FPA Capital Fund

FPA Capital
Last update 2018-10-09 20 Stocks (3 new)
Value $221.00 Mil Turnover 18 %
Top Holdings: XEC(8.49%) WDC(8.05%) ALGT(7.72%) ARRS(7.2%) IDCC(7.01%)
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FPA Capital Fund Profile

FPA Capital Fund, Inc. (FPPTX) seeks long-term growth through investing primarily in carefully selected common stocks and select fixed income securities. -Fundamental bottom-up, deep value stock picking with economic and industry point of view -Capitalize on best ideas with concentrated portfolios -Focus on long term, turnover averaging less than 20% over 20 years

FPA Capital Fund Investing Philosophy

FPA Capital Fund primarily invests in the stocks of smaller companies. It selects stocks based on specific fundamental criteria: strong balance sheets, free cash flow, an understandable and successful business strategy under capable management, and unique business characteristics. The fund's purchases are concentrated in companies with relatively low Price/Normalized Earnings, low Price/Pretax Cash flow, low Price/Book Value, low Price/Replacement Value and low Market Cap/Total Revenues. The fund looks for companies with a track record of high returns on equity, and a long history. It sells stocks when the basis for investment has been revised, the stock is selling at a significant premium P/E to the market, profitability recovery has been attained, a management disappointment without expectation of recovery has occurred, or a superior alternative value has presented itself. The fund's portfolio generally holds 25-45 equities and its investment outlook is typically 3-5 years.

Historical Allocation of Stock, Bonds, Cash

Performance of FPA Capital Fund

YearReturn %S&P500 %Excess Gain %
No Data

Commentaries and Stories
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FPA Capital Fund 3rd Quarter Commentary
Discussion of markets and holdings
0 Votes
114 Views    Holly LaFon    2018-11-05 20:00
FPA Capital Fund Trims SM Energy Position, Exits Tenneco
Fund's largest sales of the 3rd quarter
0 Votes
36 Views    Tiziano Frateschi    2018-10-15 18:50
5 Undervalued Companies Growing Earnings
InterDigital tops the list
0 Votes
190 Views    Tiziano Frateschi    2018-10-11 20:28
FPA Capital Fund Establishes 3 Positions in 3rd Quarter
Fund’s largest new position is Frank’s International
1 Votes
352 Views    Sydnee Gatewood    2018-10-10 21:58
How Long Aaron's Can Continue to Grow
The lease-to-own market is only going to get bigger, but Aaron's stock is still overvalued
0 Votes
41 Views    Jonathan Poland    2018-10-04 16:16
FPA Capital Comments on Cimarex Energy
Guru stock highlight
0 Votes
32 Views    Holly LaFon    2018-07-26 15:38
FPA Capital Comments on Tenneco
Guru stock highlight
0 Votes
27 Views    Holly LaFon    2018-07-26 15:38
FPA Capital Comments on Cision Ltd.
Guru stock highlight
0 Votes
28 Views    Holly LaFon    2018-07-26 15:38
FPA Capital Fund 2nd-Quarter 2018 Commentary
Discussion of holdings and market
0 Votes
110 Views    Holly LaFon    2018-07-25 16:14
FPA Capital Fund Buys Graphic Packaging, Spirit Airlines
Firm's largest buys of the second quarter
1 Votes
104 Views    Tiziano Frateschi    2018-07-16 15:35

Top Ranked Articles
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FPA Capital Fund 3rd Quarter Commentary
Review of holdings and economy
3 Votes
1016 Views    Holly LaFon    2016-10-13 16:59
Bargain Stocks: Allegiant Travel, Credit Acceptance
Growing EPS and margins of safety
2 Votes
272 Views    Tiziano Frateschi    2017-07-20 18:57
Bob Rodriguez's Former Fund Urges Caution, Keeps Buying 4 Stocks
FPA Capital Fund fills portfolio with substantially discounted stocks
2 Votes
980 Views    Holly LaFon    2017-01-12 17:44
FPA Capital Comments on Western Digital
Guru stock highlight
1 Votes
774 Views    Holly LaFon    2016-05-09 19:54
FPA Capital Fund 4th Quarter 2015 Commentary
Commentary on the markets and important holdings from First Pacific Advisors
1 Votes
2553 Views    Holly LaFon    2016-02-08 02:07
FPA Capital Fund Increases 5 of Its Current Holdings
Fund still likes companies it owns
1 Votes
1215 Views    Holly LaFon    2016-07-13 22:26
FPA Capital Fund Buys Graphic Packaging, Spirit Airlines
Firm's largest buys of the second quarter
1 Votes
104 Views    Tiziano Frateschi    2018-07-16 15:35
FPA Capital Fund 4th Quarter 2016 Commentary
Review of markets and holdings
1 Votes
319 Views    Holly LaFon    2017-01-30 17:11
FPA Capital Fund First Quarter 2014 Commentary
1 Votes
1242 Views    Holly LaFon    2014-04-28 20:30