First Eagle Investment (Trades, Portfolio), an investment firm with approximately $110 billion in assets under management, bought the following stocks in both the first and second quarters:
Allegheny Technologies Inc. (ATI, Financial)
In the first quarter, the firm increased its stake by 112.98% and by 7.01% in the second quarter. It holds 1.97% of outstanding shares.
Allegheny Technologies is a diversified specialty metals producer. Its products include titanium and titanium alloys, nickel-based alloys and specialty steels, precision forgings, castings and machined components and zirconium.
Barrow, Hanley, Mewhinney & Strauss is the largest shareholder of the company among the gurus with 3.59% of outstanding shares, followed by Alan Fournier (Trades, Portfolio) with 2.85%, Arnold Van Den Berg (Trades, Portfolio) with 1.73%, Chuck Royce (Trades, Portfolio) with 1.38% and Mario Gabelli (Trades, Portfolio) with 0.96%.
In the first quarter, First Eagle boosted its stake by 176,606.99% and again by 152.56% in the second quarter. It holds 0.69% of outstanding shares.
Adient manufactures seating systems and components for passenger cars, commercial vehicles and light trucks.
The largest shareholder among the gurus is Chris Davis (Trades, Portfolio) with 8.12% of outstanding shares, followed by Barrow, Hanley, Mewhinney & Strauss with 3.46%, Hotchkis & Wiley with 2.49%, Paul Singer (Trades, Portfolio) with 2.19%, the T Rowe Price Equity Income Fund (Trades, Portfolio) with 2.17% and Paul Tudor Jones (Trades, Portfolio) with 0.2%.
Casey's General Stores Inc. (CASY, Financial)
First Eagle increased the stake by 185.58% during the first quarter and by 22.75% in the second quarter. The firm holds 1% of outstanding shares.
The company operates convenience stores under the Caseys General Store name in the United States. It provides self-service gasoline, grocery items and processed foods.
Mairs and Power (Trades, Portfolio) is another notable guru shareholder with 0.26% of outstanding shares, followed by Steven Cohen (Trades, Portfolio) with 0.22%, Gabelli with 0.16%, Royce with 0.04% and CI Can Am Small Cap (Trades, Portfolio) with 0.04%.
In the first quarter, the firm increased its stake by 198.45% and by 22.45% in the second quarter. First Eagle owns 1.85% of outstanding shares.
KLX manufactures aerospace fasteners and consumables and provides logistics services. It also provides oilfield services and associated rental equipment.
Another notable shareholder among the gurus is Gabelli with 1.39% of outstanding shares, followed by Cohen with 0.8%, Michael Price (Trades, Portfolio) with 0.19%, Jones with 0.05% and First Pacific Advisors (Trades, Portfolio) with 0.01%.
Post Holdings Inc. (POST, Financial)
The position was increased 24.13% in the first quarter. In the second quarter, it was increased 8.66%. The firm owns 1.31% of outstanding shares.
The consumer packaged goods company produces and sells cereal, egg products, refrigerated potato and dairy items, private-label nut butters and protein shakes, bars and powders.
With 2.02% of outstanding shares, Diamond Hill Capital (Trades, Portfolio) is the company's largest shareholder among the gurus,  followed by Jim Simons (Trades, Portfolio) with 1.86%, Gabelli with 1.08% and PRIMECAP Management (Trades, Portfolio) with 0.02%.
First Eagle increased its stake by 33.86% during the first quarter and by 16.84% in the second quarter. The firm holds 0.25% of outstanding shares.
HP sells technology, software, solutions and services to individual consumers and small- and medium-sized businesses.
The largest shareholder among the gurus is Dodge & Cox with 7.01% of outstanding shares, followed by PRIMECAP Management with 3.79%, Richard Pzena (Trades, Portfolio) with 0.36%, Simons with 0.21%, Donald Yacktman (Trades, Portfolio) with 0.11%, Joel Greenblatt (Trades, Portfolio) with 0.11% and the Yacktman Fund (Trades, Portfolio) with 0.1%.
Marathon Petroleum Corp. (MPC, Financial)
In the first quarter, the firm increased its holding by 154.38% and by 10.86% in the second quarter. It owns 0.32% of outstanding shares.
The oil and gas company is engaged in the refining, marketing, retail and transportation of petroleum products.
With 0.73% of outstanding shares, Singer is the company's largest guru shareholder, followed by Manning & Napier Advisors Inc. with 0.02%, Cohen with 0.02%, Bernard Horn (Trades, Portfolio) with 0.02%, Jeremy Grantham (Trades, Portfolio) with 0.01% and Barrow, Hanley, Mewhinney & Strauss with 0.01%.
International Paper Co. (IP, Financial)
In the first quarter, the firm increased its stake by 17.79% and by 114.80% in the second quarter. It holds 0.52% of outstanding shares.
International Paper produces printing paper, packaging, forest products and chemical products.
The largest shareholder among the gurus is Hotchkis & Wiley with 1.08% of outstanding shares, followed by the T. Rowe Price Equity Income Fund with 0.99%, Cohen with 0.3%, Snow with 0.59%, Grantham with 0.07%, Simons with 0.03% and Caxton Associates (Trades, Portfolio) with 0.02%.
The position was increased 23.42% in the first quarter and 29.21% in the second quarter. The firm holds 0.94% of outstanding shares.
Fortis is an electric and gas utility holding company that serves customers in Canada, the U.S. and the Caribbean.
With 0.19% of outstanding shares, Diamond Hill Capital is another notable guru shareholder, followed by Royce with 0.03% and Simons with 0.02%
Disclosure: I do not own any shares of any stocks mentioned in this article.
