Hotchkis & Wiley was founded in 1980 by John Hotchkis and George Wiley. The firm invested in the following stocks in both the third and fourth quarters.
Och-Ziff Capital Management Group LLC (OZM, Financial)
In the third quarter, the firm increased its position by 91.92% and boosted it by 616.44% in the fourth quarter.
With a market cap of $1.24 billion, the alternative asset manager's revenue has declined 16.50% over the past five years.
David Abrams (Trades, Portfolio) is the company's largest shareholder among the gurus with 4.24% of outstanding shares, followed by John Griffin (Trades, Portfolio) with 1.56%, Jim Simons (Trades, Portfolio) with 0.29% and Chuck Royce (Trades, Portfolio) with 0.12%.
Aspen Insurance Holdings Ltd. (AHL, Financial)
The firm increased its holding by 4.19% in the third quarter and by 37.79% in the fourth quarter.
The insurance and reinsurance company has a market cap of $2.19 billion. Its revenue has increased by 7.90% over the past five years
The company's largest shareholder among the gurus is Donald Smith (Trades, Portfolio) with 2.83% of outstanding shares, followed by Richard Pzena (Trades, Portfolio) with 2.72% and Simons with 1.92%.
Heidrick & Struggles International Inc. (HSII, Financial)
Hotchkis & Wiley added 3.65% to its position in the third quarter and added another 25.99% in the fourth quarter.
The employment services company has a market cap of $473.4 million. Its revenue has grown by 1.50% over the past five years.
Royce is the company's largest guru shareholder with 8.22% of outstanding shares, followed by Simons with 6.12%, Hotchkis & Wiley with 1.13% and Paul Tudor Jones (Trades, Portfolio) with 0.09%.
National Western Life Group Inc. (NWLI, Financial)
In the third quarter, the firm increased its holding by 1.73% and added another 31.87% in the fourth quarter.
With a market cap of $1.08 billion, the life insurance company offers a variety of individual long-term insurance plans and annuities. Its revenue has declined 0.40% over the past five years.
With 2.36% of outstanding shares, Tweedy Browne (Trades, Portfolio) is the company's largest guru shareholder, followed by Simons with 0.53%, Hotchkis & Wiley with 0.48%, Royce with 0.3% and Charles Brandes (Trades, Portfolio) with 0.25%.
In the third quarter, the firm added 0.15% to its holding and then boosted it by 92.19% in the fourth quarter.
The bank has a market cap of $45.69 billion. Its revenue has decreased 13.20% over the past five years.
Ken Fisher (Trades, Portfolio) is the company's largest guru shareholder with 0.53% of outstanding shares, followed by Brandes with 0.08% and Sarah Ketterer (Trades, Portfolio) with 0.07%.
Energy XXI Gulf Coast Inc. (EXXI, Financial)
The firm increased its stake by 33.74% in the third quarter and added another 29.25% in the fourth quarter.
The independent oil and natural gas exploration and production company has a market cap of $185.38 million.
The company's largest shareholder among the gurus is Howard Marks (Trades, Portfolio) with 11.77% of outstanding shares, followed by Hotchkis & Wiley with 10.49%, First Eagle Investment (Trades, Portfolio) with 0.66% and Simons with 0.05%.
Mallinckrodt PLC (MNK, Financial)
In the third quarter, the firm increased its holding by 21.20% and added another 110.89% in the fourth quarter.
The drug manufacturer has a market cap of $1.52 billion. Its revenue has declined 5.40% over the past five years.
John Paulson (Trades, Portfolio) is the company's largest shareholder among the gurus with 6.98% of outstanding shares, followed by Steven Cohen (Trades, Portfolio) with 0.62%, Royce with 0.43% and Arnold Schneider (Trades, Portfolio) with 0.17%.
Bank of N.T Butterfield & Son Ltd. (NTB, Financial)
The position was increased 0.57% in the third quarter and again by 138.63% in the fourth quarter.
The community bank has a market cap of $2.14 billion.
With 6.17% of outstanding shares, NWQ Managers (Trades, Portfolio) is the company's largest shareholder among the gurus, followed by Hotchkis & Wiley with 2.46%, Royce with 0.41%, Simons with 0.25% and Julian Robertson (Trades, Portfolio) with 0.15%.
Disclosure: I do not own any stocks mentioned in this article.
