,500,000 84.63 1,300,000 76.49 Add 92.31%
TIBCO SOFTWARE TIBX 107,025 2.42% 5,000,000 21.41 1,000,000 20.22 Add 400.00%
TIFFANY AND CO TIF 120,186 2.72% 1,650,000 72.84 2,715,000 69.17 Reduce -39.23%
TRANSDIGM GROUP INCORPORATED TDG 0 0.00% 0 0.00 400,000 152.92 Sold out -100.00%
VIRGIN MEDIA INC VMED 0 0.00% 0 0.00 11,000,000 48.97 Sold out -100.00%
WALT DISNEY CO DIS 113,723 2.58% 1,832,000 62.08 0 0.00 New investment 100.00%
WESCO INTERNATIONAL INC WCC 74,756 1.69% 1,100,000 67.96 1,000,000 72.61 Add 10.00%
WILLIAMS COMPANIES INC WMB 56,822 1.29% 1,750,000 32.47 0 0.00 New investment 100.00%
YAHOO INC YHOO 1,558,060 35.30% 62,000,000 25.13 62,000,000 23.53 No change 0.00%
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