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Tiziano Frateschi
Tiziano Frateschi
Articles (1378)  | Author's Website |

8 Stocks Hotchkis & Wiley Continues to Buy

The firm added to these positions in the past 2 quarters

Hotchkis & Wiley was founded in 1980 by John Hotchkis and George Wiley. The firm invested in the following stocks in both the third and fourth quarters.

Och-Ziff Capital Management Group LLC (NYSE:OZM)

In the third quarter, the firm increased its position by 91.92% and boosted it by 616.44% in the fourth quarter.

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With a market cap of $1.24 billion, the alternative asset manager's revenue has declined 16.50% over the past five years.

David Abrams (Trades, Portfolio) is the company's largest shareholder among the gurus with 4.24% of outstanding shares, followed by John Griffin (Trades, Portfolio) with 1.56%, Jim Simons (Trades, Portfolio) with 0.29% and Chuck Royce (Trades, Portfolio) with 0.12%.

Aspen Insurance Holdings Ltd. (NYSE:AHL)

The firm increased its holding by 4.19% in the third quarter and by 37.79% in the fourth quarter.

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The insurance and reinsurance company has a market cap of $2.19 billion. Its revenue has increased by 7.90% over the past five years

The company's largest shareholder among the gurus is Donald Smith (Trades, Portfolio) with 2.83% of outstanding shares, followed by Richard Pzena (Trades, Portfolio) with 2.72% and Simons with 1.92%.

Heidrick & Struggles International Inc. (NASDAQ:HSII)

Hotchkis & Wiley added 3.65% to its position in the third quarter and added another 25.99% in the fourth quarter.

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The employment services company has a market cap of $473.4 million. Its revenue has grown by 1.50% over the past five years.

Royce is the company's largest guru shareholder with 8.22% of outstanding shares, followed by Simons with 6.12%, Hotchkis & Wiley with 1.13% and Paul Tudor Jones (Trades, Portfolio) with 0.09%.

National Western Life Group Inc. (NASDAQ:NWLI)

In the third quarter, the firm increased its holding by 1.73% and added another 31.87% in the fourth quarter.

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With a market cap of $1.08 billion, the life insurance company offers a variety of individual long-term insurance plans and annuities. Its revenue has declined 0.40% over the past five years.

With 2.36% of outstanding shares, Tweedy Browne (Trades, Portfolio) is the company's largest guru shareholder, followed by Simons with 0.53%, Hotchkis & Wiley with 0.48%, Royce with 0.3% and Charles Brandes (Trades, Portfolio) with 0.25%.

Barclays PLC (NYSE:BCS)

In the third quarter, the firm added 0.15% to its holding and then boosted it by 92.19% in the fourth quarter.

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The bank has a market cap of $45.69 billion. Its revenue has decreased 13.20% over the past five years.

Ken Fisher (Trades, Portfolio) is the company's largest guru shareholder with 0.53% of outstanding shares, followed by Brandes with 0.08% and Sarah Ketterer (TradesPortfolio) with 0.07%.

Energy XXI Gulf Coast Inc. (NASDAQ:EXXI)

The firm increased its stake by 33.74% in the third quarter and added another 29.25% in the fourth quarter.

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The independent oil and natural gas exploration and production company has a market cap of $185.38 million.

The company's largest shareholder among the gurus is Howard Marks (Trades, Portfolio) with 11.77% of outstanding shares, followed by Hotchkis & Wiley with 10.49%, First Eagle Investment (Trades, Portfolio) with 0.66% and Simons with 0.05%.

Mallinckrodt PLC (NYSE:MNK)

In the third quarter, the firm increased its holding by 21.20% and added another 110.89% in the fourth quarter.

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The drug manufacturer has a market cap of $1.52 billion. Its revenue has declined 5.40% over the past five years.

John Paulson (Trades, Portfolio) is the company's largest shareholder among the gurus with 6.98% of outstanding shares, followed by Steven Cohen (Trades, Portfolio) with 0.62%, Royce with 0.43% and Arnold Schneider (Trades, Portfolio) with 0.17%.

Bank of N.T Butterfield & Son Ltd. (NYSE:NTB)

The position was increased 0.57% in the third quarter and again by 138.63% in the fourth quarter.

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The community bank has a market cap of $2.14 billion.

With 6.17% of outstanding shares, NWQ Managers (Trades, Portfolio) is the company's largest shareholder among the gurus, followed by Hotchkis & Wiley with 2.46%, Royce with 0.41%, Simons with 0.25% and Julian Robertson (Trades, Portfolio) with 0.15%.

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

About the author:

Tiziano Frateschi
You can read about me on this blog: www.theextraincome.info

It gives suggestions on position trading.

Visit Tiziano Frateschi's Website


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