Investment firm Barrow, Hanley, Mewhinney & Strauss invested in the following stocks in the first quarter.Â
The firm boosted its stake in Comcast Corp. (CMCSA, Financial) by 108.80%, impacting the portfolio by 0.96%.
The cable company has a market cap of $150.57 billion and an enterprise value of $212.48 billion.
GuruFocus gives the company a profitability and growth rating of 8 out of 10. Its return on equity of 38.32% and return on assets of 12.53% are outperforming 90% of companies in the Global Pay TV industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.09 is below the industry median of 0.42.
The company's largest shareholder among the gurus is Dodge & Cox with 2.21% of outstanding shares, followed by First Eagle Investment (Trades, Portfolio) with 0.69%.
The Exelon Corp. (EXC, Financial) position was boosted by 269.40%, impacting the portfolio by 0.56%.
The company, which is involved in power generation and transmission activities, has a market cap of $38.07 billion and an enterprise value of $75.56 billion.
GuruFocus gives the company a profitability and growth rating of 7 out of 10. Its ROE of 10.23% and ROA of 2.48% are outperforming 53% of companies in the Global Utilities - Diversified industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.03 is below the industry median of 0.25.
Jim Simons (Trades, Portfolio) is another notable guru shareholder of the company with 0.15% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.06% and Steven Cohen (Trades, Portfolio) with 0.02%.
The Adient PLC (ADNT, Financial) holding was increased by 57.07%. The transaction had an impact of 0.32% on the portfolio.
The company designs, manufactures and markets seating systems and components for passenger cars, commercial vehicles and light trucks. It has a market cap of $5.23 billion and an enterprise value of $9.73 billion.
GuruFocus gives the company a profitability and growth rating of 5 out of 10. Its ROE of 3.48% and ROA of 1.11% are outperforming 50% of companies in the Global Auto Parts industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.10 is below the industry median of 0.74.
Chris Davis (Trades, Portfolio) is another notable guru shareholder of the company with 8.57% of outstanding shares, followed by Hotchkis & Wiley with 2.61%.
The firm boosted its Advance Auto Parts Inc. (AAP, Financial) position by 459.62%, expanding the portfolio by 0.29%.
The auto parts retailer has a market cap of $8.76 billion and an enterprise value of $9.25 billion.
GuruFocus gives the company a profitability and growth rating of 8 out of 10. Its ROE of 15.13% and ROA of 5.64% are outperforming 68% of companies in the Global Specialty Retail industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.52 is below the industry median of 1.02.
The largest shareholder of the company among the gurus is Sarah Ketterer (Trades, Portfolio) with 2.86% of outstanding shares, followed by NWQ Managers (Trades, Portfolio) with 0.5%.
The firm's CVS Health Corp. (CVS, Financial) position was increased by 16.68%, impacting the portfolio by 0.26%.
The drugstore chain has a market cap of $66 billion and an enterprise value of $88.96 billion.
GuruFocus gives the company a profitability and growth rating of 8 out of 10. Its ROE of 18.60% and ROA of 6.56% are outperforming 61% of companies in the Global Health Care Plans industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.65 is below the industry median of 1.15.
Larry Robbins (Trades, Portfolio) is another notable guru shareholder of the company with 0.77% of outstanding shares, followed by the Vanguard Health Care Fund (Trades, Portfolio) with 0.44% and PRIMECAP Management (Trades, Portfolio) with 0.33%.
The firm's General Electric Co. (GE, Financial) position was increased by 15.19%. The trade had an impact of 0.21%.
The industrial conglomerate has a market cap of $130.02 billion and an enterprise value of $204.31 billion.
GuruFocus gives the company a profitability and growth rating of 6 out of 10. Its ROE of -11.63% and ROA of -2.08% are underperforming 88% of companies in the Global Diversified Industrials industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.55 is below the industry median of 1.04.
Another notable guru shareholder of the company is Mason Hawkins (Trades, Portfolio) with 0.37% of outstanding shares, followed by Ken Fisher (Trades, Portfolio) with 0.26%.
The firm established a new position in Bank of New York Mellon Corp. (BK, Financial), buying 2,281,164 shares. The trade impacted the portfolio by 0.19%.
The company, which provides investment management services, has a market cap of $57.57 billion.
GuruFocus gives the company a profitability and growth rating of 4 out of 10. While its ROE of 10.24% is outperforming the sector, its ROA of 1.21% is underperforming 64% of companies in the Global Asset Management industry. Its financial strength is rated 4 out of 10 with a cash-debt ratio of 3.49.
With 6.15% of outstanding shares, Warren Buffett (Trades, Portfolio) is the company's largest guru shareholder, followed by Dodge & Cox with 4.44% and Davis with 1.89%.
The Hanesbrands Inc. (HBI, Financial) position was increased 46.36%. The trade had an impact of 0.14% on the portfolio.
The apparel company, which designs and manufactures t-shirts, innerwear, casualwear and activewear, has a market cap of $6.62 billion and an enterprise value of $10.78 billion.
GuruFocus gives the company a profitability and growth rating of 8 out of 10. Its ROE of 7.59% and ROA of 0.99% are underperforming 72% of companies in the Global Apparel Manufacturing industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.08 is below the industry median of 1.45.
Another notable guru shareholder of the company is Diamond Hill Capital (Trades, Portfolio) with 2.84% of outstanding shares, followed by Pioneer Investments with 0.91% and Joel Greenblatt (Trades, Portfolio) with 0.21%.
Disclosure: I do not own any stocks mentioned in this article.
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