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David Goodloe
David Goodloe
Articles (743) 

Glenn Greenberg Sells Stake in Microsoft

Guru adds to stakes in Valeant and Charles Schwab

Glenn Greenberg (Trades, Portfolio) of Brave Warrior Advisors made nearly three times as many sales as buys in the fourth quarter, led by the sale of his 6,280,742-share stake in Microsoft Corp. (NASDAQ:MSFT), a Redmond, Washington-based computer and consumer electronics company, for an average price of $52.81 per share.

The divestiture had an -8.83% impact on Greenberg’s portfolio. It was the only stake Greenberg sold in the fourth quarter. He made other sales, but he retained portions of those stakes.

Microsoft’s leading shareholder among the gurus is Dodge & Cox with a stake of 66,559,905 shares. The stake is 0.84% of Microsoft’s outstanding shares and 3.62% of Dodge & Cox’s total assets.

Microsoft has a P/E of 37.4, a forward P/E of 16, a P/B of 5.4 and a P/S of 4.8. GuruFocus gives Microsoft a Financial Strength rating of 7/10 and a Profitability and Growth rating of 8/10.

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Microsoft sold for $52.58 per share Tuesday.

Greenberg raised his stake in Valeant Pharmaceuticals International Inc. (NYSE:VRX), a Canadian pharmaceutical company, by more than 12% with the purchase of 674,439 shares for an average price of $111.15 per share. The transaction had a 2.72% impact on Greenberg’s portfolio.

Greenberg’s stake, now 6,252,331 shares, is 1.82% of Valeant’s outstanding shares and 25.22% of Greenberg’s total assets. Ruane Cunniff (Trades, Portfolio) is Valeant’s leading shareholder among the gurus with a stake of 35,375,610 shares. The stake is 10.31% of Valeant’s outstanding shares and 20.49% of Ruane Cunniff (Trades, Portfolio)’s total assets.

Valeant has a P/E of 43.2, a forward P/E of 4, a P/B of 3.7 and a P/S of 2.3. GuruFocus gives Valeant a Financial Strength rating of 6/10 and a Profitability and Growth rating of 8/10.

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Valeant sold for $65.45 per share Tuesday.

Greenberg increased his stake in Charles Schwab Corp. (NYSE:SCHW), a San Francisco-based brokerage and banking company, by more than 5%. Greenberg bought 477,100 shares for an average price of $31.74 per share. The deal had a 0.62% impact on Greenberg’s portfolio.

Greenberg’s stake, now 9,602,045 shares, is 0.73% of Charles Schwab’s outstanding shares and 12.55% of Greenberg’s total assets. Charles Schwab’s leading shareholder among the gurus is Dodge & Cox with a stake of 102,622,637 shares. The stake is 7.77% of the company’s outstanding shares and 3.39% of Dodge & Cox’s total assets.

Charles Schwab has a P/E of 25.5, a forward P/E of 16.6, a P/B of 2.8 and a P/S of 5.2. GuruFocus gives Charles Schwab a Financial Strength rating of 6/10 and a Profitability and Growth rating of 7/10.

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Charles Schwab sold for $26.39 per share Tuesday.

Greenberg boosted his stake in Brookfield Asset Management Inc. (NYSE:BAM), a Canadian asset management company, by nearly 5%. The guru purchased 418,170 shares for an average price of $33.43 per share. The transaction had a 0.52% impact on Greenberg’s portfolio.

Greenberg’s stake is now 8,939,976 shares, which is 0.93% of the company’s outstanding shares and 11.19% of Greenberg’s total assets. Brookfield’s leading shareholder among the gurus is Lou Simpson (Trades, Portfolio) with a stake of 13,429,115 shares. The stake is 1.4% of Brookfield’s outstanding shares and 14.04% of Simpson’s total assets.

Brookfield has a P/E of 13.3, a forward P/E of 20.3, a P/B of 1.4 and a P/S of 1.6. GuruFocus gives Brookfield a Financial Strength rating of 6/10 and a Profitability and Growth rating of 7/10.

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Brookfield sold for $32.15 per share Tuesday.

Greenberg reduced his position in Equinix Inc. (NASDAQ:EQIX), a Redwood City, California-based Internet company, by more than 48%. Greenberg sold 309,998 shares for an average price of $292.44 per share. The deal had a -2.69% impact on Greenberg’s portfolio.

Greenberg’s remaining stake of 331,660 shares is 0.48% of Equinix’s outstanding shares and 3.98% of Greenberg’s total assets. Equinix’s leading shareholder among the gurus is Steve Mandel (Trades, Portfolio) with a stake of 2,110,509 shares. The stake is 3.06% of Equinix’s outstanding shares and 2.73% of Mandel’s total assets.

Equinix has a forward P/E of 35.6, a P/B of 6.4 and a P/S of 6.6. GuruFocus gives Equinix a Financial Strength rating of 6/10 and a Profitability and Growth rating of 7/10.

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Equinix sold for $308.4 per share Tuesday.

Greenberg trimmed his stake in Halliburton Co. (NYSE:HAL), a Houston-based oilfield services and equipment company, by nearly 10%. Greenberg sold 711,221 shares for an average price of $37.74 per share. The transaction had a -0.8% impact on Greenberg’s portfolio.

Greenberg’s remaining stake of 6,498,909 shares is 0.76% of Halliburton’s outstanding shares and 8.78% of Greenberg’s total assets. Jeff Ubben (Trades, Portfolio) is Halliburton’s leading shareholder among the gurus with a stake of 16,504,295 shares. The stake is 1.92% of Halliburton’s outstanding shares and 3.89% of Ubben’s total assets.

Halliburton has a P/E of 109.7, a forward P/E of 20.6, a P/B of 1.8 and a P/S of 1.2. GuruFocus gives Halliburton a Financial Strength rating of 6/10 and a Profitability and Growth rating of 7/10.

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Halliburton sold for $33.02 per share Tuesday.

Greenberg cut his holding in Cimpress NV (NASDAQ:CMPR), a Dutch mass customization company serving business, graphic professionals and consumers, by nearly 4%. Greenberg sold 152,694 shares for an average price of $82.89 per share. The deal had a -0.37% impact on Greenberg’s portfolio.

The guru’s remaining stake of 3,907,843 shares is 12.47% of Cimpress’ outstanding shares and 12.58% of Greenberg’s total assets. Greenberg is Cimpress’ leading shareholder among the gurus.

Cimpress has a P/E of 38.3, a forward P/E of 21.1, a P/B of 17.1 and a P/S of 1.8. GuruFocus gives Cimpress a Financial Strength rating of 4/10 and a Profitability and Growth rating of 7/10.

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Cimpress sold for $85.64 per share Tuesday.

Greenberg pared his stake in Primerica Inc. (NYSE:PRI), a Duluth, Georgia-based financial services company, by more than 4%. Greenberg sold 138,228 shares for an average price of $48.98 per share. The transaction had a -0.2% impact on Greenberg’s portfolio.

Greenberg’s remaining stake of 2,968,691 shares is 6.18% of Primerica’s outstanding shares and 5.56% of Greenberg’s total assets. Ron Baron (Trades, Portfolio) is Primerica’s leading shareholder among the gurus with a stake of 3,592,842 shares. The stake is 7.47% of Primerica’s outstanding shares and 0.79% of Baron’s total assets.

Primerica has a P/E of 12.1, a forward P/E of 8.9, a P/B of 1.8 and a P/S of 1.6. GuruFocus gives Primerica a Financial Strength rating of 8/10 and a Profitability and Growth rating of 5/10.

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Primerica sold for $43.27 per share Tuesday.

Greenberg sold nearly 1% of his stake in JPMorgan Chase & Co. (NYSE:JPM), a New York-based banking and financial services company. The guru sold 41,423 shares for an average price of $65.22 per share. The deal had a 0.08% impact on Greenberg’s portfolio.

Greenberg’s remaining stake of 4,772,920 shares is 0.13% of JPMorgan Chase’s outstanding shares and 12.51% of Greenberg’s total assets. James Barrow (Trades, Portfolio) is JPMorgan Chase’s leading shareholder among the gurus with a stake of 31,244,912 shares. The stake is 0.85% of the company’s outstanding shares and 3.07% of Barrow’s total assets.

JPMorgan Chase has a P/E of 9.9, a forward P/E of 8.5, a P/B of 1 and a P/S of 2.3. GuruFocus gives JPMorgan Chase a Financial Strength rating of 4/10 and a Profitability and Growth rating of 5/10.

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JPMorgan Chase sold for $59.2 per share Tuesday.

Greenberg also made modest reductions to stakes in Antero Resources Corp. (NYSE:AR) and Brookfield Property Partners LP (NYSE:BPY).

Greenberg made no new buys in the fourth quarter.

To view the portfolios of more gurus, visit the List of Gurus page. Not a premium member of GuruFocus? Try it free for 7 days.

About the author:

David Goodloe
I'm a journalist by training. I grew up in Arkansas and earned my B.A. at the University of Arkansas. I earned my master's degree at the University of North Texas. My background includes stints at newspapers in Arkansas and Texas and teaching news writing and news editing to students at the University of Oklahoma and Richland College here in Dallas. I'm a writer/editor at GuruFocus.

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