SHAPIRO CAPITAL Overview

Shapiro Capital Management Llc is an investment advisor that manages 4.1 BN dollars in regulatory AUM and has 8 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/02 to 09/30/16. The fund's latest filing disclosed 4BN in positions, representing 91% of the manager's regulatory AUM.

SHAPIRO CAPITAL StockAlpha

+3.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SHAPIRO CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
LYV 5.92% Cons. Disc. -1.49% -0.19% 5 8%
CAB 5.66% Cons. Disc. 14.4% 0.73% 2 8%
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FEATURED IN
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SHAPIRO CAPITAL Founders and Key Employees

Name Title In Position Since
Samuel R. Shapiro Chairman February-2006
Louis S. Shapiro Chief Compliance Officer February-2006
Michael A. Mccarthy Director Of Research February-2006

SHAPIRO CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

SHAPIRO CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Investing in securities involves risk of loss that clients should be prepared to bear. SCM employs a research intensive, value approach that often requires a contrarian philosophy. Value is determined with respect to the economic return available at the operational level of the company. To qualify as an investment candidate, a company must compete in a business that is easily understood and demonstrates good economic characteristics. Common attributes of companies, which qualify as investment candidates, include:


• Produce a high return on invested assets
• Generate free cash flow
• Possess true franchise characteristics
• Significant barriers to competitive entry
• Provide products with minimal chance of obsolescence
• Management’s financial interest is aligned with shareholders
• Management that is accessible

Many of the firm’...
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SHAPIRO CAPITAL Portfolio Concentration

SHAPIRO CAPITAL Location

3060 PEACHTREE RD NW
STE 1555
ATLANTA, Georgia
UNITED STATES, 30305-2236

SHAPIRO CAPITAL Contact Information

Phone Number: 404-842-9600
Fax Number: 404-842-9610
Website:

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