Leon Cooperman (Trades, Portfolio), the founder and chairman of Omega Advisors, added to many positions in the fourth quarter.
The guru boosted his position in AMC Networks Inc. (AMCX, Financial) by 113.15%, expanding the portfolio by 3.1%.
The company owns several cable networks, including AMC, WE tv and BBC America. It has a market cap of $3.31 billion and an enterprise value of $5.91 billion.
GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity (ROE) of 879.71% and return on assets (ROA) of 7.42% are outperforming 77% of companies in the Global Media - Diversified industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.18 is below the industry median of 0.90.
The company's largest shareholder among the gurus is Cooperman with 4.76% of outstanding shares, followed by Mario Gabelli (Trades, Portfolio) with 1.73%.
Cooperman's Shire PLC (SHPG, Financial) holding was increased by 49.91%, giving it 1.9% portfolio space.
The biotechnology company has a market cap of $38.44 billion and an enterprise value of $58.34 billion.
GuruFocus gives the company a profitability and growth rating of 8 out of 10. The ROE of 13.08% and ROA of 6.17% are outperforming 81% of companies in the Global Biotechnology industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.02 is below the industry median of 55.72.
Larry Robbins (Trades, Portfolio) is the company's largest guru shareholder with 1.89% of outstanding shares, followed by John Paulson (Trades, Portfolio) with 1.01% and Lee Ainslie (Trades, Portfolio) with 0.55%.
The guru boosted his stake in Parsley Energy Inc. (PE, Financial) by 520.24%. The transaction had an impact of 1.64% on the portfolio.
The independent oil and natural gas producer has a market cap of $8.24 billion and an enterprise value of $10.89 billion.
GuruFocus gives the company a profitability and growth rating of 7 out of 10. The ROE of 2.66% and ROA of 1.50% are outperforming 63% of companies in the Global Oil and Gas E&P industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.32 is below the industry median of 0.49.
Andreas Halvorsen (Trades, Portfolio) is the largest guru shareholder of the company with 5.77% of outstanding shares, followed by Daniel Loeb (Trades, Portfolio) with 1.83%.
The Hess Corp. (HES, Financial) position was increased 69.71%, expanding the portfolio by 1.22%.
The oil and gas company has a market cap of $15.05 billion and an enterprise value of $18.49 billion.
GuruFocus gives the company a profitability and growth rating of 5 out of 10. The ROE of -30.91% and ROA of -15.18% are underperforming 72% of companies in the Global Oil and Gas E&P industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.70 is above the industry median of 0.49.
The company's largest guru shareholder is Paul Singer (Trades, Portfolio) with 6.7% of outstanding shares, followed by Hotchkis & Wiley with 3.3%.
Cooperman boosted his United Continental Holdings Inc. (UAL, Financial) position by 26.64%, expanding the portfolio by 1.19%.
The airline has a market cap of $19.72 billion and an enterprise value of $30.31 billion.
GuruFocus gives the company a profitability and growth rating of 7 out of 10. The ROE of 24.36% and ROA of 5.10% are outperforming 53% of companies in the Global Airlines industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.26 is below the industry median of 0.55.
With 11.75% of outstanding shares, PRIMECAP Management (Trades, Portfolio) is the company's largest guru shareholder, followed by Warren Buffett (Trades, Portfolio) with 9.91%.
The Nabors Industries Ltd. (NBR, Financial) holding was boosted by 163.99%. The trade expanded the portfolio 1.06%.
The oil company, which owns and operates one of the world's largest onshore drilling rig fleets, has a market cap of $2.12 billion and an enterprise value of $5.88 billion.
GuruFocus gives the company a profitability and growth rating of 4 out of 10. The ROE of -24.58% and ROA of -9.37% are underperforming 79% of companies in the Global Oil and Gas Drilling industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.06 is below the industry median of 0.38.
The company's largest guru shareholder is Cooperman with 2.11% of outstanding shares, followed by Steven Cohen (Trades, Portfolio) with 1.02% and Donald Smith (Trades, Portfolio) with 0.77%.
Disclosure: I do not own any stocks mentioned in this article.
