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:
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)
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