See intro to Leading Hedge Funds' Best Ideas. Griffin has a fairly similar portfolio as last quarter, with increased positions in the top five holdings. Every position in the portfolio is less than a 7% holding, but then again, it is hard to move around more than $3B in just a few names. He nearly doubled his positions in Level 3 (NASDAQ:LVLT) and Broadridge (NYSE:BR).
Top sectors in the portfolio include:
Basic Materials 8%