PRIMECAP Management

PRIMECAP Management

Last Update: 06-10-2016

Number of Stocks: 270
Number of New Stocks: 7

Total Value: $96,415 Mil
Q/Q Turnover: 4%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

PRIMECAP Management' s Profile & Performance

Profile

PRIMECAP Management Company was founded in September 1983 in Pasadena, California. It manages Vanguard’s PRIMECAP Fund, Vanguard Capital Opportunity Fund, and Vanguard PRIMECAP Core Fund. It also manages PRIMECAP ODYSSEY FUNDS. PRIMECAP was founded by Chairman and Chief Investment Officer HOWARD B. SCHOW, Vice Chairman MITCHELL J. MILIAS, and President THEO A. KOLOKOTRONES.

Web Page:http://www.primecapmanagement.com/

Investing Philosophy

PRIMECAP team evaluates securities based on their outlook over a three to five year time horizon, with the intention of holding them considerably longer if their fundamentals warrant it. They believe successful investment decisions rests in correctly appraising the relationship between the fundamental value of a company and the market price of its stock. A company may be valuable because of its free cash flow, its assets, or both; however, a company will be a superior investment only if it is purchased at the right price. PRIMECAP only invest their highest conviction ideas.

Total Holding History

Performance of Vanguard Primcap Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
20152.581.191.4
201418.7213.695.0
201339.7332.397.3
3-Year Cumulative70.2 (19.4%/year)52.3 (15.1%/year)17.9 (4.3%/year)
201215.2716-0.7
201102.11-2.1
5-Year Cumulative96.2 (14.4%/year)80.4 (12.5%/year)15.8 (1.9%/year)
201012.8915.06-2.2
200934.4526.468.0
2008-32.41-374.6
200711.495.496.0
200612.315.79-3.5
10-Year Cumulative151.9 (9.7%/year)102 (7.3%/year)49.9 (2.4%/year)
20058.494.913.6
200418.3110.887.4
200337.7528.689.1
2002-24.56-22.1-2.5
2001-13.35-11.89-1.5
15-Year Cumulative191.2 (7.4%/year)107.5 (5%/year)83.7 (2.4%/year)
20004.47-9.113.6
199941.3421.0420.3
199825.4128.58-3.2
199736.8333.363.5
199618.3122.96-4.6
20-Year Cumulative772.9 (11.4%/year)381.4 (8.2%/year)391.5 (3.2%/year)
199535.4837.58-2.1
199411.411.3210.1
199318.0310.088.0
19928.997.621.4
199133.1430.472.7
25-Year Cumulative2156.6 (13.3%/year)937.3 (9.8%/year)1219.3 (3.5%/year)
1990-2.81-3.10.3
198921.5831.69-10.1
198814.6816.61-1.9
1987-2.255.1-7.3
198623.5118.64.9
30-Year Cumulative3591.9 (12.8%/year)1824 (10.4%/year)1767.9 (2.4%/year)
198535.6631.64.1

Top Ranked Articles

Jeff Auxier Sells Precision Castparts, AT&T, Microsoft The guru's largest sales in the 1st quarter
Jeff Auxier (Trades, Portfolio) is the manager of Auxier Focus Fund. He manages a portfolio of 143 stocks and during the first quarter sold shares in the following stocks: Read more...
Gurus Reduce Positions in Underperforming Tesla Midcap automotive company gets hit with SolarCity proposal; gurus sell as stock prices decline
Among the stocks listed on the James Montier Short Screener, Tesla Motors Inc. (NASDAQ:TSLA) has the weakest financial outlook. In addition to having a high debt burden, the 2003 electric vehicle company experienced declining stock prices, cash flows and earnings. Due to the waning cash flows, gurus are reducing their positions in the company’s stock. Read more...
Scott Black's Largest Buys in 1st Quarter Intel, Ralph Lauren, Boeing top guru's list
Scott Black (Trades, Portfolio) is the chairman, president, chief investment officer and chief compliance officer at Delphi Management Inc. He manages a portfolio composed of 93 stocks and 10 of them are new buys from the first quarter. The most weighted buys follow: Read more...
Larry Robbins' Largest 1st-Quarter Sales Guru trims stakes in Humana and Monsanto, exits Priceline Group
Larry Robbins (Trades, Portfolio) founded Glenview Capital Management in 2000, a privately held investment management firm. During the first quarter he sold shares in the following stocks: Read more...
Leucadia Opens Positions in FedEx, Adobe System, Broadcom The guru's largest new buys in the 1st quarter
Leucadia National (Trades, Portfolio) bought shares in the following stocks in the first quarter: Read more...
» More PRIMECAP Management Articles

Commentaries and Stories

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Jeff Auxier Sells Precision Castparts, AT&T, Microsoft The guru's largest sales in the 1st quarter Jeff Auxier,PRIMECAP Management,T Rowe Price Equit - Jeff Auxier Sells Precision Castparts, AT&T, Microsoft
Jeff Auxier (Trades, Portfolio) is the manager of Auxier Focus Fund. He manages a portfolio of 143 stocks and during the first quarter sold shares in the following stocks: More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Gurus Reduce Positions in Underperforming Tesla Midcap automotive company gets hit with SolarCity proposal; gurus sell as stock prices decline Ron Bacon,PRIMECAP Management,Ken Fisher - Gurus Reduce Positions In Underperforming Tesla
Among the stocks listed on the James Montier Short Screener, Tesla Motors Inc. (NASDAQ:TSLA) has the weakest financial outlook. In addition to having a high debt burden, the 2003 electric vehicle company experienced declining stock prices, cash flows and earnings. Due to the waning cash flows, gurus are reducing their positions in the company’s stock. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Scott Black's Largest Buys in 1st Quarter Intel, Ralph Lauren, Boeing top guru's list Scott Black,PRIMECAP Management,Ken Fisher,Barrow  - Scott Black's Largest Buys In 1st Quarter
Scott Black (Trades, Portfolio) is the chairman, president, chief investment officer and chief compliance officer at Delphi Management Inc. He manages a portfolio composed of 93 stocks and 10 of them are new buys from the first quarter. The most weighted buys follow: More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

BlackBerry May Have Finally Turned the Corner Improvement in TTM operating cash flow indicates Blackberry is on the mend PRIMECAP Management,Prem Watsa,Jim Simons,Kahn Bro - BlackBerry May Have Finally Turned The Corner
I start this note with a quote from the English economist A.C. Pigou: "The error of optimism dies in the crisis, but in dying it gives birth to an error of pessimism. This new error is born, not an infant, but a giant." More...

BLACKBERRY, LONG, TECHNOLOGY, MOBILE, SOFTWARE


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Stocks With Low P/S: Deere, Micron Technology P/S ratio pinpoints bargain stocks PRIMECAP Management,Donald Smith,Ray Dalio,Pioneer - Stocks With Low P/S: Deere, Micron Technology
According to GuruFocus' All-in-One Screener, the following are the stocks with market caps above $5 billion that are trading with low P/S ratios. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Growing EPS, Margin of Safety: Herbalife, Viacom GuruFocus' DCF calculator identifies bargains HOTCHKIS & WILEY,PRIMECAP Management,Jeremy Granth - Growing EPS, Margin Of Safety: Herbalife, Viacom
Companies with growing EPS are often a good investment as they can return a good profit to investors. Here is a selection of the most undervalued companies, according to the DCF calculator, that have a five-year growing EPS. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Larry Robbins' Largest 1st-Quarter Sales Guru trims stakes in Humana and Monsanto, exits Priceline Group Larry Robbins,PRIMECAP Management,Vanguard Health  - Larry Robbins' Largest 1st-Quarter Sales
Larry Robbins (Trades, Portfolio) founded Glenview Capital Management in 2000, a privately held investment management firm. During the first quarter he sold shares in the following stocks: More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Leucadia Opens Positions in FedEx, Adobe System, Broadcom The guru's largest new buys in the 1st quarter Leucadia National,PRIMECAP Management,Dodge & Cox, - Leucadia Opens Positions In FedEx, Adobe System, Broadcom
Leucadia National (Trades, Portfolio) bought shares in the following stocks in the first quarter: More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Low PS for Caterpillar, L-3, Advanced Auto Parts These are stocks gurus are buying that are trading with low PS Bill Gates,PRIMECAP Management,Bill Nygren,Tom Gay - Low PS For Caterpillar, L-3, Advanced Auto Parts
According to GuruFocus' All-in-One Screener, the following are companies with market caps above $5 billion that are trading with low P/S ratios. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Richard Snow Boosts Biogen, Keysight Technologies The largest increases by the guru during the 1st quarter Richard Snow,PRIMECAP Management,Jim Simons,Robert - Richard Snow Boosts Biogen, Keysight Technologies
Richard Snow (Trades, Portfolio) is founder of Snow Capital. Snow began his career investing the proceeds from the sale of the Snow family businesses. During the first quarter he bought the following shares: More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Disney’s Stock Down After Latest Earnings Report Company's 2nd quarter earnings results miss expectations Ken Fisher, Primecap Management - Disney’s Stock Down After Latest Earnings Report
U.S. stocks opened lower Wednesday after a two-day rally to start the week. Disney’s (NYSE:DIS) earnings report Tuesday evening after the bell was a significant factor for the market’s lower valuations. Also contributing to the losses were Macy’s (NYSE:M) and Staples (NASDAQ:SPLS), both retailers with disappointing earnings and outlooks. More...

U.S. FINANCIAL MARKET


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Primecap Management Adds to Stake in Micron Technology Micron is currently at a 2-year price low PRIMECAP Management,David Einhorn - Primecap Management Adds To Stake In Micron Technology
PRIMECAP Management added 4,477,472 shares to its stake in Micron Technology Inc. (NASDAQ:MU) in the first quarter More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

PRIMECAP Adds to Stake in Alibaba Guru also increases holdings in JPMorgan Chase Primecap Management - PRIMECAP Adds To Stake In Alibaba
Most of PRIMECAP Management (Trades, Portfolio)’s fourth-quarter activity involved adding to or reducing existing stakes in its portfolio. The guru did buy a couple of new stakes and sold three others, but they had little impact on the portfolio. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Guru Stocks With High Business Predictability Gildan Activewear and McDonald's are highly rated with stable businesses Primecap Management, Jeremy Grantham, Chuck Royce, - Guru Stocks With High Business Predictability
According to GuruFocus’ All-in-One Screener, the following stocks have a high business predictability rating, and at least five gurus are shareholders of the companies. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Primecap Management Trims Transocean, Buys Xencor The fund's largest trades during the 4th quarter Primecap Management - Primecap Management Trims Transocean, Buys Xencor
PRIMECAP Management (Trades, Portfolio) was founded in September 1983 and manages Vanguard Capital Opportunity Fund, and Vanguard PRIMECAP Core Fund. The following are some of its most heavily weighted trades during the the fourth quarter, according to GuruFocus Real-Time Picks. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Investment Ideas Trading With Very Low P/S Ratio Companies with at least a $5 billion market cap that are trading cheaply Jeremy Grantham,PRIMECAP Management - Investment Ideas Trading With Very Low P/S Ratio
According to GuruFocus' All-In-One screener, the following are the stocks that are companies with a market cap above $5 billion that are trading with a very low P/S ratio. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

PRIMECAP's 3rd-Quarter Increases That Exceeded 100% Huge additions made to stakes in Boot Barn Holdings and Rubicon Project PRIMECAP Management,Mario Gabelli,Mairs and Power, - PRIMECAP's 3rd-Quarter Increases That Exceeded 100%
PRIMECAP Management (Trades, Portfolio) increased its shares in many stocks during the third quarter, but particularly huge increases – of 3,982.32% and 1,224.40% – were seen in Boot Barn Holdings Inc. (BOOT) and The Rubicon Project Inc. (RUBI). More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Two Gurus Investing in Struggling Tech Stock Jim Simons and Primecap Management up stakes in BlackBerry Jim Simons, Primecap Management - Two Gurus Investing In Struggling Tech Stock
Jim Simons (Trades, Portfolio) and PRIMECAP Management are adding to their positions in BlackBerry (NASDAQ:BBRY), despite the fact that the stock has been on an average yearly decline of 33% over the past seven years. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Primecap Increases Stakes in 2 Stocks Firm invests in Boot Barn Holdings and Rubicon Project Primecap Management - Primecap Increases Stakes In 2 Stocks
PRIMECAP Management was founded in September 1983 in Pasadena California, by Theo Kolokotrones, Mitch Milias and the late Howard Schow, who passed away in April 2012. Primecap Management is an independent investment management company. The firm’s goal is to provide superior long-term equity investment results by following an investment approach based on four key principles: More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

The Best-Performing Stocks in Martin Whitman's Portfolio NVIDIA tops the chart with a return YTD of 58% Martin Whitman,PRIMECAP Management,Pioneer Investm - The Best-Performing Stocks In Martin Whitman's Portfolio
Martin Whitman (Trades, Portfolio) is founder and portfolio manager of the Third Avenue Value Fund (TAVFX). He manages a portfolio composed of 37 stocks in which two of them are new. The portfolio has a total value of $1,689 million. More...

Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK