John Griffin

Last Update: 2014-11-14

Number of Stocks: 47
Number of New Stocks: 2

Total Value: $8,454 Mil
Q/Q Turnover: 5%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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John Griffin 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
THC Tenet Healthcare Cor... 2013-03-31 Add0.24%$32.47 - $47.58
($39.58)
$ 51.8531%Add 22.19%2,120,000
OC Owens-Corning, Inc. 2013-03-31 Add0.24%$36.99 - $43.39
($40.31)
$ 34.51-14%Add 7.27%7,155,000
EQIX Equinix, Inc. 2012-12-31 Add1.59%$172.9 - $204.22
($189.35)
$ 234.124%Add 88.03%1,170,000
TWX Time Warner Inc 2012-12-31 Add1.12%$43.04 - $48.26
($45.71)
$ 84.9386%Add 95.42%3,410,000
DLTR Dollar Tree Stores, ... 2012-12-31 Add1.06%$37.71 - $48.07
($40.77)
$ 68.768%Add 40.39%6,500,000
OC Owens-Corning, Inc. 2012-12-31 Add0.67%$29.63 - $37.05
($33.7)
$ 34.512%Add 24.44%6,670,000
HCA HCA Holdings Inc 2012-12-31 Add0.46%$28.41 - $33.87
($31.41)
$ 74.47137%Add 36.95%4,040,000
GILD Gilead Sciences Inc 2012-12-31 Add0.45%$32.43 - $38.17
($35.66)
$ 108.45204%Add 12.36%4,000,000
GRA W. R. Grace & Co. 2012-12-31 Add0.4%$58.84 - $68.51
($64.09)
$ 95.7349%Add 22.19%2,340,000
GOOGL Google, Inc. 2012-12-31 Add0.25%$323.91 - $384.41
($349.65)
$ 520.0449%Add 4.87%545,300
RL Ralph Lauren Corp 2012-09-30 Add1.68%$136.87 - $162.91
($150.11)
$ 178.8219%Add 75.4%1,640,000
OC Owens-Corning, Inc. 2012-09-30 Add1.47%$26.11 - $35.67
($30.59)
$ 34.5113%Add 110.2%5,360,000
CFX Colfax Corporation 2012-09-30 Add0.82%$24.8 - $36.68
($31.08)
$ 51.5966%Add 36.12%5,370,000
DLTR Dollar Tree Stores, ... 2012-09-30 Add0.6%$46.07 - $54.29
($50.15)
$ 68.737%Add 20.57%4,630,000
UAL United Continental H... 2012-09-30 Add0.28%$17.75 - $24.78
($20.45)
$ 64.14214%Add 23.11%4,980,678
DAL Delta Air Lines Inc 2012-09-30 Add0.28%$8.55 - $11.25
($9.61)
$ 47.38393%Add 15.16%14,280,000
VRSN Verisign, Inc. 2012-06-30 Add1.56%$37.67 - $43.8
($40.51)
$ 58.2944%Add 61.14%6,220,000
DLTR Dollar Tree, Inc. 2012-06-30 Add1.55%$25.92 - $56.71
($49.56)
$ 68.739%Add 100%7,680,000
MLM Martin Marietta Mate... 2012-06-30 Add1.08%$65.07 - $85.66
($75.2)
$ 119.2659%Add 56.17%2,530,000
GILD Gilead Sciences, Inc... 2012-06-30 Add0.89%$22.79 - $26.88
($24.95)
$ 108.45335%Add 38.55%4,115,000
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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)
ACT1,735,000418,621
CHTR2,730,000413,240
ENDP5,698,528389,437
AIG6,370,000344,107
PCLN301,000348,733
MON3,050,000343,156
TMO2,715,000330,416
ST6,585,000293,230
WAG4,850,000287,460
MPC3,155,000267,134
» More Current Portfolio

John Griffin's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 16.7% 16.7%
Healthcare 16.3% 16.3%
Financial Services 12% 12%
Basic Materials 10% 10%
Technology 9.4% 9.4%
Communication Services 7.4% 7.4%
Industrials 5% 5%
Consumer Defensive 4.1% 4.1%
Energy 2.2% 2.2%
Real Estate 1.7% 1.7%
» More Sector Weightings

John Griffin's News:

» More Related News


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