Global Payments Inc (GPN), Total System Services, Inc. (TSS), Rollins, Inc. (ROL): Tim Curro’s Top Hits Among Small Companies

Rollins, Inc. (NYSE:ROL)‘s stake in Value Holdings’ portfolio amounted to 385,368 shares valued at $9.53 million. The stock of the industrials sector company is up by about 13.77% year to date. Rollins, Inc. (NYSE:ROL) is a provider of pest and termite control services and has a market capitalization of $5.5 billion. Rollins, Inc. (NYSE:ROL) recently acquired Critter Control, the largest wildlife control company in U.S that provides ecologically sound and humane wildlife control solutions. Robert Joseph Caruso’s Select Equity Group is the largest shareholder of the company, according to our database.

Another large bet in the industrials is MKS Instruments, Inc. (NASDAQ:MKSI), but its stock didn’t perform as well as Rollins, Inc. (NYSE:ROL), losing 1.7% year to date. Value Holdings held some 254,000 shares of the $1.91 billion company, valued at $8.59 million. The provider of instruments, which help to improve the performance of manufacturing processes has also earned the trust of Chuck Royce, as his fund Royce & Associates held some 6.74 million shares of MKS Instruments, Inc. (NASDAQ:MKSI) at the end of the fourth quarter.

Lastly, Value Holdings owned 124,580 shares of Thor Industries, Inc. (NYSE:THO) valued at $7.88 million. Joel Greenblatt’s Gotham Asset Management also has a stake in this manufacturer of recreational vehicles. Thor Industries, Inc. (NYSE:THO) is up by 2.6% over the year. The company completed the acquisition of Cruiser RV, LLC and DRV, LLC recently. The impact of the acquisitions can be seen through the 34% expansion of Thor Industries, Inc. (NYSE:THO)’s top line to $852.4 million for the second quarter of the fiscal year, as compared to a year ago.

Disclosure: None