Private Capital (Trades, Portfolio) Management is an investment firm founded in 1986. Managed by Gregg J. Powers, David A. Sissman and Andrew L. Martin, the firm bought shares of the following stocks in the second quarter.Â
The firm opened a position in Motorcar Parts of America Inc. (MPAA, Financial), buying 1,435,260 shares. The trade had an impact of 3.86% on the portfolio.
The company, which manufacturers aftermarket automotive parts, has a market cap of $494.85 million and an enterprise value of $544.66 million.
GuruFocus gives the company a profitability and growth rating of 6 out of 10. The return on equity of 1.37% and return on assets of 0.76% are underperforming 67% of companies in the Global Auto Parts industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.20 is below the industry median of 0.53.
Another notable guru shareholder of the company is Hotchkis & Wiley with 7.59% of outstanding shares, followed by Chuck Royce (Trades, Portfolio) with 0.29%.
The firm established a stake in OneSpan Inc. (OSPN, Financial), buying 1,044,714 shares. The trade had an impact of 2.95% on the portfolio.
The company designs, develops and markets digital solutions that facilitate transactions online. It has a market cap of $726.07 million and an enterprise value of $624.64 million.
GuruFocus gives the company a profitability and growth rating of 6 out of 10. The return on equity of -8.78% and return on assets of -6.57% are underperforming 73% of companies in the Global Software - Application industry. Its financial strength is rated of 9 out of 10 with no debt.
Another notable guru shareholder of the company is Jim Simons (Trades, Portfolio)' Renaissance Technologies with 0.52% of outstanding shares.
The Air Transport Services Group Inc. (ATSG) holding was increased 26.94% The trade had an 0.84% impact on the portfolio.
The company, which provides aircraft leasing and other support services, has a market cap of $1.25 billion and an enterprise value of $1.74 billion.
GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity of 28.36% and return on assets of 6.84% are outperforming 78% of companies in the Global Airports and Air Services industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.06 is below the industry median of 0.30.
Barrow, Hanley, Mewhinney & Strauss is the largest guru shareholder of the company with 4.23% of outstanding shares, followed by Royce with 0.25% and Paul Tudor Jones (Trades, Portfolio) with 0.04%.
The firm expanded its position in Information Services Group Inc. (III, Financial) by 32.30%, impacting the portfolio by 0.47%.
The company provides technology, market intelligence and advisory services. It has a market cap of $193.49 million and an enterprise value of $282.27million.
GuruFocus gives the company a profitability and growth rating of 6 out of 10. The return on equity of 2% and return on assets of 0.58% are underperforming 73% of companies in the Global Business Services industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.18 is below the industry median of 0.97.
Another notable guru shareholder of the company is Simons with 4.6% of outstanding shares.
The firm established a new position in AquaVenture Holdings Ltd. (WAAS, Financial), buying 3,584,388 shares. The trade expaned the portfolio 0.18%.
The company, which provides desalination and wastewater treatment solutions, has a market cap of $493.87 million and an enterprise value of $558.18 million.
GuruFocus gives the company a profitability and growth rating of 3 out of 10. The return on equity of -7.25% and return on assets of -4.66% are underperforming 94% of companies in the Global Utilities - Regulated Water industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.63 is above the industry median of 0.23.
With 1.94% of outstanding shares, Pioneer Investments (Trades, Portfolio) is the company's largest guru shareholder, followed by Simons with 0.87% and Royce with 0.19%.
The Everi Holdings Inc. (EVRI, Financial) stake was increased 4.40%. The trade had an impact of 0.16%.
The company, which provides video and mechanical reel gaming content and technology solutions, has a market cap of $593.23 million and an enterprise value of $1.65 billion.
GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on assets of -1.61% is underperforming 79% of companies in the Global Gambling industry. Its financial strength is rated 3 out of 10. The cash-debt ratio of 0.10 is below the industry median of 0.71.
Another notable guru shareholder of the company is Simons with 3.76% of outstanding shares, followed by Jeremy Grantham (Trades, Portfolio).
Disclosure: I do not own any stocks mentioned in this article.
