0001193125-11-140611.txt : 20110516 0001193125-11-140611.hdr.sgml : 20110516 20110516093117 ACCESSION NUMBER: 0001193125-11-140611 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110331 FILED AS OF DATE: 20110516 DATE AS OF CHANGE: 20110516 EFFECTIVENESS DATE: 20110516 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BRIDGER MANAGEMENT LLC CENTRAL INDEX KEY: 0001166309 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10079 FILM NUMBER: 11843731 BUSINESS ADDRESS: STREET 1: 90 PARK AVENUE, STREET 2: 40TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10016 BUSINESS PHONE: 000 000 0000 MAIL ADDRESS: STREET 1: 90 PARK AVENUE, STREET 2: 40TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10016 13F-HR 1 d13fhr.txt FORM 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2011 Check here if Amendment [_]; Amendment Number: This amendment (Check only one.): [_] is a restatement. [_] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Bridger Management LLC Address: 90 Park Avenue, 40th Floor New York, N.Y. 10016 13 File Number: 28-10079 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct, and complete, and and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form Person Signing this Report on Behalf of Reporting Manager: Name: Michael Tierney Title: Chief Financial Officer Phone: 212-984-2123 /s/ Michael Tierney New York, NY May 16, 2011 ------------------------------------- ------------ ------------ Report Type (Check only one.): [X] 13F HOLDINGS REPORT. [_] 13F NOTICE. [_] 13F COMBINATION REPORT. I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: List of other included managers: Form 13F Information Table Entry Total: 66 Form 13F Information Table Value Total: 2100325 (thousand)
FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP x($1000) PRN AMT PRN CALL DISCRETN MANAGERS SOLE SHARED NONE ------------------------------ ----------------- --------- -------- -------- --- ---- -------- -------- ------ ------ ------ D ACORDA THERAPEUTICS INC COMMON STOCK 00484M106 20300 875000 SH SOLE 20300 0 0 D ALLERGAN INC COMMON STOCK 018490102 25922 365000 SH SOLE 25922 0 0 D AMICUS THERAPEUTICS INC COMMON STOCK 03152W109 7090 1000000 SH SOLE 7090 0 0 D AMYLIN PHARMACEUTICALS INC COMMON STOCK 032346108 9414 828000 SH CALL SOLE 9414 0 0 D ASIA ENTERTAINMENT & RESOURCES COMMON STOCK G0539K108 4766 496414 SH SOLE 4766 0 0 D ASSURED GUARANTY LTD COMMON STOCK G0585R106 12293 825000 SH SOLE 12293 0 0 D AVIS BUDGET GROUP INC COMMON STOCK 053774105 70696 3947277 SH SOLE 70696 0 0 D BANK OF AMERICA CORP WARRANTS 060505146 14578 1900700 SH SOLE 14578 0 0 D BOOZ ALLEN HAMILTON HOLDING COMMON STOCK 099502106 4370 242658 SH SOLE 4370 0 0 D BOSTON BEER INC COMMON STOCK 100557107 8428 91000 SH SOLE 8428 0 0 D CARDINAL HEALTH INC COMMON STOCK 14149Y108 48472 1178500 SH SOLE 48472 0 0 D CARDIOME PHARMA CORP COMMON STOCK 14159U202 9145 2136753 SH SOLE 9145 0 0 D CAREFUSION CORP COMMON STOCK 14170T101 112940 4004968 SH SOLE 112940 0 0 D CASELLA WASTE SYSTEMS INC COMMON STOCK 147448104 12859 1793507 SH SOLE 12859 0 0 D COGENT COMMUNICATIONS GROUP COMMON STOCK 19239V302 10138 711441 SH SOLE 10138 0 0 D COTT CORP COMMON STOCK 22163N106 53910 6417855 SH SOLE 53910 0 0 D COVIDIEN PLC SHS G2554F113 50540 973044 SH SOLE 50540 0 0 D CTRIP COM INTL LTD SPONSORED ADR 22943F100 2738 66000 SH SOLE 2738 0 0 D DAVITA INC COMMON STOCK 23918K108 31583 369351 SH SOLE 31583 0 0 D DELCATH SYSTEMS INC COMMON STOCK 24661P104 4123 560023 SH SOLE 4123 0 0 D DIRECTV GROUP INC COMMON STOCK 25490A101 78390 1675000 SH SOLE 78390 0 0 D GENERAL MOTORS CO COMMON STOCK 37045V100 58957 1900000 SH SOLE 58957 0 0 D GENPACT LTD COMMON STOCK G3922B107 23081 1594006 SH SOLE 23081 0 0 D GOOGLE INC COMMON STOCK 38259P508 63957 109000 SH SOLE 63957 0 0 D HCA HOLDINGS INC COMMON STOCK 40412C101 67740 2000000 SH SOLE 67740 0 0 D HERTZ GLOBAL HOLDINGS COMMON STOCK 42805T105 45067 2883336 SH SOLE 45067 0 0 D HYATT HOTELS CORP COMMON STOCK 448579102 64560 1500000 SH SOLE 64560 0 0
D IESI-BFC LTD COMMON STOCK 44951D108 83518 3292000 SH SOLE 83518 0 0 D INHIBITEX INC COMMON STOCK 45719T103 2635 727977 SH SOLE 2635 0 0 D INSULET CORP COMMON STOCK 45784P101 32992 1600000 SH SOLE 32992 0 0 D IRONWOOD PHARMACEUTICALS INC COMMON STOCK 46333X108 34950 2500000 SH SOLE 34950 0 0 D ISHARES FTSE CHINA 25 INDEX ETF 464287184 22455 500000 SH CALL SOLE 22455 0 0 D ISHARES INC MSCI JAPAN INDEX ETF 464286848 10315 1000000 SH CALL SOLE 10315 0 0 D ISHARES MSCI EMERGING MARKETS ETF 464287234 24335 500000 SH PUT SOLE 24335 0 0 D ISTAR FINANCIAL INC COMMON STOCK 45031U101 16457 1792712 SH SOLE 16457 0 0 D K12 INC COMMON STOCK 48273U102 17585 521823 SH SOLE 17585 0 0 D KAPSTONE PAPER & PACKAGING COMMON STOCK 48562P103 4486 261282 SH SOLE 4486 0 0 D KROGER CO COMMON STOCK 501044101 13663 570000 SH SOLE 13663 0 0 D KV PHARMACEUTICAL CO COMMON STOCK 482740206 8027 1340000 SH SOLE 8027 0 0 D LPL INVESTMENT HOLDINGS INC COMMON STOCK 50213H100 35452 990000 SH SOLE 35452 0 0 D MACQUARIE INFRASTRUCTURE CO MEMBERSHIP INT 55608B105 15509 650000 SH SOLE 15509 0 0 D MAP PHARMACEUTICALS INC COMMON STOCK 56509R108 2758 200000 SH SOLE 2758 0 0 D MEDIFAST INC COMMON STOCK 58470H101 9780 495182 SH SOLE 9780 0 0 D MICROSOFT CORP COMMON STOCK 594918104 51415 2025000 SH SOLE 51415 0 0 D MOBILE TELESYSTEMS SPONSORED ADR 607409109 32907 1550000 SH SOLE 32907 0 0 D MORGAN STANLEY COMMON STOCK 617446448 82446 3017800 SH SOLE 82446 0 0 D NATIONAL CINEMEDIA INC COMMON STOCK 635309107 34670 1856969 SH SOLE 34670 0 0 D NETSPEND HOLDINGS INC COMMON STOCK 64118V106 7605 722908 SH SOLE 7605 0 0 D ONYX PHARMACEUTICALS INC COMMON STOCK 683399109 57634 1638249 SH SOLE 57634 0 0 D ORCHID CELLMARK INC COMMON STOCK 68573C107 7964 5205998 SH SOLE 7964 0 0 D PENN NATIONAL GAMING INC COMMON STOCK 707569109 15979 431159 SH SOLE 15979 0 0 D PENNYMAC MORTGAGE INVESTMENT COMMON STOCK 70931T103 20229 1100000 SH SOLE 20229 0 0 D PFIZER INC COMMON STOCK 717081103 53314 2625000 SH SOLE 53314 0 0 D POPULAR INC COMMON STOCK 733174106 46374 15881481 SH SOLE 46374 0 0 D RESEARCH IN MOTION COMMON STOCK 760975102 54278 960000 SH SOLE 54278 0 0 D SPDR S&P 500 ETF TRUST ETF 78462F103 132590 1000000 SH CALL SOLE 132590 0 0 D STATE STREET CORP COMMON STOCK 857477103 78825 1754000 SH SOLE 78825 0 0 D STRATASYS INC COMMON STOCK 862685104 7520 160000 SH SOLE 7520 0 0
D THE9 LTD SPONSORED ADR 88337K104 340 51861 SH SOLE 340 0 0 D UNITED RENTALS INC COMMON STOCK 911363109 50752 1525000 SH SOLE 50752 0 0 D UNITED STATES OIL FUND LP ETF 91232N108 29820 700000 SH CALL SOLE 29820 0 0 D UNITED THERAPEUTICS COMMON STOCK 91307C102 16688 249000 SH SOLE 16688 0 0 D UNITEDHEALTH GROUP COMMON STOCK 91324P102 51420 1137605 SH SOLE 51420 0 0 D WASTE CONNECTIONS INC COMMON STOCK 941053100 13163 457200 SH SOLE 13163 0 0 D YUHE INTERNATIONAL INC COMMON STOCK 988432100 2442 366655 SH SOLE 2442 0 0 D ZAGG INC COMMON STOCK 98884U108 976 130000 SH CALL SOLE 976 0 0 S REPORT SUMMARY 66 DATA RECORDS 2100325