Allergan Plc (AGN)

Sector:Health Care
Super Investor Stats:
Ownership count:10
Ownership rank:21
% of all portfolios:0.733%
Hold Price * :$238.92
History Portfolio Manager Activity Share change % change to portfolio
Q1  2017
Thomas Gayner - Markel Asset Management Add 92.86% 13,000 0.07
Bill Miller - Miller Value Partners Add 28.35% 37,710 0.47
John Griffin - Blue Ridge Capital Add 24.06% 370,400 1.15
William Von Mueffling - Cantillon Capital Management Add 9.47% 90,331 0.28
Leon Cooperman - Omega Advisors Reduce 18.86% 68,600 0.66
Wallace Weitz - Weitz Value Reduce 22.50% 54,000 1.89
Seth Klarman - Baupost Group Reduce 29.13% 1,000,000 2.83
David Tepper - Appaloosa Management Reduce 31.08% 1,324,285 5.55
Carl Icahn - Icahn Capital Management Sell 100.00% 425,438 0.40
Q4  2016
Thomas Gayner - Markel Asset Management Add 600.00% 12,000 0.06
David Tepper - Appaloosa Management Add 249.78% 3,043,097 11.94
Seth Klarman - Baupost Group Add 71.46% 1,430,625 3.96
Sam Peters - ClearBridge Value Trust Add 30.00% 75,000 0.70
John Griffin - Blue Ridge Capital Add 22.26% 280,300 0.74
Wallace Weitz - Weitz Value Add 8.11% 18,000 0.56
Harry Burn - Sound Shore Buy 239,350 2.66
Bill Miller - Miller Value Partners Buy 133,015 1.49
William Von Mueffling - Cantillon Capital Management Reduce 3.29% 32,430 0.10
Leon Cooperman - Omega Advisors Reduce 32.77% 177,334 1.64
Daniel Loeb - Third Point Sell 100.00% 3,785,000 7.58
Q3  2016
John Griffin - Blue Ridge Capital Add 79.65% 558,300 1.53
William Von Mueffling - Cantillon Capital Management Add 34.04% 250,540 0.83
Sam Peters - ClearBridge Value Trust Buy 250,000 2.55
Thomas Gayner - Markel Asset Management Buy 2,000 0.01
David Tepper - Appaloosa Management Reduce 3.37% 42,500 0.26
Leon Cooperman - Omega Advisors Reduce 19.38% 130,090 0.93
Daniel Loeb - Third Point Reduce 22.76% 1,115,000 2.23
Carl Icahn - Icahn Capital Management Reduce 87.49% 2,974,562 3.43
Lee Ainslie - Maverick Capital Sell 100.00% 878,319 2.75
Q2  2016
David Tepper - Appaloosa Management Add 351.73% 981,700 6.07

* "Hold Price" is the term we use to indicate the price at which our Super Investors are comfortable owning a security. It is the price of the security as of the portfolio date (usually quarter end). It's a reasonable indicator of a stock's undervaluation at that price, otherwise it would have been sold. We only provide this value when a security is owned by at least two Super Investors. In the case of reporting dates being different, we calculate a weighted average price.