Tetragon Partners GP Ltd Q4 2014 Filing

Filed February 13, 2015

Portfolio Value

$253.4M

Holdings

20

Report Date

Q4 2014

Filing Type

13F-HR

All Holdings (20 positions)

#StockSharesValue% PortfolioType
1
GLOBALSTAR INC
21,017,521$98.2M38.73%
2
MERRIMACK PHARMACEUTICALS IN
14,870,000$28.5M11.26%
3
VGR V2.5 01/15/19VECTOR GROUP LTD
16,800,000$23.7M9.37%
4
ICONIX BRAND GROUP INC
15,449,000$18.3M7.22%
5
COBALT INTL ENERGY INC
20,000,000$12.5M4.94%
6
SPYSPDR S&P 500 ETF TR
50,000$10.3M4.06%Put
7
ACCURAY INC
6,600,000$10.2M4.01%
8
PDL BIOPHARMA INC
7,598,000$10.1M3.97%
9
UNITED STATES STL CORP NEW
8,000,000$10.0M3.96%
10
GENERAL MTRS CO
358,392$9.0M3.55%
11
EXELIXIS INC
10,800,000$6.2M2.46%
12
BRISTOW GROUP INC
3,902,000$4.1M1.62%
13
SOLAZYME INC
5,850,000$3.6M1.43%
14
CZREURCAESARS ENTMT CORP
227,709$3.6M1.41%
15
STARWOOD PPTY TR INC
2,000,000$2.0M0.81%
16
KINDER MORGAN INC DEL
278,929$1.2M0.47%
17
WRIGHT MED GROUP INC
195,000$932K0.37%
18
QUIKSILVER INC
212,307$469K0.19%
19
KEYW HLDG CORP
425,000$390K0.15%
20
GULTUGULF COAST ULTRA DEEP RTY TR
64,100$81K0.03%