Jorge Paulo Lemann is a billionaire, and the Brazilian founded 3G Capital in 2004. With a net worth of over $10 billion, Lemann is considered a “professor” by none other than Warren Buffett; that’s high praise. 3G Capital is managed by Alexandre Behring, who joined the firm in 2005, and it has a billion-dollar U.S. equity portfolio. Because it’s important to track hedge fund sentiment for its market-beating potential, we’re going to take a look at Lemann’s top five stock picks from the second quarter, via his 13F filing with the SEC.
Delphi Automotive PLC (NYSE:DLPH), meanwhile, sits in the No. 2 spot. The hedge fund also trimmed its stake in this auto parts supplier just a smidgen, but shares have also had a nice 2013 (+45%), so it’s clear that Paulo Lemann and Behring know how to pick ’em.
Nielsen Hldg NV (NYSE:NLSN), GNC Holdings Inc (NYSE:GNC) and Coty Inc (NYSE:COTY) round out 3G Capital’s top five. Nielsen, the widely-used analytics company, has seen decent single-digit appreciation in its stock price this year, and it is set to buyout competitor Arbitron, if the FTC doesn’t block the deal (it could still happen).
GNC, meanwhile, offers 3G exposure to the booming health and wellness industry with no fear of multi-level marketing issues; the company offers a franchise-based model. Shares are up almost 60% in 2013. Coty, on the other hand, has seen its shares lose a little over 3% on the year, but it does offer decent growth prospects in the luxury/fragrance market.
Continue reading Insider Monkey for more coverage of 13F season, but in the meantime, check out another hedgie’s top bets:
