PACCAR Inc (PCAR), Precision Castparts Corp. (PCP), Intel Corporation (INTC): Top 3 Stock Holdings of Thompson Rubinstein Investment Management

Thompson Rubinstein Investment Management is an investment manager primarily based on industrial investments and its top three stock holdings include PACCAR Inc (NASDAQ:PCAR), Precision Castparts Corp. (NYSE:PCP), Intel Corporation (NASDAQ:INTC), as per its recent SEC 13F filing on October 9, 2014. The fund has a current portfolio value of $254 million in accordance with its latest SEC filing.  It has its primary investments in industrials and healthcare sector.

Intel Corporation (INTC)

Thompson Rubinstein Investment Management owns 298,271 shares of PACCAR Inc (NASDAQ:PCAR) with net market value of $16.96 million. PACCAR Inc (NASDAQ:PCAR) reported its second quarter 2014 results with net sales and financial services making up $4.57 billion in revenues along with net earnings of $319.2 million for the quarter. Some of the primary investors of the company include Odey Asset Management Group with net investments of $201 million and Jasper Ridge Partners ($115 million) along with Legg Mason Capital Management ($73 million) following the trends.

Precision Castparts Corp. (NYSE:PCP) is the second largest investment of Thompson Rubinstein Investment Management at $14.03 million and 59,242 shares of the company. Precision Castparts Corp. (NYSE:PCP) reported an improvement in its revenue during the first quarter of fiscal 2015 at $2.53 billion and total net income of $483 million. Berkshire Hathaway has the largest stake in Precision Castparts Corp. (NYSE:PCP) at $473 million followed by Gamco Investors ($190 million) and Citadel Investment Group ($126 million)

Intel Corporation (NASDAQ:INTC) comes at number three in terms of portfolio value in Thompson Rubinstein Investment Management’s stock holdings. Its investments in the chipmaker are worth $9.86 million with 283,225 shares of the company. It was an excellent third quarter 2014 for Intel Corporation (NASDAQ:INTC) considering that the company recorded its best-ever revenue of $14.6 billion for the quarter with net income of $3.3 billion for the quarter. PC Client Group was the most productive unit of Intel Corporation (NASDAQ:INTC) during this quarter with net revenues of $9.2 billion.

This article has been written by Prakash Pandey.

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