Donald Smith (Trades, Portfolio) is the founder and chief investment officer of Donald Smith & Co. He began his career as an analyst with Capital Research Company and subsequently worked at Capital Guardian Trust Co. In both the first and second quarters, the guru bought shares in the following stocks:
Natuzzi SPA ADRÂ (NTZ, Financial)
In the first quarter, the guru increased his stake by 36.79% and by 0.12% in the second quarter. The guru currently holds 7.54% of outstanding shares of the company, which designs, manufactures and markets contemporary and traditional leather and fabric-upholstered furniture, principally sofas, loveseats, armchairs, sectional furniture, motion furniture and sofa beds, living room furnishings and accessories.
Another notable shareholder among the gurus is Chuck Royce (Trades, Portfolio) with 3.82% of outstanding shares, followed by Charles Brandes (Trades, Portfolio) with 0.07%.
Euronav NVÂ (EURN, Financial)
In the first quarter, the investor increased his stake by 58.40% and again by 30.93% in the second quarter. The guru currently holds 1.02% of outstanding shares of the company, which provides international maritime shipping and offshore services and is engaged in the transportation and storage of crude oil. The company owns and operates a modern fleet of 53 vessels.
Jim Simons (Trades, Portfolio) is another notable shareholder of the company among the gurus, with 0.75% of outstanding shares, followed by Steven Cohen (Trades, Portfolio) with 0.48%.
Fly Leasing Ltd. ADRÂ (FLY, Financial)
During first quarter of 2016, the guru increased his stake by 8.60% and then raised it by 56.73% in the second quarter. The guru currently holds 7.38% of outstanding shares of the company, which is a lessor of modern, fuel-efficient commercial jet aircraft. Its aircraft are leased under long-term to medium-term contracts to a diverse group of airlines.
Another notable shareholder among the gurus is Jim Simons (Trades, Portfolio) with 0.54% of outstanding shares.
M/I Homes Inc. (MHO, Financial)
In the first quarter, Smith increased his stake by 25.82% and by 20.46% in the second. The guru currently holds 5.66% of outstanding shares of the company. M/I Homes is a builder of single-family homes. It also provides financial services to support its homebuilding operations by providing mortgage loans and title services to the customers.
Hotchkis & Wiley is another notable shareholder of the company among the gurus, with 4.68% of outstanding shares, followed by Chuck Royce (Trades, Portfolio) with 2.49%, Ken Fisher (Trades, Portfolio) with 2.49% and Jim Simons (Trades, Portfolio) with 0.08%.
Primero Mining Corp. (PPP, Financial)
In the first quarter, the investor increased his stake by 28.99% and then boosted it by 400.13% in the second quarter. The investor currently holds 8.75% of outstanding shares of the stock. Primero is a Canada-based precious metals producer with mining operations in Mexico and Canada. Its properties include San Dimas gold-silver mine and Black Fox gold mine.
Another notable shareholder among the gurus is First Eagle Investment (Trades, Portfolio) with 0.86% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 0.62%.
Axis Capital Holdings Ltd. (AXS, Financial)
In the first quarter, the investor increased his stake by 29.12% and increased it again by 0.70% in the second quarter. The investor currently holds 0.9% of outstanding shares. Axis, through its subsidiaries, provides a variety of insurance and reinsurance products to insured and reinsured operations with main locations in Bermuda, the United States and Europe.
Richard Pzena (Trades, Portfolio) is the largest shareholder of the company among the gurus, with 5.86% of outstanding shares, followed by NWQ Managers (Trades, Portfolio) with 0.78%, Jim Simons (Trades, Portfolio) with 0.54%, John Buckingham (Trades, Portfolio) with 0.11% and Paul Tudor Jones (Trades, Portfolio) with 0.01%.
Toyota Motor Corp. ADRÂ (TM, Financial)
In the first quarter, the guru increased his stake by 1.94% and then by 12.02% in the second quarter. The guru currently holds 0.04% of outstanding shares of the stock. Toyota designs, manufactures and sells sedans, minivans, compact cars, sport-utility vehicles, trucks and related parts and accessories. The company also provides financing, vehicle and equipment leasing and certain other financial services.
The largest shareholder among the gurus is Jim Simons (Trades, Portfolio) with 0.05% of outstanding shares, followed by Charles Brandes (Trades, Portfolio) with 0.01%.
Citigroup Inc. (C, Financial)
In the first quarter, Smith increased his stake by 20.77% and then increased it by 12.02% in the second quarter. The investor currently holds 0.06% of outstanding shares of the stock. Citigroup 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 Richard Pzena (Trades, Portfolio) with 0.33%.
CNA Financial Corp. (CNA, Financial)
In the first quarter, the guru increased his stake by 1.95% and increased it by 0.01% in the second quarter. The guru currently holds 0.87% of outstanding shares of the stock. CNA offers commercial, property and casualty coverage, risk management, information services, warranty and claims administration.
Jim Simons (Trades, Portfolio) is another notable shareholder of the company among the gurus with 0.29% of outstanding shares.
American International Group Inc. (AIG, Financial)
In the first quarter, the investor increased his stake by 2.63% and by 7.86% in the second quarter. The investor currently holds 0.17% of outstanding shares of the stock. The company is a holding company that, through its subsidiaries, provides insurance and related services in the United States and abroad.
The largest shareholder among the gurus is Carl Icahn (Trades, Portfolio) with 4.26% of outstanding shares, followed by Hotchkis & Wiley with 1.58%, First Pacific Advisors (Trades, Portfolio) with 1.16%, Steven Romick (Trades, Portfolio) with 0.88%, John Paulson (Trades, Portfolio) with 0.85%, First Eagle Investment (Trades, Portfolio) with 0.78%, Bill Nygren (Trades, Portfolio) with 0.66%, Richard Pzena (Trades, Portfolio) with 0.61% and Barrow, Hanley, Mewhinney & Strauss with 0.53%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
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