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David Goodloe
David Goodloe
Articles (769) 

Mario Gabelli Sells 50 Stakes in 1st Quarter

Boulder Brands and StanCorp Financial top list of divestitures

Mario Gabelli (Trades, Portfolio) sold out 50 stakes in the first quarter, more stakes than he has sold out in any quarter in more than a year.

Gabelli sold his 2,772,957-share stake in Boulder Brands Inc. (NASDAQ:BDBD), a Boulder, Colorado-based food company, for an average price of $11 per share. The transaction had a -0.2% impact on Gabelli’s portfolio.

PRIMECAP Management (Trades, Portfolio) is Boulder’s leading shareholder among the gurus with a stake of 8,670,939 shares. The stake is 14.04% of Boulder’s outstanding shares and 0.1% of PRIMECAP’s total assets.

Boulder has a P/E of 551.5, a forward P/E of 55.3, a P/B of 2.8 and a P/S of 1.4. GuruFocus gives Boulder a Financial Strength rating of 6/10 and a Profitability and Growth rating of 7/10.

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Boulder Brands sold for $11.03 per share Friday.

The guru sold his 269,322-share stake in StanCorp Financial Group Inc. (NYSE:SFG), an insurance and financial services company based in Portland, Oregon, for an average price of $114.49 per share. The deal had a -0.2% impact on Gabelli’s portfolio.

Richard Pzena (Trades, Portfolio) is now StanCorp’s leading shareholder among the gurus with a stake of 173,476 shares. The stake is 0.41% of StanCorp’s outstanding shares and 0.12% of Pzena’s total assets.

StanCorp has a P/E of 23, a forward P/E of 18.4, a P/B of 2.2 and a P/S of 1.7. GuruFocus gives StanCorp a Financial Strength rating of 6/10 and a Profitability and Growth rating of 7/10.

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StanCorp sold for $114.97 per share Friday.

Gabelli sold his 271,300-share stake in Keurig Green Mountain Inc. (NASDAQ:GMCR), a specialty coffee and coffeemaker company based in Waterbury, Vermont, for an average price of $90.25 per share. The divestiture had a -0.16% impact on Gabelli’s portfolio.

Eric Mindich (Trades, Portfolio) is Keurig Green Mountain’s leading shareholder among the gurus with a stake of 2,579,595 shares. The stake is 1.73% of the company’s outstanding shares and 3.65% of Mindich’s total assets.

Keurig Green Mountain has a P/E of 30.6, a forward P/E of 24.7, a P/B of 5.4 and a P/S of 3.3. GuruFocus gives Keurig Green Mountain a Financial Strength rating of 8/10 and a Profitability and Growth rating of 8/10.

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Keurig Green Mountain sold for $91.67 per share Friday.

The guru sold his 810,100-share stake in BioMed Realty Trust Inc. (NYSE:BMR), a San Diego-based provider of real estate solutions to the life science community, for an average price of $23.72 per share. The divestiture had a -0.13% impact on Gabelli’s portfolio.

Pioneer Investments (Trades, Portfolio) is now BioMed Realty’s leading shareholder among the gurus with a stake of 625,724 shares. The stake is 0.31% of BioMed Realty’s outstanding shares and 0.06% of Pioneer’s total assets.

BioMed Realty has a P/E of 25.6, a forward P/E of 131.6, a P/B of 1.6 and a P/S of 7.5. GuruFocus gives BioMed Realty a Financial Strength rating of 6/10 and a Profitability and Growth rating of 5/10.

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BioMed Realty sold for $23.81 per share Friday.

Gabelli sold his 145,837-share stake in PartnerRe Ltd. (NYSE:PRE), an international reinsurance and insurance group, for an average price of $140.18 per share. The divestiture had a -0.13% impact on Gabelli’s portfolio.

Jim Simons (Trades, Portfolio) is PartnerRe’s leading shareholder among the gurus with a stake of 1,330,600 shares. The stake is 2.77% of PartnerRe’s outstanding shares and 0.41% of Simons’ total assets.

PartnerRe has a P/E of 171.4, a forward P/E of 14.8, a P/B of 1 and a P/S of 1.3. GuruFocus gives PartnerRe a Financial Strength rating of 4/10 and a Profitability and Growth rating of 7/10.

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PartnerRe sold for $140.52 per share Friday.

Gabelli sol his 434,700-share stake in Diamond Foods Inc. (NASDAQ:DMND), a packaged food company based in Stockton, California, for an average price of $37.42 per share. The divestiture had a -0.11% impact on Gabelli’s portfolio.

Howard Marks (Trades, Portfolio) is Diamond Foods’ leading shareholder among the gurus with a stake of 4,420,859 shares. The stake is 14.02% of Diamond Foods’ outstanding shares and 4.03% of Marks’ total assets.

Diamond Foods has a P/E of 36.1, a forward P/E of 30.3, a P/B of 3.8 and a P/S of 1.4. GuruFocus gives Diamond Foods a Financial Strength rating of 6/10 and a Profitability and Growth rating of 5/10.

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Diamond Foods sold for $37.56 per share Friday.

Gabelli sold his 1,410,187-share stake in Wausau Paper Corp. (NYSE:WPP), a Mosinee, Wisconsin-based pulp and paper company, for an average price of $10.23 per share. The divestiture had a -0.09% impact on Gabelli’s portfolio.

Paul Tudor Jones (Trades, Portfolio) is now Wausau Paper’s leading shareholder among the gurus with a stake of 566,518 shares. The stake is 1.13% of Wausau Paper’s outstanding shares and 0.16% of Jones’ total assets.

Wausau Paper has a P/E of 146.3, a forward P/E of 19.5, a P/B of 4 and a P/S of 1.4. GuruFocus gives Wausau Paper a Financial Strength rating of 4/10 and a Profitability and Growth rating of 4/10.

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Wausau Paper sold for $10.24 per share Friday.

Gabelli sold his 1,542,393-share stake in Furmanite Corp. (NYSE:FRM), a Houston-based industrial services company, for an average price of $5.36 per share. The divestiture had a -0.07% impact on Gabelli’s portfolio.

John Rogers (Trades, Portfolio) is Furmanite’s leading shareholder among the gurus with a stake of 1,579,929 shares. The stake is 4.16% of Furmanite’s outstanding shares and 0.13% of Rogers’ total assets.

Furmanite has a P/E of 21.5, a forward P/E of 13.3, a P/B of 1.5 and a P/S of 0.4. GuruFocus gives Furmanite a Financial Strength rating of 6/10 and a Profitability and Growth rating of 7/10.

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Furmanite sold for $5.58 per share Friday.

Gabelli sold his 187,150-share stake in Dyax Corp. (NASDAQ:DYAX), a biopharmaceutical company, for an average price of $37.98 per share. The divestiture had a -0.05% impact on Gabelli’s portfolio.

PRIMECAP Management (Trades, Portfolio) is Dyax’s leading shareholder among the gurus with a stake of 10,482,860 shares. The stake is 7.12% of Dyax’s outstanding shares and 0.4% of PRIMECAP’s total assets.

Dyax has a forward P/E of 1,666.7, a P/B of 18 and a P/S of 55.7. GuruFocus gives Dyax a Financial Strength rating of 7/10 and a Profitability and Growth rating of 5/10.

Dyax sold for $38.41 per share Friday.

Gabelli sold his 307,050-share stake in EZChip Semiconductor Ltd. (EZCH), an Israeli semiconductor company, for an average price of $25.22 per share. The divestiture had a -0.05% impact on Gabelli’s portfolio.

Jim Simons (Trades, Portfolio) is EZChip’s only guru shareholder. Simons has a stake of 639,619 shares, which is 2.13% of EZChip’s outstanding shares and 0.03% of Simons’ total assets.

EZChip has a forward P/E of 15.6, a P/B of 2.2 and a P/S of 7.1. GuruFocus gives EZChip a Financial Strength rating of 7/10 and a Profitability and Growth rating of 6/10.

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EZChip sold for $25.49 per share Friday.

Gabelli sold his 614,700-share stake in PMC-Sierra Inc. (PMCS), a semiconductor company based in Sunnyvale, California, for an average price of $11.57 per share. The divestiture had a -0.05% impact on Gabelli’s portfolio.

Simons is PMC-Sierra’s leading shareholder among the gurus with a stake of 1,511,388 shares. The stake is 0.76% of PMC-Sierra’s outstanding shares and 0.04% of Simons’ total assets.

PMC-Sierra has a P/E of 582.5, a forward P/E of 16.3, a P/B of 3.9 and a P/S of 4.5. GuruFocus gives PMC-Sierra a Financial Strength rating of 9/10 and a Profitability and Growth rating of 7/10.

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PMC-Sierra sold for $11.65 per share Friday.

Gabelli sold his 131,000-share stake in Solera Holdings Inc. (SLH), a software company based in Westlake, Texas, for an average price of $54.52 per share. The divestiture had a -0.05% impact on Gabelli’s portfolio.

Meridian Funds (Trades, Portfolio) is Solera Holdings’ leading shareholder among the gurus with a stake of 571,600 shares. The stake is 0.84% of Solera’s outstanding shares and 1.2% of Meridian’s total assets.

Solera has a forward P/E of 17.1 and a P/S of 3.1. GuruFocus gives Solera a Financial Strength rating of 6/10 and a Profitability and Growth rating of 7/10.

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Solera sold for $55.84 per share Friday.

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