94 is the total number of securities Blue Harbour Group has owned. The longest Blue Harbour Group has owned a single stock is 21 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ISBC | INVESTORS BANCORP INC NEW | 21 | 21 | 8.45% | 13.74% | 19.36% | Q3 2014 | Q3 2019 | 21 |
MDRX | ALLSCRIPTS HEALTHCARE ... | 20 | 20 | 0.09% | 4.95% | 8.08% | Q2 2013 | Q1 2018 | 20 |
IWM | ISHARES TR | 9 | 1 | 1.44% | 3.03% | 5.21% | Q2 2013 | Q4 2018 | 18 |
RDC | Rowan Companies PLC-A | 17 | 17 | 1.53% | 5.46% | 9.71% | Q1 2014 | Q1 2018 | 17 |
XLNX | XILINX INC | 16 | 16 | 2.72% | 10.83% | 15.63% | Q1 2015 | Q4 2018 | 16 |
OTEX | OPEN TEXT CORP | 14 | 14 | 3.70% | 13.84% | 21.47% | Q1 2017 | Q2 2020 | 14 |
AKAM | AKAMAI TECHNOLOGIES INC | 11 | 3 | 5.02% | 9.31% | 12.39% | Q2 2013 | Q1 2017 | 14 |
AGCO | AGCO CORP | 14 | 14 | 1.81% | 7.58% | 13.22% | Q2 2014 | Q3 2017 | 14 |
SPY | SPDR S&P 500 ETF TR | 8 | 1 | 0.55% | 2.03% | 3.78% | Q2 2014 | Q3 2018 | 14 |
ADNT | ADIENT PLC | 13 | 13 | 4.39% | 10.48% | 18.31% | Q1 2017 | Q1 2020 | 13 |
BIN | PROGRESSIVE WASTE SOLU... | 12 | 12 | 4.15% | 7.41% | 12.32% | Q2 2013 | Q1 2016 | 12 |
CHS | CHICOS FAS INC | 12 | 12 | 1.82% | 6.54% | 11.30% | Q2 2013 | Q1 2016 | 12 |
MD | MEDNAX INC | 11 | 11 | 1.34% | 5.39% | 8.96% | Q3 2016 | Q1 2019 | 11 |
ENTG | ENTEGRIS INC | 11 | 11 | 1.28% | 1.80% | 2.27% | Q3 2013 | Q1 2016 | 11 |
RAX | RACKSPACE HOSTING INC | 10 | 10 | 4.60% | 10.44% | 14.30% | Q2 2014 | Q3 2016 | 10 |
WCC | WESCO INTL INC | 10 | 10 | 0.30% | 8.26% | 16.24% | Q3 2017 | Q4 2019 | 10 |
GSM | GLOBE SPECIALTY METALS... | 10 | 10 | 2.65% | 5.11% | 8.16% | Q2 2013 | Q3 2015 | 10 |
INXN | INTERXION HOLDING N.V | 10 | 10 | 0.18% | 2.10% | 3.24% | Q4 2013 | Q1 2016 | 10 |
CACI | CACI INTL INC | 9 | 9 | 0.64% | 7.20% | 11.80% | Q2 2013 | Q2 2015 | 9 |
AVT | AVNET INC | 9 | 9 | 2.00% | 6.92% | 10.40% | Q2 2015 | Q2 2017 | 9 |
BWXT | BWX TECHNOLOGIES INC | 8 | 8 | 3.74% | 11.10% | 15.65% | Q3 2015 | Q2 2017 | 8 |
ON | ON SEMICONDUCTOR CORP | 8 | 8 | 1.91% | 4.42% | 5.77% | Q4 2017 | Q3 2019 | 8 |
EIG | EMPLOYERS HOLDINGS INC | 8 | 8 | 0.03% | 0.99% | 3.94% | Q2 2013 | Q1 2015 | 8 |
MSGS | MADISON SQUARE GRDN SP... | 7 | 7 | 6.28% | 16.75% | 34.76% | Q4 2018 | Q2 2020 | 7 |
MGM | MGM RESORTS INTERNATIONAL | 7 | 7 | 1.15% | 9.05% | 20.10% | Q4 2018 | Q2 2020 | 7 |
F102PS | BABCOCK & WILCOX CO NEW | 7 | 7 | 2.44% | 8.41% | 10.23% | Q4 2013 | Q2 2015 | 7 |
GWR | GENESEE & WYO INC | 6 | 1 | 0.52% | 5.89% | 11.77% | Q4 2015 | Q3 2019 | 7 |
FFIV | F5 NETWORKS INC | 7 | 7 | 3.44% | 4.69% | 6.43% | Q1 2016 | Q3 2017 | 7 |
WBMD | WEBMD HEALTH CORP | 4 | 3 | 0.47% | 2.77% | 7.60% | Q4 2014 | Q2 2017 | 7 |
DDC | DOMINION DIAMOND CORP | 7 | 7 | 0.48% | 1.87% | 2.36% | Q3 2013 | Q1 2015 | 7 |
COMM | COMMSCOPE HLDG CO INC | 6 | 6 | 2.56% | 6.66% | 11.28% | Q2 2017 | Q3 2018 | 6 |
NBR | NABORS INDUSTRIES LTD | 6 | 6 | 2.15% | 6.13% | 7.92% | Q2 2013 | Q3 2014 | 6 |
JACK | JACK IN THE BOX INC | 3 | 1 | 0.06% | 3.83% | 8.71% | Q2 2013 | Q1 2019 | 6 |
ITT | ITT INC | 5 | 5 | 0.58% | 2.87% | 7.10% | Q4 2018 | Q4 2019 | 5 |
BW | BABCOCK & WILCOX ENTER... | 5 | 5 | 0.66% | 2.46% | 3.73% | Q3 2015 | Q3 2016 | 5 |
GSM | FERROGLOBE PLC | 5 | 5 | 1.03% | 2.11% | 2.58% | Q4 2015 | Q4 2016 | 5 |
LAZ | LAZARD LTD | 4 | 1 | 0.73% | 2.00% | 2.85% | Q4 2016 | Q2 2020 | 5 |
FTNT | FORTINET INC | 3 | 1 | 4.76% | 8.02% | 11.22% | Q1 2018 | Q1 2020 | 4 |
BRCD | BROCADE COMMUNICATIONS... | 4 | 4 | 1.28% | 7.70% | 11.44% | Q2 2013 | Q1 2014 | 4 |
MGP | MGM GROWTH PPTYS LLC | 4 | 4 | 2.35% | 6.60% | 9.13% | Q3 2019 | Q2 2020 | 4 |
DV | DEVRY INC DEL | 4 | 4 | 2.21% | 4.93% | 6.01% | Q2 2013 | Q1 2014 | 4 |
FCEA | FOREST CITY RLTY TR INC | 4 | 4 | 3.42% | 4.13% | 4.95% | Q3 2017 | Q2 2018 | 4 |
TRCO | TRIBUNE MEDIA CO | 4 | 4 | 0.40% | 3.08% | 6.12% | Q4 2014 | Q3 2015 | 4 |
AXTA | AXALTA COATING SYS LTD | 3 | 1 | 1.39% | 3.01% | 4.15% | Q2 2017 | Q2 2018 | 4 |
CLH | CLEAN HARBORS INC | 4 | 4 | 1.33% | 2.50% | 4.06% | Q4 2014 | Q3 2015 | 4 |
J105SC | CONVERSANT INC | 3 | 3 | 3.00% | 3.82% | 4.38% | Q1 2014 | Q3 2014 | 3 |
VRNT | VERINT SYS INC | 2 | 1 | 2.01% | 3.29% | 4.71% | Q2 2013 | Q1 2016 | 3 |
PENN | PENN NATL GAMING INC | 3 | 3 | 2.21% | 3.05% | 3.54% | Q4 2018 | Q2 2019 | 3 |
ACHC | ACADIA HEALTHCARE COMP... | 2 | 1 | 1.54% | 3.00% | 4.25% | Q4 2016 | Q1 2020 | 3 |
HTSI | HARRIS TEETER SUPERMAR... | 3 | 3 | 1.73% | 2.07% | 2.29% | Q2 2013 | Q4 2013 | 3 |
HAWKB | BLACKHAWK NETWORK HLDG... | 3 | 3 | 1.57% | 1.89% | 2.12% | Q3 2014 | Q1 2015 | 3 |
CLNS | COLONY NORTHSTAR INC | 3 | 3 | 0.72% | 1.69% | 3.32% | Q2 2017 | Q4 2017 | 3 |
ZNGA | ZYNGA INC | 3 | 3 | 1.27% | 1.63% | 2.02% | Q4 2018 | Q2 2019 | 3 |
DHX | DICE HLDGS INC | 3 | 3 | 0.44% | 1.44% | 2.04% | Q2 2013 | Q4 2013 | 3 |
GDDY | GODADDY INC | 1 | 1 | 4.76% | 4.90% | 5.05% | Q3 2019 | Q1 2020 | 2 |
ISBC | INVESTORS BANCORP INC | 2 | 2 | 0.76% | 3.80% | 6.85% | Q1 2014 | Q2 2014 | 2 |
CSC | COMPUTER SCIENCES CORP | 2 | 2 | 3.07% | 3.10% | 3.14% | Q2 2015 | Q3 2015 | 2 |
SWI | SOLARWINDS INC | 2 | 2 | 2.24% | 2.86% | 3.47% | Q3 2015 | Q4 2015 | 2 |
ASH | ASHLAND GLOBAL HLDGS INC | 2 | 2 | 2.49% | 2.69% | 2.89% | Q3 2019 | Q4 2019 | 2 |
FN | FABRINET | 2 | 2 | 1.44% | 2.32% | 3.19% | Q3 2019 | Q4 2019 | 2 |
SAPE | SAPIENT CORP | 2 | 2 | 1.94% | 2.27% | 2.60% | Q2 2013 | Q3 2013 | 2 |
THS | TREEHOUSE FOODS INC | 2 | 2 | 1.77% | 1.93% | 2.09% | Q3 2017 | Q4 2017 | 2 |
IM | INGRAM MICRO INC | 2 | 2 | 1.40% | 1.88% | 2.35% | Q2 2013 | Q3 2013 | 2 |
URBN | URBAN OUTFITTERS INC | 2 | 2 | 1.47% | 1.76% | 2.04% | Q1 2014 | Q2 2014 | 2 |
BYD | BOYD GAMING CORP | 2 | 2 | 1.72% | 1.76% | 1.79% | Q4 2018 | Q1 2019 | 2 |
ADS | ALLIANCE DATA SYSTEMS ... | 2 | 2 | 0.43% | 0.92% | 1.41% | Q4 2014 | Q1 2015 | 2 |
TDS | TELEPHONE & DATA SYS INC | 2 | 2 | 0.43% | 0.86% | 1.30% | Q1 2014 | Q2 2014 | 2 |
KLXI | KLX INC | 2 | 2 | 0.37% | 0.44% | 0.51% | Q2 2015 | Q3 2015 | 2 |
ACM | AECOM | 1 | 1 | 12.62% | 12.62% | 12.62% | Q2 2020 | Q2 2020 | 1 |
INCR | INC RESH HLDGS INC | 1 | 1 | 4.46% | 4.46% | 4.46% | Q2 2017 | Q2 2017 | 1 |
6107SC | URS CORP NEW | 1 | 1 | 3.78% | 3.78% | 3.78% | Q4 2013 | Q4 2013 | 1 |
MEDP | MEDPACE HLDGS INC | 1 | 1 | 2.78% | 2.78% | 2.78% | Q2 2019 | Q2 2019 | 1 |
VCLK | VALUECLICK INC | 1 | 1 | 2.68% | 2.68% | 2.68% | Q4 2013 | Q4 2013 | 1 |
HAWK | BLACKHAWK NETWORK HLDG... | 1 | 1 | 2.66% | 2.66% | 2.66% | Q2 2015 | Q2 2015 | 1 |
BERY | BERRY GLOBAL GROUP INC | 1 | 1 | 2.34% | 2.34% | 2.34% | Q3 2018 | Q3 2018 | 1 |
WW | WEIGHT WATCHERS INTL I... | 1 | 1 | 2.33% | 2.33% | 2.33% | Q2 2013 | Q2 2013 | 1 |
ZAYO | ZAYO GROUP HLDGS INC | 1 | 1 | 2.23% | 2.23% | 2.23% | Q4 2017 | Q4 2017 | 1 |
MIC | MACQUARIE INFRASTRUCTU... | 1 | 1 | 2.11% | 2.11% | 2.11% | Q4 2017 | Q4 2017 | 1 |
DNB | DUN & BRADSTREET CORP ... | 1 | 1 | 1.68% | 1.68% | 1.68% | Q3 2017 | Q3 2017 | 1 |
LOGM | LOGMEIN INC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q4 2017 | Q4 2017 | 1 |
PLAY | DAVE & BUSTERS ENTMT INC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q2 2019 | Q2 2019 | 1 |
CVLT | COMMVAULT SYSTEMS INC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q3 2014 | Q3 2014 | 1 |
PWER | POWER ONE INC NEW | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2013 | Q2 2013 | 1 |
CLS | CELESTICA INC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q1 2014 | Q1 2014 | 1 |
FOSL | FOSSIL GROUP INC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2015 | Q3 2015 | 1 |
CSOD | CORNERSTONE ONDEMAND INC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2019 | Q4 2019 | 1 |
CTXS | CITRIX SYS INC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2014 | Q2 2014 | 1 |
LM | LEGG MASON INC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2016 | Q1 2016 | 1 |
CHKP | CHECK POINT SOFTWARE T... | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2016 | Q3 2016 | 1 |
JNPR | JUNIPER NETWORKS INC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2014 | Q3 2014 | 1 |
DBD | DIEBOLD NXDF INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2016 | Q4 2016 | 1 |
INOV | Inovalon Holdings, Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
G | GENPACT LIMITED | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
0 | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 | |
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The securities at the top of the list , including INVESTORS BANCORP INC NEW, ALLSCRIPTS HEALTHCARE SOLUTN, and ISHARES TR, are the highest-conviction holdings of Blue Harbour Group.
The conviction is calculated by counting the number of quarters a security has been reported by Blue Harbour Group. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Blue Harbour Group owns currently or has owned in the past.