Frank Sands

Last Update: 05-14-2015

Number of Stocks: 49
Number of New Stocks: 2

Total Value: $42,033 Mil
Q/Q Turnover: 2%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Frank Sands Watch

  • Frank Sands More Than Doubles Stake in LendingCorp

    Frank Sands (Trades, Portfolio) is CEO and CIO of Sands Capital Management, a firm that was founded by his father in 1992 and has grown from roughly $900 in assets under management to more than $23 billion. Most of his transactions involve reducing or increasing existing stakes in his portfolio, not buying new ones or selling old ones, and the first quarter of 2015 was no exception.

    Sands more than doubled his stake in LendingClub Corp (LC), a San Francisco-based peer-to-peer lending company, in the first quarter. Sands bought 13,862,781 shares for an average price of $20.83 per share. The purchase elevated his stake to fifth place in his Top 20 holdings (by volume) and had a 0.65% impact on his portfolio.


  • Frank Sands' Low PE Stocks

    Frank M. Sands, Jr., CFA, is chief executive officer and chief investment officer of Sands Capital Management, an investment management firm focused on investing in quality growth businesses throughout the world.

    Sands Capital believes that over time stock prices reflect the earnings growth of their underlying businesses. Their team is dedicated to identifying the relatively small number of truly exceptional growth businesses that they expect to own for many years.


  • Guru Stocks at 52-Week Lows: XOM, BABA, CVX. HSBC, IBM

    According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows.

    Exxon Mobil Corporation (XOM) Reached the 52-Week Low of $83.87


  • Frank Sands And His Current Portfolio Update

    Frank Sands (Trades, Portfolio), CEO and CIO of Sands Capital Management added three new positions to his portfolio of 54 stocks, valued at $42.02 billion with a quarter over quarter turnover rate of 7%.

    His firm tends to gravitate toward growth companies and Sands is known to hold stocks for an average of five years.


  • Vanguard Health Care Fund New Buys on 2014 Q4

    Vanguard Health Care Fund (Trades, Portfolio) (trades, Portfolio) is managed by Edward Owens that has worked in investment management for over 30 years. He has managed the Vanguard Health Care Fund (Trades, Portfolio) since its inception in May 1984. Owens received a B.A. from the University of Virginia and an M.B.A from Harvard Business School.

    Owens invests primarily in health care companies. His strategy is characterized by a long-term focus and careful attention to valuations.


  • Sands' Trading Activity Low Key in Third Quarter

    Frank Sands (Trades, Portfolio), CEO and CIO of Virginia-based Sands Capital Management, the firm his father founded in 1992, bought and sold stock in 16 companies in the third quarter, the fewest transactions he’s had in a quarter in more than three years.

    Sands has shown a preference in the past for certain stocks, but he neither bought nor sold stock in his largest assets (by volume, Facebook [FB], or by value, Visa [V]). Instead, his transactions involved companies that had lesser presences in his portfolio.


  • Las Vegas Sands: A Key Valuation Technique for this Dividend Stock

    In a previous article, we analyze the principal drivers of Las Vegas Sands Corp. (LVS), a $51.14 billion market cap company, which operates casinos in Las Vegas, NV; Macau, China; Bethlehem, PA and Singapore.



  • Top Movers of the Day: Nike and Micron Technologies

    Nike (NKE) and Micron Technologies (MU), a manufacturer of semiconductor memory chips, were the top two movers on Sept. 26 after the stocks jumped almost 9% and 6%, respectively.

    Yesterday, Nike released a strong first-quarter report for the three months ending Aug. 31. Revenue increased 15% year over year while revenue for the Converse brand saw similar growth, increasing 16% year over year. Nike’s online sales were up by 70% over the last quarter, and the gross margin increased to a comfortable 46.6%. 


  • Why Starbucks is a Buy

    In this article, let´s consider Starbucks Corporation (SBUX), a $57.14 billion market cap, which has a trailing P/E ratio that indicates that the stock is relatively overvalued (PE 251.6x vs Industry Median 30.7x).

    So in this article, let's take a look at a model which is applicable to stable, mature, dividend-paying firms and try to find the intrinsic value of the stock. Although the model has a number of characteristics that make it useful and appropriate for many applications, is by no means the be-all and end-all for valuation. The purpose is to force investors to evaluate different assumptions about growth and future prospects.


  • National Oilwell Varco On the Uptick Following Several Acquisitions

    In this article, let's take a look at National Oilwell Varco, Inc. (NOV), a $35.56 billion market cap company that designs and manufactures drill rig equipment, provides down hole tools and services, and well as supply chain integration services to the upstream oil and gas industry.

    Operating Margin


  • Kansas City Southern: On the Route to Success

    In this article, let's take a look at Kansas City Southern (KSU), a $12.68 billion market cap company, which is a holding company with railroad investments serving the central and south central U.S., northeastern and central Mexico and Panama.



  • In a Weak-Dollar Environment, Gold Is Sought as "Safe-Haven" Asset

    Gold is a limited commodity that retains consumer´s purchasing power even under inflationary economies. The advantages are that gold is not at the mercy of government policy, so it cannot be easily issued or mined. Additionally, it is used to hedge, so it is a currency hedge an inflation hedge and most importantly, a diversification tool in your portfolio.

    Gold Exchange-Traded Fund


  • Top Guru-Owned Energy Companies at the Start of 2014

    Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see energy companies which are held by the most gurus. The following five energy companies are held by the largest number of gurus during the past quarter.

    Exxon Mobil (XOM)


  • Weekly Three-Year Low Highlights: QUNR, CGG, LADR, RARE

    According to GuruFocus list of three-year lows; Qunar Cayman Islands Ltd, CGG, Ladder Capital Corp. and Ultragenyx Pharmaceutical Inc. have all reached their three-year lows.

    Qunar Cayman Islands Ltd. (QUNR) Reached the Three-Year Low of $21.25


  • Frank Sands' First Quarter Top Five

    Frank Sands (Trades, Portfolio) of Sands Capital Management reported his first quarter holdings today. These holdings highlighted five new buys, bringing his total to 44 stocks valued at $38.4 billion. The Sands Capital Management team is dedicated to identifying the relatively small number of truly exceptional growth businesses that they expect to own for many years.

    The following five stocks are Sands’ top five holdings as of the close of the first quarter:


  • Eastman Is an Outperforming Chemical Company with Interesting Outlook

    We think the outlook for the diversified chemicals will be positive and will continue to expand this year. In this article, let's take a look at one specialty chemicals maker and try to explain to investors the reasons this is an apparently appealing investment opportunity.

    Eastman Chemical Co. (EMN) is a chemicals company that produces materials, chemicals, and fibers in five segments: Additives and Functional Products manufacture chemicals for products in the coatings and tire industries; Adhesives and Plasticizers manufactures resins and plasticizers; Advanced Materials produces and markets copolyesters, cellulose esters, interlayers, and aftermarket window film products; Fibers manufactures and sells acetate tow and triacetin plasticizers, solution-dyed acetate yarns, cellulose acetate flake and acetyl raw materials; and Specialty Fluids and Intermediates provides products that include intermediates based on oxo and acetyl chemistries and performance chemicals.


  • Charles Schwab Is a Fast Growing Stock

    The Charles Schwab Corporation (SCHW) is a savings and loan holding company. The company is engaged, through its subsidiaries, in securities brokerage, banking, money management, and financial advisory services. Its subsidiaries include Charles Schwab & Co. (a leading discount broker-dealer), Charles Schwab Investment Management (a mutual fund investment advisor) and Charles Schwab Bank.

    In this article, let's take a look at this brokerage firm and try to explain to investors the reasons this is an apparently appealing investment opportunity.


  • Frank Sands' Gas Long-Term Pick

    When reviewing stocks from the gas industry, the principal risk is always the same: price volatility. Praxair (PX) is one company that has been able to avoid the risk and improve overall performance since its entrance to the stock market. Only the 2007 economic crisis was able to shake the solid foundations on top of which the company’s business model rests. Nonetheless, market performance has ever since been on the uptrend. There are several reasons for the positive results. Most importantly, the profits conquered were shared with stock holders through annual dividend increments. One of the beneficiaries has been Frank Sands (Trades, Portfolio), who increased the size of his holding since early 2011 was the largest shareholder before selling out, making a strong statement for long-term investment in the company.

    Commenting on Success


  • Weekly Guru Bargains Highlights: VOD, LNKD

    According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

    Vodafone Group PLC (VOD): Down 47% Since Steven Romick (Trades, Portfolio) Bought in the Quarter Ended on 2013-12-31


  • Assessing the New Boss at National Oilwell Varco

    Nothing raises more fear or hopes in a business than change in management. The questions are always the same, will the new CEO shift the company’s direction? Does the change mean the business was not doing well before? Can overall performance improve? How will the market and shareholders react to the news? What about prospect investors? The truth is that there is no certain answer to the many inquiries a change in management raises. However, an assessment can be made based on the firm’s previous performance and new management’s discourse. That is exactly what it will be looked upon throughout this analysis that concerns National Oilwell Varco (NOV). So far, gurus have shown great confidence on the company and completed important purchases throughout the last quarter of 2013.

    Announced and Smooth Transition


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