Blue Harbour Group

Latest statistics and disclosures from Blue Harbour Group's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are MSGS, OTEX, MGM, ACM, MGP, and represent 98.08% of Blue Harbour Group's stock portfolio.
  • Added to shares of these 3 stocks: ACM (+$44.56M), MSGS (+$10.64M), LAZ (+$6.79M).
  • Started 2 new stock positions in ACM, LAZ.
  • Reduced shares in these 7 stocks: OTEX (-$64.99M), , ADNT (-$59.41M), GDDY (-$28.40M), MGM (-$26.76M), MGP (-$22.45M), ACHC (-$18.01M).
  • Sold out of its positions in ACHC, FTNT, GDDY, ADNT.
  • Blue Harbour Group was a net seller of stock by $221.14M.
  • Blue Harbour Group has $353.10M in assets under management (AUM), dropping by -37.20%.

Portfolio Holdings for Blue Harbour Group

Companies in the Blue Harbour Group portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Madison Square Grdn Sprt Cor Cl A (MSGS) 34.76 835.60k +9% 146.89
Open Text Corp (OTEX) 21.47 1.78M -46% 42.48
MGM Resorts International. (MGM) 20.10 4.22M -27% 16.80
AECOM Technology Corporation (ACM) 12.62 1.19M NEW 37.58
Mgm Growth Pptys Cl A Com (MGP) 9.13 1.18M -41% 27.21
Lazard Shs A (LAZ) 1.92 237.24k NEW 28.63

Past Filings by Blue Harbour Group

View past SEC 13F filings by Blue Harbour Group

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