Murray Stahl (Trades, Portfolio) is the chairman of Horizon Asset Management Inc. He is also the director of research and co-portfolio manager of the Small Cap Opportunities Fund and the Paradigm Fund. In both the first and second quarters, Stahl bought shares in the following stocks.
CVR Energy Inc. (CVI)
In the first quarter, the guru increased his stake by 29.91% and then increased it by 28.03% in the second quarter. The guru currently holds 0.03% of outstanding shares of the stock. The company, through its subsidiaries, is engaged in the petroleum refining and nitrogen fertilizer manufacturing industries. Its business segments include petroleum and nitrogen fertilizer.
The largest shareholder among the gurus is Carl Icahn (Trades, Portfolio) with 82% of outstanding shares, followed by First Eagle Investment (Trades, Portfolio) with 0.19%, Leucadia National (Trades, Portfolio) with 0.07%, Paul Tudor Jones (Trades, Portfolio) with 0.03% and Jim Simons (Trades, Portfolio) with 0.02%.
Walt Disney Co. (DIS)
In the first quarter, the investor increased his stake by 99.80% and by 10.60% in the second. The company, together with its subsidiaries, is a diversified entertainment company with operations in five business segments: Media Networks, Parks and Resorts, Studio Entertainment, Consumer Products and Interactive.
Ken Fisher (Trades, Portfolio) is the largest shareholder of the company among the gurus, with 0.54% of outstanding shares, followed by PRIMECAP Management (Trades, Portfolio) with 0.41%, Spiros Segalas (Trades, Portfolio) with 0.29%, Pioneer Investments (Trades, Portfolio) with 0.25%, Diamond Hill Capital (Trades, Portfolio) with 0.13%, Tom Gayner (Trades, Portfolio) with 0.1%, Mairs and Power (Trades, Portfolio) with 0.09% and T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.08%.
Nuveen AMT-Free Municipal Income Fund. (NEA)
During first quarter of 2016, the guru increased his stake by 1.64% and again by 10.97% in the second quarter. The guru currently holds 0.02% of outstanding shares of the company, which, through its subsidiaries, provides residential and commercial mortgage loan servicing, special servicing and asset management services.
Ocwen Financial Corp. (OCN)
In the first quarter, Stahl increased his stake by 110.94% and raised it by 46.75% in the second quarter. He currently holds 0.21% of outstanding shares of the stock. The company, through its subsidiaries, provides residential and commercial mortgage loan servicing, special servicing and asset management services.
Jim Simons (Trades, Portfolio) is the largest shareholder of the company among the gurus, with 1.56% of outstanding shares.
Potash Corp. of Saskatchewan Inc. (POT)
In the first quarter, Stahl increased his stake by 30.39% and again by 37.34% in the second quarter. The investor currently holds 0.37% of outstanding shares of the stock. Potash is an integrated fertilizer and related industrial and feed products company. It owns and operates five potash mines in Saskatchewan and one in New Brunswick.
The largest shareholder among the gurus is First Eagle Investment (Trades, Portfolio) with 3.47% of outstanding shares, followed by PRIMECAP Management (Trades, Portfolio) with 0.75%, Stanley Druckenmiller (Trades, Portfolio) with 0.14%, Steven Cohen (Trades, Portfolio) with 0.14%, Jerome Dodson (Trades, Portfolio) with 0.13% and Jeremy Grantham (Trades, Portfolio) with 0.06%.
Western Refining Inc. (WNR)
Stahl increased his stake by 10.50% in the first quarter and by 29.92% in the second quarter. The investor currently holds 0.02% of outstanding shares of the stock. The company operates retail convenience stores that sell gasoline, diesel fuel and convenience store merchandise.
Jim Simons (Trades, Portfolio) is the largest shareholder of the company among the gurus, 0.91% of outstanding shares, followed by Jeremy Grantham (Trades, Portfolio) with 0.23% and Steven Cohen (Trades, Portfolio) with 0.23%.
Apple Inc. (AAPL)
He raised his stake by 49.14% in the first quarter and by 8.71% in the second quarter. The company designs, manufactures and markets mobile communication  and media devices, personal computers and portable digital music players and sells a variety of related software, services, accessories, networking solutions and third-party digital content.
The largest shareholder among the gurus is Warren Buffett (Trades, Portfolio) with 0.28% of outstanding shares, followed by Ken Fisher (Trades, Portfolio) with 0.21%, Spiros Segalas (Trades, Portfolio) with 0.2%, Pioneer Investments (Trades, Portfolio) with 0.16%, Jeremy Grantham (Trades, Portfolio) with 0.13%, David Einhorn (Trades, Portfolio) with 0.13%, David Rolfe (Trades, Portfolio) with 0.09% and Manning & Napier Advisors Inc. with 0.07%.
Costamare Inc. (CMRE)
In the first quarter, the investor increased his stake by 27.19% and then by 3.22% in the second quarter. The investor currently holds 0.16% of outstanding shares of the stock. Costamare owns and provides containerships for charter. The Company provides containerships, chartering its vessels to many of the liner companies. It operates through wholly-owned vessel-owning subsidiaries incorporated in the Republic of Liberia.
General Motors Co. (GM)
In the first quarter, the guru increased his stake 7.71% and increased it by 17.78% in the second quarter. The company designs, builds and sells cars, trucks and automobile parts. The company also provides automotive financing services through General Motors Financial Company Inc.
Warren Buffett (Trades, Portfolio) is the largest shareholder of the company among the gurus, 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%, David Tepper (Trades, Portfolio) with 0.09% and Arnold Van Den Berg (Trades, Portfolio) with 0.05%.
Gladstone Land Corp. (LAND)
Stahl boosted his stake by 176.75% in the first quarter and then slightly increased it by 1.23% in the second quarter. The investor currently holds 0.8% of outstanding shares of the stock. Gladstone is an externally-managed real estate company. It invests in farmlands located in agricultural markets throughout the United States of America. The company also owns six farms in California and Florida each.
The largest shareholder among the gurus is Jim Simons (Trades, Portfolio) with 02.86% of outstanding shares, followed by Keeley Asset Management Corp (Trades, Portfolio) with 0.33%.
Disclosure: Of the stocks mentioned in this article, I own a few shares of Apple.
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