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David Dreman is the founder and chairman of Dreman Value Management. Dreman currently has $5.5 billion under management. He was hit hard during the 2008 crisis and his AUM took a big hit. He was managing $22 billion in 2007.

Below we compiled a list of stocks that Dreman has been holding since the beginning of this year. These are Dreman’s holdings with at least $42 Million invested at the end of June.

Company

Ticker

Value (x1000)

YTD Return

ANADARKO PETROLEUM CORP

APC

51826

-11.50%

HOSPITALITY PROPERTIES TRUST

HPT

48232

-2.81%

ATWOOD OCEANICS INC

ATW

48139

2.45%

N C R CORP NEW

NCR

47976

17.77%

PORTLAND GENERAL ELECTRIC CO

POR

47935

12.84%

HEALTHSPRING INC

HS-OLD

46843

40.75%

O M GROUP INC

OMG

44740

-32.37%

BRINKS CO

BCO

44593

-6.21%

OWENS & MINOR INC NEW

OMI

44538

2.80%

BARNES GROUP INC

B

44003

2.60%

DEVON ENERGY CORP NEW

DVN

43875

-24.82%

CHARLES RIVER LABS INTL INC

CRL

43699

-19.06%

APACHE CORP

APA

43178

-26.54%

BRINKER INTERNATIONAL INC

EAT

42836

3.56%

C B L & ASSOCIATES PPTYS INC

CBL

42680

-28.75%

BANK OF HAWAII CORP

BOH

42436

-18.47%

Anadarko Petroleum Corporation is one of the world’s largest independent oil and gas exploration and production companies. It lost 11.50% since the beginning of this year. It has a market cap of $33.55 billion and a P/E ratio of 40.02. Dreman had $52 million invested in APC shares. John Paulson held $1.3 billion positions in APC shares at the end of June.

Hospitality Properties Trust is a lodging and travel center real estate investment trust, or REIT. It lost 2.81% since the beginning of this year. It has a market cap of $2.65 billion and a P/E ratio of 82.65. Dreman had $48 million invested in HPT shares. Jim Simons initiated a brand new $3 million position in HPT during the second quarter (see billionaire Jim Simons’ top stock picks).

Atwood Oceanics, Inc. is an offshore oil and gas drilling company. It participates in drilling in exploratory regions around the world. It returned 2.45% since the beginning of this year. It has a market cap of $2.51 billion and a P/E ratio of 9.61. Dreman had $48 million invested in ATW shares. Ken Griffin had a larger position, $53 million, in ATW at the end of June.

NCR Corporation is an American technology company specializing in kiosk products for the retail, financial, travel, healthcare, food service, entertainment, gaming and public sector industries. It returned 17.77% since the beginning of this year. It has a market cap of $2.87 billion and a P/E ratio of 17.53. Dreman had $48 million invested in NCR shares. Steven Cohen initiated brand new $54 million positions in NCR during the second quarter.

Portland General Electric is an electrical utility based in Portland in the U.S. state of Oregon. It returned 12.84% since the beginning of this year. It has a market cap of $1.79 billion and a P/E ratio of 10.83. Dreman had $48 million invested in POR shares.

HealthSpring provides Medicare Advantage plans and Medicare Part D prescription drug benefits to roughly 350,000 members in about a dozen states and the District of Columbia. It returned 40.75% since the beginning of this year. It has a market cap of $2.55 billion and a P/E ratio of 9.90. Dreman had $47 million invested in HS shares. Ken Griffin held $16 million positions in HS at the end of June.

OM Group, Inc. is a leading global solutions provider of specialty chemicals, advanced materials and unique technologies crucial to enabling customers to meet increasingly stringent market and application requirements. It lost 32.37% since the beginning of this year. It has a market cap of $860.58 million and a P/E ratio of 7.91. Dreman had $45 million invested in OMG shares. Ken Fisher held more than $15 million in OMG shares.

The Brink’s Company is a security and protection company headquartered in Richmond, Virginia, United States. It lost 6.21% since the beginning of this year. It has a market cap of $1.19 billion and a P/E ratio of 17.07. Dreman had $45 million invested in BCO shares. Jim Simons and D.E shaw also held positions in BCO.

Source: Contrarian David Dreman's Long-Term Stock Picks