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Stocks Soros Takes Significant Positions In: IOC, PLG, FHC, PXP, EXAR

November 10, 2010 | About:
guruek

guruek

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Given all the asset classes he can choose from, and influence his opinion has on the global capital markets, George Soros is still active in investing in stocks. GuruFocus shows that he has a portfolio of $3.31 billion distributed among 823 stocks as of June 30, 2010, 239 of them are new positions. Diversified as he is, it is hard to imagine why he wants to take a significant position in any stock. Concentration investing is not his couple of tea.

But concentration is exactly what he is doing with a number of stocks (see the list here). Not only that, Soros has been accumulating shares of these stocks since the end of 2Q10.

GuruFocus tracks Soros’s stock portfolio and here are the transactions that Soros reported recently:

Symbol As of Date Current Shares Change from Last % of Company
IOC 2010-10-25 5,257,422 +54.89% 11.92%
PLG 2010-10-22 15,500,000 +933.33% 9.73%
FHC 2010-10-21 1,404,931 New 5.11%
PXP 2010-09-27 7,051,815 +38.51% 5.03%
EXAR 2010-09-21 6,422,739 +66.11% 14.53%


InterOil Corp. (IOC) Interoil Corp is a vertically integrated energy company whose primary focus is Papua New Guinea and the surrounding region. Interoil Corp. has a market cap of $3.37 billion; its shares were traded at around $78.65 with a P/E ratio of 94.8 and P/S ratio of 4.9.

PLATINUM GROUP METALS LTD (PLG)

Platinum Group is based in Vancouver BC, Canada and Johannesburg, South Africa. Platinum Group Metals Ltd has a market cap of $219.9 million; its shares were traded at around $2.26 with and P/S ratio of 908.4.

The Female Health Company (FHC)

The Female Health Company manufactures markets and sells the Female Condom the only FDA-approved product under a woman's control which can prevent unintended pregnancy and sexually transmitted diseases including HIV/AIDS. with a P/E ratio of 19.3 and P/S ratio of 4.7.

Plains Exploration & Production Company (PXP)

Plains Exploration & Production Company is an independent oil and gas company primarily engaged in the activities of acquiring, developing, exploring and producing oil and gas properties primarily in the United States. Plains Exploration & Production Company has a market cap of $3.98 billion; its shares were traded at around $28.41 with a P/E ratio of 12.8 and P/S ratio of 3.3.

Exar Corp. (EXAR)

Exar Corporation designs, develops and markets analog and mixed-signal integrated circuits for use in communications and video and imaging products. Exar Corp. has a market cap of $299.8 million; its shares were traded at around $6.78 with and P/S ratio of 2.2. Exar Corp. had an annual average earning growth of 101.8% over the past 5 years.

Check out Soros’s stock portfolio by clicking on George Soros.


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