Billionaire Steve Cohen Poured Money Into Amazon, Tesoro, Others in Q2

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Cimarex Energy Co (NYSE:XEC)

– Shares Owned by Point72 Asset Management (as of June 30): 1.10 million

– Value of Point72 Asset Management’s Holding (as of June 30): $131.67 million

During the three-month-period ended June 30, Point72 acquired 558,673 shares of Cimarex Energy Co (NYSE:XEC), slightly more than doubling the size of its holding in the stock. Cimarex Energy, a Denver-based oil and gas exploration company, recently reported second quarter earnings of $0.07 per share, trouncing the consensus estimate of $0.01, while revenue of $299 million also beat estimates by $9 million. Cimarex Energy Co (NYSE:XEC)’s stock has skyrocketed by 47.58% year-to-date. Ric Dillon’s Diamond Hill Capital owns 3.50 million shares of the company as of the end of June.

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Tesoro Corporation (NYSE:TSO)

– Shares Owned by Point72 Asset Management (as of June 30): 1.66 million

– Value of Point72 Asset Management’s Holding (as of June 30): $125 million

Point72 added over 1.62 million shares of Tesoro Corporation (NYSE:TSO) to its portfolio during the second quarter and now owns almost 1.4% of the company’s outstanding shares. Earlier this month, the San Antonio-based petroleum refining company posted second quarter results which surpassed analysts’ estimates despite a 29% fall in profits. The company earned $3.47 per share for the quarter, down from $4.62 during the same quarter of last year. The company was recently roasted by a federal safety board in a detailed report on failing to practice safety measures at one of its facilities, which resulted in serious injuries to 19 employees. Tesoro Corporation (NYSE:TSO)’s stock has lost over 27% in 2016. David Greenspan’s Slate Path Capital owns 995,000 shares of the company as of the end of the second quarter.

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Sally Beauty Holdings, Inc. (NYSE:SBH)

– Shares Owned by Point72 Asset Management (as of June 30): 3.65 million

–Value of Point72 Asset Management’s Holding (as of June 30): $107.44 million

Point72 Asset Management bought around 2.45 million shares of the Texas-based beauty products company during the quarter, increasing the size of its holding by 203%. The fund now owns $107.44 million worth of the company’s stock. Sally Beauty Holdings, Inc. (NYSE:SBH)’s fiscal third quarter revenue of $998.2 million was below analysts’ forecasts, being hindered by foreign exchange headwinds, but diluted earnings per share of $0.46 were in-line with the consensus estimate. Investment firm Piper Jaffray recently reiterated its ‘Neutral’ rating for Sally Beauty Holdings, Inc. (NYSE:SBH), but cut its price target on the stock to $28 from $30. The firm thinks that increased variability quarter-to-quarter and costs are “creating questions” regarding the business’ sustainable growth prospects for the future.

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Disclosure: None

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