Tracking Stanley Druckenmiller's Duquesne Family Office Portfolio - Q4 2012 Update

Below is a spreadsheet that highlights the changes to Stanley Druckenmiller's Duquesne Family Office US long stock portfolio as of Q4 2012. For a look at how his portfolio has progressed, see our previous update:

 Several significant stakes were established this quarter: US Airways Group (LCC), a large 4.2% position, Southern Company (SO), a large 3.85% position and smaller (less than 2%) positions in Ocwen Financial (OCN), PG&E Group (PCG), Verisign (VRSN), Workday Inc. (WDAY), YPF S A (YPF). There was a also a fairly large stake increase in Merck (MRK) to a 7.51% position and a 30% stake reduction in SunTrust Banks (STB) to a 2% position. The pattern of trades indicate Druckenmiller is following the uptrend in sectors such as airlines and utilities.

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