Glenn Greenberg

Last Update: 02-17-2015

Number of Stocks: 14
Number of New Stocks: 3

Total Value: $2,872 Mil
Q/Q Turnover: 15%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Glenn Greenberg Bought these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
JPM JPMorgan Chase & Co 2014-12-31 Add1.14%$55.08 - $63.15
($60.18)
$ 60.581%Add 14.31%4,162,430
EQIX Equinix Inc 2014-12-31 Add0.99%$191.96 - $234.1
($216.63)
$ 235.508%Add 17.28%852,434
MSFT Microsoft Corp 2014-12-31 Add0.46%$42.74 - $49.61
($46.99)
$ 40.80-15%Add 5.92%5,120,165
SCHW Charles Schwab Corp 2014-12-31 Add0.14%$25.17 - $30.67
($28.41)
$ 30.417%Add 1.57%8,474,710
VRX Valeant Pharmaceuticals International Inc 2014-09-30 Add2.6%$106.73 - $130.26
($118.9)
$ 200.6841%Add 8.86%6,586,582
CMPR Cimpress NV 2014-09-30 Add1.93%$37.15 - $53.5
($45.68)
$ 84.1646%Add 26.15%4,580,125
EQIX Equinix Inc 2014-09-30 Add1.71%$206.26 - $223.58
($214.78)
$ 235.509%Add 42.72%726,837
ESRX Express Scripts Holding Co 2014-09-30 Add0.79%$65.6 - $75.51
($71.37)
$ 87.7519%Add 6.50%4,982,726
ESRX Express Scripts Holding Co 2014-06-30 Add3.17%$66.17 - $76.08
($70.4)
$ 87.7520%Add 31.94%4,678,694
VRX Valeant Pharmaceuticals International Inc 2014-06-30 Add2.33%$116.99 - $138.13
($127.6)
$ 200.6836%Add 8.19%6,050,442
MSFT Microsoft Corp 2014-06-30 Add1.43%$39.06 - $42.25
($40.45)
$ 40.801%Add 21.45%4,838,894
SCHW Charles Schwab Corp 2014-06-30 Add1.24%$24.81 - $27.9
($26.24)
$ 30.4114%Add 15.79%8,347,280
CMPR Cimpress NV 2014-06-30 Add0.74%$38.58 - $53.42
($43.51)
$ 84.1648%Add 14.26%3,630,690
ORCL Oracle Corporation 2014-06-30 Add0.14%$38.98 - $42.81
($41.16)
$ 43.315%Add 1.12%7,888,660
ORCL Oracle Corporation 2014-03-31 Add1.21%$35.84 - $39.57
($38.02)
$ 43.3112%Add 10.33%7,801,188
ESRX Express Scripts Holding Co 2013-12-31 Add1.67%$60.88 - $70.6
($65.26)
$ 87.7526%Add 17.20%3,958,387
ORCL Oracle Corporation 2013-09-30 Add1.36%$30.1 - $34.05
($32.47)
$ 43.3125%Add 14.89%7,025,771
HAL Halliburton Co 2013-09-30 Add0.71%$42.65 - $50.32
($46.89)
$ 43.75-7%Add 7.49%4,724,009
HAL Halliburton Co 2013-06-30 Add5.57%$37.21 - $45.55
($41.8)
$ 43.754%Add 190.26%4,394,875
ORCL Oracle Corporation 2013-06-30 Add1.04%$29.96 - $35.1
($33.18)
$ 43.3123%Add 13.61%6,115,172
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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.

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.

» More Profile & Performance

Glenn Greenberg's Current Portfolio:

Ticker Shares Value ($1000)
VRX6,126,609876,779
ESRX4,088,652346,186
JPM4,162,430260,485
SCHW8,474,710255,851
MSFT5,120,165237,832
CMPR2,833,719212,076
EQIX852,434193,272
KMI4,193,877177,443
HAL4,141,241162,875
PRI2,344,9400
» More Current Portfolio

Glenn Greenberg's Sector Weightings:


select * from (select sec,round(sum(position),1) as secweight, round(sum(if(impact>0 or null,impact,0)),1) as buyimpact, round(sum(if(impact<0 or NULL, impact,0)),1) as sellimpact from (SELECT round(stock_list.industry/100000,0) as sec , `inst_holdings`.* FROM `inst_holdings`,stock_list where `inst_holdings`.symbol=stock_list.symbol and stock_list.exchange=inst_holdings.exchange and inst_holdings.guru_id = 23 and portdate='2014-12-31' and inst_holdings.verified=1) as a group by sec) as b, (select sector,sectorcode from morn_industry group by sectorcode) as c where b.sec=c.sectorcode order by secweight desc
SectorsSector Weightings (%)
Healthcare 42.6% 42.6%
Financial Services 27.2% 27.2%
Consumer Cyclical 7.4% 7.4%
Industrials 6.4% 6.4%
Energy 6.2% 6.2%
Communication Services 0% 0%
» More Sector Weightings

Glenn Greenberg's News:

» More Related News


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User Comments

Gurufocus
ReplyGurufocus - 1 year ago
hi Waterats, it is fixed.
Waterats
ReplyWaterats - 1 year ago
if you go to any guru stock picks in their fund the dates of purchases are not in order. You can't tell when the last time a guru bought a stock because they are not in chronological order...thanks
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