Mason Hawkins (Trades, Portfolio) has been chairman and CEO of Southeastern Asset Management since 1975, and he and his partners manage the Longleaf Partners Funds. He manages a portfolio composed of 92 stocks with a total value of $9.839 billion. During the first quarter the guru bought shares in the following stocks:
The stake in Consol Energy Inc. (CNX) was raised by 12.47% with an impact of 0.95% on the portfolio.
The company operates through two divisions, oil and natural gas exploration and production (E&P) and Pennsylvania mining operations.
GuruFocus gives the stock a profitability and growth rating of 3 out of 10. While the return on equity (ROE) of -19.33% is underperforming the sector, return on assets (ROA) of -8.17% is outperforming 52% of the companies in the Global Oil and Gas E&P industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.02 is below the industry median of 0.72.
The largest shareholder among the gurus is Hawkins with 21.94% of outstanding shares followed by David Einhorn (Trades, Portfolio) with 9.85%, Arnold Schneider (Trades, Portfolio) with 0.58%, Steven Cohen (Trades, Portfolio) with 0.5%, Mario Gabelli (Trades, Portfolio) with 0.3%, Joel Greenblatt (Trades, Portfolio) with 0.1%, Ray Dalio (Trades, Portfolio) with 0.01% and Jeremy Grantham (Trades, Portfolio) with 0.01%.
The position in Viasat Inc. (VSAT) was raised by 15.83%. The trade had an impact of 0.47% on the portfolio.
It is engaged in the provision of high-speed fixed and mobile broadband services. The company also offers satellite and other wireless networks and secure networking systems, products and services.
GuruFocus gives the stock a profitability and growth rating of 7 out of 10. The ROE of 1.71% and ROA of 0.89% are underperforming 58% of the companies in the Global Communication Equipment industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.15 is below the industry median of 2.61.
Seth Klarman (Trades, Portfolio) is the largest shareholder among the gurus with 22.83% of outstanding shares followed by Murray Stahl (Trades, Portfolio) with 0.08% and Paul Tudor Jones (Trades, Portfolio) with 0.02%.
The investor increased his shares in Sonic Corp. (SONC) by 38.48% with an impact of 0.46% on the portfolio.
The company operates and franchises a chain of quick-service drive-in restaurants in the U.S. It also leases signs and real estate.
GuruFocus gives the stock a profitability and growth rating of 7 out of 10. The ROA of 10.42% and return on capital (ROC) of 31.21% are outperforming 66% of the companies in the Global Restaurants industry. Financial strength has a rating of 5 out of 10 with a cash-debt ratio of 0.06 that is below the industry median of 0.65.
RS Investment Management (Trades, Portfolio) is another notable shareholder among the gurus with 3.8% of outstanding shares followed by Greenblatt with 1.42% and George Soros (Trades, Portfolio) with 0.03%.
The guru’s holding of T. Rowe Price Group Inc. (TROW) was raised by 14.02% with an impact of 0.34% on the portfolio.
It is a financial services holding company that provides company-sponsored U.S. mutual funds, other sponsored pooled investment vehicles, subadvisory services, separate account management, recordkeeping and related services.
GuruFocus gives the stock a profitability and growth rating of 9 out of 10. The ROE of 25.76% and ROA of 20.13% are outperforming 88% of the companies in the Global Asset Management industry. Financial strength has a rating of 9 out of 10.
Another notable shareholder among the gurus is Grantham with 0.14% of outstanding shares followed by Tom Gayner (Trades, Portfolio) with 0.13%, John Rogers (Trades, Portfolio) with 0.12%, Ron Baron (Trades, Portfolio) with 0.11%, Pioneer Investments (Trades, Portfolio) with 0.1%, Gabelli with 0.07% and Ken Fisher (Trades, Portfolio) with 0.07%.
The position in Yum China Holdings Inc. (YUMC) was raised by 8.77%. The transaction had an impact of 0.22% on the portfolio.
It is a restaurant company in China. Its restaurant base consists of China's restaurant brands, including KFC, Pizza Hut Casual Dining, Pizza Hut Home Service, East Dawning and Little Sheep.
GuruFocus gives the stock a profitability and growth rating of 6 out of 10. The ROE of 23.36% and ROA of 14.49% are outperforming 86% of the companies in the Global Restaurants industry. Financial strength has a rating of 8 out of 10 with a cash-debt ratio of 34.43 that is below the industry median of 0.65.
Manning & Napier Advisors Inc. is another notable shareholder among the gurus with 0.57% of outstanding shares followed by Matthews Pacific Tiger Fund (Trades, Portfolio) with 0.31%, Jim Simons (Trades, Portfolio) with 0.08% and Caxton Associates (Trades, Portfolio) with 0.01%.
The investor bought 566,791 shares in Belmond Ltd. Class AĂ‚ (BEL) with an impact of -0.07% on the portfolio.
A luxury hotel company, it is an adventure travel operator with exposure to both mature and emerging national economies.
GuruFocus gives the stock a profitability and growth rating of 5 out of 10. The ROE of 2.90% and ROA of 1.28% are underperforming 61% of the companies in the Global Lodging industry. Financial strength has a rating of 5 out of 10. The cash-debt ratio of 0.22 is below the industry median of 0.77.
The largest shareholder among the gurus is Chuck Royce (Trades, Portfolio) with 1.32% of outstanding shares followed by Jerome Dodson (Trades, Portfolio) with 0.98%, Gabelli with 0.61%, Simons with 0.32% and Michael Price (Trades, Portfolio) with 0.03%.
The position in Eastman Kodak Co. (KODK) was raised by 67.85%. The transaction had an impact of 0.03% on the portfolio.
It is a technology company providing imaging for business. It provides commercial products and services in technologies including materials science; digital imaging science and software; and deposition processes.
GuruFocus gives the stock a profitability and growth rating of 4 out of 10. While the ROA of 2.09% is underperforming the sector, ROC of 21.17% is outperforming 72% of the companies in the Global Consumer Electronics industry. Financial strength has a rating of 4 out of 10. The cash-debt ratio of 0.92 is below the industry median of 1.51.
Simons is another notable shareholder among the gurus with 0.29% of outstanding shares followed by Soros with 0.06%.
The investor increased his shares in Vipshop Holdings Ltd. ADR AĂ‚ (VIPS) by 32.69% and with an impact of 0.03% on the portfolio.
The company through its subsidiaries operates an online platform that offers products to consumers in the People's Republic of China through flash sales on its vipshop.com and vip.com website.
GuruFocus gives the stock a profitability and growth rating of 6 out of 10. The ROE of 40.26% and ROA of 9.51% are outperforming 83% of the companies in the Global Specialty Retail industry. Financial strength has a rating of 7 out of 10 with a cash-debt ratio of 1.12 that is above the industry median of 0.98.
The largest shareholder among the gurus is Chris Davis (Trades, Portfolio) with 0.6% of outstanding shares followed by Cohen with 0.41% and Fisher with 0.04%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
