Smart Money Disagrees with Goldman Sachs on These Five Small-Caps

Scientific Games Corp (NASDAQ:SGMS) also made our list, as 29 funds from our database held over half of the company’s shares at the end of June. Among them, billionaire David Einhorn’s Greenlight Capital is bullish on the developer of products for the gaming industry, as it reported a 2.04 million-share position in Scientific Games Corp (NASDAQ:SGMS) as of the end of the second quarter. Most analysts are also optimistic regarding the company, as its stock currently has a consensus price target of $14.00, which represents upside of over 22%.

Windstream Holdings, Inc. (NASDAQ:WIN) was included in the equity portfolios of 21 funds at the end of June, up by three over the quarter, though the total value of their holdings slumped to $72.64 million from $107 million, which still represented over 11% of the company. Windstream Holdings, Inc. (NASDAQ:WIN) provides communication and technology solutions and among its shareholders are Tom Sandell’s Sandell Asset Management, Millennium Management, D. E. Shaw, and Citadel Investment Group. Most of the top shareholders of the company from our database either initiated new positions in Windstream Holdings, Inc. (NASDAQ:WIN) or boosted their existing holdings during the quarter. For example, Sandell initiated a stake of 2.57 million shares, while Citadel surged its position by 200% to 1.16 million shares.

Last but not the least is Peabody Energy Corporation (NYSE:BTU), in which the number of funds with long positions (among those we track) increased by eight to 27 between April and June, although the total value of their holdings slid to $142.06 million from $225.96 million amid a depreciation of the stock affected by low commodity prices. Still, many hedge funds are bullish on Peabody Energy Corporation (NYSE:BTU) as they amassed over 23% of the company at the end of June. Dmitry Balyasny’s Balyasny Asset Management held the largest position among these investors, reporting ownership of 18.40 million shares, down by 40% on the quarter, while Soros Fund Management was one of the funds that initiated a stake in it during the second quarter, disclosing ownership of 1.03 million shares in its latest 13F.

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