Is it a good time to buy Rockwood Holdings, Inc. (NYSE:ROC) shares? Daniel S. Och seems to think so, as he has made a massive addition to his investment in the company. According to a recent filing with the Securities and Exchange Commission, Och has taken Oz Management’s holding from 100 to 4.31 million shares, which gives them control over 5.95% of the total number of shares outstanding.
Jeffrey Gates is also optimistic about the prospects of Rockwood Holdings, Inc. and has slightly increased his fund’s holding during the first quarter. Gates Capital Management reported ownership of 2.52 million shares in its latest 13F filing. William B. Gray is also a fan, having boosted his fund’s stake in the company by 7% during the same period of time. Gray’s fund, Orbis Investment Management, reportedly holds 3.95 million shares. Jean-Marie Eveillard, on the other hand, has chosen to limit his fund’s exposure to Rockwood Holdings, Inc.. His fund, First Eagle Investment Management, reportedly holds 3.65 million shares, down 28% during the Q1 of 2014.
