Standard Pacific Capital’s Top Five Picks Include E-House (China) Holdings Limited (ADR) (EJ), General Motors Company (GM) & Others

In the current round of 13F filings, hedge funds and other institutional investors are disclosing their equity portfolios as held at the end of the last year. One of those is Standard Pacific Capital, managed by Douglas Dillard Jr. and Raj D. Venkatesan.

General Motors Company (NYSE:GM)

In its latest 13F filed with the Securities and Exchange Commission, Standard Pacific Capital revealed an equity portfolio with a total value of about $574.54 million, up from $483.89 million reported in the third quarter of 2013.

In this piece, we are going to discuss the five largest holdings from the Gamco Investors’ equity portfolio, in terms of value, as at the end of last year.

E-House (China) Holdings Limited (ADR) (NYSE:EJ) is the first largest holding in which the fund owned almost 2.0 million shares. The value of the stake amounts to around $30.13 million. The company offers real estate services, including primary sales agency services, online real estate services, and real estate information and consulting services.

General Motors Company (NYSE:GM) is next on the list. The fund disclosed ownership of 726,725 shares, with a reported value of about $29.70 million. General Motors Company (NYSE:GM) reported full-year 2013 net income attributable to common stockholders of $3.8 billion, or $2.38 per share, down from $4.9 billion, or $2.92 per share, in 2012.

Vulcan Materials Company (NYSE:VMC) is the third largest holding, which amasses 492,823 shares, with a reported value of about $29.28 million. Vulcan Materials Company (NYSE:VMC), a producer of construction aggregates, announced in January a tender offer for up to $500 million combined aggregate principal amount of its 6.50% senior notes due 2016, 6.40% senior notes due 2017 and 7.00% senior notes due 2018.

The tender offer will expire at 5:00 p.m., New York City time, on February 28, 2014, unless extended or earlier terminated.

Assured Guaranty Ltd. (NYSE:AGO) is the fourth largest holding in which the fund disclosed a stake of around $26.14 million. The fund owned 1.11 million shares of the company. Assured Guaranty Ltd. (NYSE:AGO) raised its quarterly dividend by 10%, from $0.10 per common share to $0.11 per common. The dividend will be paid on March 5, 2014 to shareholders of record at the close of business on February 19, 2014.

Standard Pacific Capital disclosed ownership of 874,580 shares of USG Corporation (NYSE:USG). The value of the stake amounts to around $24.82 million. USG Corporation (NYSE:USG) reported fourth-quarter 2013 net sales of $915 million, up 12% from fourth-quarter 2012 net sales of $815 million.

The company’s operating profit was $60 million compared to an $8 million operating loss in the fourth quarter of 2012.

Disclosure: none

Recommended Reading:

Iridian Asset Management’s Top Five Picks Include Valeant Pharmaceuticals Inc (VRX), Wyndham Worldwide Corporation (WYN) & Other

Gamco Investors Top Picks: DIRECTV (DTV), American Express Company (AXP) & More

Cannell Capital Further Invests in Hooper Holmes, Inc. (HH)

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

10 Top Reasons For Getting Fired

The 3 Best States to Start an LLC

10 Jobs That Allow You to Travel

7 High-Paying Jobs You Can Do From Home

12 Best Cities to Shop in USA

10 Best States To Practice Medicine

The 10 Best States to Have a Business

The 12 Most Expensive Apple (AAPL) Apps in the Market

The 10 Richest Billionaires in the World

10 Biggest Kickstarter Failures

The 10 Best Places to Work At

The Top 10 of Google Inc (GOOGL)’s Most Expensive Acquisitions

13 Best Cities to Visit in South America

10 Most Expensive Works of Art of All Time

The 10 Richest Banks in the World

The 10 Best-Paying Jobs in America (2014)

7 Most Expensive Foods in the World

The World’s Top 10 Earning Authors

Five Wicked and Very Expensive Items (and Other “Stuff”) Sold on eBay

10 Biggest Celebrity Bankruptcies

The Top 10 Highest Paid CEOs in 2014

The 10 Most Expensive Real Estate Cities in America

10 Most Expensive States To Live In America

The 10 Best Airlines in the World

The 10 Best-Selling Cars in 2014

The 10 Best Industries to Invest In

The 10 Most Expensive States to Own a Car In

Top 10 Business Schools in US: 2014 Rankings

Top 20 Female Billionaires in 2014

6 Movies That You Should Watch to Better Understand The Cold War

Top 15 Best Paying Jobs for Women in 2014

Top 6 Things Rich People Do Differently Every Day

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

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!