Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Gerry Farber, LLC 13F Holdings -- Portfolio & Top Positions (2014-09-30)

Gerry Farber, LLC (CIK 1434767) reported $76.8M across 31 reported positions in its SEC 13F filing for 2014-09-30. Largest positions: AGN ($7.4M, 9.68%), AGN1 ($7.0M, 9.17%), MSFT ($4.7M, 6.16%), ODP ($4.1M, 5.32%), BHC ($3.6M, 4.67%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AGNACTAVIS PLC$7.4M9.68%30,800Added
2AGN1ALLERGAN INC$7.0M9.17%39,500Added
3MSFTMICROSOFT CORP$4.7M6.16%102,000New
4ODPOFFICE DEPOT INC$4.1M5.32%795,000Added
5BHCVALEANT PHARMACEUTICALS INTL$3.6M4.67%27,300Added
6SNDK1SANDISK CORP$3.6M4.66%36,500Added
7ABBVABBVIE INC$3.5M4.62%61,400New
8LGF.BLIONS GATE ENTMNT CORP$3.5M4.62%107,500Added
9GILDGILEAD SCIENCES INC$3.5M4.53%32,700Added
10PFEPFIZER INC$3.3M4.27%110,800Added
11MUMICRON TECHNOLOGY INC$3.2M4.15%93,000New
12FWONALIBERTY MEDIA CORP DELAWARE$2.7M3.55%57,700New
13NXPINXP SEMICONDUCTORS N V$2.3M3.03%34,000Trimmed
14AXONTASER INTL INC$2.0M2.62%130,200New
15ACHCACADIA HEALTHCARE COMPANY IN$2.0M2.60%41,100Added
16HPQHEWLETT PACKARD CO$1.8M2.40%51,900New
17AKRXQAKORN INC$1.8M2.29%48,500Trimmed
18MRKMERCK & CO INC NEW$1.7M2.25%29,200Trimmed
19EMWPFEROS INTL PLC$1.4M1.84%96,700New
20TNAVTELENAV INC$1.4M1.83%209,900New
21CNKCINEMARK HOLDINGS INC$1.3M1.63%36,800New
22TUESQTUESDAY MORNING CORP$1.2M1.62%64,100New
23NNETSUITE INC$1.2M1.59%13,600Trimmed
24MDVNMEDIVATION INC$1.2M1.57%12,200New
25VFCV F CORP$1.2M1.57%18,200New

Source: SEC Form 13F filings · as of 2014-09-30