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Tiziano Frateschi
Tiziano Frateschi
Articles (2114)  | Author's Website |

9 Stocks Mario Gabelli Keeps Buying

AAR Corp tops the list

Mario Gabelli, leader of GAMCO Investors, bought shares of the following stocks in both the first and second quarters of 2019.

AAR Corp. (NYSE:AIR)

The guru increased his position by 50.77% in the first quarter and by 47.06% in the second quarter. The holding has a weight of 0.10% in the equity portfolio.

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With a market cap of $1.41 billion, the company provides services to the aviation, government and defense markets. Its revenue of $2.05 billion has grown an average 6.30% per annum over the last five years.

Ken Fisher (Trades, Portfolio) is the largest guru shareholder of the company with 2.87% of outstanding shares, followed by Mairs and Power (Trades, Portfolio) with 0.62%, Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.04% and Caxton Associates (Trades, Portfolio) with 0.03%.

Avista Corp. (NYSE:AVA)

Gabelli increased his holding by 15.12% in the first quarter and 50% in the second quarter. The position has a weight of 0.01% in the portfolio.

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The electric and natural gas utility company has a market cap of $2.99 billion. Its revenue of $1.38 billion has fallen at an average annual rate of 2.5% over the last five years.

The company's largest guru shareholder is Simons' firm with 2.0% of outstanding shares, followed by Hotchkis & Wiley with 0.56% and Robert Bruce (Trades, Portfolio) with 0.39%.

Axalta Coating Systems Ltd. (NYSE:AXTA)

The investor increased his holding by 7.31% in the first quarter and by 96.19% in the second quarter. The stock has a total weight of 0.02% in the portfolio.

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The company, which manufactures coatings for the automotive industry, has a market cap of $6.68 billion. Its revenue of $4.58 billion has grown 0.80% on average every year over the last five years.

Warren Buffett (Trades, Portfolio) is the largest guru shareholder of the company with 10.34% of outstanding shares, followed by Diamond Hill Capital (Trades, Portfolio) with 3.58% and Barrow, Hanley, Mewhinney & Strauss with 2.02%.

Berkshire Hathaway Inc. (NYSE:BRK.B)

In the first quarter, the guru increased his holding by 3.13% and by 100.95% in the second quarter. The position has a weight of 0.16% in the portfolio.

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The insurance conglomerate has a market cap of $498.57 billion. Its revenue of $255.92 billion has grown 5.20% on average every year over the last five years.

The largest guru shareholder of the company is Bill Gates (Trades, Portfolio)’ foundation trust with 2.12% of outstanding shares, followed by Tom Russo (Trades, Portfolio) with 0.10%, Diamond Hill Capital with 0.10% and Chris Davis (Trades, Portfolio) with 0.07%.

Brunswick Corp. (NYSE:BC)

Gabelli increased his position by 22.37% in the first quarter and by 91.48% in the second quarter. The holding has a weight of 0.07% in the portfolio.

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The boat manufacturer has a market cap of $4.13 billion. Its revenue of $4.98 billion has grown at an average annual rate of 9.40% over the last five years.

The largest guru shareholder of the company is Steven Cohen (Trades, Portfolio) with 0.83% of outstanding shares, followed by Gabelli with 0.22%, Pioneer Investments (Trades, Portfolio) with 0.08%, Simons' firm with 0.06% and Jeremy Grantham (Trades, Portfolio) with 0.05%.

International Game Technology PLC (NYSE:IGT)

The investor increased his position by 172.48% in the first quarter and by 249.05% in the second quarter. The stock has a weight of 0.05% in the portfolio.

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The gaming technology company has a market cap of $2.89 billion. Its revenue of $4.76 billion has grown at an average rate of 2.77% per annum over the last five years.

The largest guru shareholder of the company is Cohen with 1.27% of outstanding shares, followed by Gabelli with 0.23% and Simons' firm with 0.01%.

IntriCon Corp. (NASDAQ:IIN)

The guru increased his position by 59.21% in the first quarter and by 288.1% in the second quarter. The stock has a weight of 0.02% in the portfolio.

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The company, which manufactures medical and electronics products, has a market cap of $155.78 million. Its revenue of $121.21 million has grown at an average annual rate of 6.40% over the last five years.

The company's largest guru shareholder is Mairs and Power with 2.55% of outstanding shares, followed by Ron Baron (Trades, Portfolio) with 2.09%.

Red Hat Inc. (NYSE:RHT)

Gabelli increased his holding by 407.75% in the first quarter and by 43.97% in the second quarter. The position has a weight of 0.39% in the portfolio.

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The company, which operates in the application software industry, has a market cap of $33.43 billion. Its revenue of $3.48 billion has grown 18% on average annually over the last five years.

The largest guru shareholder of the company is Buffett with 2.89% of outstanding shares, followed by Spiros Segalas (Trades, Portfolio) with 0.24% and John Paulson (Trades, Portfolio) with 0.24%.

Schlumberger Ltd. (NYSE:SLB)

The guru increased his holding by 4.71% in the first quarter and by 230.4% in the second quarter. The position has a weight of 0.02% in the portfolio.

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The oilfield services company has a market cap of $51.75 billion. Its revenue of $32.83 billion has declined at an average rate of 10.10% per annum over the last five years.

The company's largest guru shareholder is Dodge & Cox with 3.91% of outstanding shares, followed by First Eagle Investment (Trades, Portfolio) with 2.02%.

Disclosure: I do not own any stocks mentioned.

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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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