Intrepid Capital’s Top Small-Cap Stocks: Tetra Tech Inc. (TTEK), Bio-Rad Laboratories Inc. (BIO), Ingram Micro Inc. (IM), Telephone & Data Systems Inc. (TDS)

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Intrepid Capital’s stake in Ingram Micro Inc. (NYSE:IM) remained unchanged over the quarter, containing 598,703 shares, worth $15.04 million. With a market cap of $4.2 billion, Ingram Micro Inc. (NYSE:IM) is engaged in providing technology and supply chain services to businesses. The company posted first quarter 2015 net income of $68 million or $0.43 per diluted share, which remained flat when compared to the first quarter of 2014. Its worldwide first quarter sales increased to $10.6 billion a year-over-year increase of $260 million. In the first quarter, Ingram Micro completed the acquisition of technology services provider Anovo, which provides repairs and regeneration solutions for high-tech products across ten countries in Europe and Latin America. In addition, the company plans to team up with eBay to help power consignment selling on that company’s marketplace through the eBay Valet consignment program. The largest shareholders of Ingram Micro Inc. (NYSE:IM) include Anthony Bozza’s Lakewood Capital Management, which held 7.74 million shares at the end of the first quarter of 2015.

In Telephone & Data Systems Inc. (NYSE:TDS), Intrepid Capital held 332,888 shares worth $8.29 million. The stake remained unchanged over the quarter. Chicago-based Telephone & Data Systems Inc. (NYSE:TDS) is a $3.2-billion market cap provider of wireless, hosted and managed services to about six million customers nationwide. The company posted net income of $145.7 million for the first quarter of 2015, versus $18.3 million for the same period of 2014. Mario Gabelli’s GAMCO Investors disclosed owning 4.59 million shares of Telephone & Data Systems Inc. (NYSE:TDS) at the end of the first quarter.

Disclosure: None

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