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This page shows the Portfolio Holdings of John Griffin at Blue Ridge Capital. It tells us what John Griffin holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.
|Ticker||Company||Industry||Shares||Value ($1000)|| % Weighting as of|
| Share # Change|
from Last Period
|Trade Impact (%)||% of Shares Outstanding|
|MPC||Marathon Petroleum Corp||Oil & Gas - Refining & Marketing||2,790,000||255,927||2.6%||New Buy||+2.6%||0.89|
|ACT||Actavis PLC||Drug Manufacturers||1,310,000||220,080||2.3%||New Buy||+2.3%||0.98|
|LNG||Cheniere Energy Inc||Oil & Gas - Refining & Marketing||4,010,000||172,911||1.8%||New Buy||+1.8%||1.68|
|SNDK||SanDisk Corp||Computer Hardware||2,530,000||178,466||1.8%||New Buy||+1.8%||1.05|
|AAPL||Apple Inc||Computer Hardware||320,000||179,526||1.8%||New Buy||+1.8%||0.04|
|COH||Coach, Inc.||Retail - Apparel & Specialty||2,420,000||135,835||1.4%||New Buy||+1.4%||0.86|
|CAR||Avis Budget Group Inc||Consulting & Outsourcing||6,650,000||268,793||2.8%||+56.46%||+1.01%||6.15|
|PBF||PBF Energy Inc||3,160,000||99,414||1%||New Buy||+1%||7.98|
|CHTR||Charter Communications Inc||Communication Services||2,835,000||387,715||4%||+29.45%||+0.91%||2.79|
|ABX||Barrick Gold Corporation||Metals & Mining||4,520,000||79,688||0.82%||New Buy||+0.82%||0.45|
|ENDP||Endo International PLC||Drug Manufacturers||8,000,000||539,680||5.6%||+14.29%||+0.7%||7.00|
|TWTR||Twitter Inc||1,000,000||63,650||0.66%||New Buy||+0.66%||0.00|
|POST||Post Holdings Inc||Consumer Packaged Goods||930,000||45,821||0.47%||New Buy||+0.47%||2.84|
|ZU||zulily Inc||799,811||33,136||0.34%||New Buy||+0.34%||0.00|
|MGNX||Macrogenics Inc||900,000||24,687||0.25%||New Buy||+0.25%||0.00|
|HFC||HollyFrontier Corp||Oil & Gas - Refining & Marketing||3,075,000||152,797||1.6%||+17.59%||+0.24%||1.54|
|BMRN||Biomarin Pharmaceutical, Inc.||Biotechnology||2,060,000||144,921||1.5%||+17.71%||+0.23%||1.47|
|LBTYK||Liberty Global PLC||Communication Services||4,155,000||0||<0.01%||0||0||0.52|
|HDB||HDFC Bank Ltd||Banks||380,000||13,087||0.13%||0||0||0.05|
|MCP||Molycorp, Inc.||Metals & Mining||2,864,700||16,100||0.17%||0||0||1.52|
|Portfolio changes after 2013-12-31 are included for Premium Members only!|