Value investing team HOTCHKIS & WILEY evaluates companies by looking at their tangible assets, sustainable cash flow and potential for improving business performance. During the past 5 eyars, everyone of their funds outperformed the market by wide margains. These are their buys and sells during the first quarter. HOTCHKIS & WILEY owns 124 stocks with a total value of $31.6 billion.
HOTCHKIS & WILEY buys Royal Dutch Shell PLC Cl B, Embraer-empresa Brasileira De, Employers Holdings I, Meritage Homes Corp., sells Alltel Corp., Sara Lee Corp., Raytheon Co., New Century Financial Corp., Magna Entertainment Corp., Kraft Foods Inc., Gray Television Inc., Csx Corp., Apartment Investment & Managem, Waste Management Inc. during the 3-months ended 03/31/2007, according to the most recent filings of his investment company, HOTCHKIS & WILEY Capital Managment LLC. HOTCHKIS & WILEY owns 124 stocks with a total value of $31.6 billion. These are the details of the buys and sells.
New Purchases: EIG, ERJ, MTH, RDS-B,
Added Positions: BZH, CALC, CTX, FDC, FL, IAR, LEN, MDC, RUS, SUN, TOL, WMT, XL,
Reduced Positions: AGU, AIZ, BHS, CF, CHCI, ETR, HET, IPG, LMT, MOS, PHH, SPW, TSO, UIS, UL, WCI, SPW,
Sold Out: AIV, AT, CSX, GTN, KFT, MECA, RTN, SLE, WMI,
HOTCHKIS & WILEY buys Royal Dutch Shell PLC Cl B, Embraer-empresa Brasileira De, Employers Holdings I, Meritage Homes Corp., sells Alltel Corp., Sara Lee Corp., Raytheon Co., New Century Financial Corp., Magna Entertainment Corp., Kraft Foods Inc., Gray Television Inc., Csx Corp., Apartment Investment & Managem, Waste Management Inc. during the 3-months ended 03/31/2007, according to the most recent filings of his investment company, HOTCHKIS & WILEY Capital Managment LLC. HOTCHKIS & WILEY owns 124 stocks with a total value of $31.6 billion. These are the details of the buys and sells.
New Purchases: EIG, ERJ, MTH, RDS-B,
Added Positions: BZH, CALC, CTX, FDC, FL, IAR, LEN, MDC, RUS, SUN, TOL, WMT, XL,
Reduced Positions: AGU, AIZ, BHS, CF, CHCI, ETR, HET, IPG, LMT, MOS, PHH, SPW, TSO, UIS, UL, WCI, SPW,
Sold Out: AIV, AT, CSX, GTN, KFT, MECA, RTN, SLE, WMI,
