13F Highlights: Blue Ridge, Weitz
Some notable buys and sells per 4Q 13Fs from some top hedge funds.
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Blue Ridge Capital
ADDITIONS: Added 22% to its Allergan (AGN) and 44% to its AutoDesk (ADSK) positions, now 1st and 2nd largest holdings. Also added 43% to Google (GOOG) - 11th largest.
NEW: New stake in Teva Pharma (TEVA) - 12th largest holding.
REDUCTIONS: Sold off 50% of its Endo International (ENDP) shares - was 8th largest holding. Also dumped 44% of its Sirius (SIRI) stake - was 16th.
Weitz Investment Management
ADDITIONS: Slight 17% increase in Range Resources (RRC) position, puts it to 13th largest holding. Also very small increases in Fossil (FOSL) and Fox (FOXA).
NEW: New Colfax (CFX) position and owns 1.6% of the co. Also added very small positions in Comcast (CMCSA) and Amazon (AMZN).
REDUCTIONS: Dumped all its Valeant Pharma (VRX) stake - was 5th largest holding. Also sold off ~20% in other top 20 positions - Google (GOOG), Discovery (DISCA) and Motorola (MSI).
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