Edward Gilhuly and Sageview Capital’s New Stock Moves

In 2006, Edward Gilhuly and Scott Stuart founded Sageview Capital, an investment firm that has about $800 million in assets under management. The strategy employed by Sageview involves focusing on long-term investments with a strong fundamental foundation.

EverBank Financial Corp (NYSE:EVER)

Sageview, in its latest 13F, has disclosed its holdings as held at the end of the fourth quarter of 2013. The value of the fund’s equity portfolio totaled $352.09 million, up from $334.48 million in the third quarter.

In this article, we will talk about the positions revealed by Sageview Capital in its latest 13F. The first on the list is EverBank Financial Corp (NYSE:EVER), in which the fund disclosed owning 12.91 million shares, with a reported value of $236.81 million. The stake remained unchanged over the quarter. EverBank Financial Corp (NYSE:EVER), which provides a diverse range of financial products and services directly to clients nationwide through multiple business channels, reported fourth-quarter 2013 adjusted net income of $32 million, compared to $34 million for the third quarter 2013 and $44 million for the fourth quarter of 2012.

COMSCORE, Inc. (NASDAQ:SCOR) is the second most valuable holding. In the company, the fund reduced its position to 1.90 million shares in the fourth quarter from 2.04 million held at the end of the third quarter. The value of holding is $54.47 million. COMSCORE, Inc. (NASDAQ:SCOR) is a provider of digital measurement and analytics.

On the third spot is Resolute Energy Corp (NYSE:REN), in which the fund revealed ownership of 5.08 million shares, worth $45.84 million. There was no change in number of shares from the previous quarter. Resolute Energy Corp (NYSE:REN) is engaged in the exploitation, development, exploration for and acquisition of oil and gas properties.

The fourth-largest holding is Envivio Inc (NASDAQ:ENVI), in which Sageview disclosed holding 2.61 million shares, with a reported value of $8.87 million. The stake remained unchanged over the quarter. Envivio Inc (NASDAQ:ENVI) provides software-based video processing and delivery solutions.

The fifth position is held by Pernix Therapeutics Holdings Inc (NASDAQ:PTX), a specialty pharmaceutical company primarily focused on the sales, marketing, manufacturing and development of branded pharmaceutical products. The fund owns 2.22 million shares of the company, unchanged from the third quarter. The value of holding is $5.60 million.

The sixth-position is represented by Cinedigm Corp (NASDAQ:CIDM), in which Sageview Capital disclosed holding 248,846 shares, with a reported value of $503,000. The stake remained unchanged over the quarter.

Disclosure: none

Recommended reading:

New Picks of Steve Cohen’s SAC Capital Advisors

Paul Singer’s Elliott Management Raises Stake in Compuware Corporation (CPWR)

10 Most Popular Stocks Among Hedge Funds

blog comments powered by Disqus
Insider Monkey Headlines
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months Click to see monthly returns in table format!

Lists

50 Crazy Facts About Japan You Won’t Believe

Top 10 Least Expensive Hybrid Cars to Save the Planet With

The 10 Biggest ‘Gate’ Controversies in History

The 10 States with the Highest Nursing Shortages Leaving Their Hospitals Depleted

The 10 Best Value Investment Blogs that Every Investor Must Read

The 6 Cheapest Boarding Schools in Europe 2015

The 5 Most Expensive Cars To Insure in the World

The 10 Most Common Genetically Modified Foods

10 Self-Made Billionaires Who Came From Nothing

The 10 Most Expensive Cities to Live in North America

The 13 Most Expensive Headphones in the World to Represent

The Top 20 Wealthiest Soccer Teams in 2014

4 BuzzWorthy Cannabis Stocks And Some Smoking Derivative Plays

The 10 Healthiest Fast Food Chains in America to Dine At

The 5 Most Expensive Cat Food Brands You Can Spoil Your Kitty With

The 6 Best eCommerce Platforms for Small Businesses

The 10 Worst Mistakes an Entrepreneur Can Make

The 5 Most OP Characters in League of Legends to Carry Games and Crush Foes With

The 5 Best Foods to Eat Before Running that Will Help You Pound the Pavement

10 Glaring Plot Holes in The Walking Dead that a Zombie-Filled Bus Could Drive Through

The 5 Biggest Celebrity Stoners Who Love Their Reefer

The 10 Most Overrated Movies Of All Time by Out-of-Touch Critics

Top 6 Least Expensive Cruise Destinations For 2015 that Will Take You to Paradise

10 States with Lowest Substance Abuse Rates in America

The 14 Most Watched TV Finales Ever

The 10 Best Selling Role Playing Games of All Time for PC

10 Most Influential Papers In Economics

Top 8 Biggest Charities in the US

10 Worst Celebrity Career Moves Ever

Top 10 Best Paid Tennis Stars in the World

10 Cities with High Demand for Nurses

6 of the Worst Greeting Card Messages Ever Crafted

How to Make Money in ArcheAge and Build Your Empire

10 Foods To Eat To Lower Cholesterol Levels

The 10 Most Hated Television Characters of All Time

The 30 Worst Halloween Costume Ideas Ever Brought to Horrible Life

10 Vocational Skills in Demand Today with Jobs Waiting to be Filled

10 Best Places to Visit in Central and South America

The 10 Greatest Empires in History Which Nearly Conquered the World

The 6 Cheapest Boarding Schools In America 2015

5 Clear Reasons LoL is Better than DotA, Continues to Rule MOBAs

The Only 9 Teams with a Chance to Win the Super Bowl

The 15 Most Common Phobias in America that Induce Fits of Panic

Top 6 Least Expensive Tourist Destinations in 2014

Jim Goetz, Peter Fenton, Jim Breyer: Top 6 Venture Investors for 2014

Top 15 Billionaires in 2014

5 Pitfalls To Avoid When Buying a Franchise

Top 20 Medical Schools in the US – 2014 Rankings

4 Business Strategies that Turned Jamie Oliver into the World’s Richest Chef

6 Qualities That Make You A Good Team Player

Subscribe

Enter your email:

Delivered by FeedBurner

X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!