Mariko Gordon (Trades, Portfolio), founder of Daruma Capital Management, made her most noteworthy transaction of the fourth quarter with the sale of her 2,299,970-share stake of Constant Contact Inc. (CTCT, Financial), an online marketing company based in Waltham, Massachusetts.
Gordon sold the stake for an average price of $28.95 per share. The deal had a -3.43% impact on Gordon’s portfolio.
Constant Contact’s leading shareholder among the gurus is Jim Simons (Trades, Portfolio) with a stake of 824,000 shares. The stake is 2.58% of Constant Contact’s outstanding shares and 0.05% of Simons’ total assets.
Constant Contact has a P/E of 53.4, a forward P/E of 18.3, a P/B of 3.6 and a P/S of 2.9. GuruFocus gives Constant Contact a Financial Strength rating of 9/10 with no debt and Profitability and Growth rating of 7/10.
Constant Contact sold for $32.01 per share Friday.
Gordon sold her 590,225-share stake in WellCare Health Plans Inc. (WCG, Financial), a Tampa, Florida-based provider of Medicare and Medicaid managed care health plans, for an average price of $82.82 per share. The divestiture had a -3.13% impact on Gordon’s portfolio.
Alan Fournier (Trades, Portfolio) is WellCare’s leading shareholder among the gurus with 1,743,556 shares in his portfolio. The stake is 3.95% of WellCare’s outstanding shares and 3.47% of Fournier’s total assets.
WellCare has a P/E of 34.5, a forward P/E of 16.9, a P/B of 2.3 and a P/S of 0.3. GuruFocus gives WellCare a Financial Strength rating of 8/10 and a Profitability and Growth rating of 6/10.
WellCare sold for $91.78 per share Friday.
Gordon acquired a 2,615,111-share stake in MasTec Inc. (MTZ, Financial), an engineering and construction company based in Coral Gables, Florida, for an average price of $17.83 per share. The transaction had a 2.72% impact on Gordon’s portfolio.
Gordon’s stake is 3.27% of MasTec’s outstanding shares and 2,72% of Gordon’s total assets. Gordon is MasTec’s leading shareholder among the gurus.
MasTec has a P/E of 77.2, a forward P/E of 9.7, a P/B of 1.3 and a P/S of 0.3. GuruFocus gives MasTec a Financial Strength rating of 6/10 and a Profitability and Growth rating of 7/10.
MasTec sold for $16.23 per share Friday.
Gordon raised her stake in DigitalGlobe Inc. (DGI, Financial), a satellite imagery company based in Westminster, Colorado, by nearly 38%. Gordon acquired 940,428 shares for an average price of $17.44 per share. The deal had a 0.88% impact on her portfolio.
Gordon’s stake, now 3,442,518 shares, is 4.92% of DigitalGlobe’s outstanding shares and 3.23% of Gordon’s total assets. Gordon is DigitalGlobe’s leading shareholder among the gurus.
DigitalGlobe has a P/E of 52.7, a forward P/E of 53.5, a P/B of 0.8 and a P/S of 1.5. GuruFocus gives DigitalGlobe a Financial Strength rating of 6/10 and a Profitability and Growth rating of 8/10.
DigitalGlobe sold for $14.24 per share Friday.
Gordon boosted her stake in Rogers Corp. (ROG, Financial), a specialty materials and electronics company based in Rogers, Connecticut, by almost 15%. Gordon purchased 107,157 shares for an average price of $52.49 per share. The transaction had a 0.33% impact on Gordon’s portfolio.
Gordon’s stake, now 823,646 shares, is 4.58% of Rogers’ outstanding shares and 2.54% of Gordon’s total assets. Gordon is Rogers’ leading shareholder among the gurus.
Rogers has a P/E of 20.8, a forward P/E of 2.9, a P/B of 1.6 and a P/S of 1.5. GuruFocus gives Rogers a Financial Strength rating of 7/10 and a Profitability and Growth rating of 7/10.
Rogers sold for $51.5 per share Friday.
Gordon increased her stake in Oxford Industries Inc. (OXM, Financial), an Atlanta-based clothing and footwear retailer, by more than 13%. Gordon purchased 84,815 shares for an average price of $68.75 per share. The deal had a 0.32% impact on Gordon’s portfolio.
Gordon’s stake, now 736,492 shares, is 4.44% of Oxford Industries’s outstanding shares and 2.81% of Gordon’s total assets. Gordon is Oxford Industries’ leading shareholder among the gurus.
Oxford Industries has a P/E of 41.1, a forward P/E of 15.9, a P/B of 3.7 and a P/S of 1.2. GuruFocus gives Oxford Industries a Financial Strength rating of 7/10 and a Profitability and Growth rating of 8/10.
Oxford Industries sold for $71.97 per share Friday.
Gordon reduced her stake in Electronics for Imaging Inc. (EFII, Financial), a Fremont, California-based printing technology company, by more than 19%. Gordon sold 275,693 shares for an average price of $47.34 per share, leaving her with a stake of 1,151,149 shares. The deal had a -0.73% impact on Gordon’s portfolio.
Gordon’s stake is 2.44% of Electronics for Imaging’s outstanding shares and 3.22% of Gordon’s total assets. Gordon is Electronics for Imaging’s leading shareholder among the gurus.
Electronics for Imaging has a P/E of 56.8, a forward P/E of 16.5, a P/B of 2.3 and a P/S of 2.2. GuruFocus gives Electronics for Imaging a Financial Strength rating of 7/10 and a profitability and Growth rating of 6/10.
Electronics for Imaging sold for $39.47 per share Friday.
Gordon trimmed her stake in On Assignment Inc. (ASGN, Financial), a Calabasas, California-based staffing services company, by more than 16%, selling 223,998 shares for an average price of $43.88 per share. The transaction had a -0.51% impact on Gordon’s portfolio.
Gordon’s stake, now 1,171,318 shares, is 2.22% of On Assignment’s outstanding shares and 3.15% of Gordon’s total assets. On Assignment’s leading shareholder among the gurus is Ron Baron (Trades, Portfolio) with a stake of 2,363,546 shares. The stake is 4.48% of the company’s outstanding shares and 0.49% of Baron’s total assets.
On Assignment has a P/E of 18, a forward P/E of 9.9, a P/B of 2.3 and a P/S of 0.8. GuruFocus gives On Assignment a Financial Strength rating of 4/10 and a Profitability and Growth rating of 8/10.
On Assignment sold for $33.33 per share Friday.
Gordon pared her stake in Cadence Design Systems Inc. (CDNS, Financial), a software and programming company based in San Jose, California, by almost 11%. Gordon sold 343,561 shares for an average price of $21.72 per share. The deal had a -0.44% impact on Gordon’s portfolio.
Gordon’s stake, now 2,864,355 shares, is 0.94% of Cadence Design Systems’ outstanding shares and 3.57% of Gordon’s total assets. Cadence Design Systems’ leading shareholder among the gurus is Dodge & Cox with a stake of 14,386,400 shares. The stake is 4.71% of Cadence Design Systems’ outstanding shares and 0.29% of Dodge & Cox’s total assets.
Cadence Design Systems has a P/E of 26.5, a forward P/E of 16.9, a P/B of 4.7 and a P/S of 4. GuruFocus gives Cadence Design Systems a Financial Strength rating of 8/10 and a Profitability and Growth rating of 8/10.
Cadence Design Systems sold for $21.63 per share Friday.
Gordon reduced her stake in Acxiom Corp. (ACXM, Financial), a Little Rock, Arkansas-based marketing technology and services company, by almost 9%, selling 307,642 shares for an average price of $21.86 per share. The transaction had a -0.37% impact on Gordon’s portfolio.
Gordon’s stake, now 3,258,246 shares, is 4.19% of Acxiom’s outstanding shares and 4.08% of Gordon’s total assets. Gordon is Acxiom’s leading shareholder among the gurus.
Acxiom has a P/E of 692.6, a forward P/E of 25.4, a P/B of 2.3 and a P/S of 1.6. GuruFocus gives Acxiom a Financial Strength rating of 7/10 and a Profitability and Growth rating of 5/10.
Acxiom sold for $20.78 per share Friday.
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