American Homes 4 Rent
Must-know: Key ideas from Blue Ridge Capital’s investment strategy
Blue Ridge Capital is a New York–based hedge fund founded in 1996 by Tiger Cub John Griffin. The fund generally targets “absolute returns.”
Why did Blue Ridge Capital sell Realogy Holdings in 3Q 2013?
John Griffin’s Blue Ridge Capital liquidated a 1.63% position in Realogy Holdings, a global leader in real estate franchising, in 3Q 2013.
Why did Blue Ridge Capital buy Blackberry shares in 3Q 2013?
The Canada-based mobile handset maker Blackberry Ltd. is a 0.22% position in Blue Ridge’s 3Q 2013 portfolio.
Why Blue Ridge Capital started a position in Tesla Motors in 3Q13
Electric car maker Tesla Motors (TSLA) accounts for a 1.16% position in Blue Ridge’s total portfolio as of 3Q 2013.
Blue Ridge Capital bought Cliffs Natural Resources shares in 3Q13
International mining and natural resources company Cliffs Natural Resources Inc. (CLF) occupies a 0.35% position in Blue Ridge’s 3Q 2013 portfolio.
Why did Griffin decide to buy American Homes 4 Rent in 3Q 2013?
American Homes 4 Rent, the Maryland real estate investment trust (REIT), accounts for 1.68% of Blue Ridge’s total portfolio.
Why Blue Ridge Capital increased its position in Avis Budget Group
Blue Ridge increased its position in car rental company Avis Budget Group (CAR) to 6.17% in November last year.