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Billionaire Andreas Halvorsen Scores Big With Small-Cap Stocks

Halvorsen’s next small cap pick was XPO Logistics Inc (NYSE:XPO). At the end of the first quarter, the firm held over 870,000 shares of XPO Logistics Inc (NYSE:XPO) for a value of $39.67 million. XPO Logistics, Inc. is a provider of transportation logistics services and a provider of engineered, technology-enabled contract logistics. It’s a $4 billion market cap company that operates under 2 business lines: transportation and logistics. Shares gained ground amid its acquisition of Bridge Terminal Transport Services.  Other notable investors holding shares of the company are Israel Englander’s Millennium Management and Chuck Royce’s Royce & Associates. Shares of XPO are up 23% year-to-date.

Wayfair Inc (NYSE:W) was another solid pick for Halvorsen. At the end of the first quarter, Viking Global held 1.13 million shares, valued at $36.44 million, making him the largest investor out of the funds we track. Wayfair Inc (NYSE:W) is a $2.5 billion market cap online home retailer, which aims to be the one-stop shop for all home products. In 2014, its total revenues reached $1.3 billion and the website boasted 3.2 million active customers. Other investors that disclosed holding shares of Wayfair in their latest 13F filings are George Soros’ Soros Fund Management and James Crichton’s Hitchwood Capital Management. Wayfair’s stock is up almost 50% year-to-date.

Last, but not least is Esperion Therapeutics Inc (NASDAQ:ESPR), whose stock has gained 155% since the beginning of the year, being caught in the middle of the biotech bubble. Esperion Therapeutics Inc (NASDAQ:ESPR) is a $2.3 billion biopharmaceutical company focused on the research, development and commercialization of therapies for the treatment of patients with bad cholesterol and other heart-related problems. At the end of the last quarter, Viking Global held almost 137,000 shares of Esperion, valued at $12.67 million. Esperion Therapeutics represents a new position for Viking Global and the fund doesn’t even crack the top five shareholders in our database. That list is headed by Dennis Purcell’s Aisling Capital and Jacob Gottlieb’s Visium Asset Management.

Disclosure: None

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