The following information is a highlight of the real-time guru
activity we saw this week. To view more information on these gurus,
check out their
. "Real Time Picks" reports the stock purchases and sells that
Gurus have made within the prior two weeks. If a Guru makes a
purchase or sell of a company in which they own a greater-than 5%
stake, SEC regulations require them to report their transaction
within two days. We saw notable real time activity from
Gabelli upped his stake in
Superior Industries International (
over the past week. The guru increased his position 7.75% by
purchasing 157,409 shares. Gabelli bought these shares at $18.20
per share, and since then the price per share has increased about
Gabelli now holds on to 2,187,898 shares of SUP, representing 7.98%
of the company's shares outstanding.
Gabelli's holding history as of the second quarter:
Superior Industries International is engaged in the design and
manufacture of aluminum road wheels for sale to OEMs. It is a
supplier of cast and forged aluminum wheels to the automobile and
light truck manufacturers.
Superior's historical revenue and net income:
Superior Industries International has a market cap of $506.3
million. Its shares are currently trading at around $18.46 with a
P/E ratio of 17.40 and a P/S ratio of 0.60. The company also offers
a dividend yield of 4.30%.
Hawkins made three real time transactions over the past week. The
guru bought one new company and reduced his holdings in two other
About a week after Mason Hawkins, alongside Carl Icahn, gave up
their fight to keep
from going private. The two gurus argued that the company was being
seriously undervalued by its CEO, Michael Dell. On Sept. 12,
Hawkins reduced his position in Dell 9.37%. The guru sold 6,669,776
shares of Dell at $13.85 per share.
During the second quarter Hawkins sold over 50 million shares to
Icahn. Hawkins has been decreasing his position in Dell since third
quarter 2012. Hawkins' holding history as of the second quarter:
Dell's historical revenue and net income:
Over the past week Mason Hawkins cut over half of his holdings in
Quicksilver Resources (
. The guru sold a total of 13,448,080 shares of Quicksilver,
representing a 58.68% decrease in his position. Hawkins sold these
shares at an average price of $1.76 per share.
Hawkins still maintains 9,470,612 shares of Quicksilver Resources,
representing about 5.3% of the company's shares outstanding.
Hawkins' holding history as of the second quarter:
Quicksilver Resources is a Fort Worth-based natural gas and oil
exploration company focused on long-lived properties located
onshore in North America.
Quicksilver's historical revenue and net income:
Quicksilver Resources has a market cap of $312.4 million. Its
shares are currently trading at around $1.77 with a P/S ratio of
Mason Hawkins made his first buy into
News Corporation (
over the past week. The guru made an initial buy of 23,767,700
shares of the company's stock at an average price of $16.49 per
share. The price is now trading up about 1% to $16.71 per share.
The transaction is valued at about $396 million. This purchase
noted a 1.96% impact on his portfolio. Hawkins' new holding
represents a near 12% voting stake in News Corporation.
Hawkins' Southeastern Asset Management is now the largest holding
behind the company's chairman Rupert Murdoch who owns 39% of the
company's stocks. According to the SEC Filing Hawkins has no plans
to influence News Corp.
The company comprises leading businesses across a range of media,
including: news and information services, book publishing, digital
education and pay-TV distribution in Australia.
News Corp's historical revenue and net income:
News Corp. has a market cap of $6.34 billion. Its shares are
currently trading at around $16.73 with a P/S ratio of 0.70. The
company currently holds no debt.
Edward Lampert made an additional reduction in
over the past week. This reduction is forth sell the guru has made
since the close of the second quarter.
On Sept. 9, Lampert reduced his position -6.37% by selling
1,883,027 shares of the company's stock. Lampert sold these at
$51.45 per share, and since then the price per share has increased
about 3%. Lampert now holds on to a total of 27,693,377 shares,
maintaining his status as largest shareholder and holding on to
22.82% of the company's shares outstanding.
Lampert's holding history as of the second quarter:
AutoNation Inc., through its subsidiaries, is an automotive
retailer in the U.S.
AutoNation's historical revenue and net income:
AutoNation has a market cap of $6.49 billion. Its shares are
currently trading at around $53.47 with a P/E ratio of 19.50, a P/S
ratio of 0.40 and a P/B ratio of 3.30.
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