Eric Mindich's Eton Park Capital Management 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
ACTAVIS INC ACT 63,110 1.21% 500,000 126.22 0 0.00 New investment 100.00%
BAIDU INC BIDU 61,445 1.17% 650,000 94.53 650,000 87.70 No change 0.00%
BRE Properties, Inc. BRE 23,634 0.45% 472,500 50.02 140,000 48.68 Add 237.50%
CBS CORP CBS 97,593 1.87% 1,997,000 48.87 0 0.00 New investment 100.00%
CHARTER COMMUNICATIONS INC CHTR 56,971 1.09% 460,000 123.85 375,000 104.18 Add 22.67%
CHENIERE ENERGY INC LNG 95,161 1.82% 3,428,000 27.76 2,928,000 28.00 Add 17.08%
CHIPOTLE MEXICAN GRILL INC CMG 0 0.00% 0 0.00 400,000 325.87 Sold out -100.00%
CITIGROUP INC C.WS.B 2,933 0.06% 34,507,284 0.08 34,507,284 0.07 No change 0.00%
CLEARWIRE CORPORATION CLWR 14,940 0.29% 3,000,000 4.98 0 0.00 New investment 100.00%
COMCAST CORPORATION CMCSK 133,593 2.55% 3,367,596 39.67 3,367,596 39.62 No change 0.00%
CONSTELLATION BRANDS STZ 0 0.00% 0 0.00 300,000 47.64 Sold out -100.00%
CORRECTIONS CORPORATION OF AMERICA CXW 0 0.00% 0 0.00 265,650 39.07 Sold out -100.00%
CYTEC INDUSTRIES INC CYT 0 0.00% 0 0.00 567,500 74.08 Sold out -100.00%
DOLLAR GENERAL CORPORATION DG 252,150 4.82% 5,000,000 50.43 6,090,000 50.58 Reduce -17.90%
DOLLAR TREE INC DLTR 292,330 5.59% 5,750,000 50.84 5,000,000 48.43 Add 15.00%
EBAY INC EBAY 258,600 4.94% 5,000,000 51.72 4,000,000 54.22 Add 25.00%
ELAN CORP ADR ELN 50,963 0.97% 3,604,184 14.14 0 0.00 New investment 100.00%
EXACTTARGET INC ET 101,160 1.93% 3,000,000 33.72 0 0.00 New investment 100.00%
INTEL CORPORATION INTC 145,320 2.78% 6,000,000 24.22 6,000,000 21.85 No change 0.00%
IPATH S&P 500 VIX MID TERM FUTURE VXZ 0 0.00% 0 0.00 500,000 21.54 Sold out -100.00%
IPATH S&P 500 VIX SHORT TERM FUTURES VXX 248,880 4.76% 12,000,000 20.74 16,500,000 20.28 Reduce -27.27%
KINDER MORGAN INC DEL KMI.WS 28,934 0.55% 5,651,198 5.12 5,651,198 5.14 No change 0.00%
Lender Processing Services, Inc. LPS 40,438 0.77% 1,250,000 32.35 0 0.00 New investment 100.00%
LIBERTY GLOBAL INC LBTYA 0 0.00% 0 0.00 5,543,300 73.40 Sold out -100.00%
LIBERTY GLOBAL INC LBTYK 0 0.00% 0 0.00 3,123,700 68.63 Sold out -100.00%
LIBERTY GLOBAL PLC cG5480U104 373,608 7.14% 5,043,300 74.08 0 0.00 New investment 100.00%
LIBERTY GLOBAL PLC cG5480U120 236,508 4.52% 3,483,700 67.89 0 0.00 New investment 100.00%
LIBERTY INTERACTIVE CORPORATION LVNTA 103,651 1.98% 1,219,275 85.01 1,219,275 75.58 No change 0.00%
MARATHON PETROLEUM CORPORATION MPC 370,578 7.08% 5,215,000 71.06 4,451,000 89.60 Add 17.16%
MCGRAW HILL COMPANIES INC MHP 0 0.00% 0 0.00 1,000,000 52.08 Sold out -100.00%
MCMORAN EXPLORATION CO MMR 0 0.00% 0 0.00 1,500,000 16.35 Sold out -100.00%
MEAD JOHNSON NUTRITION COMPANY MJN 87,628 1.68% 1,106,000 79.23 670,000 77.45 Add 65.07%
MOODYS CORP MCO 60,930 1.16% 1,000,000 60.93 1,000,000 53.32 No change 0.00%
News Corp. NWSA 766,100 14.64% 23,500,000 32.60 29,500,000 30.52 Reduce -20.34%
NIELSEN HOLDINGS NV NLSN 268,720 5.14% 8,000,000 33.59 8,000,000 35.82 No change 0.00%
NOBLE CORP NE 37,580 0.72% 1,000,000 37.58 0 0.00 New investment 100.00%
OIL STATES INT'L OIS 32,240 0.62% 348,011 92.64 0 0.00 New investment 100.00%
PACIFIC DRILLING SA PACD 26,132 0.50% 2,672,000 9.78 3,670,000 10.10 Reduce -27.19%
PAMPA ENERGIA SA PAM 12,334 0.24% 3,818,540 3.23 3,818,540 4.02 No change 0.00%
PLAINS EXPLORATION AND PRODUCTION CO PXP 0 0.00% 0 0.00 764,501 47.47 Sold out -100.00%
PRICELINE COM INC PCLN 171,629 3.28% 207,500 827.13 245,000 687.93 Reduce -15.31%
SPIRIT AEROSYSTEMS HOLDINGS INC SPR 53,700 1.03% 2,500,000 21.48 0 0.00 New investment 100.00%
SPREADTRUM COMMUNICATIONS INC SPRD 11,342 0.22% 432,058 26.25 0 0.00 New investment 100.00%
SPRINT NEXTEL CORPORATION S 91,260 1.74% 13,000,000 7.02 18,455,816 6.21 Reduce -29.56%
STAPLES INC SPLS 39,650 0.76% 2,500,000 15.86 0 0.00 New investment 100.00%
TEEKAY CORPORATION TK 203,150 3.88% 5,000,000 40.63 5,000,000 35.96 No change 0.00%
ULTA SALON COSMETICS AND FRAGRANCE INC ULTA 100,160 1.91% 1,000,000 100.16 0 0.00 New investment 100.00%
VISTEON CORPORATION VC 63,082 1.21% 999,400 63.12 1,093,500 57.70 Reduce -8.61%
VODAFONE GROUP VOD 28,745 0.55% 1,000,000 28.75 0 0.00 New investment 100.00%
YANDEX NV YNDX 124,335 2.38% 4,500,000 27.63 2,000,000 23.12 Add 125.00%
YPF SOCIEDAD ANONIMA YPF 0 0.00% 0 0.00 3,770,789 14.29 Sold out -100.00%
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