Blue Ridge Capital - Portfolio Holdings
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See intro to Leading Hedge Funds' Best Ideas.
Blue Ridge sold off a little Discovery Holdings (DISCA), and doubled positions in Target (TGT), Coach (COH), and Starbucks (SBUX).
Top sectors in the portfolio include:
Services 43%
Financials 18%
Technology 15%
Top 10 holdings are:
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Mebane Faber
About this author:- Bio & more articles
- Mebane's firm: Cambria Investment Management
- Mebane's blog: World Beta
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