Grisanti Brown & Partners’ Top Five Holdings Include Valero Energy Corporation (VLO), Marathon Petroleum Corp (MPC) & Others

In its latest 13F, Christopher C. Grisanti’s hedge fund Grisanti Brown & Partners, revealed its holdings in its equity portfolio, for the fourth quarter of last year. The value of the equity portfolio increased to $232.48 million from $217.01 million in the previous quarter.

Valero Energy Corporation (NYSE:VLO)

In this article we will take a quick look of the top five holdings of Grisanti Brown. The first on the list is Valero Energy Corporation (NYSE:VLO), where the fund slightly upped its position to 361,005 shares, from 309,445 shares held at the end of the third quarter, which made the stock climb up several positions. The value of the current stake amounts to $18.19 million.

Of all the funds we track, Siddharth Thacker’s Signpost Capital, is the largest shareholder of Valero Energy Corporation (NYSE:VLO), holding 824,512 shares at the end of the third quarter.

The next on the list is Marathon Petroleum Corp (NYSE:MPC), in which Grisanti Brown & Partners disclosed a $16.32 million stake. The position amasses almost 177,911 shares, slightly up from 163,856 shares held at the end of September. The value of the current position is $16.32 million.

In Ford Motor Company (NYSE:F), Grisanti Brown & Partners, disclosed the third-largest holding, which amasses 905,570 shares, with a reported value of $13.97 million. The position has been decreased from 1.01 million shares.

In the last quarter, Sankar Nair, Group Vice President at Ford, disposed of 30,943 shares and now holds 68,582 shares of the company.

Morgan Stanley (NYSE:MS) is represented in the fund’s equity portfolio by a $13.86 million stake, which contains 442,010 shares. The position was slightly trimmed from 485,955 shares held at the end of September 2013.

In January, Colm Thomas Kelleher, sold 8,500 shares of the company and now holds 403,250 shares.

JPMorgan Chase & Co. (NYSE:JPM) comes in as the fifth most valuable holding in the Christopher’s equity portfolio. The holdings in this company were sliced to 218,633 shares from 244,683 shares held at the end of the third quarter. The value of the stake currently amounts to $12.79 million.

Paul Ruddock and Steve Heinz’s Lansdowne Partners, is the largest shareholder of JPMorgan amongst all the hedge fund we follow, and held 18.87 million shares at the end of September 2013.

Disclosure: none

Recommended Reading:

Hedge Fund News: Daniel Och, Carl Icahn & SAC Capital Advisors

Two Insiders Are Betting On Archer Daniels Midland Company (ADM)

Pzena Investment Management Upped its Stake in ARC Document Solutions Inc (ARC)

blog comments powered by Disqus
Insider Monkey Headlines
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months Click to see monthly returns in table format!

Lists

10 Top Reasons For Getting Fired

The 3 Best States to Start an LLC

10 Jobs That Allow You to Travel

7 High-Paying Jobs You Can Do From Home

12 Best Cities to Shop in USA

10 Best States To Practice Medicine

The 10 Best States to Have a Business

The 12 Most Expensive Apple (AAPL) Apps in the Market

The 10 Richest Billionaires in the World

10 Biggest Kickstarter Failures

The 10 Best Places to Work At

The Top 10 of Google Inc (GOOGL)’s Most Expensive Acquisitions

13 Best Cities to Visit in South America

10 Most Expensive Works of Art of All Time

The 10 Richest Banks in the World

The 10 Best-Paying Jobs in America (2014)

7 Most Expensive Foods in the World

The World’s Top 10 Earning Authors

Five Wicked and Very Expensive Items (and Other “Stuff”) Sold on eBay

10 Biggest Celebrity Bankruptcies

The Top 10 Highest Paid CEOs in 2014

The 10 Most Expensive Real Estate Cities in America

10 Most Expensive States To Live In America

The 10 Best Airlines in the World

The 10 Best-Selling Cars in 2014

The 10 Best Industries to Invest In

The 10 Most Expensive States to Own a Car In

Top 10 Business Schools in US: 2014 Rankings

Top 20 Female Billionaires in 2014

6 Movies That You Should Watch to Better Understand The Cold War

Top 15 Best Paying Jobs for Women in 2014

Top 6 Things Rich People Do Differently Every Day

5 Retirement Mistakes To Avoid (and Einstein’s Famous Quote)

11 Smartest People in the World

6 Films About the Financial World You Need To Watch (While “The Wolf” is Not Around)

Warren Buffett and Billionaires Are Crazy About These 7 Stocks

The Top 10 States With Fastest Internet Speeds

10 Best Places to Visit in USA in August

Top 10 Cities to Visit Before You Die

Top 10 Genetically Modified Food In the US

15 Highest Grossing Movies Opening Weekend

5 Best Poker Books For Beginners

10 Strategies Hedge Funds Use to Make Huge Returns

Top 10 Fast Food Franchises to Buy

10 Best Places to Visit in Canada

Best Summer Jobs for Teachers

10 Youngest Hedge Fund Billionaires

Top 10 One Hit Wonders of the 90s

Fastest Growing Cities In America

Top 10 U.S. Cities for Freelancers

Subscribe

Enter your email:

Delivered by FeedBurner

X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!