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

7 Stocks George Soros Continues to Buy

Archer-Daniels Midland tops the list

George Soros (Trades, Portfolio), the funder of Soros Fund Management LLC, bought shares of the following stocks in both the first and second quarters.

Archer-Daniels Midland Co. (NYSE:ADM)

The guru increased his position by 115.38% in the first quarter and by 21.43% in the second quarter. The stock has a weight of 0.89% in the equity portfolio.

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The company, which operates in the processing of oilseeds, corn and other agricultural commodities, has a market cap of $20.88 billion. Its revenue of $63.34 billion has fallen at an average 3.90% per annum over the last five years.

Tom Gayner (Trades, Portfolio) is the largest guru shareholder of the company with 0.26% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.22%.

Berry Petroleum Corp. (NASDAQ:BRY)

Soros increased his holding by 264.96% in the first quarter and 37.5% in the second quarter. The stock has a weight of 0.15% in the portfolio.

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The company, which produces oil and natural gas, has a market cap of $685.84 million.

The company's largest guru shareholder is Howard Marks (Trades, Portfolio) with 15.92% of outstanding shares, followed by Hotchkis & Wiley with 1.68%, Soros with 0.68% and Louis Moore Bacon (Trades, Portfolio) with 0.07%.

Denbury Resources Inc. (NYSE:DNR)

The investor boosted his stake by 150% in the first quarter and by 160% in the second quarter. The stock has a total weight of 0.21% in the portfolio.

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The oil producer has a market cap of $530.72 million. Its revenue of $1.36 billion has fallen 18.10% on average every year over the last five years.

Jeremy Grantham (Trades, Portfolio) is another notable shareholder of the company with 0.14% of outstanding shares, followed by Ken Fisher (Trades, Portfolio) with 0.07%.

E*Trade Financial Corp. (NASDAQ:ETFC)

In the first quarter, Soros boosted his holding by 12.28% and by 41.79% in the second quarter. The stock has a weight of 0.75% in the portfolio.

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The provider of online brokerage services has a market cap of $9.90 billion. Its revenue of $2.89 billion has grown 14.10% on average every year over the last five years.

The largest guru shareholder of the company is PRIMECAP Management (Trades, Portfolio) with 5.51% of outstanding shares, followed by Steven Cohen (Trades, Portfolio) with 1.17% and Barrow, Hanley, Mewhinney & Strauss with 0.70%.

Morgan Stanley (NYSE:MS)

Soros increased his holding by 95.01% in the first quarter and by 19.67% in the second quarter. The stock has a weight of 0.70% in the portfolio.

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The investment bank has a market cap of $65.95 billion. Its revenue of $3.39 billion has grown at an average annual rate of 6.40% over the last five years.

The largest guru shareholder of the company is Jeff Ubben (Trades, Portfolio) with 1.59% of outstanding shares, followed by Richard Pzena (Trades, Portfolio) with 0.54%, the T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.46% and Pioneer Investments with 0.44%.

Red Hat Inc. (NYSE:RHT)

In the first quarter, the guru increased his position by 130.33% and by 59.48% in the second quarter. The stock has a weight of 2.51% 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 18.0% on average every year over the last five years.

The largest guru shareholder of the company is Warren Buffett (Trades, Portfolio)’s Berkshire Hathaway with 2.93% of outstanding shares, followed by Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.75% and Spiros Segalas (Trades, Portfolio) with 0.24%.

Synchrony Financial (NYSE:SYF)

The investor increased his holding by 922.66% in the first quarter and by 38.29% in the second quarter. The stock has a weight of 0.62% in the portfolio.

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The company, which provides private-label credit cards, has a market cap of $21.85 billion. Its revenue of $17.22 billion has grown at an average annual rate of 9.60% over the last five years.

The largest guru shareholder of the company is Buffett with 3.14% of outstanding shares, followed by Seth Klarman (Trades, Portfolio) with 1.40%, First Eagle Investment (Trades, Portfolio) with 0.98% and Hotchkis & Wiley with 0.38%.

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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