Investment firm Barrow, Hanley, Mewhinney & Strauss bought shares of the following stocks in both the first and second quarters.
SpartanNash Co. (SPTN, Financial)
The firm increased its position by 63.85% in the first quarter and by 24.82% in the second quarter. The stock has a weight of 0.01% in the equity portfolio.
The wholesale grocery distributor has a market cap of $406.95 million. Its revenue of $8.32 billion has grown at an average rate of 9.50% per annum over the past five years.
Jim Simons (Trades, Portfolio)’ Renaissance Technologies is the largest guru shareholder of the company with 1.13% of outstanding shares, followed by Private Capital (Trades, Portfolio) with 0.92% and Jeremy Grantham (Trades, Portfolio) with 0.17%.
Steelcase Inc. (SCS, Financial)
The firm increased its holding by 2.52% in the first quarter and then boosted it 490.82% in the second quarter. The stock has a weight of 0.01% in the portfolio.
The office furniture company has a market cap of $1.82 billion. Its revenue of $3.51 billion has grown at an average annual rate of 13.60% over the past five years.
The company's largest guru shareholder is Richard Pzena (Trades, Portfolio) with 0.71% of outstanding shares, followed by Grantham with 0.64% and Simons’ firm with 0.57%.
The firm boosted its stake by 149,201% in the first quarter and by 21.57% in the second quarter. The stock has a total weight of 0.56% in the portfolio.
The retailer has a market cap of $54.37 billion. Its revenue of $76.84 billion has grown 5.0% on average every year over the last five years.
Simons’ firm is another notable guru shareholder of the company with 0.61% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.22%, Mairs and Power (Trades, Portfolio) with 0.16% and the Smead Value Fund (Trades, Portfolio) with 0.15%.
United Natural Foods Inc. (UNFI, Financial)
In the first quarter, the firm increased its position by 36.74% and then by 10.58% in the second quarter.
The company, which distributes natural, organic and specialty foods, has a market cap of $432.18 million. Its revenue of $17.57 billion has grown 10.20% on average every year over the last five years.
The largest guru shareholder of the company is Simons’ firm with 1.09% of outstanding shares, followed by Barrow, Hanley, Mewhinney & Strauss with 0.37%, Chuck Royce (Trades, Portfolio) with 0.33% and Mario Gabelli (Trades, Portfolio) with 0.23%.
Westinghouse Air Brake Technologies Corp. (WAB, Financial)
The stake was increased by 26.25% in the first quarter and by 228.06% in the second quarter. The stock has a weight of 1.46% in the portfolio.
The company, which provides value-added, technology-based products and services, has a market cap of $12.84 billion. Its revenue of $6.02 billion has grown at an average annual rate of 10.10% over the last five years.
Another notable guru shareholder of the company is Pzena with 1.96% of outstanding shares, followed by Pioneer Investments with 0.04%, Ronald Muhlenkamp (Trades, Portfolio) with 0.03% and Ken Fisher (Trades, Portfolio) with 0.01%.
First Midwest Bancorp Inc. (FMBI, Financial)
In the first quarter, the firm increased its holding by 34.94% and then by 46.52% in the second quarter. The stock has a weight of 0.01% in the portfolio.
The community bank has a market cap of $2.14 billion. Its revenue of $705.55 million has grown 3.80% on average every year over the last five years.
The largest guru shareholder of the company is Pzena with 1.35% of outstanding shares, followed by Michael Price (Trades, Portfolio) with 0.26%.
Kosmos Energy Ltd. (KOS, Financial)
The stake was increased by 34.22% in the first quarter and by 73.99% in the second quarter. The stock has a weight of 0.26% in the portfolio.
The independent oil and gas exploration and production company has a market cap of $2.50 billion. Its revenue of $1.23 billion has fallen at an average annual rate of 4.80% over the last five years.
The largest guru shareholder of the company is Hotchkis & Wiley with 8.04% of outstanding shares, followed by Steven Cohen (Trades, Portfolio) with 1.44%, Muhlenkamp with 0.30% and Francisco Garcia Parames (Trades, Portfolio) with 0.24%.
Disclosure: I do not own any stocks mentioned.
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