George Soros (Trades, Portfolio) is the chairman of Soros Fund Management LLC. In both the second and third quarters, the firm invested in the following stocks:
Nordstrom Inc. (JWN)
In the second quarter, the guru raised his stake by 28% and in the third quarter added another 18.75%. The fashion specialty retailer has a market cap of $6.66 billion and an enterprise value of $8.73 billion.
John Rogers (Trades, Portfolio) is the largest guru shareholder with 0.72% of outstanding shares followed by Pioneer Investments (Trades, Portfolio) with 0.42% and Joel Greenblatt (Trades, Portfolio) with 0.03%.
Papa John's International Inc. (PZZA)
In the second quarter, Soros increased his stake by 9.72% and by 21.52% in the third quarter. He holds 0.03% of outstanding shares of the $2.05 billion’s market cap company. It owns and franchises pizza delivery restaurants. It has an enterprise value of $2.42 billion.
The largest shareholder among the gurus is Columbia Wanger (Trades, Portfolio) with 2.19% of outstanding shares followed by Jim Simons (Trades, Portfolio) with 0.64%, Paul Tudor Jones (Trades, Portfolio) with 0.03% and Murray Stahl (Trades, Portfolio) with 0.02%.
EXFO Inc. (EXFO)
The guru added 37.88% to the position in the second quarter and 34.33% in the third quarter. The guru holds 4.22% of outstanding shares of the provider of wireless technology solutions. It has a market cap of $237.47 billion and an enterprise value of $196.45 million.
Soros is the largest guru shareholder, with 4.22% of outstanding shares followed by Simons with 2.82%.
Monsanto Co. (MON)
In the second quarter, Soros boosted his stake by 188.13% and in the third quarter increased it by 50.97%. The investor holds 0.04% of outstanding shares of the agricultural company. It has a market cap of $52.21 billion and an enterprise value of $58.49 billion.
The largest shareholder among the gurus is PRIMECAP Management (Trades, Portfolio) with 2.49% of outstanding shares followed by Warren Buffett (Trades, Portfolio) with 2.02%, Jeremy Grantham (Trades, Portfolio) with 0.57% and Simons with 0.57%.
Allot Communications Ltd (ALLT)
The guru increased his stake by 52.80% in the second quarter and in the third quarter increased it by 2.61%. He holds 16.13% of outstanding shares of the provider of broadband solutions. It has a market cap of $179.81 million and an enterprise value of $91.63 million.
Simons is another notable shareholder of the company among the gurus, with 2.18% of outstanding shares, while Soros holds a large stake of 16.13%.
Edgewell Personal Care Co. (EPC)
In the second quarter, Soros increased the holding by 82.40% and in the third quarter increased it by 43.68%. The guru holds 1.17% of outstanding shares of the personal care manufacturer. It has a market cap of $3.37 billion and an enterprise value of $4.41 billion.
The largest shareholder among the gurus is Mario Gabelli (Trades, Portfolio) with 3.66% of outstanding shares followed by Diamond Hill Capital (Trades, Portfolio) with 1.22%, Ken Fisher (Trades, Portfolio) with 0.18% and Greenblatt with 0.16%.
Viavi Solutions Inc. (VIAV)
Soros boosted his holding by 883.90% in the second quarter and 39.81% in the third quarter. The investor holds 2.2% of outstanding shares of the communication equipment provider company. It has a market cap of $1.99 billion and an enterprise value of $1.57 billion.
Simons is the largest shareholder of the company among the gurus, with 2.26% of outstanding shares followed by Fisher with 0.33%, Greenblatt with 0.19% and Chuck Royce (Trades, Portfolio) with 0.08%.
The Kraft Heinz Co. (KHC)
In the second quarter, the guru raised his holding by 95.45% and in the third quarter added another 48.62%. He holds 0.06% of outstanding shares of the food and beverage company. It has a market cap of $97.09 billion and an enterprise value of $127.37 billion.
Buffett is the largest guru shareholder, with 26.72% of outstanding shares followed by David Rolfe (Trades, Portfolio) with 0.14%, John Griffin (Trades, Portfolio) with 0.11% and Pioneer Investments (Trades, Portfolio) with 0.1%.
Time Warner Inc. (TWX)
The guru increased his position 27.98% in the second quarter and 70.76% in the third quarter. The guru holds 0.13% of outstanding shares of the entertainment company with a market cap of $68.52 billion and an enterprise value of $88.96 billion.
The largest shareholder among the gurus is Dodge & Cox with 3.04% of outstanding shares followed by Steven Cohen (Trades, Portfolio) with 0.63%, Cohen with 0.58%, Pioneer Investments (Trades, Portfolio) with 0.44% and Daniel Loeb (Trades, Portfolio) with 0.35%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
