Mario Gabelli (Trades, Portfolio) is the founder, chairman and CEO of Gabelli Asset Management Co. Investors (GAMCO), a $30 billion global investment firm. In both the first quarter of 2017 and fourth-quarter 2016 the guru bought shares in the following stocks.
Pandora Media Inc. (P)
During the fourth quarter, the guru increased the position by 79.32%. In the first quarter, he increased the holding by 45.57%. The guru holds 0.03% of the company’s outstanding shares.
Pandora Media is a broadcasting company that offers music streaming and automated music recommendation services. The service is available in the U.S., Australia and New Zealand.
Leon Cooperman (Trades, Portfolio) is the largest shareholder among the gurus with 1.25% of outstanding shares followed by Julian Robertson (Trades, Portfolio) with 0.74%, John Paulson (Trades, Portfolio) with 0.41%, Steven Cohen (Trades, Portfolio) with 0.39%,Ă‚ George Soros (Trades, Portfolio) with 0.25%, Jeremy Grantham (Trades, Portfolio) with 0.13% and RS Investment Management (Trades, Portfolio) with 0.03%.
Och-Ziff Capital Management Group LLCĂ‚ (OZM)
The investor increased his position by 15.82% during the fourth quarter and by 337.44% in the first quarter. The guru holds 0.02% of the company’s outstanding shares.
Och-Ziff Capital Management Group is an alternative asset management firm. The company provides asset management services to its investment funds.
The largest shareholder among the gurus is David Abrams (Trades, Portfolio) with 4.92% of outstanding shares followed by John Griffin (Trades, Portfolio) with 1.92%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 1.11%, Ruane Cunniff (Trades, Portfolio) with 0.17% and Chuck Royce (Trades, Portfolio) with 0.14%.
FTD Companies Inc. (FTD)
During the fourth quarter, the guru increased his holding by 40.49% and again by 6.46% in the first quarter. The guru holds 0.1% of the company’s outstanding shares.
FTD Companies is a floral and gifting company. The company provides floral, specialty foods, gifts 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 is the largest shareholder among the gurus with 2.32% of outstanding shares followed by Royce with 1.33%, Robert Olstein (Trades, Portfolio) with 0.6% and Jim Simons (Trades, Portfolio) with 0.06%.
Astronics Corp. (ATRO)
During the fourth quarter, the guru increased his position by 899.50% and in the first quarter increased it by 112.22%. The guru holds 0.07% of the company’s outstanding shares.
Astronics supplies products to the aerospace, defense and other industries. Its products include lighting and safety systems, electrical power generation and distribution systems, aircraft structures, avionics products and automatic test systems.
The largest shareholder among the gurus is Columbia Wanger (Trades, Portfolio) with 1.01% of outstanding shares followed by Olstein with 0.3% and Royce with 0.28%.
GNC Holdings Inc. (GNC)
During the fourth quarter, the guru increased his position by 110.61% and in the first quarter increased it again by 12.54%. The guru holds 0.15% of the company’s outstanding shares.
GNC Holdings is a specialty retailer of health, wellness and performance products including vitamins, minerals and herbal supplement products (VMHS), 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 Paul Tudor Jones (Trades, Portfolio) with 0.03%.
Digi International Inc. (DGII)
The guru increased the position by 290.31% during the fourth quarter and by 3.02% in the first quarter. The guru holds 0.17% of the company’s outstanding shares.
Digi International is a provider of Machine to Machine and Internet of Things (IoT) networking hardware products and solutions that enable the connection, monitoring and control of local or remote physical assets by electronic means.
The largest shareholder among the gurus is Simons with 0.55% of outstanding shares followed by Pioneer Investments (Trades, Portfolio) with 1.36%, Royce with 1.34%, John Rogers (Trades, Portfolio) with 1.1% and Barrow, Hanley, Mewhinney & Strauss with 0.42%.
Gencor Industries Inc. (GENC)
During the fourth quarter, the investor increased the position by 7.25% and in the first quarter increased it by 187.84%. The guru holds 0.3% of the company’s outstanding shares.
Gencor Industries manufactures heavy machinery used in the production of highway construction materials, synthetic fuels and environmental control equipment. Its products include asphalt plants, combustion systems and fluid heat transfer systems.
Simons is the largest shareholder among the gurus with 2.2% of outstanding shares followed by Royce with 1.08%.
Mallinckrodt PLCĂ‚ (MNK)
During the fourth quarter the investor increased his position by 20.49% and in the first quarter of 2017 increased it by 68.87%. The guru holds 0.03% of the company’s outstanding shares.
Mallinckrodt along with its subsidiaries operates in a specialty biopharmaceutical business that develops, manufactures, markets and distributes specialty pharmaceutical and biopharmaceutical products.
The largest shareholder among the gurus is Paulson with 7.62% of outstanding shares followed by Cohen with 0.12% and Jones with 0.02%.
Platform Specialty Products Corp. (PAH)
The investor increased his holding by 27.66% during the fourth quarter and in the first quarter added to the position by 8.33%. The guru holds 0.02% of the company’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 4.16% of outstanding shares followed by Larry Robbins (Trades, Portfolio) with 4.85%, Griffin with 4.48%, Paul Singer (Trades, Portfolio) with 3.83%, Murray Stahl (Trades, Portfolio) with 0.33%, Jones with 0.12%, Simons with 0.08% and RS Investment Management with 0.01%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
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