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Premium Members Only)Ticker![]() | Company![]() | Date
|
Action |
Impact
![]() |
Price Range (Average)*
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Current Price | Change from Average![]() |
Comment | Current Shares | |
|---|---|---|---|---|---|---|---|---|---|---|
| GSM | Globe Specialty Meta... | 2011-12-31 | Buy | 0.27% | $13 - $17.93 ($15.09) | $ 12.6 | -16% | New holding, 249400 sh. | 249,400 | |
| CMCSK | Comcast Corp. Specia... | 2011-12-31 | Add | 0.36% | $20.17 - $24.34 ($22.61) | $ 40.45 | 79% | Add 4.01% | 4,923,282 | |
| AON | Aon | 2011-12-31 | Reduce | -4.35% | $40.62 - $50.94 ($46.07) | $ 66.18 | 44% | Reduce -41.38% | 1,508,051 | |
| ADBE | Adobe Systems Inc. | 2011-12-31 | Buy | 3.3% | $23.26 - $30.42 ($27.39) | $ 44.02 | 61% | New holding, 1422229 sh. | 1,422,229 | |
| WFC | Wells Fargo & Co. | 2011-09-30 | Buy | 2.71% | $22.88 - $29.38 ($25.85) | $ 40.68 | 57% | New holding, 1153577 sh. | 1,153,577 | |
| V | Visa | 2011-09-30 | Buy | 2.13% | $79.24 - $92.84 ($87.24) | $ 181.55 | 108% | New holding, 254786 sh. | 254,786 | |
| VRX | Valeant Pharmaceutic... | 2011-09-30 | Add | 1.17% | $36.45 - $56.73 ($45.98) | $ 75.53 | 64% | Add 9.15% | 3,857,129 | |
| USB | U.s. Bancorp | 2011-09-30 | Add | 0.35% | $20.56 - $27.01 ($23.9) | $ 35.29 | 48% | Add 5.65% | 2,869,924 | |
| RYAAY | Ryanair Holdings Plc | 2011-09-30 | Sold Out | -6.1072% | $24.2 - $28.93 ($26.2) | $ 46.81 | 79% | Sold Out | 0 | |
| PRI | Primerica | 2011-09-30 | Buy | 2.88% | $19.28 - $22.35 ($20.75) | $ 34.56 | 67% | New holding, 1370503 sh. | 1,370,503 | |
| MSI | Motorola Solutions | 2011-09-30 | Buy | 9.78% | $38.72 - $46.37 ($42.56) | $ 57.77 | 36% | New holding, 2399313 sh. | 2,399,313 | |
| MA | Mastercard Cl A | 2011-09-30 | Reduce | -3.6% | $291.96 - $353.78 ($321.96) | $ 584.85 | 82% | Reduce -33.3% | 273,876 | |
| JW.A | John Wiley & Sons In... | 2011-09-30 | Sold Out | -2.2192% | $42.35 - $52.92 ($48.11) | $ 39.51 | -18% | Sold Out | 0 | |
| CMCSK | Comcast Corp. Specia... | 2011-09-30 | Add | 1.02% | $19.36 - $24.87 ($22.06) | $ 40.45 | 83% | Add 11.93% | 4,733,611 | |
| ACGL | Arch Capital Group L... | 2011-09-30 | Sold Out | -4.4541% | $30.2 - $34.54 ($32.85) | $ 52.74 | 60% | Sold Out | 0 | |
| AON | Aon Corp. | 2011-09-30 | Add | 1.15% | $40 - $51.83 ($46.3) | $ 66.18 | 43% | Add 12.33% | 2,572,423 | |
| VRX | Valeant Pharmaceutic... | 2011-06-30 | Add | 5.19% | $48.24 - $54.05 ($51.71) | $ 75.53 | 46% | Add 47.77% | 3,533,654 | |
| RYAAY | Ryanair Holdings Plc | 2011-06-30 | Reduce | -2.46% | $27.97 - $30.56 ($29.58) | $ 46.81 | 58% | Reduce -30.28% | 2,382,288 | |
| HPQ | Hewlettpackard Co. | 2011-06-30 | Sold Out | -5.84% | $34.26 - $41.57 ($38.09) | $ 21.11 | -45% | Sold Out | 0 | |
| GOOG | Google Inc. | 2011-06-30 | Add | 7.63% | $474.88 - $591.8 ($527.63) | $ 906.97 | 72% | Add 146.85% | 289,789 | |
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Glenn Greenberg's Profile:Glenn Greenberg and partner John Shapiro founded Chieftain Capital Management in 1984. By pursuing a disciplined investment strategy, Chieftain compounded its accounts at 22.5% (before management fees) during the period from 1984 through 2004 versus 12.9% for the S&P 500. Update: Chieftain Capital, founded by Glenn Greenberg and John Shapiro in 1984, has now divided into two separate entities. Mr. Shapiro and two Chieftain partners, Tom Stern and Joshua Slocum, plan to launch a new investment firm in 2010 that will keep the name Chieftain Capital Management. The existing Chieftain will be renamed Brave Warrior Advisors and will be run by Mr. Greenberg. |
Glenn Greenberg's Current Portfolio:
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