At the end of the second quarter of 2015, the hedge fund Kelly Lawrence W & Associates reported a total value of its portfolio of $502 million, with an increase of 8.34% since the previous quarter. During the quarter, it bought 18 new stocks and increased 40 of its stakes. The following are the most heavily weighted buys during the quarter.
It bought shares of Colfax Corp (CFX) with an impact of 2.35% on its portfolio. The company designs, manufactures, installs and maintains gas- and fluid-handling products for use in a wide range of markets, including power generation, oil, gas and petrochemical, mining, marine (including defense) and general industrial and other. Continue Reading »