David Dreman (Trades, Portfolio) is the founder and chairman of Dreman Value Management, also serving as the firm's chief investment officer. In both the first and second quarters, the firm bought shares in the following stocks.
Aviva PLC ADRÂ (AV)
In the first quarter, the guru increased his stake by 79.32% and then boosted it by 40.65% in the second quarter. The company operates across four market sectors: life insurance and savings, general insurance, health insurance and fund management. Its operating segments are UK & Ireland, France, Poland, Italy, Spain and Other, Canada, Asia and Aviva Investors.
The largest shareholder among the guru is Sarah Ketterer (Trades, Portfolio) with 0.09% of outstanding shares, followed by NWQ Managers (Trades, Portfolio) with 0.01%.
NetApp Inc. (NTAP)
In the first quarter, Dreman increased his stake by 32.61% and then by 53.77% in the second quarter. The company is a provider of storage systems and data management solutions that form the foundation for efficient and flexible IT infrastructures.
PRIMECAP Management (Trades, Portfolio) is the largest shareholder of the company among the gurus, with 15.37% of outstanding shares, followed by Dodge & Cox with 13.02%, Jim Simons (Trades, Portfolio) with 0.35%, Ray Dalio (Trades, Portfolio) with 0.16%, Joel Greenblatt (Trades, Portfolio) with 0.14% and Richard Snow (Trades, Portfolio) with 0.02%.
Keysight Technologies Inc. (KEYS)
In the first quarter, the guru almost doubled his stake by 125.22% and then raised it by 90.85% in the second quarter. The company is a measurement company providing core electronic design and test solutions to communications and electronics industries. It provides electronic measurement instruments and systems, as well as related software and software design tools.
The largest shareholder among the gurus is PRIMECAP Management (Trades, Portfolio) with 4.05% of outstanding shares, followed by Richard Snow (Trades, Portfolio) with 1.18%, Diamond Hill Capital (Trades, Portfolio) with 0.4%, Jim Simons (Trades, Portfolio) with 0.38%, Robert Olstein (Trades, Portfolio) with 0.32%, Michael Price (Trades, Portfolio) with 0.12% and Paul Tudor Jones (Trades, Portfolio) with 0.03%.
Prudential PLC ADRÂ (PUK)
In the first quarter, the guru increased his stake by 41.50% and raised it by 122.25% in the second quarter. The company is an international financial services group. It offers retail financial products and services and asset management services throughout Asia, the United States and the United Kingdom.
Sarah Ketterer (Trades, Portfolio) is the largest shareholder of the company among the gurus, with 0.03% of outstanding shares.
Meritage Homes Corp. (MTH)
In the first quarter, Dreman increased his stake by 30.91% and in the second quarter, by 5.77%. The guru currently holds 0.01% of outstanding shares of the stock. The company designs and builds single-family attached and detached homes in the historically high-growth regions of the Southern and Western United States.
The largest shareholder among the gurus is Ken Fisher (Trades, Portfolio) with 4.45% of outstanding shares, followed by Paul Tudor Jones (Trades, Portfolio) with 0.05%.
Mallinckrodt PLC. (MNK)
In the first quarter, he raised his stake by 1,883.74% and again by 10.45% in the second quarter. The company, along with its subsidiaries, operates in a specialty biopharmaceutical and nuclear imaging business that develops, manufactures, markets and distributes specialty pharmaceutical and biopharmaceutical products and nuclear imaging agents.
John Paulson (Trades, Portfolio) is the largest shareholder of the company among the gurus, with 7.77% of outstanding shares, followed by Ken Heebner (Trades, Portfolio) with 0.94%, Joel Greenblatt (Trades, Portfolio) with 0.23%, Steven Cohen (Trades, Portfolio) with 0.11%, Mario Gabelli (Trades, Portfolio) with 0.01% and Paul Tudor Jones (Trades, Portfolio) with 0.01%.
Ameriprise Financial Inc. (AMP)
In the first quarter, the guru increased his stake by 30.10% and in the second quarter added  another increase of 1.32%. The company, through its subsidiaries, is engaged in providing financial planning, products and services as solutions for its clients' cash and liquidity, asset accumulation, income, protection and estate and wealth transfer needs
The largest shareholder among the gurus is Barrow, Hanley, Mewhinney & Strauss with 1.69% of outstanding shares, followed by T Rowe Price Equity Income Fund (Trades, Portfolio) with 1.6%, Louis Moore Bacon (Trades, Portfolio) with 0.07%, First Pacific Advisors (Trades, Portfolio) with 0.03%, Ray Dalio (Trades, Portfolio) with 0.02%, First Eagle Investment (Trades, Portfolio) with 0.01% and Keeley Asset Management Corp (Trades, Portfolio) with 0.01%.
General Motors Co. (GM)
In the first quarter, Dreman increased his stake by 23.37% and then by 5.20% in the second quarter. The company designs, builds and sells cars, trucks and automobile parts. It also provides automotive financing services through General Motors Financial Company Inc.
The largest shareholder among the gurus is Warren Buffett (Trades, Portfolio) with 3.2% of outstanding shares, followed by David Einhorn (Trades, Portfolio) with 1.1%, HOTCHKIS & WILEY with 0.76%, Bill Nygren (Trades, Portfolio) with 0.49%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.21%, NWQ Managers (Trades, Portfolio) with 0.19%, Jeremy Grantham (Trades, Portfolio) with 0.1% and David Tepper (Trades, Portfolio) with 0.09%.
Marathon Petroleum Corp. (MPC)
In the first quarter, the guru increased his stake by 30.92% and added an increase of 1.14% in the second quarter. The company is a supplier of gasoline and distillates to resellers and consumers. Its refining, marketing and transportation operations are concentrated in the Midwest, Gulf Coast and Southeast regions of the U.S.
Barrow, Hanley, Mewhinney & Strauss is the largest shareholder of the company among the gurus, with 4.64% of outstanding shares, followed by Jana Partners (Trades, Portfolio) with 0.51%, Steven Cohen (Trades, Portfolio) with 0.17%, Pioneer Investments (Trades, Portfolio) with 0.1%, Jeremy Grantham (Trades, Portfolio) with 0.02%, Bernard Horn (Trades, Portfolio) with 0.02%, Manning & Napier Advisors Inc. with 0.01% and Ron Baron (Trades, Portfolio) with 0.01%.
American Express Co. (AXP)
In the first quarter, Dreman boosted his stake by 90.92% by 3.98% in the second quarter. The company is a payments, network and travel company, offering credit payment card products and travel-related services to consumers and businesses.
The largest shareholder among the gurus is Warren Buffett (Trades, Portfolio) with 16.41% of outstanding shares, followed by Dodge & Cox with 3.06%, Barrow, Hanley, Mewhinney & Strauss with 2.16%, First Eagle Investment (Trades, Portfolio) with 1.7%, Chris Davis (Trades, Portfolio) with 1.47%, Ken Fisher (Trades, Portfolio) with 1.27%, Jeremy Grantham (Trades, Portfolio) with 0.71% and First Pacific Advisors (Trades, Portfolio) with 0.65%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
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