Eminence Capital increased its position in CBS Outdoor Americas (CBSO) during 3Q14. The stock accounts for 1.66% of the total portfolio—up from 0.43% of the fund’s 2Q14 portfolio.
Vodafone is one of the world’s largest telecom companies. Its shares were up on fresh rumors in August that AT&T executives were working on a bid for the company.
Founded in 1890 in Monterrey, Mexico, FEMSA is comprised of two complementary business units—Coca-Cola FEMSA, and FEMSA Comercio, a convenience-store operator.
TRI Pointe Homes is one of the top ten–largest public homebuilders by equity market capitalization in the US. The company reaffirmed its 2015 outlook for earnings per diluted share in the range of $1.25 to $1.40.
CBS Outdoor Americas is the largest provider of advertising space on out-of-home advertising structures and sites across the US, Canada, and Latin America.
Fidelity is the largest title insurance company in the United States. Fidelity’s FNFV segment includes a 51% stake in Remy, an automotive sector player, and a 55% ownership interest in American Blue Ribbon Holdings, which operates in the restaurant sector.
Liberty Media Corporation owns interests in a range of communications and entertainment businesses. Recently, the company completed the previously announced spin-off of its cable business, Liberty Broadband.
CalPERS is the largest public pension fund in the US. It administers health and retirement benefits on behalf of 3,064 public school, local agency, and state employers.
