Institutions / Blue Harbour Group, L.P.
Blue Harbour Group, L.P.
CIK 1325256 · Institution · as of Dec 31, 2014
Portfolio value
$3.12B
Positions
22
As of
Dec 31, 2014
Top holdings
Dec 31, 2014
| Company | Value | % of portfolio |
|---|---|---|
| Rackspace Hosting Inc | $427.99M | 13.7% |
| Akamai Technologies IncAKAM | $321.68M | 10.3% |
| Babcock & Wilcox Co New | $308.80M | 9.9% |
| Investors Bancorp Inc New | $263.45M | 8.4% |
| Rowan Companies PLC | $228.16M | 7.3% |
| Progressive Waste Solutions | $224.78M | 7.2% |
| Tribune Media Co | $190.79M | 6.1% |
| Allscripts Healthcare Solutions, Inc.MDRX | $184.17M | 5.9% |
| Chicos Fas Inc | $170.62M | 5.5% |
| Caci International Inc /DeCACI | $134.38M | 4.3% |
| Globe Specialty Metals Inc | $99.61M | 3.2% |
| Interxion Holding N.V | $75.32M | 2.4% |
| Agco Corp /DeAGCO | $74.66M | 2.4% |
| Entegris IncENTG | $70.43M | 2.3% |
| Clean Harbors IncCLH | $68.93M | 2.2% |
| Blackhawk Network Hldgs Inc | $66.23M | 2.1% |
| iShares TrIWM | $63.72M | 2.0% |
| Dominion Diamond Corp | $59.85M | 1.9% |
| Alliance Data Systems CorpADS | $43.88M | 1.4% |
| Webmd Health Corp | $19.92M | 0.6% |
| SPDR S&P 500 ETF TrSPY | $17.28M | 0.6% |
| Employers Holdings, Inc.EIG | $4.04M | 0.1% |
Activity
Dec 31, 2014
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 1 quarter of holdings.