Tracking John Griffin's Blue Ridge Capital Holdings - Q4 2013 Update

Below is a spreadsheet that highlights the changes to John Griffin's Blue Ridge Capital US long stock portfolio as of Q4 2013:

The 13F portfolio increased from around $8.4B to over $9.7B this quarter. Major activity in the quarter include:

• Large stake increases in Endo Health (ENDP), Charter Communication (CHTR), and Avis Budget (CAR)
• Fairly large new stake establishments in Actavis plc (ACT) and Marathon Petroleum (MPC)
• A 25% stake reduction in Priceline (PCLN)

John Griffin is a "tiger cub" who posted an outstanding 65% return in 2007. This was followed up with an 8% loss during the financial crisis. To know more about Julian Robertson and his legendary Tiger Management, check out Julian Robertson: A Tiger in the Land of Bulls and Bears. To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.