The independent firm, First Eagle Investment (Trades, Portfolio) Management increased many holdings and established several other positions in the fourth quarter.
The guru’s stake of Imperial Oil Ltd. (IMO) was increased 44.59%, expanding the portfolio by 0.39%.
The company operates in three main segments namely Upstream, Downstream and Chemical. It has a market cap of 23.93 billion and an enterprise value of $26.39 billion.
GuruFocus gives the company a profitability and growth rating of 6 out of 10. The return on equity (ROE) of 8.33% and return on assets (ROA) of 4.99% are outperforming 79% of the companies in the Global Oil and Gas Integrated industry. Financial strength is rated 7 out of 10. The cash-debt ratio of 0.16 is below the industry median of 0.36.
Another notable shareholder among the guru is Joel Greenblatt (Trades, Portfolio) with 0.01% followed by Ray Dalio (Trades, Portfolio) with 0.01%.
The firm cut its Exxon Mobil Corp. (XOM) position by 17.94%, giving it a 0.38% space in the portfolio.
The integrated oil and gas company has a market cap of $326.41 billion and an enterprise value of $369.15 billion.
GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROE of 7.42% and ROA of 3.81% are outperforming 53% of the companies in the Global Oil and Gas Integrated industry. Financial strength is rated 6 out of 10. The cash-debt ratio of 0.11 is below the industry median of 0.36.
T Rowe Price Equity Income Fund (Trades, Portfolio) is another notable shareholder of the company among the gurus with 0.16% of outstanding shares followed by Ken Fisher (Trades, Portfolio) with 0.12% and Richard Pzena (Trades, Portfolio) with 0.1%.
The holding of Schlumberger Ltd (SLB) was raised by 9.89%. The transaction had an impact of 0.27% on the portfolio.
The supplier of products and services to the oil and gas industry has a market cap of $96.53 billion and an enterprise value of $110.06 billion.
GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROE of -3.81% and ROA of -2.01% are outperforming 68% of the companies in the Global Oil and Gas Equipment and Services industry. Financial strength is rated 5 out of 10. The cash-debt ratio of 0.28 is below the industry median of 0.50.
Dodge & Cox is the largest shareholder of the company among the gurus, with 3.51% of outstanding shares followed by Manning & Napier Advisors, Inc with 0.35%, PRIMECAP Management (Trades, Portfolio) with 0.27% and Mairs and Power (Trades, Portfolio) with 0.17%.
The guru increased its stake in Alphabet Inc Class A (GOOGL) by 31.97%. The portfolio was expanded by 0.15%.
The provider of internet content products and portals has a market cap of $731.43 billion and an enterprise value of $633.53 billion.
GuruFocus gives the company a profitability and growth rating of 8 out of 10. The ROE of 8.53% and ROA of 6.99% are outperforming 71% of the companies in the Global Internet Content and Information industry. Financial strength is rated 8 out of 10. The cash-debt ratio of 25.67 is above the industry median of 13.55.
The largest guru shareholder is PRIMECAP Management (Trades, Portfolio) with 0.34% of outstanding shares followed by Andreas Halvorsen (Trades, Portfolio) with 0.21%, Frank Sands (Trades, Portfolio) with 0.2% and Fisher with 0.16%.
The firm bought 305,393 shares of Caterpillar Inc. (CAT). The trade had an impact of 0.11% on the portfolio.
The company manufactures construction and mining equipment. It has a market cap of $91.82 billion and an enterprise value of $118.51 billion.
GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROE of 5.38% and ROA of 0.98% are underperforming 77% of the companies in the Global Farm and Construction Equipment industry. Financial strength is rated 5 out of 10. The cash-debt ratio of 0.24 is below the industry median of 0.57.
Bill Gates (Trades, Portfolio) is the largest shareholder of the company among the gurus with 1.89% of outstanding shares followed by Bill Nygren (Trades, Portfolio) with 0.51%, Spiros Segalas (Trades, Portfolio) with 0.41% and Jim Simons (Trades, Portfolio) with 0.18%.
The ConocoPhillips (COP) position was raised by 7.22%, expanding the portfolio by 0.1%.
The company operates in the oil and gas sector. It has a market cap of $65.48 billion and an enterprise value of $75.01 billion.
GuruFocus gives the company a profitability and growth rating of 6 out of 10. The ROE of -2.56% and ROA of -1.01% are underperforming 61% of the companies in the Global Oil and Gas E&P industry. Financial strength is rated 5 out of 10. The cash-debt ratio of 0.41 is below the industry median of 0.55.
The largest shareholder of the company among the gurus is Barrow, Hanley, Mewhinney & Strauss with 2.46% of outstanding shares followed by Donald Yacktman (Trades, Portfolio) with 0.23% and Tweedy Browne (Trades, Portfolio) with 0.16%.
The guru established a position in Huntsman Corp. (HUN) buying 1,172,810 shares. The trade had an impact of 0.09% on the portfolio.
The manufacturer of differentiated organic and inorganic chemical products has a market cap of $7.87 billion and an enterprise value of $10.78 billion.
GuruFocus gives the company a profitability and growth rating of 5 out of 10. While the ROE of 31.96% is outperforming the sector, ROA of 5.39% is underperforming 53% of the companies in the Global Chemicals industry. Financial strength is rated 5 out of 10. The cash-debt ratio of 0.15 is below the industry median 0.83.
David Tepper (Trades, Portfolio) is the largest guru shareholder with 2.14% of outstanding shares followed by Steven Cohen (Trades, Portfolio) with 1.18%, Jeremy Grantham (Trades, Portfolio) with 0.97% and Alan Fournier (Trades, Portfolio) with 0.92%.
The guru boosted its holding of Pentair PLC (PNR) by 202.63%, expanding the portfolio 0.09%.
The company manufactures pumps for commercial and residential applications. It has a market cap of $12.47 billion and an enterprise value of $13.79 billion.
GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROE of 14.13% and ROA of 6.76% are outperforming 65% of the companies in the Global Diversified Industrials industry. Financial strength has is rated 6 out of 10. The cash-debt ratio of 0.08 is below the industry median of 1.05.
The largest shareholder of the company among the gurus is Mairs and Power (Trades, Portfolio) with 1.47% of outstanding shares followed by Larry Robbins (Trades, Portfolio) with 0.98% and T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.96%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
