Hitchwood Capital Management’s Blue Buffalo Pet Products, Inc BUFF Stock Holding History

Hitchwood Capital Management’s Portfolio BUFF Stock Details BUFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,300,000	Closed	-$42.6M	–	61
2017 Q4	$42.6M	Buy	+1,300,000	New	+$38.5M	1.6%	27
2017 Q3	–	Sell	-715,000	Closed	-$16.3M	–	50
2017 Q2	$16.3M	Sell	715,000 -1,490,743	-68%	-$35.3M	0.67%	34
2017 Q1	$50.7M	Sell	2,205,743 -1,094,257	-33%	-$26.9M	1.89%	27
2016 Q4	$79.3M	Sell	3,300,000 -300,000	-8%	-$7.26M	2.75%	14
2016 Q3	$85.5M	Hold	3,600,000	–	–	2.61%	17
2016 Q2	$84M	Buy	3,600,000 +100,000	+3%	+$2.49M	2.03%	20
2016 Q1	$89.8M	Buy	3,500,000 +1,050,000	+43%	+$20.1M	2.43%	19
2015 Q4	$45.8M	Buy	2,450,000 +1,950,000	+390%	+$35.6M	1.22%	26
2015 Q3	$8.96M	Buy	+500,000	New	+$12.3M	0.31%	28

Other funds holding BUFF

Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Hitchwood Capital Management's BUFF Position: Q1 2018 in Review

Hitchwood Capital Management sold out of Blue Buffalo Pet Products, Inc (BUFF) in Q1 2018, closing a stake of 1,300,000 shares — an estimated $42.6M sold.

Hitchwood Capital Management first reported a position in BUFF in Q3 2015 and held it in 9 quarters. The position peaked at $89.8M in Q1 2016. 221 funds tracked by Wall St. Rank hold BUFF as of Q1 2018.

Hitchwood Capital Management reported no remaining Blue Buffalo Pet Products, Inc position as of Q1 2018 after selling out during the quarter.
Hitchwood Capital Management sold 1,300,000 Blue Buffalo Pet Products, Inc shares in Q1 2018, an estimated $42.6M.
Hitchwood Capital Management first reported a position in Blue Buffalo Pet Products, Inc in Q3 2015 and held it in 9 quarters.
Hitchwood Capital Management's Blue Buffalo Pet Products, Inc position peaked at $89.8M in Q1 2016.
221 funds tracked by Wall St. Rank held Blue Buffalo Pet Products, Inc as of Q1 2018.

Based on Hitchwood Capital Management's 13F filing for Q1 2018, filed 15 May 2018.