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Tiziano Frateschi
Tiziano Frateschi
Articles (1595)  | Author's Website |

9 Stocks John Rogers Continues to Buy

AutoWeb tops the list

John Rogers (Trades, Portfolio), the founder of Ariel Capital Management, bought shares of the following stocks in both the first quarter of 2018 and fourth quarter of 2017.

AutoWeb Inc. (AUTO)

In the fourth quarter, the guru increased his position by 14.03% and then added 27.95% in the first quarter.

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With a market cap of $48.58 billion, the company assists automotive retail dealers and automotive manufacturers in selling vehicles to consumers. Its revenue of $137.13 million has increased 15.10% over the past five years.

Jim Simons (Trades, Portfolio) is the largest shareholder of the company among the gurus with 4.26% of outstanding shares, followed by Rogers with 4.04%.

Acuity Brands Inc. (AYI)

The investor increased his holding by 2.23% during the fourth quarter and then boosted it 241.31% in the first quarter.

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The company provides lighting and building management solutions for various applications. It has a market cap of $4.94 billion. Its revenue of $3.52 billion has grown 12.70% over the past five years.

The company's largest shareholder among the gurus is Ron Baron (Trades, Portfolio) with 0.73% of outstanding shares, followed by Joel Greenblatt (Trades, Portfolio) with 0.34% and Pioneer Investments (Trades, Portfolio) with 0.28%.

Banco Santander Mexico SA (BSMX)

Rogers increased his position by 8.39% in the fourth quarter and by 70.82% in the first quarter.

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The bank has a market cap of $18.28 billion. It’s revenue of $3.68 billion has increased 9.90% over the past five years.

Rogers is the largest guru shareholder of the company with 0.09% of outstanding shares, followed by Simons with 0.05%.

Glu Mobile Inc. (GLUU)

Rogers added 0.75% to the holding in the fourth quarter and then boosted it 47.60% in the first quarter.

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The company, which develops, publishes and markets games for smartphones and tablet devices, has a market cap of $768.13 million. Its revenue of $311.48 million has grown 3.300% over the past five years.

The largest shareholder among the gurus is Rogers with 1.9% of outstanding shares followed by Simons with 0.71%.

EMCORE Corp. (EMKR)

Rogers boosted the holding by 240.44% in the fourth quarter and then added another 28.80% in the first quarter.

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With a market cap of $128.36 million, the company provides compound semiconductor-based components. Its revenue of $102.79 million, has declined 1.60% over the past five years.

Rogers is the largest shareholder of the company among the gurus with 7.23% of outstanding shares followed by Chuck Royce (Trades, Portfolio) with 4.84%.

Strattec Security Corp. (STRT)

The guru increased the stake 18.28% in the fourth quarter and then added 13.98% in the first quarter.

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With a market cap of $129.64 million, the company designs and develops mechanical and electronic locks. Its revenue of $430.90 million has increased 6.90% over the past five years.

The company's largest guru shareholder is Rogers with 8.52% of outstanding shares, followed by Mario Gabelli (Trades, Portfolio) with 5.8%.

Green Brick Partners Inc. (GRBK)

In the fourth quarter, the investor increased the holding 15.38% and then added another 10.33% in the first quarter.

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With a market cap of $603.16 million, the company acquires and develops land as well as provides land and construction financing to its controlled builders. Its revenue of $483.30 million has decreased 4.80% over the past five years.

With 47.58% of outstanding shares, David Einhorn (Trades, Portfolio) is the company's largest guru shareholder, followed by Daniel Loeb (Trades, Portfolio) with 15.95%, Rogers with 2.1% and Hotchkis & Wiley with 0.07%.

Tejon Ranch Co. (TRC)

Rogers boosted the stake 214.25% in the fourth quarter and then added 5.28% in the first quarter.

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The diversified real estate developer and agribusiness company has a market cap of $664.33 million. Its revenue of $43.42 million has declined 4.30% over the past five years.

The company's largest shareholder among the gurus is Third Avenue Management (Trades, Portfolio) with 10.21% of outstanding shares, followed by Royce with 7.09% and Martin Whitman (Trades, Portfolio) with 5.24%.

Atlas Financial Holdings Inc. (AFH)

In the fourth quarter, Rogers increased the holding 1.56% and then raised it 12.96% in the first quarter.

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The insurance company has a market cap of $126.53 million. Its revenue of $222.45 million has grown 8.40% over the past five years.

Rogers is the company's largest guru shareholder with 11.13% of outstanding shares, followed by Simons with 1.2%, Royce with 1.16% and Diamond Hill Capital (Trades, Portfolio) with 0.61%

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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