Mario Gabelli – NOBH, CUTR
Mario Gabelli of GAMCO Investors bought this new holding in residential construction for 202,198 shares in the average price range of $8 per share as of July 18, 2013.
Nobility Homes Inc. (NOBH) has a market cap of $32.5 million. Up 89% since January, the company shares trade at around $9.00 with a P/E of 1285.80 and a P/S of 2.30.
He sold out his NOBH holding in the first quarter of 2013, making a 75.4% gain on 193,273 shares sold at $5.13.
Gabelli’s other micro cap activity was an increase in his position in the medical devices company Cutera Inc. (CUTR) by 11.3%. He currently holds 640,000 shares after the July 1, 2013 trade.
Cutera is up 35% over 12 months, with a market cap of $138.9 million. Shares trade at around $9.45 with a P/B of 1.50 and a P/S of 1.80.
Diamond Hill Capital - PACR, CXPO, BMRC
Diamond Hill Capital bought a new micro cap holding, Pacer International Inc. (PACR) as of June 30, 2013. Up 30% over 12 months, Pacer International is a shipping and logistics company with a market cap of $223.9 million. Shares trade at around $6.18 with a P/E of 36.00 and a P/S of 0.20.
Diamond Hill Capital also bought 388,377 PACR shares at an average price of $5.85 per share for a gain of 5.6%. The current share price is $6.18 with a change from average up 6%.
Another micro cap buy for Diamond Hill Capital is Crimson Exploration Inc. (CXPO) for 607,379 shares bought at $2.99 for a gain of 8.7%, as of June 30, 2013. CXPO is down 16% over 12 months.
Diamond Hill Capital also bought a new holding in Bank of Marin Bancorp (BMRC) for 6,695 shares at an average price of $39.35, making a gain of 7.2%. BMRC is up 14% over 12 months.
Ken Fisher - CVY, GNIN
Ken Fisher of Fisher Asset Management LLC bought a new holding, Claymore/Zacks Multi-Asset Inc. IDX (CVY), an ETF, for 10,200 shares at an average price of $23.93, quarter ending June 30, 2013. CVY is up 13% over 12 months.
Fisher’s other new micro cap holding is Green Innovations Ltd. (GNIN) for 21,080 shares at an average price of $0.66, with a loss of 59.1%. The current share price is $0.27.
Up 143% over 12 months, Green Innovations has a market cap of $8.8 million and trades with a P/S of 22.50 and a P/B of 17.90. The company features a bamboo-based product line, including personal care and paper-based goods.
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