Billionaire Kerr Neilson’s Top Small-Cap Value Picks Enjoying Big Time Success

The second spot on our list of Neilson’s top small-cap stocks is taken by Qlik Technologies Inc. (NASDAQ:QLIK). Platinum Asset Management increased its position in the company by 5.20 million shares to 5.22 million shares, which are worth $162.44 million as of March 31. The shares of Qlik have grown by over 21% year-to-date and the stock might keep rising in the upcoming months and years as Qlik has been constantly expanding its operations lately. On June 11, Qlik entered into an agreement to assist a marketing and data intelligence company, Hyphen, to deliver better digital marketing strategies for its clients and empower smarter and quicker decision-making within its business. Therefore, despite achieving this significant gain since the beginning of the year, Qlik may yet have more room to run. Within our database, Eric Bannasch’s Cadian Capital represents the largest shareholder in Qlik Technologies Inc. (NASDAQ:QLIK), owning 8.27 million shares.

Our list of top small-cap stock picks of Neilson’s is concluded with KBR Inc. (NYSE:KBR). Platinum Asset Management augmented its position in the homebuilder by 1.68 million shares during the first quarter, ending the quarter with 19.94 million shares valued at $158.45 million. The stock has increased by nearly 21% this year and is currently trading at $20.48 per share. Some analysts believe that KBR’s stock may be an attractive pick, as the company has a forward PE ratio of 17.73, a P/S ratio of 0.48 and a decent dividend yield of 1.56%. All these indicators suggest that investors have to pay a comparatively low amount of money for each dollar of earnings the company generates. Within our database, Joe Huber’s Huber Capital Management represents the second-largest investor in KBR Inc. (NYSE:KBR), trailing only Neilson’s fund, as it owns 9.21 million shares.

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