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13F Highlights: Blue Ridge, Weitz

Some notable buys and sells per 4Q 13Fs from some top hedge funds. 

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Blue Ridge Capital

ADDITIONS:  Added 22% to its Allergan (AGN) and 44% to its AutoDesk (ADSK) positions, now 1st and 2nd largest holdings. Also added 43% to Google (GOOG) - 11th largest. 

NEW:  New stake in Teva Pharma (TEVA) - 12th largest holding. 

REDUCTIONS:  Sold off 50% of its Endo International (ENDP) shares - was 8th largest holding. Also dumped 44% of its Sirius (SIRI) stake - was 16th. 

Weitz Investment Management

ADDITIONS:  Slight 17% increase in Range Resources (RRC) position, puts it to 13th largest holding. Also very small increases in Fossil (FOSL) and Fox (FOXA). 

NEW:  New Colfax (CFX) position and owns 1.6% of the co. Also added very small positions in Comcast (CMCSA) and Amazon (AMZN). 

REDUCTIONS:  Dumped all its Valeant Pharma (VRX) stake - was 5th largest holding. Also sold off ~20% in other top 20 positions - Google (GOOG), Discovery (DISCA) and Motorola (MSI). 

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