Columbia Wanger (Trades, Portfolio) Asset Management has been buying the following stocks for at least the last two quarters.
Sanmina Corp. (SANM)
During Q3, the fund increased its stake by 29.24% and in Q3, again bought shares in the company with another increase of 7% of its stake. The fund currently holds 0.79% of outstanding shares of the company, which is an integrated electronics manufacturing service. It provides these services to equipment manufacturers, or OEMs, in the communications, enterprise computing and storage, multimedia, industrial and semiconductor capital equipment, defense and aerospace, medical, renewable energy and automotive industries.
The company’s largest shareholder among the gurus is Donald Smith (Trades, Portfolio) with 9.49% of outstanding shares, followed by Columbia Wanger (Trades, Portfolio) with 5.91%, Joel Greenblatt (Trades, Portfolio) with 1.3%, Chuck Royce (Trades, Portfolio) with 1.02%, David Dreman (Trades, Portfolio) with 0.48% and James Barrow (Trades, Portfolio) with 0.14%.
Hertz Global Holdings Inc. (HTZ)
During Q2, Columbia Wanger increased its stake by 12.32% and in Q3, again bought shares in the company with another increase of 28.75% of its stake. The fund currently holds 0.18% of outstanding shares of the company, which is engaged in car and truck rental business. It operates its car rental business through the Hertz, Dollar, Thrifty and Firefly brands.
Carl Icahn (Trades, Portfolio) is the largest shareholder among the gurus with 14.34% of outstanding shares, followed by Jana Partners (Trades, Portfolio) with 8.82%, Larry Robbins (Trades, Portfolio) with 5.68% and Jana Partners (Trades, Portfolio) with 4.88%.
Heartland Express Inc. (HTLD)
During Q2, it increased its stake by 16.85% and in Q3, again bought shares in the company with another increase of 17.78% of its stake. The fund currently holds 0.65% of outstanding shares of the company that is a provider of short-to-medium haul truckload carrier. The company provides regional dry van truckload, through its regional terminals and its corporate headquarters.
Columbia Wanger is the company’s largest shareholder with 4.77% of outstanding shares, followed by Ken Fisher (Trades, Portfolio) with 2.73%, First Pacific Advisors (Trades, Portfolio) with 1.32% and Joel Greenblatt (Trades, Portfolio) with 1.31% and Manning & Napier Advisors with 0.78%.
Align Technology Inc. (ALGN)
During Q2, Columbia Wanger increased its stake by 48.64% and in Q3, again bought shares in the company with another increase of 41.98% of its stake. The fund currently holds 0.56% of outstanding shares of the company that designs, manufactures and markets a system of clear aligner therapy, intra-oral scanners and CAD/CAM (computer-aided design and computer-aided manufacturing) digital services used in dentistry, orthodontics, and dental records storage.
The fund is the largest shareholder among the gurus with 1.55% of outstanding shares, followed by Steven Cohen (Trades, Portfolio) with 0.6%, Pioneer Investments (Trades, Portfolio) with 0.5%, Jim Simons (Trades, Portfolio) with 0.31% and RS Investment Management (Trades, Portfolio) with 0.25%.
LegacyTexas Financial Group Inc. (LTXB)
During Q2, Columbia Wanger increased its stake by 7.79% and in Q3, again bought shares in the company with another increase of 35.44% of its stake.
The company is a full stock holding company for its wholly owned subsidiary, ViewPoint Bank. The bank's operations include its wholly owned subsidiary, ViewPoint Bankers Mortgage.
The company’s largest shareholder among the gurus is John Keeley (Trades, Portfolio) with 4.4% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 2.92%.
Fossil Group Inc. (FOSL)
During Q2, Columbia Wanger increased its stake by 8.68% and in Q3, again bought shares in the company with another increase of 5.31% of its stake. The fund currently holds 0.6% of outstanding shares of the company that designs, markets and distributes consumer fashion accessories. Its principal offerings include an extensive line of men's and women's fashion watches and jewelry, handbags, small leather goods, belts, sunglasses, soft accessories and clothing.
The fund is the largest shareholder among the gurus with 2.81% of outstanding shares, followed by Wallace Weitz (Trades, Portfolio) with 2.41%, Joel Greenblatt (Trades, Portfolio) with 1.98%, Jim Simons (Trades, Portfolio) with 0.49 and Robert Olstein (Trades, Portfolio) with 0.37%.
Fiesta Restaurant Group Inc. (FRGI)
During Q3, Columbia Wanger increased its stake by 7.53% and in Q4, again bought shares in the company with another increase of 28.76% of its stake. The fund currently holds 0.59% of outstanding shares of the company.
The company owns, operates and franchises two fast-casual restaurant brands, Pollo Tropical and Taco Cabana. The Pollo Tropical restaurants offer a selection of tropical and Caribbean food, while the Taco Cabana restaurants provides selection of fresh, authentic Mexican food.
The fund is the company’s largest shareholder among the gurus with 8.17% of outstanding shares, followed by Private Capital (Trades, Portfolio) with 0.79%, John Keeley (Trades, Portfolio) with 0.44% and Ron Baron (Trades, Portfolio) with 0.12%.
Core Laboratories NVÂ (CLB)
During Q2, Columbia Wanger increased its stake by 2.90% and in Q3, again bought shares in the company with another increase of 24.62% of its stake. The fund currently holds 0.75% of outstanding shares of the company, which is engaged in providing proprietary and patented reservoir description, production enhancement and reservoir management services to the oil and gas industry.
David Rolfe (Trades, Portfolio) is the largest shareholder among the gurus with 5.13% of outstanding shares, followed by Columbia Wanger and Ron Baron (Trades, Portfolio) with 0.9%.
Grupo Aeroportuario del Sureste SAB de CVÂ (ASR)
During Q2, Columbia Wanger increased its stake by 9.58% and in Q3, again bought shares in the company with another increase of 0.38% of its stake.Â
The company is engaged in operating, maintaining and developing nine airports in the southeast region of Mexico. As an operator of these airports, the company charges airlines, passengers and other user fees for the use of the airports' facilities.
The fund is the largest shareholder among the gurus with 1.28% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 0.44%.
PDC Energy Inc. (PDCE)
The company is a domestic independent exploration and production company that produces, develops, acquires and explores for crude oil, natural gas and NGLs with main operations in the Wattenberg Field in Colorado, the Utica Shale in southeastern Ohio and the Appalachia-Marcellus Shale in northern West Virginia.
During Q2, the fund increased its stake by 29.66% and in Q3, again bought shares in the company with another increase of 1.27% of its stake. The fund currently holds 0.4% of outstanding shares of the company.
Steven Cohen (Trades, Portfolio) holds 0.17% of shares outstanding, followed by Louis Moore Bacon (Trades, Portfolio) with 0.17% and T Boone Pickens (Trades, Portfolio) with 0.02%.
Guaranty Bancorp (GBNK)
During Q2, Columbia Wanger increased its stake by 5.15% and in Q3, again bought shares in the company with another increase of 15.36% of its stake.
Guaranty is a bank holding company providing banking and other financial services throughout its targeted Colorado markets to consumers and to small- and medium-sized businesses, including the owners and employees of those businesses.
The company’s largest shareholder among the gurus is Chuck Royce (Trades, Portfolio) with 1.76% of outstanding shares.
