# What value investors bought and sold in Q1 2013 | moatshark

In Q1 2013, 3 value investors filed 13Fs. The most popular buy was Genesee & Wyo, added to by 1 managers, followed by Level 3 Communications and…

## Most bought

| Company | Buyers | New positions | Bought |
| --- | --- | --- | --- |
| Alere (ALR 3 PERP B) | 1 | 1 | $44.2m |
| Alliance Healthcare Services | 1 | 1 | $37.0m |
| Mgic Investment (MTG) | 1 | 1 | $22.3m |
| Genesee & Wyo (GWR) | 1 | 0 | $15.8m |
| Capital Bank Financial-Cl A | 1 | 1 | $10.6m |
| Level 3 Communications | 1 | 0 | $7.1m |
| Commonwealth | 1 | 0 | $6.5m |
| Apollo Global Management | 1 | 0 | $3.2m |
| Preformed Line Products (PLPC) | 1 | 1 | $2.5m |
| United Technologies (UTXZ) | 1 | 0 | $599k |
| Crimson Exploration | 1 | 0 | $0k |

## Most sold

| Company | Sellers | Sold out | Sold |
| --- | --- | --- | --- |
| Charter Communications (CHTR) | 1 | 0 | $774m |
| Cit Group (CIT) | 1 | 0 | $130m |
| Delphi Automotive | 1 | 0 | $91.8m |
| General Motors (GM) | 1 | 0 | $44.1m |
| Omnicare Cap Trust II (OCR 4 06.15/33 B) | 1 | 1 | $32.6m |
| Eagle Bulk Shipping (EGLE) | 1 | 1 | $2.3m |
| EPR Properties (EPR) | 1 | 0 | $2.1m |

## Most widely held

| Company | Managers | Value held | Largest weight |
| --- | --- | --- | --- |
| First Bancorp/Puerto Rico (FBP) | 1 | $316m | 6.4% |
| Exco Resources (EXR2) | 1 | $262m | 5.3% |
| Charter Communications (CHTR) | 1 | $208m | 4.2% |
| Delphi Automotive | 1 | $178m | 3.6% |
| Dynegy | 1 | $173m | 3.5% |
| Stryker (SYK) | 1 | $122m | 9.8% |
| DR Pepper Snapple Group | 1 | $121m | 9.7% |
| Domino's Pizza (DPZ) | 1 | $112m | 9.0% |
| Becton Dickinson & Co | 1 | $99.9m | 8.0% |
| Automatic Data Processing | 1 | $91.1m | 7.3% |
| Microsoft (MSFT) | 1 | $90.3m | 7.3% |
| Procter & Gamble (PG) | 1 | $88.1m | 7.1% |
| 3M Company (MMM) | 1 | $86.3m | 6.9% |
| Johnson & Johnson (JNJ) | 1 | $76.6m | 6.1% |
| Philip Morris International (PM) | 1 | $67.1m | 5.4% |
| Pepsico (PEP) | 1 | $66.1m | 5.3% |
| Genesee & Wyo (GWR) | 1 | $59.7m | 1.2% |
| Waters (WAT) | 1 | $55.3m | 4.4% |
| Crimson Exploration | 1 | $44.4m | 0.9% |
| Alere (ALR 3 PERP B) | 1 | $44.2m | 0.9% |
| Colgate-Palmolive (CL) | 1 | $42.8m | 3.4% |
| Choice Hotels International (CHH) | 1 | $42.6m | 3.4% |
| United Technologies (UTXZ) | 1 | $41.3m | 0.8% |
| Caesars Entertainment (CZR) | 1 | $40.3m | 0.8% |
| Vishay Intertechnology (VSH) | 1 | $37.4m | 0.8% |
| Alliance Healthcare Services | 1 | $37.0m | 0.8% |
| Sigma-Aldrich | 1 | $31.9m | 2.6% |
| Mcdonalds (MCD) | 1 | $31.5m | 2.5% |
| Getty Realty (GTY) | 1 | $28.7m | 0.6% |
| EPR Properties (EPR) | 1 | $27.3m | 0.6% |
| Apollo Global Management | 1 | $27.1m | 0.6% |
| Safeway | 1 | $26.4m | 0.5% |
| NRG Energy (NRG) | 1 | $24.2m | 0.5% |
| Mgic Investment (MTG) | 1 | $22.3m | 0.5% |
| Visa (V) | 1 | $20.9m | 1.7% |
| American International Group (AIG) | 1 | $20.4m | 0.4% |
| Level 3 Communications | 1 | $20.3m | 0.4% |
| Discovery Communications Inc S (DISCK) | 1 | $18.4m | 100.0% |
| General Motors (GM) | 1 | $18.4m | 0.4% |
| Cit Group (CIT) | 1 | $17.7m | 0.4% |

Source: SEC filings, via moatshark (https://www.moatshark.com/q/2013-q1). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.