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Richard L. Chilton Jr. — Institutional Investor Profile | Buyside Digest

Richard L. Chilton Jr.

✓ Verified

Institutional Investor • Chilton Investment

Value

$4.8B

Stocks

49 Stocks (2 new)

Turnover

100.0%

CIK

0001332632EDGAR ↗

Top Holdings

AADX(75.53%) MSFT(2.38%) COST(2.06%) RSG(1.79%) SHW(1.64%)

About Investor

Established investor leading Chilton Investment, with expertise in long/short equity and risk management. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.

Investor Philosophy

Investment philosophy details pending verification.

Richard L. Chilton Jr. Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
AADX	None	AADX	General	$10645.5M	75.5%	+100.0%
MSFT	None	Microsoft Corp.	Information Technology	$334.9M	2.4%	No Change
COST	None	Costco	Consumer Staples	$290.4M	2.1%	No Change
RSG	None	Republic Services, Inc.	Industrials	$251.9M	1.8%	No Change
SHW	None	Sherwin-Williams	Materials	$231.6M	1.6%	No Change
APH	None	Amphenol Corporation	Information Technology	$194.2M	1.4%	No Change
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$190.8M	1.4%	No Change
MA	None	Mastercard, Inc.	Financials	$176.8M	1.3%	No Change
IBM	None	International Business Machines Corporation	Information Technology	$137.0M	1.0%	No Change
HD	None	The Home Depot Inc.	Consumer Discretionary	$133.8M	0.9%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
AADXAADX	$10645.5M	+100.0%	75.5%	New
BKThe Bank of New York Mellon Corp.	$24.6M	+100.0%	0.2%	New

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
MSMorgan Stanley	$52423.5M	-100.0%	0.0%	Sold Out
MSDMORGAN STANLEY EMKT DBT FD I	$52.4M	-99.9%	0.4%	Decreased
BNYBLACKROCK N Y MUN INCOME TRU	$24.6M	-100.0%	0.0%	Sold Out

13F Sector Breakdown

General77.0%

Information Technology5.8%

Industrials4.9%

Financials4.8%

Consumer Discretionary2.7%

Sector	Stocks	Value	Exposure
General	12	$10856.4M	77.0%
Information Technology	6	$824.8M	5.8%
Industrials	9	$689.4M	4.9%
Financials	10	$680.4M	4.8%
Consumer Discretionary	5	$377.1M	2.7%
Consumer Staples	1	$290.4M	2.1%
Materials	2	$259.4M	1.8%
Health Care	2	$58.2M	0.4%
Communication Services	2	$57.6M	0.4%