Allergan Plc (AGN)

Sector:Health Care
Super Investor Stats:
Ownership count:9
Ownership rank:22
% of all portfolios:0.523%
Hold Price * :$204.95
History Portfolio Manager Activity Share change % change to portfolio
Q3  2017
Seth Klarman - Baupost Group Add 21.85% 531,600 1.36
William Von Mueffling - Cantillon Capital Management Add 10.03% 100,526 0.24
Sam Peters - ClearBridge Value Trust Add 7.69% 25,000 0.22
Bill Miller - Miller Value Partners Reduce 2.21% 3,650 0.03
Wallace Weitz - Weitz Value Reduce 3.23% 6,000 0.18
John Griffin - Blue Ridge Capital Reduce 10.73% 154,320 0.57
David Tepper - Appaloosa Management Reduce 24.76% 621,431 1.91
Leon Cooperman - Omega Advisors Sell 100.00% 295,188 2.99
Q2  2017
Thomas Gayner - Markel Asset Management Add 22.22% 6,000 0.03
Harry Burn - Sound Shore Add 11.70% 28,000 0.35
Bill Miller - Miller Value Partners Reduce 3.28% 5,600 0.06
William Von Mueffling - Cantillon Capital Management Reduce 4.02% 42,000 0.13
David Tepper - Appaloosa Management Reduce 14.56% 427,502 1.64
John Griffin - Blue Ridge Capital Reduce 24.71% 471,900 2.01
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

* "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.