Owens-Illinois Inc (OI), Triumph Group Inc (TGI), Oil States International, Inc. (OIS): Alexander Roepers Loves These Small-Caps

As of March 31, the hedge fund owns 4.70 million shares of Triumph Group Inc (NYSE:TGI), with a market value of $280.68 million. The company’s most recent quarterly report showed that it registered earnings per share of $1.71, which meant a surprise factor of 3.01%. For the current quarter, nine analysts expect the company to post earnings per share of $1.34, while the company’s stock currently sports an average price target of $74, indicating potential upside of about 10%. Triumph Group Inc (NYSE:TGI) is expected to grow at a rate of 7.2% over the next three to five years, according to three analysts that have covered the stock. There were a total of 27 hedge funds that had stakes in the company as of March 31, out of the 730 that we monitor. A few examples are Osterweis Capital Management, which had a total of 1.00 million shares worth $59.83 million and billionaire David Tepper‘s Appaloosa Management LP.

At the end of the first quarter, Atlantic Investment Management held a total of 3.50 million shares of Oil States International, Inc. (NYSE:OIS), which had a market value of $139.20 million at that time. The Houston, Texas-based company currently has a recommendation of “Hold” from twelve analysts that have recently commented on the stock, along with a 12-month price target of $54.19, giving it great upside potential of about 30%. Oil States International, Inc. (NYSE:OIS) is an energy services company that focuses on manufacturing products for deepwater production facilities among other diverse drilling equipment. The $2.11 billion company has a price to earnings ratio of 17.23 and reported earnings per share of $0.45 in its most recent quarterly earnings report, beating analysts’ consensus estimate by $0.01. However, that marked a significant decrease of $1.05 compared to the company’s performance in the same quarter last year. Atlantic Investment Management is also the biggest shareholder of this company in our database, while Vince Maddi and Shawn Brennan‘s SIR Capital Management, and Breton Hill Capital were among the other funds that held positions.

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