Julian Robertson

Julian Robertson

Last Update: 2014-02-14

Number of Stocks: 43
Number of New Stocks: 33

Total Value: $326 Mil
Q/Q Turnover: 60%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Julian Robertson Sold these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
DGI DigitalGlobe Inc 2013-12-31 Sold Out -3.7%$29.72 - $42.09
($35.97)
$ 28.91-20%Sold Out0
RCL Royal Caribbean Crui... 2013-12-31 Sold Out -3.6%$36.29 - $47.44
($42.41)
$ 51.1120%Sold Out0
MCO Moody's Corporation 2013-12-31 Sold Out -3.3%$69.57 - $78.26
($73.15)
$ 77.656%Sold Out0
TWX Time Warner Inc 2013-12-31 Sold Out -3.3%$64.61 - $70.31
($67.39)
$ 64.49-4%Sold Out0
ETFC E*Trade Financial Co... 2013-12-31 Sold Out -3.3%$16.19 - $19.48
($17.76)
$ 20.8417%Sold Out0
MHFI McGraw Hill Financia... 2013-12-31 Sold Out -3.2%$65.55 - $77.58
($71.75)
$ 75.435%Sold Out0
SIRI Sirius XM Holdings I... 2013-12-31 Sold Out -3.2%$3.415 - $4.125
($3.74)
$ 3.17-15%Sold Out0
HHC Howard Hughes Corp 2013-12-31 Sold Out -3.1%$105.97 - $121.13
($113.7)
$ 140.5224%Sold Out0
OCN Ocwen Financial Corp... 2013-12-31 Sold Out -3%$49.91 - $59.97
($54.85)
$ 39.21-28%Sold Out0
HRB H&R Block Inc 2013-12-31 Sold Out -2.9%$27.2 - $29.62
($28.4)
$ 28.330%Sold Out0
ALGT Allegiant Travel Com... 2013-12-31 Sold Out -2.9%$97.26 - $113.97
($106.03)
$ 116.4610%Sold Out0
PCLN Priceline.com, Inc. 2013-12-31 Sold Out -2.7%$989.03 - $1192.33
($1112.62)
$ 1212.259%Sold Out0
HTZ Hertz Global Holding... 2013-12-31 Sold Out -2.5%$21.3 - $26.04
($23.76)
$ 27.3715%Sold Out0
DISH DISH Network Corp 2013-12-31 Sold Out -2.5%$46.63 - $57.73
($51.19)
$ 58.9815%Sold Out0
VRX Valeant Pharmaceutic... 2013-12-31 Sold Out -2.5%$103.04 - $117.42
($109.47)
$ 121.4511%Sold Out0
MIC Macquarie Infrastruc... 2013-12-31 Sold Out -2.5%$52.66 - $56.48
($54.32)
$ 55.332%Sold Out0
JPM JPMorgan Chase & Co 2013-12-31 Sold Out -2.5%$50.75 - $58.25
($54.77)
$ 55.261%Sold Out0
CBI Chicago Bridge & Iro... 2013-12-31 Sold Out -2.5%$68.01 - $82.03
($75.75)
$ 85.5113%Sold Out0
WX WuXi PharmaTech (Cay... 2013-12-31 Sold Out -2.4%$26.52 - $38
($31.52)
$ 35.9914%Sold Out0
FLT Fleetcor Technologie... 2013-12-31 Sold Out -2.4%$103.09 - $122.7
($115.01)
$ 112.59-2%Sold Out0
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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.

Julian Robertson's Profile:

Julian Robertson is considered the father of hedge fund. He launched his firm Tiger Management in 1980 with $8 million, and turned it into over $22 billion in the late 1990s. Robertson had the best hedge fund record throughout the 1980s and 1990s. It is reported that the compound rate of return to his investors was 32%. During his active years, he was considered to be the "Wizard of Wall Street." His hedge fund, Tiger Management, became the world's largest fund, which peaked at over $23 billion invested.
He lost 4% in 1998 and 19% in 1999 as rival investors were riding the dot-com bubble to spectacular returns. He shut down his fund.
Today Tiger Management only manages fund from internal investment, mainly Mr. Robertson’s own money.


Besides his investment record, Mr. Robertson also mentored a group of young hedge fund managers, known as the "Tiger Cubs." A number of them became extremely successful hedge fund managers in their own right, including John Griffin of Blue Ridge Capital, Lee Ainslie of Maverick Capital, Andreas Halvorsen of Viking Global, and Steve Mandel of Lone Pine Capital. They are also included in our List of Gurus.

» More Profile & Performance

Julian Robertson's Current Portfolio:

Ticker Shares Value ($1000)
HIMX1,963,36328,881
VLO497,00025,049
GOOGL21,41323,998
GILD320,00124,032
DAL836,88522,989
EQT256,10022,993
EBAY383,80021,057
MET375,00020,220
ULTA161,40015,578
NAV401,10015,318
» More Current Portfolio

Julian Robertson's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 16.4% 16.4%
Technology 14.3% 14.3%
Financial Services 12% 12%
Healthcare 8.3% 8.3%
Industrials 7.7% 7.7%
Energy 7.7% 7.7%
Basic Materials 7.2% 7.2%
Consumer Defensive 4.2% 4.2%
Communication Services 0% 0%
Real Estate 0% 0%
» More Sector Weightings

Julian Robertson's News:

» More Related News


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User Comments

Goforit
ReplyGoforit - 3 weeks ago
How are premium members of GuruFocus supposed to evaluate the list of Gurus when more often than not there is no historical performance records. Most of the time the "profile/performance" tab does not have anything on performance. Why not? Maybe it should just be called the "profile" tab. This is very frustrating.

Also, if you do not have the performance record, then how do you even know that they deserve to be in the Guru list? Maybe they should not be listed?
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