54-year old hedge fund guru Richard Perry never had a down year in his flagship fund for 14 years, until 2008, when it was down 26.8%. This is the Q3 portfolio update of Perry Capital.
Richard Perry buys Abercrombie & Fitch Co., The Hershey Company, Liz Claiborne Inc., Lexmark International Inc., Brocade Communications Systems, Inc., Resolute Energy Corporaton, Metropcs Communications Inc., Radioshack Corp., Resources Connection Inc., Citigroup Inc., Netapp Inc Common Stock, Anglogold Ashanti Ltd., Globe Specialty Metals Inc., Penske Automotive Group Inc., Saks Inc., Scheringplough Corp., Blockbuster Inc., Virgin Media Inc. Series A Warrants, sells Allied World Assurance Company Holdings, Transatlantic Holdings Inc., Netflix Inc., Microsoft Corp., Montpelier Re Holdings Ltd., Mcdonald's Corp., Lsi Corp., Lg.philips Lcd Co. Ltd., Liberty Media Corporation - Series A Liberty Enter, Iberiabank Corp., Spider Gold Shares, Dreamworks Animation Skg Inc., Dell Inc., Deckers Outdoor Corp., Coinstar Inc., Bhp Billiton Plc, Under Armour Inc. during the 3-months ended 09/30/2009, according to the most recent filings of his investment company, Perry Capital. Richard Perry owns 49 stocks with a total value of $1.2 billion. These are the details of the buys and sells.
This is the sector weightings of his portfolio:
These are the top 5 holdings of Richard Perry
Richard Perry buys Abercrombie & Fitch Co., The Hershey Company, Liz Claiborne Inc., Lexmark International Inc., Brocade Communications Systems, Inc., Resolute Energy Corporaton, Metropcs Communications Inc., Radioshack Corp., Resources Connection Inc., Citigroup Inc., Netapp Inc Common Stock, Anglogold Ashanti Ltd., Globe Specialty Metals Inc., Penske Automotive Group Inc., Saks Inc., Scheringplough Corp., Blockbuster Inc., Virgin Media Inc. Series A Warrants, sells Allied World Assurance Company Holdings, Transatlantic Holdings Inc., Netflix Inc., Microsoft Corp., Montpelier Re Holdings Ltd., Mcdonald's Corp., Lsi Corp., Lg.philips Lcd Co. Ltd., Liberty Media Corporation - Series A Liberty Enter, Iberiabank Corp., Spider Gold Shares, Dreamworks Animation Skg Inc., Dell Inc., Deckers Outdoor Corp., Coinstar Inc., Bhp Billiton Plc, Under Armour Inc. during the 3-months ended 09/30/2009, according to the most recent filings of his investment company, Perry Capital. Richard Perry owns 49 stocks with a total value of $1.2 billion. These are the details of the buys and sells.
- New Purchases: ANF, AU, BBI, BRCD, C, GSM, HSY, LIZ, LXK, NTAP, PAG, PCS, RECN, REN, RSH, SKS, VMEDW,
- Added Positions: ATHR, AYE, ESI, MYRX, PALM, PTP, STEC, VRSN,
- Reduced Positions: AMSC, ANN, ENH, ETFC, LULU, SYNA,
- Sold Out: AWH, BBL, CSTR, DECK, DELL, DWA, GLD, IBKC, LMDIA, LPL, LSI, MCD, MRH, MSFT, NFLX, TRH, UA,
This is the sector weightings of his portfolio:
| Technology | 34.3% |
| Health Care | 16.2% |
| Financials | 14.4% |
| Consumer Services | 13.4% |
| Consumer Goods | 9.6% |
| Industrials | 3.8% |
| Telecommunications | 1% |
| Utilities | 0.6% |
| Basic Materials | 0.5% |
These are the top 5 holdings of Richard Perry
- Humana Inc. (HUM) - 2,650,000 shares, 8.59% of the total portfolio
- Palm Inc. (PALM) - 5,200,000 shares, 7.89% of the total portfolio
- Universal American Financial Corp. (UAM) - 6,811,233 shares, 5.58% of the total portfolio
- Abercrombie & Fitch Co. (ANF) - 1,900,000 shares, 5.43% of the total portfolio
- VeriSign Inc. (VRSN) - 2,500,000 shares, 5.15% of the total portfolio
