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Tiziano Frateschi
Tiziano Frateschi
Articles (2120)  | Author's Website |

10 Positions Mario Gabelli Increased in the Past 2 Quarters

Humana, K2M Group among guru's investments

Gabelli Asset Management Company Investors (GAMCO Investors) was founded by Mario Gabelli (Trades, Portfolio). He manages a portfolio with a total value of $16.160 billion. In both the second and third quarters the guru bought shares in the following stocks:

Fortress Transportation and Infrastructure (FTAI)

In the second quarter, the guru raised his position by 47.39% and in the third quarter added another 111.25%. The guru holds 0.04% of outstanding shares. The company provides leasing contracts on infrastructure and equipment. It has a market cap of $1.4 billion and an enterprise value of $1.97 billion.

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Jim Simons (Trades, Portfolio) is the largest shareholder among the gurus with 0.44% of outstanding shares followed by Chuck Royce (Trades, Portfolio) with 0.31%.

Cardiovascular Systems Inc. (CSII)

In the second quarter, Gabelli increased his stake by 14.01% and by 96.22% in the third quarter. The guru holds 0.24% of outstanding shares of the medical devices company. It has a market cap of $828.86 million and an enterprise value of $741.33 million.

The largest shareholder among the gurus is Simons with 0.81% of outstanding shares followed by Steven Cohen (Trades, Portfolio) with 0.59%, John Hussman (Trades, Portfolio) with 0.59% and Mairs and Power (Trades, Portfolio) with 0.22%.

Envision Healthcare Corp. (EVHC)

The guru added to his stake by 23.62% in the second quarter and 56.38% in the third quarter. The guru holds 0.04% of outstanding shares of the company. It provides health care services and has a market cap of $3.29 billion and an enterprise value of $10.01 billion.

Vanguard Health Care Fund (Trades, Portfolio) is the largest shareholder among the gurus with 4.36% of outstanding shares followed by Lee Ainslie (Trades, Portfolio) with 4.21%, Cohen with 0.01% and David Dreman (Trades, Portfolio) with 0.01%.

Reading International Inc. (RDI)

In the second quarter, the investor boosted his stake by 82.50% and in the third quarter increased it by 52.73%. The guru holds 0.49% of outstanding shares. The company develops, owns and operates multiplex cinemas as well as commercial real estate in the U.S. It has a market cap of $371.76 billion and an enterprise value of $498.64 billion.

The largest shareholder among the gurus is Simons with 4.78% of outstanding shares followed by Donald Yacktman (Trades, Portfolio) with 0.1%.

Endo International PLC (ENDP)

Gabelli increased his holding by 5.56% in the second quarter and added another 76.24% in the third quarter. The guru holds 0.05% of outstanding shares of the pharmaceutical company. It has a market cap of $1.33 billion and enterprise value of $9 billion.

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Larry Robbins (Trades, Portfolio) is the largest shareholder among the gurus with 4.65% of outstanding shares followed by John Paulson (Trades, Portfolio) with 3.21%, Cohen with 1.41% and Ray Dalio (Trades, Portfolio) with 0.69%.

Humana Inc. (HUM)

In the second quarter, the guru increased his position by 36.18% and by 71.50% in the third quarter. The guru holds 0.01% of outstanding shares. The company has a market cap of $37.05 billion and offers health and wellness services.

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The largest shareholder among the gurus is Simons with 1.89% of outstanding shares followed by Daniel Loeb (Trades, Portfolio) with 0.52%, Robbins with 0.5% and Jeremy Grantham (Trades, Portfolio) with 0.39%.

Donnelley Financial Solutions Inc. (DFIN)

The investor boosted his holding by 137.84% in the second quarter and added another 28.37% in the third quarter. The guru holds 0.16% of outstanding shares of the global integrated communications provider. It has a market cap of $652.43 million and enterprise value of $1.17 billion.

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Cohen is the largest shareholder among the gurus with 3.49% of outstanding shares followed by Michael Price (Trades, Portfolio) with 0.37%, Keeley Asset Management Corp (Trades, Portfolio) with 0.33% and Paul Tudor Jones (Trades, Portfolio) with 0.08%.

K2M Group Holdings Inc. (KTWO)

In the second quarter, the guru raised his holding by 28.00% and in the third quarter added another 25.00%. The guru holds 0.09% of outstanding shares of the medical device company with a market cap of $809.81 million and enterprise value of $846.18 million.

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Cohen is the largest shareholder among the gurus with 1.71% of outstanding shares followed by Simons with 0.3% and Paulson with 0.25%.

RLJ Entertainment Inc. (RLJE)

Gabelli boosted his stake by 60.96% in the second quarter and in the third quarter increased it by 15.75%. The guru holds 1.3% of outstanding shares of the entertainment company with a market cap of $47.59 million and enterprise value of $20.57 million.

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Full House Resorts Inc. (FLL)

In the second quarter, the guru raised his stake by 29.62% and in the third quarter increased it by 14.97%. The guru holds 1.06% of outstanding shares. The company manages its own casinos and has a market cap of $64.78 million and an enterprise value of $144.12 million.

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The largest shareholder among the gurus is Simons with 2.33% of outstanding shares.

Disclosure: I do not own any shares of any stocks mentioned in this article.

About the author:

Tiziano Frateschi
You can read about me on www.theextraincome.info, which gives suggestions on position trading.

Visit Tiziano Frateschi's Website


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