Columbia Wanger (Trades, Portfolio) has a portfolio composed of 181 stocks, several of which have been bought for the last two quarters:
Lumos Networks Corp. (LMOS)
During the fourth quarter of 2015, the fund raised its stake by 44.99% and in the first quarter increased its stake 1.26%. The fund holds 7.31% of outstanding shares in the company, a fiber-based bandwidth infrastructure and service provider in the Mid-Atlantic region. It provides services to carriers and enterprise customers.
During the last quarter total revenue grew 1%, and Adjusted EBITDA increased 3% from the same quarter of a year before.
The company's second-largest shareholder among the gurus is Jim Simons (Trades, Portfolio) with 1.32% of outstanding shares.
Global Eagle Entertainment Inc. (ENT)
During fourth quarter 2015, the fund increased its stake by 28.89% and in first quarter 2016 increased the stake 24.61%. The fund holds 3.64% of outstanding shares in the company, a full-service provider of content, connectivity and digital media solutions for airlines. It offers Wi-Fi, movies, television, music, interactive software as well as portable in-flight entertainment services.
Adjusted EBITDA grew 26% year over year in the first quarter, and the company entered into agreement to acquire Emerging Markets Communications (EMC).
David Abrams (Trades, Portfolio) is the company's largest shareholder among the gurus with 6.41% of outstanding shares followed by Simons with 0.73%, Chuck Royce (Trades, Portfolio) with 0.23% and Paul Tudor Jones (Trades, Portfolio) with 0.01%.
Starz (STRZA)
During the fourth quarter of 2015, the fund raised its stake by 0.76% and in the first quarter it increased its stake 1.74%. The fund holds 1.09% of outstanding shares of the stock, a media and entertainment company. It provides premium subscription video programming to U.S. MVPDs including cable operators, satellite television providers and telecommunications companies.
During the last quarter consolidated revenue decreased 2% and consolidated adjusted OIBDA had a decrease of 18% from the first quarter of 2015.
The largest shareholder among the gurus is Murray Stahl (Trades, Portfolio) with 5.12% of outstanding shares followed by Joel Greenblatt (Trades, Portfolio) with 0.49%, Simons with 0.45%, Jeremy Grantham (Trades, Portfolio) with 0.38%, Mario Gabelli (Trades, Portfolio) with 0.35%, Steven Cohen (Trades, Portfolio) with 0.24%, John Keeley (Trades, Portfolio) with 0.15%, Jones with 0.11% and Lee Ainslie (Trades, Portfolio) with 0.07%.
Tahoe Resources Inc. (TAHO)
During the fourth quarter of 2015, the fund increased its stake by 42.12% and by 49.49% in the first quarter. The fund holds 1.78% of outstanding shares in the company, engaged in the operation of mineral properties for the mining of precious metals and the acquisition, exploration and development of mineral interests in the Americas.
In the first quarter the company completed the acquisition of Lake Shore Gold (LSG) and its commercial production achieved at Shahuindo.
First Eagle Investment (Trades, Portfolio) is the company's largest shareholder among the gurus with 2.14% of outstanding shares followed by Simons with 0.31% and Jones with 0.01%.
CAE Inc. (CAE)
During the fourth quarter of 2015, the fund raised its stake by 0.84% and in the first quarter increased its stake 0.19%. The fund holds 1.39% of outstanding shares in the company, which, with its subsidiaries, designs, manufactures and supplies simulation equipment. It provides training and develops integrated training solutions for defense and security markets, commercial airlines, business aircraft operators and helicopter operators.
Simons is the company's second-largest shareholder among the gurus with 0.28% of outstanding shares followed by Greenblatt with 0.02%.
Tenneco Inc. (TEN)
During the fourth quarter 2015, the fund increased its stake by 0.77% and again by 47.62% in the first quarter. The fund holds 1.86% of outstanding shares in the company, which produces clean air and ride performance products and systems for light vehicle, commercial truck, off-highway and other vehicle applications. It serves original equipment vehicle manufacturers and repair and replacement markets or aftermarket.
Total revenue in the first quarter grew 6% year over year and adjusted EBIT rose 10% from the same quarter of a year before.
Gabelli is the company's second-largest shareholder among the gurus with 1.22% of outstanding shares followed by Diamond Hill Capital (Trades, Portfolio) with 0.89%, Greenblatt with 0.7%, Simons with 0.19%, Barrow, Hanley, Mewhinney & Strauss with 0.15%, Cohen with 0.04% and Jones with 0.02%.
Cvent Inc. (CVT)
During the fourth quarter of 2015, the fund raised its stake by 3.61% and increased it 20.51% in the first quarter. The fund holds 6.2% of outstanding shares in the company, which is engaged in providing a cloud-based enterprise event management platform. It provides solutions for both sides of the events and meetings value chain including the event and meeting planners and hotels and venues.
During the last quarter total revenue had an increase of 27.3% from the same quarter of a year before and non-GAAP operating income was $3.0 million, compared to a loss of $(0.9) million in the comparable period in 2015.
Simons is the second-largest shareholder among the gurus with 1.35% of outstanding shares followed by Jones with 0.04%.
Vermilion Energy Inc. (VET)
During the fourth quarter of 2015, the fund increased its stake by 46.46% and increased it 6.59% in the first quarter. The fund holds 1.73% of outstanding shares in the company, an international oil and gas producer engaged in the acquisition, development and optimization of producing properties in Western Canada, Europe and Australia.
During the last quarter average production increased 7% as compared to the same quarter of 2015, and production increased 30%.
Simons is the company's second-largest shareholder among the gurus with 0.05% of outstanding shares followed by Grantham with 0.01%.
HRG Group Inc. (HRG)
During the fourth quarter of 2015, the fund raised its stake by 99.77% and increased the stake 4.72% in the first quarter. The fund holds 2.4% of outstanding shares in the diversified holding company. It provides consumer products including batteries, personal care products, household appliances, pet supplies and home and garden pest control products as well as life insurance and annuity products.
The company delivered an excellent first quarter, achieving organic sales growth of 4.9% and higher Adjusted EBITDA, on a currency-consistent basis, from each of its major product categories.
The largest shareholder among the gurus is Leucadia National (Trades, Portfolio) with 23.22% of outstanding shares followed by Leon Cooperman (Trades, Portfolio) with 5.18%, Simons with 0.56%, First Eagle Investment (Trades, Portfolio) with 0.13%, Gabelli with 0.02%, Stahl with 0.02% and Scott Black (Trades, Portfolio) with 0.01%.
Polaris Industries Inc. (PII)
During the fourth quarter of 2015, the fund increased its stake by 96.16% and increased the stake 104.99% in the first quarter. The fund holds 1.93% of outstanding shares in the company that designs, engineers and manufactures off-road vehicles, which includes all-terrain vehicles and side-by-side vehicles for recreational and utility use, snowmobiles and motorcycles.
Ken Fisher (Trades, Portfolio) is the company's second-largest shareholder among the gurus with 0.35% of outstanding shares followed Meridian Funds (Trades, Portfolio) with 0.23% and Mairs and Power (Trades, Portfolio) with 0.01%.
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