Glenn Greenberg Portfolio - Stockpickr! Your Source for Stock Ideas

Glenn Greenberg

16881 views

TheStreet.com Rating: C

Rate Now:

average rating: 3.87 / 30 ratings

printer friendly

send to a friend

DESCRIPTION:

Date updated:05-20-2007

Sold out of: ASD
Top increased positions: RYAAY
Top decreased positions: AMT

Glenn Greenberg co-founded Chieftain Capital Management in 1984. This investment management company (Glenn Greenberg and John Shapiro are the two partners) normally owns 7 to 10 companies which Greenberg calls his "defense against ignorance". He believes the more companies you own the more difficult it is to understand all of them. His approach has worked. From 1984 through 2004 the fund achieved a 22% compounded annual growth rate. This favorably compares to the 13% return the S&P 500 achieved.

Columbia University professor Bruce Greenwald who teaches the value investing course at Columbia and also authored "Value Investing: From Graham to Buffett and Beyond" said in a Motley Fool article “There's a guy called Glenn Greenberg who absolutely says he's not a value investor and is just about the best value investor out there -- I don't know if you know him…So Glenn does seven to 10 companies, but he really understands the economics. He's just a brilliant, sort of natural industry economist. And he's just naturally good at judging these franchises, almost unconsciously so. And I think that's the thing I would find most impressive…. I think Glenn Greenberg has it.”

As of 3/31/07

CMCSK
Comcast Corporati
$13.79
+5.03%
$13.10

37.49% of portfolio

People owning CMCSK also tend to own: FMD MCO QMAR UNH WTM XTXI FVE

TheStreet.com Rating: C+ What is this?

UNH
Unitedhealth Grou
$28.10
0.00%
$27.72

18.87% of portfolio

People owning UNH also tend to own: ACF BMY BRK-A BRK-B CNQ DJCO DUK

TheStreet.com Rating: C What is this?

LH
Laboratory Corp.
$61.84
0.00%
$61.65

14.8% of portfolio

People owning LH also tend to own: GRMN RTN APH BBW DUK ENDP LMIA

TheStreet.com Rating: B What is this?

RYAAY
Ryanair Holdings
$30.80
+1.68%
$29.59

11.74% of portfolio Increased position 355.6%

People owning RYAAY also tend to own: ALB BMC BXP DFR DNB DTSI GES

TheStreet.com Rating: C- What is this?

XTXI
Crosstex Energy
$3.76
-1.31%
$3.70

6.18% of portfolio

People owning XTXI also tend to own: CMCSK FMD MCO QMAR UNH WTM AE

TheStreet.com Rating: D+ What is this?

AMT
American Tower Co
$32.05
0.00%
$32.05

5.59% of portfolio Decreased position 61.7%

People owning AMT also tend to own: AMAT AMX BIDU FMCN KRY RACK STP

TheStreet.com Rating: C What is this?

NKE
Nike
$57.83
0.00%
$58.99

4.95% of portfolio

People owning NKE also tend to own: COGN FORM CMCSA ITW JNJ KSWS MMM

TheStreet.com Rating: B- What is this?

XTEX
Crosstex Energy
$3.34
+0.30%
$3.33

0.37% of portfolio

People owning XTEX also tend to own: AMT CMCSK LH NKE RYAAY UNH XTXI

TheStreet.com Rating: D What is this?

No Blogs Found

Comments not available

Top Do-It-Yourself Portfolios
» agtest1
» Joy
» tsamanuli Portfolio 1
» brueckenc Portfolio 1
» HMH1
show all

Stockpickr's Picks of the Day: J...

By Rebecca Corvino Posted at 2:35 p.m. EDT on July 6, 2009 Every day, Stockpickr members are creating and sharing stock ideas with each other through various platforms....

07.06.09 | 14:34 PM

Cramer's Take on Headline Stocks...

By Rebecca Corvino Posted at 12:47 p.m. EDT on July 6, 2009 Oil was in the red on Monday, sending stocks and the three major indices lower as well. Bank of America (...

07.06.09 | 12:48 PM

Top Tech Short-Squeeze Plays

By Fred Fuld Posted at 12:11 p.m. EDT on July 6, 2009 Revenue and earnings surprises can cause stocks to make sharp moves upwards, which in turn can set off a short sq...

07.06.09 | 12:11 PM

Rocket Stocks for the Week

By Jonas Elmerraji Posted at 11:07 a.m. EDT on July 6, 2009 As we approach the second week in July, the markets have done a good job of matching the summer heat by keep...

07.06.09 | 11:08 AM

Nymph's Trading Daily Trading Diary

04.13.09 | 01:10 AM From author Trading Nymph

General market Technical Analysi...

11.14.07 | 22:55 PM From author ZA

The Presidential/Political Thread

01.02.08 | 08:05 AM From author Dave Cox

Will black social ills take a ba...

11.22.08 | 18:53 PM From author Valerie Vecchio

more forums