Mario Gabelli (Trades, Portfolio) is the founder, chairman and CEO of Gabelli Asset Management Co. Investors (GAMCO Investors) a $30 billion global investment firm headquartered in Rye, New York. He manages a portfolio composed of 816 stocks with a total value of $15.827 billion. In the third and fourth quarters of 2016 the guru bought shares in the following stocks:
Platform Specialty Products Corp. (PHA)
During the third quarter the guru increased the position by 135.00% and in the fourth quarter increased it by 27.66%. The guru holds 0.02% of the stock’s outstanding shares.
Platform Specialty Products is a producer of high technology specialty chemical products and provider of post-sale technical services.
Bill Ackman (Trades, Portfolio) is the largest shareholder among the gurus with 14.23% of outstanding shares followed by Larry Robbins (Trades, Portfolio) with 4.87%, John Griffin (Trades, Portfolio) with 4.5%, Paul Singer (Trades, Portfolio) with 3.85% and Murray Stahl (Trades, Portfolio) with 0.33%.
Tahoe Resources Inc.Ă‚ (TAHO)
During the third quarter the investor increased the stake by 204.83%. In the fourth quarter, the guru again added to the position by 4.89%. The guru holds 0.02% of the stock’s outstanding shares.
Tahoe Resources is engaged in the operation of mineral properties for the mining of precious metals and the acquisition, exploration and development of mineral interests in the Americas.
The largest shareholder among the gurus is First Eagle Investment (Trades, Portfolio) with 1.76% of outstanding shares followed by Columbia Wanger (Trades, Portfolio) with 1.18%, Jim Simons (Trades, Portfolio) with 0.14% and Ray Dalio (Trades, Portfolio) with 0.1%.
FTD Companies Inc. (FTD)
During the third quarter the investor increased the holding by 2.081% and again by 40.49% in the fourth quarter. The guru holds 0.09% of the stock’s outstanding shares.
FTD Companies is a floral and gifting company. The company provides floral, gift and related products and services to consumers, retail florists and other retail locations and companies in need of floral and gifting solutions.
RS Investment Management (Trades, Portfolio) is the largest shareholder among the gurus with 2.32% of outstanding shares followed by Chuck Royce (Trades, Portfolio) with 1.33%, Robert Olstein (Trades, Portfolio) with 0.49% and Simons with 0.06%.
EverBank Financial Corp. (EVER)
During the third quarter the investor increased the position by 178.98% and in the fourth quarter added another 40.47%. The guru holds 0.07% of the stock’s outstanding shares.
EverBank Financial is a unitary savings and loan holding company. It provides financial products and services to individuals as well as small and midsized business clients nationwide through scalable, low-cost distribution channels.
The largest shareholder among the gurus is Simons with 2.58% of outstanding shares followed by Paul Tudor Jones (Trades, Portfolio) with 2.14%.
GNC Holdings Inc. (GNC)
During the third quarter the investor increased the holding by 30.29% and in the fourth quarter by 110.61%. The guru holds 0.14% of the stock’s outstanding shares.
GNC Holdings is a specialty retailer of health, wellness and performance products including vitamins, minerals and herbal supplement products, sports nutrition products and diet products.
Simons is the largest shareholder among the gurus with 1.11% of outstanding shares followed by Royce with 0.19% and Jones with 0.03%.
InterOil Corp.Ă‚ (IOC)
During the third quarter the guru increased the holding by 46.21%. In the fourth quarter, he added to his position by 85.22%. The guru holds 0.04% of the stock’s outstanding shares.
InterOil together with its subsidiaries engages in the exploration and production of oil and gas properties in Papua New Guinea and its surrounding regions.
The largest shareholder among the gurus is Jeremy Grantham (Trades, Portfolio) with 3.35% of outstanding shares followed by Eric Mindich (Trades, Portfolio) with 0.95% and HOTCHKIS & WILEY with 0.71%.
The Hershey Co. (HSY)
During the third quarter the investor increased his holding by 22.22% and in the fourth quarter increased it by 7.27%. The guru holds 0.01% of the stock’s outstanding shares.
Hershey is engaged in the manufacturing, marketing, selling and distribution of chocolate and sugar confectionery products, pantry items, such as baking ingredients, toppings and beverages and gum and mint refreshment products.
Pioneer Investments (Trades, Portfolio) is the largest shareholder among the gurus with 1.81% of outstanding shares followed by First Eagle Investment (Trades, Portfolio) with 0.86%, Simons with 0.43%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.15%, Steven Cohen (Trades, Portfolio) with 0.07%, Jones with 0.04% and Mairs and Power (Trades, Portfolio) with 0.02%.
Gas Natural Inc. (EGAS)
During the third quarter the guru increased the position by 5.13% and in the fourth quarter increased it by 390.24%. The guru holds 0.96% of the stock’s outstanding shares.
Gas Natural is a natural gas company, operating local distribution companies in six states and serving approximately 68,000 customers.
The largest shareholder among the gurus is Simons with 3.27% of outstanding shares.
L.B. Foster Co. Class A (FSTR)
During the third quarter the guru increased its stake by 11.07% and by 50% in the fourth quarter. The guru holds 0.58% of the stock’s outstanding shares.
L.B. Foster manufactures, fabricates and distributes products and services for the rail, construction, energy and utility markets.
Richard Snow (Trades, Portfolio) is the largest shareholder among the gurus with 3.43% of outstanding shares followed by Simons with 1.41% and Royce with 1.02%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
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