9 Stocks Mariko Gordon Continues to Buy

The guru added to these holdings in the past 2 quarters

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Jun 13, 2017
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Mariko Gordon (Trades, Portfolio) is the founder of Daruma Capital Management. She started the firm in 1995 with zero assets. In both first-quarter 2017 and fourth-quarter 2016 the guru bought shares in the following stocks:

National Instruments Corp. (NATI)

In fourth-quarter 2016, the guru increased the position by 5.85% and in the first quarter increased it by 8.24%. The guru holds 0.08% of outstanding shares of the stock.

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National Instruments designs, manufactures and sells computer-based virtual instrumentation software and hardware products to scientists and engineers. Its products include embedded control and monitoring hardware, NI LabVIEW and NI LabWindows/CVI.

Chuck Royce (Trades, Portfolio) is the largest shareholder among the gurus with 2.21% of outstanding shares followed by Jim Simons (Trades, Portfolio) with 0.24%, Murray Stahl (Trades, Portfolio) with 0.01% and Paul Tudor Jones (Trades, Portfolio) with 0.01%.

Leidos Holdings Inc. (LDOS)

Gordon increased the holding by 5.88% during the fourth quarter and by 12.83% in the first quarter. The guru holds 0.04% of outstanding shares of the stock.

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Leidos Holdings is engaged in providing scientific, engineering, system integration, technical services and solutions to various government entities, including the departments of Defense and Homeland Security.

The largest shareholder among the gurus is Simons with 0.67% of outstanding shares followed by Steven Cohen (Trades, Portfolio) with 0.27%, Pioneer Investments (Trades, Portfolio) with 0.15%, Joel Greenblatt (Trades, Portfolio) with 0.03% and Jones with 0.02%.

First American Financial Corp. (FAF)

The position was increased by 29.05% in the fourth quarter and by 42.23% in the first quarter. The guru holds 0.08% of outstanding shares of the stock.

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First American Financial is engaged in the business of providing financial services through its title insurance and services segment and its specialty insurance segment.

John Rogers (Trades, Portfolio) is the largest shareholder among the gurus with 4.98% of outstanding shares followed by Ken Fisher (Trades, Portfolio) with 1.27%, RS Investment Management (Trades, Portfolio) with 0.71%, Simons with 0.47%, Jeremy Grantham (Trades, Portfolio) with 0.14%, Royce with 0.07%, Jones with 0.02% and David Dreman (Trades, Portfolio) with 0.01%.

Xylem Inc. (XYL)

During the fourth quarter, the guru increased the holding by 5.88%. In the first quarter it was increased by 8.29%. The guru holds 0.04% of outstanding shares of the stock.

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Xylem is engaged in the design, manufacturing and application of engineered technologies for the water industry.

The largest shareholder among the gurus is Mario Gabelli (Trades, Portfolio) with 1.87% of outstanding shares followed by Simons with 0.74%, Cohen with 0.15%, Pioneer Investments with 0.06%, First Eagle Investment (Trades, Portfolio) with 0.02%, Jones with 0.01% and Grantham with 0.01%.

PVH Corp. (PVH)

The holding was increased by 5.88% during the fourth quarter and in the first quarter by 48.93%. The guru holds 0.04% of outstanding shares of the stock.

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PVH is an apparel company that designs and markets branded dress shirts, neckwear, sportswear, jeanswear, intimate apparel, swim products, handbags, footwear and other related products.

Sarah Ketterer (Trades, Portfolio) is the largest shareholder among the gurus with 1.24% of outstanding shares followed by David Einhorn (Trades, Portfolio) with 0.79%, Leon Cooperman (Trades, Portfolio) with 0.51%, Michael Dell (Trades, Portfolio) with 0.48%, Simons with 0.39%, Ray Dalio (Trades, Portfolio) with 0.08%, Keeley Asset Management Corp (Trades, Portfolio) with 0.08% and Richard Snow (Trades, Portfolio) with 0.06%.

Forward Air Corp. (FWRD)

During the fourth quarter, the guru increased the holding by 38.35% and in the first quarter of 2017 increased it by 1.16%. The guru holds 3.49% of outstanding shares of the stock.

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Forward Air serves in the logistics industry based in the U.S. It is a provider of time-definite truck transportation to the North American deferred air freight shipping market.

The largest shareholder among the gurus is Royce with 4.81% of outstanding shares followed by Simons with 0.21%, Greenblatt with 0.13% and Jones with 0.01%.

OSI Systems Inc. (OSIS)

Gordon increased the position by 649.52% in the fourth quarter and by 48.74% in the first quarter. The guru holds 3.69% of outstanding shares of the stock.

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OSI Systems together with its subsidiaries designs and manufactures electronic systems and components for critical applications. The company's business segments are Security, Healthcare and Optoelectronics and Manufacturing.

PRIMECAP Management (Trades, Portfolio) is another notable shareholder among the gurus with 2.16% of outstanding shares followed by Royce with 0.21% and Greenblatt with 0.04%.

EnPro Industries Inc. (NPO)

During the fourth quarter, the guru increased the holding by 20.43% and by 12.62% in the first quarter. The guru holds 3.79% of outstanding shares of the stock.

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EnPro Industries designs, develops, manufactures and markets proprietary engineered industrial products. Its segments include a Sealing Products segment, an Engineered Products segment and a Power Systems segment.

The largest shareholder among the gurus is HOTCHKIS & WILEY with 6.63% of outstanding shares followed by Grantham with 0.3%, Gabelli with 0.98% and Simons with 0.68%.

Comfort Systems USA Inc. (FIX)

During the fourth quarter of 2016, the guru increased the stake by 4.77% and again by 10.39% in the first quarter of 2017. The guru holds 4.42% of outstanding shares of the stock.

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Comfort Systems USA provides mechanical contracting services. It offers heating, ventilation and air conditioning, plumbing, piping and controls as well as off-site construction, electrical, monitoring and fire protection.

Barrow, Hanley, Mewhinney & Strauss is another notable shareholder among the gurus with 4.32% of outstanding shares followed by Royce with 3.74%, Simons with 2.09%, Third Avenue Management (Trades, Portfolio) with 0.43%, Fisher with 0.18% and Jones with 0.07%.

Disclosure: I do not own any shares of any stocks mentioned in this article.