Chris Shumway is another Tiger Cub we track, among others including John Griffin of Blue Ridge Capital, Lee Ainslee of Maverick Capital, Steve Mandel of Lone Pine. Since inception through Dec. 31, 2009, his fund gained 14% per year. This is the Q4 portfolio update of Shumway Capital Partners, LLC.
Chris Shumway buys Johnson & Johnson, Pfizer Inc, Freeportmcmoran Copper & Gold Inc., Shumway Capital Partners LLC. Chris Shumway owns 50 stocks with a total value of $8.5 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 Chris Shumway
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Chris Shumway buys Johnson & Johnson, Pfizer Inc, Freeportmcmoran Copper & Gold Inc., Shumway Capital Partners LLC. Chris Shumway owns 50 stocks with a total value of $8.5 billion. These are the details of the buys and sells.
- New Purchases: AMZN, AOL, BRCD, CRM, CVS, DG, FCX, FITB, GPS, JNJ, PFE, RIMM, RSH, WFR,
- Added Positions: AAPL, CTRP, DGX, DIS, IR, JPM, LH, LVS, PEP, QCOM, TEVA, TWX, WFC,
- Reduced Positions: ALL, BIDU, CL, CSCO, CYH, EMC, GS, JNPR, MA, MON, UHS, UNP, URBN, V, YUM,
- Sold Out: AMT, BAC, BBT, BCR, CSX, CX, FRT, GNW, GOOG, JW-A, LAZ, MPEL, PG, SBAC, SCHW, SLM, UL, WAG, WAT, WFSL, WFT, WMB, XL, ZMH,
This is the sector weightings of his portfolio:
| Technology | 21.7% |
| Consumer Services | 19.1% |
| Health Care | 18.3% |
| Financials | 17.1% |
| Industrials | 5.8% |
| Consumer Goods | 5.4% |
| Basic Materials | 2.9% |
These are the top 5 holdings of Chris Shumway
- (BAC/PS) - 34,680,400 shares, 6.05% of the total portfolio
- Apple Inc. (AAPL) - 1,957,501 shares, 4.83% of the total portfolio
- Wells Fargo & Company (WFC) - 15,018,269 shares, 4.74% of the total portfolio
- Johnson & Johnson (JNJ) - 5,555,754 shares, 4.19% of the total portfolio
- Teva Pharmaceutical Industries Ltd. (TEVA) - 6,312,752 shares, 4.15% of the total portfolio
Added: Wells Fargo & Company (WFC, Financial)
Chris Shumway added to his holdings in Wells Fargo & Company by 322.79%. His purchase prices were between $25.32 and $30.46, with an estimated average price of $27.63. The impact to his portfolio due to this purchase was 3.62%. His holdings were 15,018,269 shares as of 12/31/2009.Added: Time Warner Inc New (TWX, Financial)
Chris Shumway added to his holdings in Time Warner Inc New by 180.28%. His purchase prices were between $29.23 and $32.82, with an estimated average price of $30.77. The impact to his portfolio due to this purchase was 2.15%. His holdings were 9,809,162 shares as of 12/31/2009.Added: Jpmorgan Chase & Co. (JPM, Financial)
Chris Shumway added to his holdings in Jpmorgan Chase & Co. by 78.5%. His purchase prices were between $40.27 and $46.03, with an estimated average price of $42.84. The impact to his portfolio due to this purchase was 1.44%. His holdings were 6,710,286 shares as of 12/31/2009.Added: Pepsico Inc. (PEP, Financial)
Chris Shumway added to his holdings in Pepsico Inc. by 53.93%. His purchase prices were between $59.48 and $64.23, with an estimated average price of $61.59. The impact to his portfolio due to this purchase was 1.33%. His holdings were 5,362,927 shares as of 12/31/2009.Added: Apple Inc. (AAPL, Financial)
Chris Shumway added to his holdings in Apple Inc. by 32.09%. His purchase prices were between $184.9 and $211.64, with an estimated average price of $197.95. The impact to his portfolio due to this purchase was 1.17%. His holdings were 1,957,501 shares as of 12/31/2009.Added: Qualcomm Inc. (QCOM, Financial)
Chris Shumway added to his holdings in Qualcomm Inc. by 50.46%. His purchase prices were between $40.68 and $46.86, with an estimated average price of $43.98. The impact to his portfolio due to this purchase was 1.12%. His holdings were 6,172,581 shares as of 12/31/2009.Added: The Walt Disney Company Disney (DIS, Financial)
Chris Shumway added to his holdings in The Walt Disney Company Disney by 33.49%. His purchase prices were between $27.21 and $32.43, with an estimated average price of $30.02. The impact to his portfolio due to this purchase was 0.84%. His holdings were 8,904,960 shares as of 12/31/2009.Added: Quest Diagnostics Inc. (DGX, Financial)
Chris Shumway added to his holdings in Quest Diagnostics Inc. by 179.3%. His purchase prices were between $52.08 and $62.07, with an estimated average price of $58.13. The impact to his portfolio due to this purchase was 0.83%. His holdings were 1,847,479 shares as of 12/31/2009.Added: Las Vegas Sands Corp. (LVS, Financial)
Chris Shumway added to his holdings in Las Vegas Sands Corp. by 42.91%. His purchase prices were between $13.17 and $18.28, with an estimated average price of $16.05. The impact to his portfolio due to this purchase was 0.71%. His holdings were 13,466,966 shares as of 12/31/2009.Added: Teva Pharmaceutical Industries Ltd. (TEVA, Financial)
Chris Shumway added to his holdings in Teva Pharmaceutical Industries Ltd. by 10.4%. His purchase prices were between $49.29 and $56.27, with an estimated average price of $52.49. The impact to his portfolio due to this purchase was 0.39%. His holdings were 6,312,752 shares as of 12/31/2009.Added: Laboratory Corp. Of America Holdings (LH, Financial)
Chris Shumway added to his holdings in Laboratory Corp. Of America Holdings by 39.57%. His purchase prices were between $64.35 and $76.45, with an estimated average price of $72.31. The impact to his portfolio due to this purchase was 0.36%. His holdings were 1,442,151 shares as of 12/31/2009.Added: Ingersollrand Company Ltd. (IR, Financial)
Chris Shumway added to his holdings in Ingersollrand Company Ltd. by 69.13%. His purchase prices were between $29.7 and $37.23, with an estimated average price of $34.74. The impact to his portfolio due to this purchase was 0.31%. His holdings were 1,844,856 shares as of 12/31/2009.Added: Ctrip.com International Ltd. (CTRP)
Chris Shumway added to his holdings in Ctrip.com International Ltd. by 7.16%. His purchase prices were between $107.08 and $154.74, with an estimated average price of $134.26. The impact to his portfolio due to this purchase was 0.09%. His holdings were 1,692,064 shares as of 12/31/2009.New Purchase: Johnson & Johnson (JNJ)
Chris Shumway initiated holdings in Johnson & Johnson. His purchase prices were between $58.93 and $64.96, with an estimated average price of $62.28. The impact to his portfolio due to this purchase was 4.19%. His holdings were 5,555,754 shares as of 12/31/2009.New Purchase: Pfizer Inc (PFE)
Chris Shumway initiated holdings in Pfizer Inc. His purchase prices were between $16.15 and $18.85, with an estimated average price of $17.82. The impact to his portfolio due to this purchase was 3.65%. His holdings were 17,165,854 shares as of 12/31/2009.New Purchase: Freeportmcmoran Copper & Gold Inc. (FCX)
Chris Shumway initiated holdings in Freeportmcmoran Copper & Gold Inc.. His purchase prices were between $65.86 and $87.32, with an estimated average price of $79.46. The impact to his portfolio due to this purchase was 2.87%. His holdings were 3,056,849 shares as of 12/31/2009.New Purchase: Brocade Communications Systems, Inc. (BRCD)
Chris Shumway initiated holdings in Brocade Communications Systems, Inc.. His purchase prices were between $7.04 and $9.61, with an estimated average price of $8.17. The impact to his portfolio due to this purchase was 1.73%. His holdings were 19,359,400 shares as of 12/31/2009.New Purchase: The Gap Inc. (GPS)
Chris Shumway initiated holdings in The Gap Inc.. His purchase prices were between $20.71 and $23.21, with an estimated average price of $21.85. The impact to his portfolio due to this purchase was 1.67%. His holdings were 6,798,988 shares as of 12/31/2009.New Purchase: Salesforce.com Inc. (CRM)
Chris Shumway initiated holdings in Salesforce.com Inc.. His purchase prices were between $54.51 and $74.64, with an estimated average price of $63.79. The impact to his portfolio due to this purchase was 1.28%. His holdings were 1,488,542 shares as of 12/31/2009.New Purchase: Amazon.com Inc. (AMZN)
Chris Shumway initiated holdings in Amazon.com Inc.. His purchase prices were between $88.67 and $142.25, with an estimated average price of $123.93. The impact to his portfolio due to this purchase was 0.96%. His holdings were 611,419 shares as of 12/31/2009.New Purchase: Cvs Caremark Corp. (CVS)
Chris Shumway initiated holdings in Cvs Caremark Corp.. His purchase prices were between $28.87 and $37.96, with an estimated average price of $32.86. The impact to his portfolio due to this purchase was 0.91%. His holdings were 2,406,537 shares as of 12/31/2009.New Purchase: Radioshack Corp. (RSH)
Chris Shumway initiated holdings in Radioshack Corp.. His purchase prices were between $15.03 and $20.27, with an estimated average price of $18.36. The impact to his portfolio due to this purchase was 0.67%. His holdings were 2,949,967 shares as of 12/31/2009.New Purchase: Memc Electronic Materials Inc. (WFR)
Chris Shumway initiated holdings in Memc Electronic Materials Inc.. His purchase prices were between $11.98 and $16.3, with an estimated average price of $13.29. The impact to his portfolio due to this purchase was 0.45%. His holdings were 2,805,417 shares as of 12/31/2009.New Purchase: Dollar General Corp. (DG)
Chris Shumway initiated holdings in Dollar General Corp.. His purchase prices were between $22.15 and $24, with an estimated average price of $23.04. The impact to his portfolio due to this purchase was 0.43%. His holdings were 1,650,000 shares as of 12/31/2009.New Purchase: Fifth Third Bancorp (FITB)
Chris Shumway initiated holdings in Fifth Third Bancorp. His purchase prices were between $8.84 and $10.8, with an estimated average price of $9.86. The impact to his portfolio due to this purchase was 0.43%. His holdings were 3,804,600 shares as of 12/31/2009.New Purchase: Aol Inc (AOL)
Chris Shumway initiated holdings in Aol Inc. His purchase prices were between $23.18 and $26.35, with an estimated average price of $24.05. The impact to his portfolio due to this purchase was 0.23%. His holdings were 842,437 shares as of 12/31/2009.New Purchase: Research In Motion Ltd. (RIMM)
Chris Shumway initiated holdings in Research In Motion Ltd.. His purchase prices were between $55.74 and $70, with an estimated average price of $63.13. The impact to his portfolio due to this purchase was 0.05%. His holdings were 67,300 shares as of 12/31/2009.Reduced: Monsanto Company (MON)
Chris Shumway reduced to his holdings in Monsanto Company by 77.77%. His sale prices were between $67.18 and $83.53, with an estimated average price of $77.36. The impact to his portfolio due to this sale was -0.06%. Chris Shumway still held 82,548 shares as of 12/31/2009.Reduced: Allstate Corp. The (ALL)
Chris Shumway reduced to his holdings in Allstate Corp. The by 74.91%. His sale prices were between $27.73 and $32.21, with an estimated average price of $29.58. The impact to his portfolio due to this sale was -0.3%. Chris Shumway still held 1,140,933 shares as of 12/31/2009.Reduced: Community Health Systems Inc. (CYH)
Chris Shumway reduced to his holdings in Community Health Systems Inc. by 39.37%. His sale prices were between $29.6 and $37.59, with an estimated average price of $33.17. The impact to his portfolio due to this sale was -0.36%. Chris Shumway still held 2,181,037 shares as of 12/31/2009.Reduced: Goldman Sachs Group Inc. The (GS)
Chris Shumway reduced to his holdings in Goldman Sachs Group Inc. The by 39.02%. His sale prices were between $160.93 and $190.48, with an estimated average price of $172.62. The impact to his portfolio due to this sale was -0.37%. Chris Shumway still held 478,309 shares as of 12/31/2009.Reduced: Urban Outfitters Inc. (URBN)
Chris Shumway reduced to his holdings in Urban Outfitters Inc. by 34.18%. His sale prices were between $28.91 and $35.64, with an estimated average price of $32.72. The impact to his portfolio due to this sale was -0.4%. Chris Shumway still held 2,885,643 shares as of 12/31/2009.Reduced: Union Pacific Corp. (UNP)
Chris Shumway reduced to his holdings in Union Pacific Corp. by 49.07%. His sale prices were between $55.06 and $66.23, with an estimated average price of $62.44. The impact to his portfolio due to this sale was -0.45%. Chris Shumway still held 1,219,047 shares as of 12/31/2009.Reduced: Baidu.com Inc. Ads (BIDU)
Chris Shumway reduced to his holdings in Baidu.com Inc. Ads by 57.48%. His sale prices were between $375.21 and $442.18, with an estimated average price of $416.85. The impact to his portfolio due to this sale was -0.47%. Chris Shumway still held 171,466 shares as of 12/31/2009.Reduced: Juniper Networks Inc. (JNPR)
Chris Shumway reduced to his holdings in Juniper Networks Inc. by 24.79%. His sale prices were between $24.7 and $28.22, with an estimated average price of $26.34. The impact to his portfolio due to this sale was -0.48%. Chris Shumway still held 6,140,641 shares as of 12/31/2009.Reduced: Yum! Brands Inc. (YUM)
Chris Shumway reduced to his holdings in Yum! Brands Inc. by 27.3%. His sale prices were between $32.95 and $36.06, with an estimated average price of $34.82. The impact to his portfolio due to this sale was -0.51%. Chris Shumway still held 4,513,315 shares as of 12/31/2009.Reduced: Universal Health Services Inc. (UHS)
Chris Shumway reduced to his holdings in Universal Health Services Inc. by 62.83%. His sale prices were between $110.68 and $132.7, with an estimated average price of $97.69. The impact to his portfolio due to this sale was -0.59%. Chris Shumway still held 2,636,974 shares as of 12/31/2009.Reduced: Colgatepalmolive Company (CL)
Chris Shumway reduced to his holdings in Colgatepalmolive Company by 37.56%. His sale prices were between $76.84 and $86.32, with an estimated average price of $81.62. The impact to his portfolio due to this sale was -0.6%. Chris Shumway still held 1,665,665 shares as of 12/31/2009.Reduced: Emc Corp. (EMC)
Chris Shumway reduced to his holdings in Emc Corp. by 20.94%. His sale prices were between $16.43 and $18.2, with an estimated average price of $17.09. The impact to his portfolio due to this sale was -0.61%. Chris Shumway still held 14,123,924 shares as of 12/31/2009.Reduced: Mastercard Inc. (MA)
Chris Shumway reduced to his holdings in Mastercard Inc. by 25.18%. His sale prices were between $199.69 and $258.36, with an estimated average price of $234.3. The impact to his portfolio due to this sale was -0.82%. Chris Shumway still held 1,084,514 shares as of 12/31/2009.Reduced: Cisco Systems Inc. (CSCO)
Chris Shumway reduced to his holdings in Cisco Systems Inc. by 30.31%. His sale prices were between $22.67 and $24.25, with an estimated average price of $23.69. The impact to his portfolio due to this sale was -0.87%. Chris Shumway still held 10,202,576 shares as of 12/31/2009.Reduced: Visa Inc. (V)
Chris Shumway reduced to his holdings in Visa Inc. by 33.64%. His sale prices were between $67.79 and $88.97, with an estimated average price of $79.74. The impact to his portfolio due to this sale was -0.95%. Chris Shumway still held 2,770,914 shares as of 12/31/2009.Sold Out: Walgreen Company (WAG)
Chris Shumway sold out his holdings in Walgreen Company. His sale prices were between $36.61 and $40.37, with an estimated average price of $38.57.Sold Out: Waters Corp. (WAT)
Chris Shumway sold out his holdings in Waters Corp.. His sale prices were between $53.9 and $62.58, with an estimated average price of $59.29.Sold Out: John Wiley & Sons Inc. (JW-A)
Chris Shumway sold out his holdings in John Wiley & Sons Inc.. His sale prices were between $34.2 and $43.17, with an estimated average price of $37.91.Sold Out: Lazard Ltd (LAZ)
Chris Shumway sold out his holdings in Lazard Ltd. His sale prices were between $35.4 and $43.55, with an estimated average price of $38.83.Sold Out: American Tower Corp. (AMT)
Chris Shumway sold out his holdings in American Tower Corp.. His sale prices were between $35.65 and $43.47, with an estimated average price of $39.92.Sold Out: Washington Federal Inc. (WFSL)
Chris Shumway sold out his holdings in Washington Federal Inc.. His sale prices were between $15.53 and $19.98, with an estimated average price of $18.44.Sold Out: Weatherford International, Ltd. (switzerland) (WFT)
Chris Shumway sold out his holdings in Weatherford International, Ltd. (switzerland). His sale prices were between $15.74 and $20.41, with an estimated average price of $17.81.Sold Out: The Williams Companies Inc. (WMB)
Chris Shumway sold out his holdings in The Williams Companies Inc.. His sale prices were between $16.89 and $21.37, with an estimated average price of $19.84.Sold Out: Xl Capital Ltd (XL)
Chris Shumway sold out his holdings in Xl Capital Ltd. His sale prices were between $16.17 and $18.95, with an estimated average price of $17.79.Sold Out: Bank Of America Corp. (BAC)
Chris Shumway sold out his holdings in Bank Of America Corp.. His sale prices were between $14.58 and $17.5, with an estimated average price of $15.79.Sold Out: Bb&t Corp. (BBT)
Chris Shumway sold out his holdings in Bb&t Corp.. His sale prices were between $23.91 and $27.3, with an estimated average price of $25.54.Sold Out: Unilever Plc (UL)
Chris Shumway sold out his holdings in Unilever Plc. His sale prices were between $28.29 and $32.19, with an estimated average price of $30.33.Sold Out: Google Inc. (GOOG)
Chris Shumway sold out his holdings in Google Inc.. His sale prices were between $484.58 and $622.87, with an estimated average price of $568.69.Sold Out: Federal Realty Investment Trust (FRT)
Chris Shumway sold out his holdings in Federal Realty Investment Trust. His sale prices were between $57.49 and $70.49, with an estimated average price of $63.77.Sold Out: Melco Crown Entertainment Limited - American Depos (MPEL)
Chris Shumway sold out his holdings in Melco Crown Entertainment Limited - American Depos. His sale prices were between $3.35 and $7.18, with an estimated average price of $4.73.Sold Out: Genworth Financial Inc. (GNW)
Chris Shumway sold out his holdings in Genworth Financial Inc.. His sale prices were between $8.69 and $12.1, with an estimated average price of $11.11.Sold Out: The Procter & Gamble Company (PG)
Chris Shumway sold out his holdings in The Procter & Gamble Company. His sale prices were between $56.68 and $63.19, with an estimated average price of $60.6.Sold Out: Cemex S.a.b. De C.v. (CX)
Chris Shumway sold out his holdings in Cemex S.a.b. De C.v.. His sale prices were between $10.33 and $13.54, with an estimated average price of $11.67.Sold Out: CSX Corp. (CSX)
Chris Shumway sold out his holdings in CSX Corp.. His sale prices were between $41.65 and $50.4, with an estimated average price of $47.16.Sold Out: SBA Communications Corp. (SBAC)
Chris Shumway sold out his holdings in SBA Communications Corp.. His sale prices were between $25.94 and $35.5, with an estimated average price of $31.38.Sold Out: Charles Schwab Corp. (SCHW)
Chris Shumway sold out his holdings in Charles Schwab Corp.. His sale prices were between $16.94 and $19.49, with an estimated average price of $18.23.Sold Out: SLM Corp. (SLM)
Chris Shumway sold out his holdings in Slm Corp.. His sale prices were between $8.23 and $12, with an estimated average price of $10.62.Sold Out: C.R. Bard Inc. (BCR)
Chris Shumway sold out his holdings in C.r. Bard Inc.. His sale prices were between $75.07 and $85.05, with an estimated average price of $79.71.Sold Out: Zimmer Holdings Inc. (ZMH)
Chris Shumway sold out his holdings in Zimmer Holdings Inc.. His sale prices were between $50.95 and $60.34, with an estimated average price of $56.3.Also check out:
