GuruFocus Premium Membership

Serving Intelligent Investors since 2004. Only 96 cents a day.

Free Trial

Free 7-day Trial
All Articles and Columns »

Top Guru-Owned Small-Cap Stocks

Monica Wolfe

Monica Wolfe

129 followers

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 small cap companies which are held by the most gurus. The following five small-capped companies are held by the largest number of gurus during the past quarter.

McDermott International (MDR)

As of the close of the first quarter there were 13 guru owners of McDermott International. During the past quarter there were eleven gurus buying shares of MDR and there were four gurus making sells of their stake in the company. These gurus maintain a combined weighting of 5.57%.

Top three guru shareholders of McDermott:

1. David Einhorn (Trades, Portfolio): 14,045,500 shares, representing 5.94% of the company’s shares outstanding and 1.6% of the fund’s total portfolio.

2. Richard Snow (Trades, Portfolio): 5,517,920 shares, representing 2.33% of the company’s shares outstanding and 1.7% of his total portfolio

3. NWQ Managers (Trades, Portfolio): 4,439,903 shares, representing 1.88% of the company’s shares outstanding and 0.3% of his total portfolio.

McDermott is a global engineering and construction company with specialty manufacturing and service capabilities. The company provides a number of products and services to customers in the energy and power industries, including utilities and other power generators, major and national oil companies, and the US Government.

McDermott’s historical revenue and net income:

1402608847906.png

The analysis on McDermott International reports that the company’s revenue has been in decline over the past five years, it has a poor buyback track record, and over the past three years the company has issued $242.156 million of debt.

McDermott has a market cap of $1.85 billion. Its shares are currently trading at around $7.79 with a P/S ratio of 0.80 and a P/B ratio of 1.40.

Orient-Express Hotels (OEH)

As of the close of the first quarter there were eleven guru owners of Orient-Express Hotels. During the past quarter there were three gurus buying shares of OEH and there were eight gurus making sells of their stake in the company. These gurus maintain a combined weighting of 2.17%.

Top three guru shareholders of Orient-Express:

1. RS Investment Management: 3,350,824 shares, representing 2.76% of the company’s shares outstanding and 0.28% of the fund’s total portfolio.

2. Chuck Royce (Trades, Portfolio): 1,604,119 shares, representing 1.32% of the company’s shares outstanding and 0.07% of his total portfolio

3. Westport Asset Management (Trades, Portfolio): 806,827 shares, representing 0.66% of the company’s shares outstanding and 0.07% of his total portfolio.

Orient-Express operates as a hotel and travel company focused on the luxury end of the leisure market with exposure to both mature and emerging national economies.

Orient-Express Holdings’ historical revenue and net income:

1402610860044.png

The analysis on Orient-Express Holdings reports that the company’s revenue per share has been in decline for the past five years and that its price is sitting near a 5-year high.

Orient-Express has a market cap of $1.69 billion. Its shares are currently trading at around $13.84 with a P/S ratio of 2.40 and a P/B ratio of 2.00.

Heartland Express (HTLD)

As of the close of the first quarter there were 11 guru owners of Heartland Express. During the past quarter there were six gurus buying shares of HTLD and there were four gurus making sells of their stake in the company. These gurus maintain a combined weighting of 0.57%.

Top three guru shareholders of Heartland Express:

1. Ken Fisher (Trades, Portfolio): 2,459,060 shares, representing 2.9% of the company’s shares outstanding and 0.13% of the fund’s total portfolio.

2. First Pacific Advisors (Trades, Portfolio): 1,730,000 shares, representing 2.04% of the company’s shares outstanding and 0.34% of his total portfolio

3. James Barrow (Trades, Portfolio): 609,200 shares, representing 0.72% of the company’s shares outstanding and 0.34% of his total portfolio.

Heartland provides regional dry van truckload services from its eleven regional operating centers plus its corporate headquarters. The company transports freight for major shippers and generally earns revenue based on the number of miles per load delivered.

Heartland Express’s historical revenue and net income:

1402611532728.png

The analysis on Heartland reports that the company’s price is near a 10-year high, its dividend yield is close to a 5-year low and its P ratios are all trading at near historical highs. The analysis also notes that the company has shown predictable revenue and earnings growth and that its operating margin is expanding.

Heartland Express has a market cap of $1.89 billion. Its shares are currently trading at around $21.55 with a P/E ratio of 28.20, a P/S ratio of 2.80 and a P/B ratio of 4.50. The company had an annual average earnings growth of 4.10% over the past ten years.

GuruFocus rated Heartland Express the business predictability rank of 3-star.

Post Holdings (POST)

As of the close of the first quarter there were 10 guru owners of Post Holdings. During the past quarter there were seven gurus buying shares of POST and there were three gurus making sells of their stake in the company. These gurus maintain a combined weighting of 7.68%.

Top three guru shareholders of Post Holdings:

1. John Griffin (Trades, Portfolio): 1,025,000 shares, representing 3.69% of the company’s shares outstanding and 0.73% of the fund’s total portfolio.

2. Mario Gabelli (Trades, Portfolio): 941,369 shares, representing 2.88% of the company’s shares outstanding and 0.28% of his total portfolio

3. John Paulson (Trades, Portfolio): 817,200 shares, representing 2.5% of the company’s shares outstanding and 0.22% of his total portfolio.

Post is a manufacturer, marketer and distributor of branded ready-to-eat cereals in the United States and Canada.

Post’s historical revenue and net income:

1402612287014.png

The analysis on Post reports that the company has issued $1.4 billion of debt, it’s been in an operating loss for the past three years, and its P/B and P/S ratios are trading at near historic lows.

Meredith Corp. (MDP )

As of the close of the first quarter there were 10 guru owners of Meredith. During the past quarter there were six gurus buying shares of MDP and there were five gurus making sells of their stake in the company. These gurus maintain a combined weighting of 3.99%.

Top three guru shareholders of Meredith:

1. John Rogers (Trades, Portfolio): 2,207,360 shares, representing 4.95% of the company’s shares outstanding and 1.3% of the fund’s total portfolio.

2. Chuck Royce (Trades, Portfolio): 1,993,655 shares, representing 4.47% of the company’s shares outstanding and 0.27% of his total portfolio

3. Ken Fisher (Trades, Portfolio): 1,119,085 shares, representing 0.61% of the company’s shares outstanding and 0.13% of his total portfolio.

Meredith engages in magazine publishing and related brand licensing, television broadcasting, integrated marketing, interactive media, and video production related operations. The company operates two business segments: national media and local media.

Meredith’s historical revenue and net income:

1402688210514.png

The analysis on Meredith reports that the company’s revenue per share has declined over the past year, it has issued $300 million of debt over the past three years and its P/B ratio is trading at near a 1-year low.

The Peter Lynch Chart suggests that the company is currently overvalued:

1402688604937.png

Meredith Corporation has a market cap of $1.96 billion. Its shares are currently trading at around $43.91 with a P/E ratio of 18.50, a P/S ratio of 1.40 and a P/B ratio of 2.30. The company has a dividend yield of 3.80%.

You can check out other top held sectors of the market by using the Aggregated Screener here.

Try a free 7-day premium membership.


Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK