Arnold Schneider (Trades, Portfolio) is President, Chief Investment Officer and Principal of Schneider Capital Management Corp which is an independent employee-owned investment management firm that was founded in 1996 and had $1.2 billion assets under management as of June 30.
At the end of Q1 2015, his portfolio was composed of 97 stocks, and 7 have been bought during that quarter. The total value of the portfolio was $790 million with 17% Q/Q turnover.
According to GuruFocus' All-In-One screener, the following are stocks that the investor traded (increased his stake or bought shares for the first time) whose price is having the highest performance.
Ardmore Shipping Corp (ASC)
During the Q1 2015 he reduced his stake in ASC by 8.89% and since then, the stock has risen by 43.20%.
ASC has a market cap of $374.64 million and an enterprise value of $642.91 million. The Company provides seaborne transportation of petroleum products and chemicals through its fleet of tankers.
The price of the stock has risen by 7% during the last 5 years, 20% since the beginning of the year and 15% during the last 12 months. The stock is now -4.31% from its 52-week high and +74.79% from its 52-week low.
The company has a profitability and growth rating of 3/10 with weak positive returns (ROE 2.16%, ROA 1.29%).
Donald Smith (Trades, Portfolio) is the main guru holding ASC with 2,597,342 shares, amounting to 10% of shares outstanding, or 0.56% of total assets of his portfolio. Arnold Schneider (Trades, Portfolio) holds 1% of outstanding shares that is 0.33% of his total assets.
HomeStreet Inc (HMST)
During the Q1 2015, he increased his stake in HMST by 26.07% and since then, the stock has risen by 32.0%.
HMST has a market cap of $533.36 million and an enterprise value of $1.21 billion. The Company, together with its subsidiaries, is a diversified financial services company serving customers in the Pacific Northwest, California and Hawaii. It is engaged in real estate lending, including mortgage banking activities, and commercial and consumer banking. It serves bank that provides residential and commercial loans, deposit products and services, non-deposit investment products, private banking and cash management services.
The price of the stock has risen by 102% during the last 5 years, 40% since the beginning of the year and 34% during the last 12 months. The stock is now -1.02% from its 52-week high and +51.60% from its 52-week low.
The company has a profitability and growth rating of 4/10 with positive returns (ROE 9.47%, ROA 0.84%).
Arnold Schneider (Trades, Portfolio) is the main guru holding HMST with 422,507 shares, amounting to 1.92% of shares outstanding, or 0.98% of total assets of his portfolio followed by NWQ Managers (Trades, Portfolio) that holds 1.58% of outstanding shares, or 0.08% of his total assets.
Flagstar Bancorp, Inc (FBC)
During the Q1 2015 he increased his stake in FBC by 1.43% and since then, the stock has risen by 26.50%.
FBC has a market cap of $1.04 billion and an enterprise value of $3 billion. The Company's business is primarily conducted through its principal subsidiary, the Bank, a federally chartered stock savings bank founded in 1987. Its business is conducted through its Mortgage Banking segment, in which it originate or purchase residential first mortgage loans throughout the country and sell them into securitization pools, primarily to Fannie Mae, Federal Home Loan Mortgage Corporation ("Freddie Mac") and Government National Mortgage Association ("Ginnie Mae").
The price of the stock has dropped by 45% during the last 5 years, has risen by 18% since the beginning of the year and has dropped by 5% during the last 12 months. The stock is now -7.09% from its 52-week high and +31.54% from its 52-week low.
The company has a profitability and growth rating of 4/10 with weak returns (ROE 0.48%, ROA 0.40%).
Arnold Schneider (Trades, Portfolio) is the only guru holding FBC with 2,184,031 shares, amounting to 3.87% of shares outstanding, or 4.01% of total assets of his portfolio. Louis Moore Bacon (Trades, Portfolio) and Jim Simons (Trades, Portfolio) sold out their stakes during the same quarter.
Axcelis Technologies Inc (ACLS)
During the Q1 2015 he reduced his stake in ACLS by 34.82% and since then, the stock has risen by 24.80%.
ACLS has a market cap of $337.18 million and an enterprise value of $310.21 million. The Company designs, manufactures and services ion implantation and other processing equipment used in the fabrication of semiconductor chips. It also provides aftermarket lifecycle products and services, including used tools, spare parts, equipment upgrades, maintenance services and customer training.
The price of the stock has risen by 65% during the last 5 years, 16% since the beginning of the year and 69% during the last 12 months. The stock is now -9.45% from its 52-week high and +76.79% from its 52-week low.
The company has a profitability and growth rating of 3/10 with negative returns (ROE -5.57%, ROA -4.04%).
Primecap Management is the main guru holding ACLS with 12,432,000 shares, amounting to 10.87% of shares outstanding, or 0.03% of total assets of its portfolio. Arnold Schneider (Trades, Portfolio) holds 1.59% of outstanding shares that is 0.54% of his total assets.
Scorpio Tankers Inc (STNG)
During the Q1 2015 he increased his stake in STNG by 32.02% and since then, the stock has risen by 22.60%.
STNG has a market cap of $1.89 billion and an enterprise value of $3.5 billion. The Company provides seaborne transportation of refined petroleum products and crude oil also it is subject to international conventions, national, state and local laws and regulations in force in the countries in which its vessels may operate or are registered.
The price of the stock did not face any change during the last 5 years, but has risen by 35% since the beginning of the year and 19% during the last 12 months. The stock is now -0.69% from its 52-week high and +78.24% from its 52-week low.
The company has a profitability and growth rating of 5/10 with weak returns (ROE 3.09%, ROA 1.61%).
Mariko Gordon (Trades, Portfolio) is the main guru holding STNG with 7,744,202 shares, amounting to 4.73% of shares outstanding, or 3.26% of total assets of his portfolio. Arnold Schneider (Trades, Portfolio) holds 0.22% of outstanding shares that is 0.43% of his total assets.
Summary
The above stocks gave a great return to the investor since his last trade on Q1 2015, this is a fast summary:
| Ticker | Performance Since last trade | 5-year performance | YTD-performance |
| ASC | +43.20% | +7% | +20% |
| HMST | +32.00% | +102% | +40% |
| FBC | +26.50% | +45% | +18% |
| ACLS | +24.80% | +65% | +16% |
| STNG | +22.60% | Flat | +35% |
