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John Griffin

John Griffin

Last Update: 2013-05-15

Number of Stocks: 43
Number of New Stocks: 7

Total Value: $7,955 Mil
Q/Q Turnover: 19%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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John Griffin Latest Trades :



TickerCompanyDate Action
Impact Price Range
(Average)*
Current Price Change from Averagedown Comment Current Shares
ARCO Arcos Dorados Holdin... 2011-06-30 Buy 0.1%$20.15 - $24.73
($22.02)
$ 14.95-32%New holding, 300000 sh.300,000
SWC Stillwater Mining Co... 2011-06-30 Reduce-0.88%$17.67 - $23.96
($20.26)
$ 12.05-40%Reduce -91.9%200,000
YOKU Youku.com 2011-06-30 Buy 0.47%$26.25 - $67.27
($46.14)
$ 20.06-56%New holding, 900000 sh.900,000
TRQ Ivanhoe Mines Ltd 2011-06-30 Reduce-1.07%$21.94 - $28.44
($24.8)
$ 6.98-72%Reduce -36.89%3,927,000
DYNIQ Dynegy 2011-06-30 Buy 0.31%$5.54 - $6.45
($5.92)
$ 0.59-90%New holding, 3365000 sh.3,365,000
VRX Valeant Pharmaceutic... 2011-03-31 Add0.19%$28.29 - $50.08
($38.68)
$ 84.47118%Add 2.53%8,925,465
DISCK Discovery Communicat... 2011-03-31 Reduce-1.41%$33.28 - $39.42
($35.79)
$ 70.0696%Reduce -75.04%790,000
DISCA Discovery Communicat... 2011-03-31 Reduce-1.96%$38.56 - $44.17
($40.79)
$ 79.5395%Reduce -75.05%965,000
HHC The Howard Hughes Co... 2011-03-31 Sold Out -0.48%$50.28 - $70
($58.08)
$ 102.0376%Sold Out0
EBAY Ebay Inc. 2011-03-31 Buy 2.31%$27.695 - $34.69
($31.12)
$ 54.6476%New holding, 4410000 sh.4,410,000
CCI Crown Castle Intl. C... 2011-03-31 Reduce-2.31%$37.37 - $46.17
($42.02)
$ 73.7275%Reduce -67.39%1,560,000
RRC Range Resources Corp 2011-03-31 Add1.82%$44.74 - $57.55
($49.62)
$ 77.0755%Add 47.6%5,727,000
GGP General Growth Prope... 2011-03-31 Sold Out -1.4%$14.35 - $15.92
($15.11)
$ 21.5443%Sold Out0
NRG Nrg Energy Inc. 2011-03-31 Add1.3%$19.22 - $21.84
($20.38)
$ 27.1733%Add 101.71%7,080,000
NVR Nvr Inc. 2011-03-31 Add0.18%$684.64 - $804.32
($754.69)
$ 995.3132%Add 13.37%118,250
PMT Pennymac Mortgage Tr... 2011-03-31 Add0.25%$17.95 - $19.04
($18.46)
$ 23.1525%Add 50.51%2,384,000
SATS Echostar Corp. 2011-03-31 Reduce-0.35%$24.97 - $37.5
($31.29)
$ 38.5823%Reduce -21.05%2,080,300
CVA Covanta Holding Corp... 2011-03-31 Reduce-1.62%$16.54 - $17.54
($16.97)
$ 20.6922%Reduce -64.79%3,050,000
EWBC East West Bancorp In... 2011-03-31 Buy 1.13%$19.55 - $23.64
($21.92)
$ 26.0419%New holding, 3040100 sh.3,040,100
LVLT Level 3 Communicatio... 2011-03-31 Add0.26%$14.69 - $22.04
($19.19)
$ 21.8514%Add 135.13%18,305,000
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

John Griffin's Profile:

John Griffin is the president of Blue Ridge Capital, an investment partnership that he founded in 1996. Mr. Griffin was known as legendary investor Julian Robertson's right hand man. He and a few others are named as Tiger Cubs as they worked with Julian Robertson at Tiger Funds. Mr. Griffin is adjunct professor of finance at Columbia Business School and a visiting professor at the University of Virginia. He began his career as a financial analyst for Morgan Stanley Merchant Banking Group before moving on to Tiger Management, where he became president in 1993.

» More Profile & Performance

John Griffin's Current Portfolio:

Ticker Shares Value ($1000)
GILD8,000,000391,520
TMO5,010,000383,215
AIG8,705,000337,928
DLTR6,500,000314,795
MON3,035,000320,587
PCLN447,000307,608
LBTYA3,900,000286,182
OC7,155,000282,122
RL1,640,000277,668
RRC3,198,000259,166
» More Current Portfolio

John Griffin's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 29.7% 29.7%
Healthcare 14.9% 14.9%
Basic Materials 10.6% 10.6%
Financial Services 10.4% 10.4%
Communication Services 10.2% 10.2%
Technology 5.3% 5.3%
Consumer Defensive 4% 4%
Energy 3.3% 3.3%
Real Estate 3.2% 3.2%
» More Sector Weightings

John Griffin's News:

» More Related News


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