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9 Positions Charles Brandes Increased in the Past 2 Quarters

Avon, Infosys among guru's investments

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Nov 15, 2017
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Brandes Investment leader 

Charles Brandes (Trades, Portfolio) is considered one of the most important value investors today. He follows the Benjamin Graham school of value investing. In both the second and third quarters, he invested in the following stocks:

Avon Products Inc. (

AVP, Financial)

In the second quarter, Brandes increased his position by 46.44% and added another 0.36% in the third quarter. The guru holds 0.06% of outstanding shares. The beauty company has a market cap of $827.2 million and an enterprise value of $2.06 billion.

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Donald Yacktman (Trades, Portfolio)'s Yacktman Asset Management is the company's largest guru shareholder with 4.35% of outstanding shares, followed by the 

Yacktman Fund (Trades, Portfolio) with 2.3% and Jim Simons (Trades, Portfolio) with 1.51%.

Gran Tierra Energy Inc. (

GTE, Financial)

In the second quarter, Brandes increased his holding by 74.60% and by 20.08% in the third quarter. The guru holds 0.04% of the energy company's outstanding shares. It has a market cap of $844.54 million and an enterprise value of $1.05 billion.

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The company's largest shareholder among the gurus is Barrow, Hanley, Mewhinney & Strauss with 1.92% of outstanding shares, followed by Simons with 0.98%, Brandes with 0.04% and

Jeremy Grantham (Trades, Portfolio) with 0.03%.

National Bankshares Inc. (

NKSH, Financial)

The investor boosted his holding by 259.77% in the second quarter and added another 0.02% in the third quarter. He holds 0.42% of the bank holding company's outstanding shares. It has a market cap of $306.15 million and an enterprise value of $204.14 million.

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With 7.06% of outstanding shares, 

Chuck Royce (Trades, Portfolio) is the company's largest guru shareholder, followed by Simons with 0.94%.

Alexander & Baldwin Inc. (

ALEX, Financial)

Brandes increased his position by 55.21% in the second quarter and by 32.60% in the third quarter. He holds 0.11% of the real estate company's outstanding shares. It has a market cap of $2.19 billion and an enterprise value of $2.81 billion.

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The company's largest shareholder among the gurus is

Arnold Schneider (Trades, Portfolio) with 0.46% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.04%.

PDL BioPharma Inc. (

PDLI, Financial)

Brandes boosted his holding by 1,790.32% in the second quarter and added another 0.48% in the third quarter. He holds 0.72% of the company's outstanding shares. The biotechnology company has a market cap of $471.49 million and an enterprise value of $273.99 million.

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Simons is the company's largest guru shareholder with 7.22% of outstanding shares, followed by Brandes with 0.72% and Barrow, Hanley, Mewhinney & Strauss with 0.02%.

Owens & Minor Inc. (

OMI, Financial)

In the second quarter, the guru added 508.86% to his position and another 32.49% in the third quarter. Brandes holds 0.33% of outstanding shares. The health care logistics company has a market cap of $1.14 billion and an enterprise value of $1.96 billion.

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The company's largest guru shareholder is

Richard Pzena (Trades, Portfolio) with 2.64% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.56%, Royce with 0.52% and Barrow, Hanley, Mewhinney & Strauss with 0.36%.

Infosys Ltd. (

INFY, Financial)

The investor boosted his holding by 135.39% in the second quarter and by 27.95% in the third quarter. He holds 0.02% of outstanding shares. The information technology services company has a market cap of $33.54 billion and an enterprise value of $27.06 billion.

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Ken Fisher (Trades, Portfolio) is the company's largest guru shareholder with 0.98% of outstanding shares, followed by Grantham with 0.51%, Yacktman with 0.26% and the Yacktman Fund with 0.12%.

FTI Consulting Inc. (

FCN, Financial)

In the second quarter, Brandes increased his holding by 42.14% and added another 47.92% in the third quarter. The guru holds 1.07% of outstanding shares. The business services company has a market cap of $1.56 billion and an enterprise value of $1.87 billion.

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Third Avenue Management (Trades, Portfolio) is another notable guru shareholder with 0.36% of the company's outstanding shares, followed by Simons with 0.32%.

Chesapeake Energy Corp. (

CHK, Financial)

Brandes increased his holding by 23.81% in the second quarter and added another 15.27% in the third quarter. He holds 0.56% of outstanding shares. The oil and gas producer has a market cap of $3.77 billion and an enterprise value of $15.59 billion. 

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With 4.79% of outstanding shares, 

Mason Hawkins (Trades, Portfolio) is the company's largest guru shareholder, followed by Bill Nygren (Trades, Portfolio) with 3.3%, Barrow, Hanley, Mewhinney & Strauss with 1.22% and Schneider with 0.62%.

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

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