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Guru Weekly Real Time Update

Monica Wolfe

Monica Wolfe

133 followers
The following information is a highlight of the real-time guru activity we saw this week. To view more information on these gurus, check out their guru portfolios.

Mario Gabelli

This past week, Mario Gabelli made three different transactions reducing his position in Beasley Broadcast Group (BBGI).

On July 8 Gabelli reduced his position by 0.06%, selling a total of 900 shares at an average price of $8.96 per share. Since this sell, the price per share has increased approximately 6%.

On July 10, Gabelli reduced his holdings an additional 0.1% by selling a total of 1,500 shares of Beasley stock. He sold these shares at an average price of $9.23 per share. Since this sell the price per share has risen approximately 2%.

Most recently, on July 11, Gabelli reduced his position yet again. This time he decreased his holdings by 0.01%, selling a total of 100 shares at an average price of $9.46 per share.

As of his most recent sell, Gabelli currently owns 1,518,465 shares of Beasley Broadcast Group representing 6.66% of the company’s shares outstanding.

Mario Gabelli’s holding history of Beasley as of the close of the first quarter:



Beasley Broadcast Group is a radio broadcasting company and its main business is operating radio stations throughout the U.S. It owns and operates 42 radio stations.

Beasley’s historical price, revenue and net income:

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Beasley has a market cap of $212.3 million; its shares were traded at around $9.52 with a P/E ratio of 19.70 and a P/S ratio of 2.20.

NWQ Managers

On June 30,
NWQ Managers reduced its position in Carrizo Oil & Gas (CRZO) by 31.63%. The investment fund sold a total of 797,839 shares at an average price of $28.33 per share. Since the sell, the price per share has dropped an additional 9%. NWQ Managers now holds on to 1,724,808 shares of Carrizo representing approximately 5% of the company’s shares outstanding.

NWQ Managers’ holding history of Carrizo as of March 31:



Carrizo Oil & Gas is a Houston-based independent energy company which, together with its subsidiaries, is actively engaged in the exploration, development, and production of oil and gas in the U.S. and the UK.

Carrizo’s historical price, revenue and net income:

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Carrizo Oil & Gas has a market cap of $1.24 billion; its shares were traded at around $30.91 with a P/E ratio of 28.90 and a P/S ratio of 3.10.

Richard Snow, NWQ Managers and Diamond Hill Capital all maintain holdings in CRZO. Click here to see their holding histories.

John Rogers

John Rogers made the largest increase this week in POZEN Inc. (POZN). Rogers bought a total of 2,444,656 shares of POZEN, representing a 311.99% increase to his holdings on the company. He purchased these shares at an average price of $5.01 per share. Since his buy, the price per share has increased approximately 10%. Rogers now holds a total of 3,228,236 shares of POZEN, representing 10.65% of the company’s shares outstanding.

POZEN operates as a pharmaceutical company focused on developing products which could provide improved efficacy, safety or patient convenience in the treatment of acute and chronic pain and pain related conditions.

POZEN’s historical price, revenue and net income:

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POZEN has a market cap of $161.4 million; its shares were traded at around $5.20 with a P/E ratio of 4.00 and a P/S ratio of 28.70.

Rogers’ second largest increase came from PCTEL Inc. (PCTI). Rogers increased his holdings by 74.36% on June 30. The guru purchased a total of 927,769 shares at an average price of $8.48 per share. Since his buy, the price per share has jumped up approximately 14%. The guru now owns a total of 2,175,417 shares of PCTEL representing 11.75% of the company’s shares outstanding.

The company’s holding history as of the first quarter:



PCTEL designs, distributes, and supports innovative antenna solutions for public safety applications, unlicensed and licensed wireless broadband, fleet management, network timing, and other global positioning systems ('GPS') applications.

PCTEL’s historical price, revenue and net income:

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PCTEL has a market cap of $179.2 million; its shares were traded at around $9.90 with a P/E ratio of 81 and a P/S ratio of 1.80. The dividend yield for PCTEL stocks is 1.30%.
John Rogers, Jim Simons and Chuck Royce maintain holdings in PCTEL.

Rogers’ third largest increase came from Crown Crafts (CRWS). Rogers upped his holdings in Crown Crafts by 72.91%. Rogers bought 459,655 shares at an average price of $6.15 per share. Since his buy, the price per share has increased approximately 1%. Rogers now owns a total 1,090,135 shares representing 11.09% of the company’s shares outstanding.

Rogers’ holding history of Crown Crafts as of the first quarter:



Crown Crafts operates through its subsidiaries, Crown Crafts Infant Products and Hamco, in the infant and toddler products segment within the consumer products industry.

Crown Crafts’ historical price, revenue and net income:

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Crown Crafts has a market cap of $61.4 million; its shares were traded at around $6.28 with a P/E ratio of 12.20 and a P/S ratio of 0.80. The dividend yield of Crown Crafts stocks is 5.10%.

John Rogers, Chuck Royce and Jim Simons maintain positions in CRWS.

John Rogers also made smaller increases in Orion Energy Systems (OESX) and Mitcham Industries (MIND).

You can view all guru real-time updates here. If you haven’t tried the GuruFocus Premium Membership, try a free 7-day trial here!

Rating: 3.7/5 (3 votes)

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