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Tiziano Frateschi
Tiziano Frateschi
Articles (1553)  | Author's Website |

George Soros Exits Overstock, Gap Positions

Guru's largest sales of the 1st quarter

Legendary investor George Soros (Trades, Portfolio) sold shares of the following stocks in the first quarter.

The guru exited his Overstock.com Inc. (NASDAQ:OSTK) stake, impacting the portfolio by -4.38%.

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The e-commerce company has a market cap of $1.11 billion and an enterprise value of $963.42 million.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. Its return on equity of -88.75% and return on assets of -35.05% are underperforming 83% of companies in the Global Specialty Retail industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 6.49 is above the industry median of 1.02.

John Burbank (Trades, Portfolio) is the largest shareholder of the company among the gurus with 1.8% of outstanding shares, followed by Leucadia National (Trades, Portfolio) with 0.05% and Paul Tudor Jones (Trades, Portfolio) with 0.04%.

The Alerian MLP exchange-traded fund (AMLP) holding was trimmed by 41.92%. The trade had an impact of -1.01% on the portfolio.

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Soros closed his Gap Inc. (NYSE:GPS) position. The trade had an impact of -0.94% on the portfolio.

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The apparel and accessories retailer has a market cap of $12.38 billion and an enterprise value of $11.85 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The ROE of 28.50% and ROA of 11.01% are outperforming 86% of companies in the Global Apparel Stores industry. Its financial strength is rated 7 out of 10. The cash-debt ratio of 1.43 is above the industry median of 1.02.

The company's largest shareholder among the gurus is Pioneer Investments (Trades, Portfolio) with 0.56% of outstanding, shares followed by Jim Simons (Trades, Portfolio) with 0.23% and Steven Cohen (Trades, Portfolio) with 0.1%.

Soros exited his Dave & Buster's Entertainment Inc. (NASDAQ:PLAY) position. The transaction had an impact of -0.87% on the portfolio.

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The restaruant chain, which owns and operates nearly a hundred entertainment and dining establishments in the United States, has a market cap of $1.58 billion and an enterprise value of $1.93 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The ROE of 27.95% and ROA of 10.85% are outperforming 84% of companies in the Global Restaurants industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.05 is below the industry median of 0.68.

Columbia Wanger (Trades, Portfolio) is the largest guru shareholder of the company with 2.81% of outstanding shares, followed by Chuck Royce (Trades, Portfolio) with 0.17% and Zeke Ashton (Trades, Portfolio) with 0.11%.

The guru also exited his Halliburton Co. (NYSE:HAL) position, impacting the portfolio by -0.87%.

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The oilfield services company has a market cap of $47.72 billion and an enterprise value of $56.31 billion.

GuruFocus gives the company a profitability and growth rating of 5 out of 10. While the ROE of -4.40% is underperforming the sector, the ROA of -1.52% is outperforming 50% of companies in the Global Oil and Gas Equipment and Services industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.21 is below the industry median of 0.49.

The company's largest guru shareholder is Sarah Ketterer (Trades, Portfolio) with 0.76% of outstanding shares, followed by Richard Pzena (Trades, Portfolio) with 0.48% and Tweedy Browne (Trades, Portfolio) with 0.38%.

Soros divested of his holding in the SPDR Select Sector Fund - Financial ETF (XLF). The trade had an impact of -0.81% on the portfolio.

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Soros' Comcast Corp. (NASDAQ:CMCSA) position was closed. The trade had an impact of -0.78% on the portfolio.

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The media and technology 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. The ROE of 38.32% and ROA 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.

With 2.21% of outstanding shares, Dodge & Cox is the company's largest guru shareholder, followed by Barrow, Hanley, Mewhinney & Strauss with 0.74% and First Eagle Investment (Trades, Portfolio) with 0.69%.

The investor exited his CBS Corp. (NYSE:CBS) position, impacting the portfolio by -0.74%.

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The media company has a market cap of $19.84 billion and an enterprise value of $29.4 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. While the ROE of 44.92% is outperforming the sector, the ROA of 5.04% is underperforming 52% of companies in the Global Media - Diversified industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.02 is below the industry median of 1.39.

The company's largest shareholder among the gurus is Larry Robbins (Trades, Portfolio) with 1.73% of outstanding shares, followed by Hotchkis & Wiley with 1.19%, PRIMECAP Management (Trades, Portfolio) with 0.47% and John Rogers (Trades, Portfolio) with 0.23%.

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.

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