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Tiziano Frateschi
Tiziano Frateschi
Articles (2120)  | Author's Website |

8 Stocks Richard Pzena Continues to Buy

Baidu, Halliburton on the list

Richard Pzena (Trades, Portfolio) bought shares of the following stocks in the fourth quarter of 2018 and first quarter of 2019.

Amdocs Ltd. (DOX)

The guru raised his position by 22.66% in the fourth quarter and added 30.48% in the first quarter.

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With a market cap of $7.55 billion, the company supplies customer experience solutions. Its revenue of $4.0 billion has grown 6.20% over the last five years.

John Rogers (Trades, Portfolio) is the largest guru shareholder of the company with 0.49% of outstanding shares, followed by Jim Simons' (Trades, Portfolio) Renaissance Technologies with 0.23% and Pioneer Investments (Trades, Portfolio) with 0.14%

Baidu Inc. (BIDU)

The investor added 9.83% to his holding in the fourth quarter and 67.1% in the first quarter.

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China's largest internet search engine has a market cap of $55.75 billion. Its revenue of $15.39 billion has grown 20.9% over the last five years.

The company's largest guru shareholder is Sarah Ketterer (Trades, Portfolio)’s Causeway Capital Management with 1.51% of outstanding shares, followed by Dodge & Cox with 1.42%, First Pacific Advisors (Trades, Portfolio) with 0.69% and Steven Romick (Trades, Portfolio)’s FPA Crescent Fund with 0.52%.

Halliburton Co. (HAL)

Pzena increased his holding by 51.16% in the fourth quarter and boosted it by 95.41% in the first quarter.

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The oilfield services company has a market cap of $22.85 billion. Its revenue of $23.99 million has fallen 2.90% over the last five years.

Dodge & Cox is the largest guru shareholder of the company with 3.03% of outstanding shares, followed by the Pzena’s firm with 1.42%, Ketterer’s firm with 1.28% and Bill Nygren (Trades, Portfolio) with 0.66%.

National Oilwell Varco Inc. (NOV)

In the fourth quarter, the guru added 37.88% to the holding, and boosted it 31.28% in the first quarter.

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The company, which provides oil and gas drilling rig equipment and products, has a market cap of $9.58 billion. Its revenue of $8.59 million has fallen 18.20% over the last five years.

The largest guru shareholder of the company is First Eagle Investment (Trades, Portfolio) with 6.13% of outstanding shares followed by Dodge & Cox with 4.21%, Hotchkis & Wiley with 2.31% and Nygren with 1.51%.

REV Group Inc. (REVG)

The investor boosted the position by 359% in the fourth quarter and added 28.81% to it in the first quarter.

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The company, which designs specialty vehicles and aftermarket parts, has a market cap of $745.52 million. Its revenue of $2.38 billion has grown 13.70% over the last five years.

Another notable shareholder of guru is Hotchkis & Wiley with 0.50% of outstanding shares followed by Chuck Royce (Trades, Portfolio) with 0.40% and Richard Snow (Trades, Portfolio) with 0.23%.

Sasol Ltd. (SSL)

The investor added 3.21% to his position in the fourth quarter and increased it 68.87% in the first quarter.

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With a market cap of $19.02 billion, the company operates mining, exploration and production international, energy, base chemicals and performance chemicals. Its revenue of $14.22 million has fallen 0.70% over the last five years.

The largest guru shareholder of the company is the Ron Baron (Trades, Portfolio) with 0.12% of outstanding shares followed by Simons’ firm with 0.07%.

Stanley Black & Decker Inc. (SWK)

The investor boosted his position 222.57% in the fourth quarter and added 96.05% in the first quarter.

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The company, which manufactures hand and power tools, has a market cap of $21.39 billion. Its revenue of $14.10 billion has grown 6.20% over the last five years.

The largest shareholder of guru is Barrow, Hanley, Mewhinney & Strauss with 2.48% of outstanding shares followed by Pioneer Investments (Trades, Portfolio) with 2.18%, Rogers with 0.48% and Wallace Weitz (Trades, Portfolio) with 0.08%.

TechnipFMC PLC (FTI)

The investor added 1.06% to his position in the fourth quarter and boosted it 141.33% in the first quarter.

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With a market cap of $10.18 billion, the company provides deep-water offshore oil and gas development solutions. Its revenue of $12.34 billion has fallen 22.30% over the last five years.

The largest guru shareholder of the company is First Eagle Investment (Trades, Portfolio) with 7.36% of outstanding shares followed by Pioneer Investments (Trades, Portfolio) with 4.41%.

Disclosure: I do not own any stocks mentioned.

Read more here: 

Chuck Akre Adds to American Tower, CarMax 

David Abrams Exits Western Union, Trims O'Reilly Holding 

Donald Smith Buys CorePoint, Adds to Eldorado Gold 

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About the author:

Tiziano Frateschi
You can read about me on www.theextraincome.info, which gives suggestions on position trading.

Visit Tiziano Frateschi's Website


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