Colfax Corp. (CFX)

Sector:Industrial Goods
Super Investor Stats:
Ownership count:4
Ownership rank:101
% of all portfolios:0.147%
Hold Price * :$30.55
History Portfolio Manager Activity Share change % change to portfolio
Q3  2016
Arnold Van Den Berg - Century Management Advisers Reduce 3.09% 3,005 0.15
Q2  2016
Arnold Van Den Berg - Century Management Advisers Add 0.24% 230 0.01
Chuck Akre - Akre Capital Management Reduce 19.97% 1,521,678 0.86
Q1  2016
Arnold Van Den Berg - Century Management Advisers Add 58.68% 35,835 1.61
Chuck Akre - Akre Capital Management Add 3.75% 275,770 0.17
Q4  2015
Arnold Van Den Berg - Century Management Advisers Add 36.64% 16,375 0.67
Chuck Akre - Akre Capital Management Add 4.47% 314,199 0.17
Prem Watsa - Fairfax Financial Holdings Buy 16,300 0.03
Q3  2015
Chuck Akre - Akre Capital Management Add 20.72% 1,206,911 0.85
Arnold Van Den Berg - Century Management Advisers Add 7.36% 3,063 0.15
Thomas Gayner - Markel Asset Management Add 4.61% 50,000 0.04
John Griffin - Blue Ridge Capital Sell 100.00% 355,120 0.18
Prem Watsa - Fairfax Financial Holdings Sell 100.00% 6,300 0.02
Q2  2015
Arnold Van Den Berg - Century Management Advisers Add 4.65% 1,850 0.10
Chuck Akre - Akre Capital Management Add 0.25% 14,708 0.02
John Griffin - Blue Ridge Capital Reduce 90.86% 3,529,880 1.79
Q1  2015
Chuck Akre - Akre Capital Management Add 0.14% 8,025 0.01
Arnold Van Den Berg - Century Management Advisers Buy 39,780 2.12
Q4  2014
Chuck Akre - Akre Capital Management Add 12.36% 638,245 0.87
John Griffin - Blue Ridge Capital Add 9.59% 340,000 0.22
Prem Watsa - Fairfax Financial Holdings Buy 6,300 0.02
Q3  2014
Chuck Akre - Akre Capital Management Add 0.05% 2,640 0.00
John Griffin - Blue Ridge Capital Reduce 33.99% 1,825,000 1.25
Q2  2014
Chuck Akre - Akre Capital Management Reduce 0.02% 890 0.00
Q1  2014
Chuck Akre - Akre Capital Management Add 22.20% 937,850 2.14
Q4  2013
Chuck Akre - Akre Capital Management Add 7.95% 311,145 0.74
Q3  2013
Chuck Akre - Akre Capital Management Add 0.34% 13,080 0.03
Q2  2013
Chuck Akre - Akre Capital Management Add 141.14% 2,282,665 5.39
Stephen Mandel - Lone Pine Capital Sell 100.00% 3,468,370 0.87
Q1  2013
Chuck Akre - Akre Capital Management Add 32.65% 398,050 1.05

* "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.