Chilton Investment Company’s third quarter activities
In 3Q14, Chilton Investment Company saw the value of its US long portfolio increase from $2.74 billion to $2.97 billion. This series will review the main positions that the hedge fund traded during the third quarter. The third quarter ended in September.
The fund added new positions in Actavis Plc (ACT), Medtronic Inc. (MDT), Wynn Resorts Ltd. (WYNN), and Priceline Group Inc. (PCLN). It sold stakes in Occidental Petroleum (OXY). The fund increased positions in TransDigm Group Inc. (TDG), Home Depot Inc. (HD), and McDonald’s Corp. (MCD). The fund lowered its positions in Dollar General (DG) and Walmart (WMT).
Chilton’s top ten 3Q14 positions are outlined below.