Columbia Wanger (Trades, Portfolio) manages a portfolio composed of 186 stocks with a total value of $12.5 billion. The fund increased its stake in many stocks during the fourth quarter.
The fund increased its stake in Fiesta Restaurant Group Inc. (FRGI) by 36.38% with an impact of 0.16% on the portfolio.
The company owns, operates and franchises two fast-casual restaurant brands, Pollo Tropical and Taco Cabana. The Pollo Tropical restaurants offer a selection of tropical and Caribbean food, while the Taco Cabana restaurants provides selection of fresh, authentic Mexican food. Third quarter total revenues increased 10.8% year over year.
GuruFocus gives the stock a profitability and growth rating of 6 out of 10, with strong returns of ROE 18.54% and ROA 10.42% that are over performing 77% of the companies in the Global Restaurants industry. Financial strength has a rating of 8 out of 10 with a cash-to-debt of 0.01 that is far below the industry median of 0.62.
The fund is the company’s largest shareholder among the gurus with 8.17% of outstanding shares, followed by Private Capital (Trades, Portfolio) with 0.79% and John Keeley (Trades, Portfolio) with 0.44%.
The fund acquired a new position in Fluidigm Corp. (FLDM). It bought 1,788,773 shares which had an impact of 0.15% on the portfolio.
The company develops, manufactures, and markets microfluidic systems to academic institutions, clinical laboratories, and pharmaceutical, biotechnology, and agricultural biotechnology (Ag-Bio) companies in growth markets, such as single-cell genomics, applied genotyping, and sample preparation for targeted resequencing.Â
GuruFocus gives the stock a profitability and growth rating of 2 out of 10, with negative returns of ROE -36.45% and ROA -12.97% that are underperforming 62% of the companies in the Global Diagnostics & Research industry. Financial strength has a rating of 5 out of 10 with a cash-to-debt of 0.50 that is far below the industry median of 2.91.
PRIMECAP Management (Trades, Portfolio) is the largest shareholder of the company among the gurus with 14.82% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 0.56%.
The fund increased its stake in Quotient Technology Inc. (QUOT) by 5640% with an impact of 0.12% on the portfolio.
The company provides digital promotion platform that connects brands and retailers with consumer. The company delivers digital coupons to consumers, including coupons and coupon codes, and display advertising through its platform.
GuruFocus gives the stock a profitability and growth rating of 2 out of 10 with negative returns of ROE -9.20% and ROA -7.57% that are underperforming 71% of the companies in the Global Marketing Services industry. Financial strength has a rating of 8 out of 10 with no debt.
The fund is the company’s largest shareholder among the gurus with 7.04% of outstanding shares, followed by Chris Davis (Trades, Portfolio) with 5.93% and Ron Baron (Trades, Portfolio) with 0.1%.
Columbia Wanger increased its stake in Cato Corp. (CATO) by 26.87% with an impact of 0.09% on the portfolio.
The company is a fashion specialty retailer. During the last quarter, net income had an increase of 46% and earnings per diluted share for the third quarter had an increase of 50%.
GuruFocus gives the stock a profitability and growth rating of 8 out of 10, with strong returns of ROE 23.41% and ROA 7.39% that are over performing 77% of the companies in the Global Apparel Stores industry. Financial strength has a rating of 7 out of 10 with no debt.
Chuck Royce (Trades, Portfolio) is the largest shareholder of the company among the gurus with 6.87% of outstanding shares, followed by Joel Greenblatt (Trades, Portfolio) and Jim Simons (Trades, Portfolio) with 0.49%, then Jeremy Grantham (Trades, Portfolio) with 0.06%.
Columbia Wanger increased its stake in Cepheid (CPHD) by 5.21% with an impact of 0.08% on the portfolio.
The company is a molecular diagnostics company that develops, manufactures and markets integrated systems for testing in the clinical market, as well as for application in its non-clinical markets.
GuruFocus gives the stock a profitability and growth rating of 6 out of 10 with negative returns of ROE -17.04% and ROA -7.77% that are underperforming 59% of the companies in the Global Diagnostics & Research industry. Financial strength has a rating of 6 out of 10, with a cash-to-debt of 1.14 that is below the industry median of 2.91.
PRIMECAP Management (Trades, Portfolio) holds 3.27% of shares outstanding, followed by Ron Baron (Trades, Portfolio) with 1.18%, RS Investment Management (Trades, Portfolio) with 0.57%, Mario Gabelli with 0.3% and Steven Cohen (Trades, Portfolio) with 0.24%.
The fund increased its stake in Lumos Networks Corp. (LMOS) by 44.99% with an impact of 0.05% on the portfolio.
The company is a fiber-based bandwidth infrastructure and service provider in the Mid-Atlantic region. It provides services to carriers and enterprise customers, including healthcare providers, local government agencies, financial institutions, educational institutions, and other enterprises over its approximately 7,400 route-mile fiber network. Third quarter total revenue grew 1% from the prior year period and it continued to make steady progress in its transformation into a fiber bandwidth infrastructure provider.
GuruFocus gives the stock a profitability and growth rating of 6 out of 10. Financial strength has a rating of 6 out of 10 with a cash-to-debt of 0.27 that is below the industry median of 0.43.
Columbia Wanger is the largest shareholder of the company among the gurus with 7.31% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 5.04%.
The fund increased its stake in Cvent Inc. (CVT) by 3.61% with an impact of 0.02% on the portfolio.
The company provides a cloud-based enterprise event management platform with solutions for both sides of the events and meetings value chain, event and meeting planners and hotels and venues.
GuruFocus gives the stock a profitability and growth rating of 4 out of 10 with negative returns of ROE -5.22% and ROA -3.05% that are under performing 59% of the companies in the Global Software - Application industry. Financial strength has a rating of 8 out of 10 with no debt.
Jim Simons (Trades, Portfolio) holds 0.7% of outstanding shares, and Paul Tudor Jones (Trades, Portfolio) holds 0.05%.
