In reviewing third quarter selling action so far, it looks like a few of the buy-and-hold types are trading light on the sell side. Here’s a snapshot in time of five billionaire investors slicing five companies:
Guru: Glenn Greenberg
Higher One Holdings Inc. (ONE, Financial): Reduced
Impacts Portfolio: -0.54%
Down 36% over 12 months, Higher One Holdings Inc.has a market cap of $364.2 million; its shares were traded with a P/E ratio of 12.40 and a P/B of 5.10.
Guru Action: As of Sept. 27, 2013, Glenn Greenberg reduced his position by 26.59%, selling shares in the average price range of $6.99. The current share price of $7.76 is up 11% change from average.
Track historical pricing, revenue and net income:
Guru: Chase Coleman
TAL Education Group (XRS, Financial): Reduced
Impacts Portfolio: -0.31%
Up 69% over 12 months, TAL Education Group has a market cap of $1.14 billion; its shares were traded with a P/E ratio of 34.70 and a P/B of 6.10.
Guru Action: As of Sept. 26, 2013, Chase Coleman reduced his position by 10.62%, selling shares in the average price range of $14.88. The current share price of $14.56 is down 2% change from average.
Here’s a Chase Coleman trading summary:
Track historical pricing, revenue and net income:
Guru: Richard Blum
Career Education Corporation (CECO, Financial): Reduced
Impacts Portfolio: -0.07%
Down 35% over 12 months, Career Education Corporation has a market cap of $183.2 million; its shares were traded a P/B of 0.30.
Guru Action: As of Sept. 18, 2013, Richard Blum reduced his position by 2.78%, selling shares in the average price range of $2.70. The current share price is $2.71, with a change from average at 0%.
Blum has been unloading CECO steadily, with nine reductions since August 2013.
Track historical pricing, revenue and net income:
Guru: Daniel Loeb
Yahoo! Inc. (YHOO, Financial): Reduced
Impacts Portfolio: -21.33%
Up 113% over 12 months, Yahoo! Inc. has a market cap of $34.56 billion; its shares were traded with a P/E ratio of 9.80 and a P/B of 2.60.
Guru Action: As of July 22, 2013, Daniel Loeb reduced his position by 66.77%, selling shares in the average price range of $27.86. The current share price is $33.87, with a change from average up 22%.
Track historical pricing, revenue and net income:
Finally, Guru Richard Perry lists no sell outs or reductions for the third quarter of 2013, but he recently downsized JCP, according to GuruFocus RealTime Picks.
Guru: Richard Perry
J.C. Penney Co. Inc. (JCP, Financial): Reduced
Impacts Portfolio: -2.01%
Down 70% over 12 months, J.C. Penney Co. Inc. has a market cap of $2.42 billion; its shares were traded with a P/B of 0.80.
Guru Action: As of Oct. 1, 2013, Richard Perry reduced his JCP by 47.37%, selling shares in the average price range of $8.75. The current share price is $7.95 with a change from average down 9%.
Here’s a Richard Perry trading summary:
Track historical pricing, revenue and net income:
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Guru: Glenn Greenberg
Higher One Holdings Inc. (ONE, Financial): Reduced
Impacts Portfolio: -0.54%
Down 36% over 12 months, Higher One Holdings Inc.has a market cap of $364.2 million; its shares were traded with a P/E ratio of 12.40 and a P/B of 5.10.
Guru Action: As of Sept. 27, 2013, Glenn Greenberg reduced his position by 26.59%, selling shares in the average price range of $6.99. The current share price of $7.76 is up 11% change from average.
Track historical pricing, revenue and net income:
Guru: Chase Coleman
TAL Education Group (XRS, Financial): Reduced
Impacts Portfolio: -0.31%
Up 69% over 12 months, TAL Education Group has a market cap of $1.14 billion; its shares were traded with a P/E ratio of 34.70 and a P/B of 6.10.
Guru Action: As of Sept. 26, 2013, Chase Coleman reduced his position by 10.62%, selling shares in the average price range of $14.88. The current share price of $14.56 is down 2% change from average.
Here’s a Chase Coleman trading summary:
Track historical pricing, revenue and net income:
Guru: Richard Blum
Career Education Corporation (CECO, Financial): Reduced
Impacts Portfolio: -0.07%
Down 35% over 12 months, Career Education Corporation has a market cap of $183.2 million; its shares were traded a P/B of 0.30.
Guru Action: As of Sept. 18, 2013, Richard Blum reduced his position by 2.78%, selling shares in the average price range of $2.70. The current share price is $2.71, with a change from average at 0%.
Blum has been unloading CECO steadily, with nine reductions since August 2013.
Track historical pricing, revenue and net income:
Guru: Daniel Loeb
Yahoo! Inc. (YHOO, Financial): Reduced
Impacts Portfolio: -21.33%
Up 113% over 12 months, Yahoo! Inc. has a market cap of $34.56 billion; its shares were traded with a P/E ratio of 9.80 and a P/B of 2.60.
Guru Action: As of July 22, 2013, Daniel Loeb reduced his position by 66.77%, selling shares in the average price range of $27.86. The current share price is $33.87, with a change from average up 22%.
Track historical pricing, revenue and net income:
Finally, Guru Richard Perry lists no sell outs or reductions for the third quarter of 2013, but he recently downsized JCP, according to GuruFocus RealTime Picks.
Guru: Richard Perry
J.C. Penney Co. Inc. (JCP, Financial): Reduced
Impacts Portfolio: -2.01%
Down 70% over 12 months, J.C. Penney Co. Inc. has a market cap of $2.42 billion; its shares were traded with a P/B of 0.80.
Guru Action: As of Oct. 1, 2013, Richard Perry reduced his JCP by 47.37%, selling shares in the average price range of $8.75. The current share price is $7.95 with a change from average down 9%.
Here’s a Richard Perry trading summary:
Track historical pricing, revenue and net income:
Using the GuruFocus Premium Membership, you can access more markets around the world.
Use the GuruFocus Value Screen to find 52-Week Lows and discover potentially deep value stocks held by billionaire Guru investors.
If you are not a Premium Member, we invite you for a 7-day Free Trial.