Arnold Schneider is president, chief investment officer and principal of Schneider Capital Management Corp. In both the first and second quarters the guru bought shares in the following stocks:
Commercial Vehicle Group Inc. (CVGI)
In the first quarter, the guru increased his stake by 2.83% and increased it by 9.44% in the second quarter. The guru holds 0.77% of outstanding shares. The company is a supplier of cab-related products and systems for the commercial vehicle market, including the heavy-duty (Class 8) truck market, the medium- and heavy-construction vehicle markets.
The largest shareholder among the gurus is Chuck Royce (Trades, Portfolio) with 2.96% of outstanding shares followed by Jim Simons (Trades, Portfolio) with 1.65%, Pioneer Investments (Trades, Portfolio) with 1.45% and Paul Tudor Jones (Trades, Portfolio) with 0.09%.
Genworth Financial Inc. (GNW)
In the first quarter, the investor increased his stake by 13.38% and in the second quarter increased it by 4.99. The guru holds 0.4% of outstanding shares. Genworth Financial is a financial security company. It provides insurance, wealth management, investment and financial solutions.
Richard Pzena (Trades, Portfolio) is the largest shareholder among the gurus with 1.37% of outstanding shares followed by Simons with 0.42%, Richard Snow (Trades, Portfolio) with 0.28%, Jeremy Grantham (Trades, Portfolio) with 0.05% and Joel Greenblatt (Trades, Portfolio) with 0.01%.
Taylor Morrison Home Corp. Class AĂ‚ (TMHC)
During first quarter, the guru increased his stake by 26.97% and by 15.48% in the second quarter. The guru holds 0.29% of outstanding shares in the company which is a public homebuilder in North America. It builds single-family detached and attached homes and develops land, which includes lifestyle and master-planned communities.
The largest shareholder among the gurus is NWQ Managers (Trades, Portfolio) with 3.07% of outstanding shares followed by Alan Fournier (Trades, Portfolio) with 0.3%, Ken Heebner (Trades, Portfolio) with 0.1% and Barrow, Hanley, Mewhinney & Strauss with 0.05%.
Aegean Marine Petroleum Network Inc. (ANW)
In the first quarter, the firm increased its stake by 7.44% and increased it by 15.73% in the second quarter. The firm holds 3.37% of outstanding shares. The company is an international marine fuel logistics firm that markets and physically supplies refined marine fuel and lubricants to vessels in port and at sea.
Simons is another notable shareholder among the gurus with 0.23% of outstanding shares followed by Royce with 0.02%.
SunEdison Semiconductor Ltd. (SEMI)
In the first quarter, the investor increased his stake by 27.75% and in the second quarter it slightly increased it by 0.34%. The investor holds 4.27% of outstanding shares. The company is engaged in the development, manufacture and sale of silicon wafers to the semiconductor industry. Wafers are used as the base substrate for nearly all semiconductor devices, which in turn provide the foundation for the entire electronics industry.
The largest shareholder among the gurus is Seth Klarman (Trades, Portfolio) with 5.6% of outstanding shares followed by Royce with 3.21% and Simons with 0.77%.
NorthStar Realty Europe Corp. (NRE)
In the first quarter, the investor raised his stake by 58.20% and in the second quarter increased the stake 6.09%. The investor holds 2.92% of outstanding shares of North Star Realty Europe, which is a European commercial real estate company. It operates as a real estate investment trust. Its portfolio includes office properties located in European markets, including Berlin, Frankfurt, Hamburg, London and Amsterdam.
Steven Cohen (Trades, Portfolio) is the largest shareholder among the gurus with 4.92% of outstanding shares followed by Simons with 0.12% and Jones with 0.05%.
Citigroup Inc. (C)
In the first quarter, the guru boosted his stake by 434.71% and in the second quarter raised it by 9.71%. The investor holds 0.02% of outstanding shares in Citigroup which is a financial services holding company. It provides financial products and services including consumer banking, credit cards, corporate and investment banking, securities brokerage and wealth management.
The largest shareholder among the gurus is Barrow, Hanley, Mewhinney & Strauss with 0.72% of outstanding shares followed by HOTCHKIS & WILEY with 0.62%, First Pacific Advisors (Trades, Portfolio) with 0.5%, Ken Fisher (Trades, Portfolio) with 0.41%, Steven Romick (Trades, Portfolio) with 0.38%, Diamond Hill Capital (Trades, Portfolio) with 0.35%, Bill Nygren (Trades, Portfolio) with 0.33% and Pzena with 0.33%.
First Niagara Financial Group Inc. (FNFG)
In the first quarter the investor added 18.93% to his stake and increased it by 39.17% in the second quarter. The investor holds 0.83% of outstanding shares in the company, which is engaged in providing financial services to individuals and businesses in New York, Western and Eastern Pennsylvania, Connecticut and Western Massachusetts.
The largest shareholder among the gurus is Barrow, Hanley, Mewhinney & Strauss with 2.15% of outstanding shares followed by HOTCHKIS & WILEY with 1.99%, Simons with 1.35%, Meridian Funds (Trades, Portfolio) with 0.4%, Mario Gabelli (Trades, Portfolio) with 0.21% and Diamond Hill Capital (Trades, Portfolio) with 0.19%.
Weatherford International PLCĂ‚ (WFT)
In the first quarter, the guru increased his stake 73.17% and by 41.64% in the second. The investor holds 0.68% of outstanding shares of the stock, which together with its subsidiaries provides equipment and services used in the drilling, evaluation, completion, production and intervention of oil and natural gas wells.
Dodge & Cox is the largest shareholder among the gurus with 9.06% of outstanding shares followed by Gabelli with 0.95%, Cohen with 0.15%, Simons with 0.12% and Caxton Associates (Trades, Portfolio) with 0.04%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
Start a free seven-day trial of Premium Membership to GuruFocus.
