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John Rogers Buys Molson Coors Brewing, CarMax

- By Tiziano Frateschi

The chairman, CEO and chief investment officer of Ariel Investment LLC, John Rogers, (Trades, Portfolio) bought shares of the following stocks during the first quarter.


The guru boosted his Molson Coors Brewing Co. (TAP) position by 242.13%. The trade had an impact of 0.58% on the portfolio.

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The American brewer has a market cap of $12.71 billion and an enterprise value of $22.85 billion.


GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity of 7.27% and return on assets of 3.27% are outperforming 54% of companies in the Beverages - Brewers industry. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.02 is below the industry median of 0.79.

The company's largest guru shareholder is Dodge & Cox with 6.25% of outstanding shares, followed by Rogers with 0.51% and Diamond Hill Capital (Trades, Portfolio) with 0.26%.

The firm raised its holding of Knowles Corp. (KN) by 66.47%. The trade had an impact of 0.38% on the portfolio.

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The company, which provides audio processing and component solutions, has a market cap of $1.46 billion and an enterprise value of $1.59 billion.


GuruFocus gives the company a profitability and growth rating of 5 out of 10. The return on equity of 5.59% and return on assets of 4.19% are underperforming 57% of companies in the Communication Equipment industry. Its financial strength is rated 7 out of 10. The cash-debt ratio of 0.24 is below the industry median of 2.0.

Another notable guru shareholder is Chuck Royce (Trades, Portfolio) with 0.41% of outstanding shares, followed by Jim Simons (Trades, Portfolio)' Renaissance Technologies with 0.35%, Ken Fisher (Trades, Portfolio) with 0.18% and Joel Greenblatt (Trades, Portfolio)'s Gotham Asset Management with 0.07%.

The guru acquired a new position in CarMax Inc. (KMX) buying 342,801 shares. The portfolio was impacted by 0.30%.

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The provider of used and new cars through over 185 retail stores has a market cap of $12.71 billion and an enterprise value of $26.87 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity of 24.81% and return on assets of 4.65% are outperforming 54% of companies in the Auto and Truck Dealerships industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.18 is below the industry median of 0.48.

The largest guru shareholder of the company is PRIMECAP Management (Trades, Portfolio) with 7.22% of outstanding shares, followed by Ruane Cunniff (Trades, Portfolio) with 6.89%, Chuck Akre (Trades, Portfolio) with 3.65% and Tom Gayner (Trades, Portfolio)'s Markel Corp. with 2.96%.

The guru added 12.46% to his Lazard Ltd. (LAZ) holding. The portfolio was impacted by 0.27%.

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The company has a market cap of $3.67 billion and an enterprise value of $3.35 billion.


GuruFocus gives the company a profitability and growth rating of 4 out of 10. The return on equity of 49.03% and return on assets of 9.46% are outperforming 74% of companies in the Capital Markets industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 1.22 is below the industry median of 5.11.

The largest guru shareholder of the company is Mason Hawkins (Trades, Portfolio)' Southeastern Asset Management with 5.22% of outstanding shares, followed by Fisher with 1.52% and Royce with 1.02%.

The guru added 11.23% to his Stericycle Inc. (SRCL) stake. The portfolio was impacted by 0.23%.

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The company, which provides medical waste management, has a market cap of 4.25 billion and an enterprise value of $7.01 billion.

GuruFocus gives the holding company a profitability and growth rating of 6 out of 10. The return on equity of -11.22% and return on assets of -4.47% are underperforming 66% of companies in the Waste Management industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.02 is below the industry median of 0.41.

The largest guru shareholder of the company is Rogers with 3.79% of outstanding shares, followed by Al Gore (Trades, Portfolio) with 2.82% and T Rowe Price Equity Income Fund (Trades, Portfolio) with 2.49%.

The guru increased its Baidu Inc. (BIDU) position by 7.61%, impacting the portfolio by 0.22%.

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The Chinese internet search engine has a market cap of $40.07 billion and an enterprise value of $31.44 billion.


GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity of 13.37% and return on assets of 7.04% are outperforming 72% of companies in the Internet Content and Information industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 1.99 is below the industry median of 7.46.


The largest guru shareholder of the company is Sarah Ketterer (Trades, Portfolio)'s Causeway Capital Management with 1.53% of outstanding shares followed by Dodge & Cox with 1.42% and First Pacific Advisors (Trades, Portfolio) with 0.69%.

Disclosure: I do not own any stocks mentioned.

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This article first appeared on GuruFocus.