John Hussman (Trades, Portfolio) is the president and principal shareholder of Hussman Strategic Advisors, the investment advisory firm that manages the Hussman Funds. During the first quarter 2016, the guru increased several stakes, and the following are the ones with the highest performance since that buy.
Universal Forest Products Inc. (UFPI)
He bought 150,000 shares in Universal Forest Products in the first quarter and since then, the price of the stock has risen by 33%.
The company has a market cap of $1.92 billion and an enterprise value of $1.97 billion. It is a holding company that provides capital, management and administrative resources to subsidiaries that supply wood, wood composite and other products.
The price of the stock has risen by 9.3% during the last five years, by 43% since the beginning of the year and 83% during the last 12 months. The stock is now 1.46% below its 52-week high and 87.70% above its 52-week low.
GuruFocus gives the stock a profitability and growth rating of 7 out of 10 with ROE of 11.89% and ROA of 7.90%.
The largest shareholder among the gurus is Joel Greenblatt (Trades, Portfolio) with 1.02% of outstanding shares, followed by Ken Fisher (Trades, Portfolio) with 0.92%, Jim Simons (Trades, Portfolio) with 0.49%, David Dreman (Trades, Portfolio) with 0.44% and Paul Tudor Jones (Trades, Portfolio) with 0.04%.
Amazon.com Inc. (AMZN)
During the first quarter, the investor bought 20,000 shares in Amazon and since then, the price stock has risen by 28%.
The company has a market cap of $342.4 billion and an enterprise value of $334.76 billion.Â
The price of the stock has risen by 4% during the last five years; 14% since the beginning of the year; and 66% during the last 12 months. The stock is now 0.80% below its 52-week high and 70.52% above its 52-week low.
GuruFocus gives the stock a profitability and growth rating of 7 out of 10 with ROE of 9.22% and ROA of 2.04%.
Andreas Halvorsen (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.73% of outstanding shares, followed by Chris Davis (Trades, Portfolio) with 0.56%, Ken Fisher (Trades, Portfolio) with 0.53%, Frank Sands (Trades, Portfolio) with 0.49%, Steve Mandel (Trades, Portfolio) with 0.42%, Jeremy Grantham (Trades, Portfolio) with 0.27% and Chase Coleman (Trades, Portfolio) with 0.22%.
RPC Inc. (RES)
The guru increased his stake in RPC by 5,809% in the first quarter and now he holds 650,000 shares. Since then, the price of the stock has risen by 39%.
The company has a market cap of $3.43 billion and an enterprise value of $3.32 billion. It provides oilfield services and equipment primarily to oil and gas companies engaged in the exploration, production and development of oil and gas properties throughout the U.S.
The price of the stock has risen by 8.1% during the last five years, by 32% since the beginning of the year and 20% during the last 12 months. The stock is now 6.53% below its 52-week high and 86.27% above its 52-week low.
GuruFocus gives the stock a profitability and growth rating of 6 out of 1.
The largest shareholder among the gurus is Mario Gabelli (Trades, Portfolio) with 2.45% of outstanding shares, followed by RS Investment Management (Trades, Portfolio) with 0.39%, Jim Simons (Trades, Portfolio) with 0.34%, Chuck Royce (Trades, Portfolio) with 0.45%, Steven Cohen (Trades, Portfolio) with 0.12% and Murray Stahl (Trades, Portfolio) with 0.12%.
Masimo Corp. (MASI)
During the first quarter, the investor raised his stake in Masimo by 160% and now he holds 325,000 shares. Since then, the price of the stock has risen by 39%.
The company has a market cap of $2.57 billion and an enterprise value of $2.66 billion. It develops, manufactures, and markets noninvasive monitoring technologies. Its product includes noninvasive blood constituent and brain and breath monitoring.
The price of the stock has risen by 18% during the last five years, 34% year-to-date and 36% during the last 12 months. The stock is now 2.02% below its 52-week high and 58.86% above its 52-week low.
GuruFocus gives the stock a profitability and growth rating of 7 out of 10 with ROE of 31.82% and ROA of 15.26%.
Meridian Funds (Trades, Portfolio) is the largest shareholder of the company among the gurus with 1.24% of outstanding shares, followed by John Hussman (Trades, Portfolio) with 0.66%, Jim Simons (Trades, Portfolio) with 0.47%, Mario Gabelli (Trades, Portfolio) with 0.27%, Chuck Royce (Trades, Portfolio) with 0.23%, Jeremy Grantham (Trades, Portfolio) with 0.06% and Joel Greenblatt (Trades, Portfolio) with 0.03%.
Ulta Salon Cosmetics & Fragrance Inc. (ULTA)
The guru increased his stake in Ulta by 233.33% in the first quarter and now he holds 50,000 shares. Since then, the price of the stock has risen by 40%.
The company has a market cap of $15.22 billion and an enterprise value of $14.85 billion. It is a beauty retailer that provides one-stop shopping for mass and salon products and salon services in U.S.
The price of the stock has risen by 3.32% during the last five years, by 34% since the beginning of the year and 55% during the last 12 months. The stock is now 0.67% below its 52-week high and 86102.48% above its 52-week low.
GuruFocus gives the stock a profitability and growth rating of 9 out of 10 with ROE of 25.43% and ROA of 15.85%.
The largest shareholder among the gurus is Steve Mandel (Trades, Portfolio) with 5.39% of outstanding shares, followed by John Griffin (Trades, Portfolio) with 1.64%, Columbia Wanger (Trades, Portfolio) with 0.65%, RS Investment Management (Trades, Portfolio) with 0.45%, Jim Simons (Trades, Portfolio) with 0.24% and John Hussman (Trades, Portfolio) with 0.08%.
NVIDIA Corp. (NVDA)
During the first quarter, the guru raised his stake in NVIDIA by 70% and now he holds 425,000 shares. Since then, the price of the stock has risen by 53%.
The company has a market cap of $24.92 billion and an enterprise value of $21.59 billion. It is a visual computing company, connecting people through the powerful medium of computer graphics.Â
The price of the stock has risen by 1.55% during the last five years; 44% since the beginning of the year and 131% during the last 12 months. The stock is now 3.87% below its 52-week high and 144.42% above its 52-week low.
GuruFocus gives the stock a profitability and growth rating of 8 out of 10 with ROE of 15.45% and ROA of 9.41%.
PRIMECAP Management (Trades, Portfolio) is the largest shareholder of the company among the gurus with 5.47% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 0.61%, Spiros Segalas (Trades, Portfolio) with 0.4%, Pioneer Investments (Trades, Portfolio) with 0.37%, Joel Greenblatt (Trades, Portfolio) with 0.25%, Steven Cohen (Trades, Portfolio) with 0.21% and Meridian Funds (Trades, Portfolio) with 0.1%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
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