Ken Fisher (Trades, Portfolio) is the CEO and chief investment officer of Fisher Investments. In both the first and second quarters, the guru bought shares of the following stocks:
Centerstate Banks Inc. (CSFL, Financial)
In the first quarter, the guru increased his stake by 76.91% and increased it by 29.82% in the second quarter. Fisher holds 0.22% of outstanding shares.
Centerstate is a bank holding company that provides a range of consumer and commercial banking services to individuals, businesses and industries.
Jim Simons (Trades, Portfolio) is the largest shareholder of the company among the gurus with 1.08% of outstanding shares, followed by Chuck Royce (Trades, Portfolio) with 0.74%, Lee Ainslie (Trades, Portfolio) with 0.2% and Paul Tudor Jones (Trades, Portfolio) with 0.02%.
Southside Bancshares Inc.Ă‚ (SBSI, Financial)
Fisher increased the holding by 42.49% during the first quarter and again by 41.07% in the second quarter. He holds 0.28% of outstanding shares.
Southside Bancshares offers financial services to individuals, businesses, municipal entities and non-profit organizations.
The largest shareholder among the gurus is Simons with 2.97% of outstanding shares, followed by Third Avenue Management (Trades, Portfolio) with 0.78% and Jones with 0.02%.
Banner Corp. (BANR, Financial)
Fisher increased the position by 45.26% during the first quarter and again by 45.26% in the second quarter. The guru holds 0.13% of outstanding shares.
Banner operates through the Banner Bank, which offers traditional community banking services.
NWQ Managers (Trades, Portfolio) is the largest shareholder of the company among the gurus with 1.13% of outstanding shares, followed by Simons with 0.31% and Jones with 0.02%.
Summit Hotel Properties Inc. (INN, Financial)
The position was increased by 40.36% in the first quarter. In the second quarter, it was increased by 28.83%. Fisher owns 0.08% of outstanding shares.
Summit is a self-managed hotel investment company. It acquires and owns premium-branded select-service hotels.
The largest shareholder among the gurus is Simons with 0.24% of outstanding shares, followed by Jeremy Grantham (Trades, Portfolio) with 0.01%.
Dice Holdings Inc.Ă‚ (DHX, Financial)
During the first quarter, the guru increased his holding by 37.57% and added an additional 31.74% in the second quarter. He owns 0.56% of outstanding shares.
Dice provides data, insights and employment connections through its services, including technology and security clearance, financial services, energy, health care and hospitality.
With 2.4% of outstanding shares, Simons is the largest shareholder of the company among the gurus, followed by Jones with 0.15% and Joel Greenblatt (Trades, Portfolio) with 0.05%.
Hersha Hospitality Trust (HT, Financial)
The holding was increased by 38.84% during the first quarter and by 61.28% in the second quarter. Fisher holds 0.12% of outstanding shares.
Hersha is a Maryland-based real estate investment trust. It invests in institutional hotels in urban markets. Its portfolio consists of approximately 46 full service properties.
The largest shareholder among the gurus is Simons with 1.01% of outstanding shares.
William Lyon Homes Inc. (WLH, Financial)
During the first quarter, Fisher increased his stake by 33.57% and by 44.91% in the second quarter. The guru holds 0.36% of outstanding shares.
The company designs, constructs and sells single-family homes in California, Arizona, Nevada, Colorado, Washington and Oregon.
John Paulson (Trades, Portfolio) is the largest shareholder of the company among the gurus with 10.4% of outstanding shares, followed by Royce with 1.66%, Simons with 0.08% and John Hussman (Trades, Portfolio) with 0.01%.
Allergan PLCĂ‚ (AGN, Financial)
Fisher increased his holding by 25.96% in the first quarter and again by 4.22% in the second quarter.
Allergan is a specialty pharmaceutical company that develops brand name pharmaceutical products, medical aesthetics, biosimilar and over-the-counter pharmaceutical products.
The largest shareholder among the gurus is the Vanguard Health Care Fund (Trades, Portfolio) with 3.48% of outstanding shares, followed by Paulson with 0.88%, David Tepper (Trades, Portfolio) with 0.87%, Seth Klarman (Trades, Portfolio) with 0.72%, Spiros Segalas (Trades, Portfolio) with 0.63%, John Griffin (Trades, Portfolio) with 0.57%, Pioneer Investments (Trades, Portfolio) with 0.37%, Simons with 0.15% and Wallace Weitz (Trades, Portfolio) with 0.15%.
National Storage Affiliates Trust (NSA, Financial)
During the first quarter, the guru increased his stake by 44.26% and again by 49.88% in the second quarter. Fisher holds 0.28% of outstanding shares.
The real estate investment trust owns, operates and acquires self-storage properties throughout the United States.
With 1.69% of outstanding shares, Simons is the largest shareholder of the company among the gurus, followed by Manning & Napier Advisors Inc. with 0.31% and Keeley Asset Management Corp (Trades, Portfolio) with 0.16%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
