John Griffin

Last Update: 08-15-2016

Number of Stocks: 57
Number of New Stocks: 9

Total Value: $7,751 Mil
Q/Q Turnover: 9%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

John Griffin Watch

  • John Griffin Sells Stake in Sirius XM Radio

    During the first quarter John Griffin (Trades, Portfolio) sold out his stake in Sirius XM Holdings Inc. (NASDAQ:SIRI).

    Sirius XM Radio provides and broadcasts commercial-free music, sports, news, talk, entertainment, traffic and weather channels in the U.S. for a subscription fee through its proprietary satellite radio systems. Sirius XM Radio has agreements with every major automaker to offer satellite radios in its vehicles according to its most recent 10-K filing. As of Dec. 31, 2015 Sirius XM Radio had approximately 29.6 million subscribers in the U.S. alone.


  • Richard Perry Trims Time Warner, AIG

    Richard Perry (Trades, Portfolio) co-founded private investment management firm Perry Capital LLC in 1988, which manages about $14 billion as of August 2008. The following are his largest deals during the first quarter:

    The investor exited his stake in Williams Companies Inc. (WMB) with an impact of -10.02% on the portfolio.


  • Lending Club CEO Resigns, Stock Sinks Amid Loan Discrepancies

    Lending Club (NYSE:LC), a peer-to-peer online lending company, has sunk 63% year to date and lost its CEO Renaud Laplanche, who resigned Monday after an internal investigation found sales of $22 million in near-prime loans to a single investor, contrary to the investor’s instructions.

    The New York Times reported that a Lending Club employee found the dates on $3 million of loan applications had been altered and alerted Laplanche, who then told an internal auditor. That investigation would also reveal discrepancies in the aforementioned $22 million of loans. The company also discovered Laplanche had failed to disclose a personal interest in an investment fund in which Lending Club was considering investing.


  • Top Insiders' Buys and Sales of the Week

    The All-in-One Screener can be used to find insider buys and sells over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying to “$1,000,000+” and duration to "March 2016."

    According to the above filters, the following are recent buys and sells from company insiders in the past week.


  • John Griffin Increases His Stake in Autodesk

    Guru John Griffin (Trades, Portfolio) is the president of Blue Ridge Capital, an investment partnership that he founded in 1996. Prior to founding Blue Ridge Capital, Griffin was president of Tiger Management where he was able to learn and gain confidence in his investment ability under the guidance of legendary guru Julian Robertson (Trades, Portfolio). Griffin received his MBA from Stanford University Graduate School of Business and his BS in finance from the University of Virginia’s McIntire School of Commerce.

    In the fourth quarter of 2015, Griffin added 3.08 million shares of Autodesk Inc. (NASDAQ:ADSK) to his portfolio.


  • John Griffin Invests in Teva Pharmaceutical

    John Griffin (Trades, Portfolio), president of Blue Ridge Capital, made five new buys in the fourth quarter, three of which had impacts on his portfolio exceeding 1.5%.

    Griffin’s most significant fourth-quarter transaction was his purchase of a 4 million-share stake in Teva Pharmaceutical Industries Ltd. (NYSE:TEVA), an Israeli pharmaceutical company, for an average price of $61.94 per share. The deal had a 2.92% impact on Griffin’s portfolio.


  • David Einhorn's Gamble on P/Es That Are Relatively Low

    David Einhorn (Trades, Portfolio)'s Greenlight Capital disclosed an equity portfolio valued at some $6.03 billion as of the end of the third quarter. The equity portfolio is mainly invested in Technology (35%), Consumer Discretionary (21%) and Industrials (19%) stocks.

    His three largest positions are: Apple (NASDAQ:AAPL), General Motors (NYSE:GM) and Michael Kors (NYSE:KORS), representing 20.5%, 8.1% and 4.9%. The guru increased his position in the three stocks. In Apple, he increased his exposure by 53%, in General Motors by 12% and in Michael Kors by 95% as of the end of September.


  • John Griffin Buys Autodesk, Apple, Sells AIG, Fitbit

    John Griffin (Trades, Portfolio) is the president of Blue Ridge Capital, an investment partnership he founded in 1996. Blue Ridge seeks absolute returns by investing in companies that dominate their industries and shorting the companies that have fundamental problems.

    He manages a portfolio comprised of 48 stocks with total value of $8.688 billion, and the following are his largest trades during the third quarter.


  • John Griffin Buys Stake in Danaher Corp.

    John Griffin (Trades, Portfolio)’s Blue Ridge Capital pursues absolute returns in its investments based on fundamental analysis. In 2007, Griffin is said to have made $625 million following a 65% return on the fund.

    Griffin’s most significant transaction in the second quarter was his purchase of a 2,315,000-share stake in Danaher Corp. (NYSE:DHR), a Washington, D.C.-based conglomerate, for an average price of $85.21 per share. The deal had a 2.23% impact on Griffin’s portfolio.


  • John Griffin Takes Stake in Trendy Fitbit Inc.

    John Griffin (Trades, Portfolio)’s Blue Ridge Capital announced Tuesday that it has a stake in the maker of the wearable fitness tracker Fitbit Inc. (NYSE:FIT), as part of its going public on June 18.

    Griffin’s Fitbit position spans 3.5 million shares, or 8.32% of the company. Fitbit raised $841.2 million in its initial public offering and shares have shot up 28.8% since their debut, closing at $38.09 each on Tuesday.


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