GRA - 3 Top Stocks That 1 Wall Street Hedge Fund Is Buying
Cantillon Capital's William Von Mueffling has been a leading hedge fund manager since the 1990s, and his fund is worth watching because it tends to be relatively concentrated -- it has less than 40 holdings at present. According to Cantillon's latest SEC filing, it recently made three particularly interesting stock buys.
The hedge fund opened new positions in semiconductor capital equipment company Applied Materials (NASDAQ: AMAT) and specialty chemicals company W.R. Grace (NYSE: GRA), and added to its existing stake in marine engine and boat company Brunswick (NYSE: BC).
Let's take a closer look at the three and see whether they are worth considering for your portfolio.