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

5 Retirement Mistakes To Avoid (and Einstein’s Famous Quote)

11 Smartest People in the World

6 Films About the Financial World You Need To Watch (While “The Wolf” is Not Around)

Warren Buffett and Billionaires Are Crazy About These 7 Stocks

The Top 10 States With Fastest Internet Speeds

10 Best Places to Visit in USA in August

Top 10 Cities to Visit Before You Die

Top 10 Genetically Modified Food In the US

15 Highest Grossing Movies Opening Weekend

5 Best Poker Books For Beginners

10 Strategies Hedge Funds Use to Make Huge Returns

Top 10 Fast Food Franchises to Buy

10 Best Places to Visit in Canada

Best Summer Jobs for Teachers

10 Youngest Hedge Fund Billionaires

Top 10 One Hit Wonders of the 90s

Fastest Growing Cities In America

Top 10 U.S. Cities for Freelancers

Top 9 Most Popular Free iPhone Apps

Top 10 Least Expensive Private Business Schools in the US

Top 15 Most Expensive Countries in the World – 2014

Top Businesses to Invest In

Top 5 Things You Might Be Doing Wrong With Your Business

Top 5 Strategic Technology Trends in 2014

Top Rags to Riches Stories

Parenting Behavior That Promotes Future Leaders

Top 5 Mistakes Made by Small Businesses

Top 5 Most Common and Potentially Devastating Financial Blunders

Top 5 Highest Paying Jobs for Web Designers

Top 6 Most Respected Professions that Also Pay Well

Top 5 Pitfalls Investors Should Avoid

Top 6 Lawyers and Policy Makers Under 30

Top 6 New Year’s Resolutions for Entrepreneurs

Top 7 Locations to Check in on Facebook

Top 5 Mistakes made by Rookie eBay Sellers

Top 7 eBook Publishers in 2013

Top 6 Health Industry Trends in 2014

5 Lessons for Entrepreneurs from Seth Godin

Top 5 Success Tips from Jordan Belfort – the Wolf of Wall Street

Best Master’s in Finance Degree Programs

Top 6 Earning Celebrities Over 50

The most expensive sports to play

Top 7 Earning Celebrities Under 25

Best 7 Online Courses to Take: Free Finance MOOCs

Top 6 Bad Habits that Promote Failure

20 Most Valuable Soccer Teams in the World in 2013

12 Most Expensive Countries for Foreign Students

Top 30 Most Influential Women in the World

Top 20 Most Expensive New Year Eve Shows

Top 5 Best Vocational Careers

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!