Mariko Gordon (Trades, Portfolio), CFA, is the founder of Daruma Capital Management which is a 100% employee-owned company. She started the firm in 1995 with zero assets but with a clear goal: to build an investment firm where the business of money management would never interfere with her calling as a portfolio manager. Her role at Daruma is to ensure that they never become complacent, and that they always strive to enhance their investment process. She runs a concentrated portfolio of no less than 25 stocks. The firm now has more than $2 billion in assets.
During the first quarter she bought Entegris Corp (ENTG) and she sold out Lumber Liquidators Holdings (LL), Perrigo Co (PRGO) and Western Digital Corp (WDC) as reported on this article, but she also traded the following companies :
She increased by 33.99% her stake in Electronics for Imaging Inc (EFII) with an impact of 1% on her portfolio. After this add she holds 2,124,075 shares of the company that represent the 4.53% of EFII’s outstanding shares or 3.96% of her total assets.
The company is a digital printing innovation engaged in the transformation of printing, packaging and ceramic tile decorative industries from the use of traditional analog-based presses to digital on-demand printing.
During the last 12 months the price of the stock rose by 7%, is now trading with a P/E (ttm) ratio of 73.30 and, according to the DCF model, looks overpriced by 401%.
She reduced by 42.45% her stake in Tetra Technologies Inc (TTI) with an impact of 0.81% on her portfolio. After this sale she holds 3,764,552 shares of the company that represent the 4.7% of TTI’s outstanding shares or 1.03% of her total assets.
The company is a geographically diversified oil and gas services company, focused on completion fluids and associated products and services.
During the last 12 months the price of the stock dropped by 42%Â and is now trading with a forward P/E ratio of 30.30, and The Peter Lynch value gives a price of $0.8 so the stock is overpriced.
She increased by 34.36% her stake in Insulet Corp (PODD) with an impact of 0.78% on her portfolio. After this add she holds 2,037,999 shares of the company that represent the 3.59% of PODD’s outstanding shares or 3.04% of her total assets.
The company is engaged in the development, manufacturing and sale of OmniPod Insulin Management System. The company sells OmniPod System and other diabetes management supplies in the United States through direct sales to customers or through distribution partners.
During the last 12 months the price of the stock dropped by 18%Â and is now trading with a P/B ratio of 21.60
She increased by 26.55% her stake in Texas Capital Bancshares Inc (TCBI) with an impact of 0.73% on her portfolio. After this add she holds 1,603,667 shares of the company that represent the 3.5% of TCBI’s outstanding shares or 3.49% of her total assets.
The Bank is a registered bank holding company and a financial holding company and is the parent of Texas Capital Bank, National Association. The bank offers personalized financial services to businesses and individual clients.
During the last 12 months the price of the stock rose by 11%, is now trading with a P/E(ttm) ratio of 20.70 and, according to the DCF model, looks overpriced by 4%.
She reduced by 20.78% her stake in CoStar Group Inc (CSGP) with an impact of 0.69% on her portfolio. After this sale she holds 325,350 shares of the company that represent the 1% of CSGP’s outstanding shares or 2.88% of her total assets.
The company is a provider of information, analytics and marketing services to the commercial real estate industry in the United States ("U.S.") and United Kingdom ("U.K.").
During the last 12 months the price of the stock rose by 27%, is now trading with a P/E(ttm) ratio of 225.20 and, according to the DCF model, looks overpriced by 2418%.
She reduced by 17.34% her stake in Brunswick Corp (BC) with an impact of 0.68% on her portfolio. After this sale she holds 1,456,437 shares of the company that represent the 1.57% of BC’s outstanding shares or 3.35% of her total assets.
The company is engaged in the design, manufacture and marketing of recreation products including marine engines, boats, fitness equipment and bowling and billiards equipment.
During the last 12 months the price of the stock rose by 25%, is now trading with a P/E(ttm) ratio of 21.10 and, according to the DCF model, looks overpriced by 67%.
She reduced by 18.79% her stake in Rogers Corp (ROG) with an impact of 0.66% on her portfolio. After this sale she holds 804,713 shares of the company that represent the 4.32% of ROG’s outstanding shares or 2.96% of her total assets.
The company is an enterprise that provides its customers with solutions and products in a variety of markets, including portable communications, communications infrastructure, consumer electronics, mass transit, automotive, defense and clean technology.
During the last 12 months the price of the stock rose by 9%;is now trading with a P/E(ttm) ratio of 25.30 and, according to the DCF model, looks overpriced by 72%.
She reduced by 17.62% her stake in Monro Muffler Brake Inc (MNRO) with an impact of 0.51% on her portfolio. After this sale she holds 963,778 shares of the company that represent the 3.03% of MNRO’s outstanding shares or 2.8% of her total assets.
The company provides automotive undercar repair and tire services in the United States.
During the last 12 months the price of the stock rose by 17%, is now trading with a P/E(ttm) ratio of 33.80 and, according to the DCF model, looks overpriced by 80%.
She increased by 21.07% her stake in Bankrate Inc (RAT) with an impact of 0.45% on her portfolio. After this add she holds 5,059,698 shares of the company that represent the 4.85% of MAR’s outstanding shares or 2.56% of her total assets.
The company is a publisher, aggregator and distributor of personal finance content on the Internet.
During the last 12 months the price of the stock dropped by 28%, is now trading with a forward P/E ratio of 12.27 and according to the DCF model looks over priced by 1108%.
She reduced by 10.40% her stake in Constant Contact Inc (CTCT) with an impact of 0.32% on her portfolio. After this sale she holds 1,738,193 shares of the company that represent the 5.4% of CTCT’s outstanding shares or 2.97% of her total assets.
The company provides online marketing tools that are designed for small organizations, including small businesses, associations and non-profits.
During the last 12 months the price of the stock dropped by 4%, is now trading with a P/E(ttm) ratio of 55.60 and, according to the DCF model, looks overpriced by 273%.
She increased by 9.04% her stake in Dealertrack Technologies Inc (TRAK) with an impact of 0.28% on her portfolio. After this add she holds 1,965,691 shares of the company that represent the 3.59% of TRAK’s outstanding shares or 3.38% of her total assets.
The company and its web-based software solutions and services enhance efficiency and profitability for all segments of the automotive retail industry, including dealers, lenders, OEMs, third-party retailers, aftermarket providers and other service providers.
During the last 12 months the price of the stock dropped by 4%; is now trading with a forward P/E ratio of 22.03 and The Peter Lynch value gives a price of $2.8 so the stock is over priced.
She increased by 6.30% her stake in A Schulman Inc (SHLM) with an impact of 0.23% on her portfolio. After this add she holds 1,806,640 shares of the company that represent the 6.17% of SHLM’s outstanding shares or 3.89% of her total assets.
The company is a supplier of high-performance plastic compounds and resins. A. Schulman is a global plastics compounder, specializing in multi-component blends that include polyolefins, nylons, elastomers, ionomers and ABS (acrylonitrile butadiene styrene).
During the last 12 months the price of the stock rose by 23%, is now trading with a P/E(ttm) ratio of 29.20 and, according to the DCF model, looks overpriced by 148%.
She increased by 5.51% her stake in Healthsouth Corp (HLS) with an impact of 0.2% on her portfolio. After this add she holds 1,953,842 shares of the company that represent the 2.14% of HLS’s outstanding shares or 3.87% of her total assets.
The company's inpatient rehabilitation hospitals offer specialized rehabilitative care to diagnose and patient care services.
During the last 12 months the price of the stock rose by 32%, is now trading with a P/E(ttm) ratio of 24.20 and, according to the DCF model, looks overpriced by 49%.
