Top 5 3rd Quarter Trades of AMERICAN FINANCIAL GROUP INC

AMERICAN FINANCIAL GROUP INC recently filed their 13F report for the third quarter of 2022, which ended on 2022-09-30.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

GREAT AMERICAN INSURANCE GROUP TOWER CINCINNATI, OH 45202

As of the latest 13F report, the guru’s equity portfolio contained 87 stocks valued at a total of $262.00Mil. The top holdings were NXST(15.46%), FRG(6.37%), and C(5.02%).

According to GuruFocus data, these were AMERICAN FINANCIAL GROUP INC’s top five trades of the quarter.

Spectrum Brands Holdings Inc


The guru established a new position worth 234,411 shares in NYSE:SPB, giving the stock a 3.5% weight in the equity portfolio. Shares traded for an average price of $64.47 during the quarter.

On 11/07/2022, Spectrum Brands Holdings Inc traded for a price of $47.825 per share and a market cap of $1.93Bil. The stock has returned -49.40% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 5 out of 10.

In terms of valuation, Spectrum Brands Holdings Inc has a price-earnings ratio of 18.54, a price-book ratio of 1.48, a EV-to-Ebitda ratio of 49.11 and a price-sales ratio of 0.62.

The price-to-GF Value ratio is 0.48, earning the stock a GF Value rank of 4.

Sinclair Broadcast Group Inc


The guru established a new position worth 401,999 shares in NAS:SBGI, giving the stock a 2.78% weight in the equity portfolio. Shares traded for an average price of $22.21 during the quarter.

On 11/07/2022, Sinclair Broadcast Group Inc traded for a price of $17.27 per share and a market cap of $1.19Bil. The stock has returned -34.20% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Sinclair Broadcast Group Inc has a price-earnings ratio of 0.49, a price-book ratio of 1.70, a EV-to-Ebitda ratio of 0.97 and a price-sales ratio of 0.24.

The price-to-GF Value ratio is 0.64, earning the stock a GF Value rank of 10.

Adeia Inc


The guru established a new position worth 452,677 shares in STU:8OZ, giving the stock a 2.45% weight in the equity portfolio. Shares traded for an average price of €15.16 during the quarter.

On 11/07/2022, Adeia Inc traded for a price of €11.44 per share and a market cap of €1.18Bil. The stock has returned -26.87% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Adeia Inc has a price-book ratio of 0.85, a EV-to-Ebitda ratio of 6.22 and a price-sales ratio of 1.26.

The price-to-GF Value ratio is 0.98, earning the stock a GF Value rank of 1.

Adeia Inc


The guru sold out of their 452,677-share investment in NAS:ADEA. Previously, the stock had a 2.42% weight in the equity portfolio. Shares traded for an average price of $6.75 during the quarter.

On 11/07/2022, Adeia Inc traded for a price of $11.34 per share and a market cap of $1.18Bil. The stock has returned 39.37% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Adeia Inc has a price-book ratio of 0.86, a EV-to-Ebitda ratio of 6.23 and a price-sales ratio of 1.27.

The price-to-GF Value ratio is 2.24, earning the stock a GF Value rank of 1.

Blue Water Vaccines Inc.


The guru sold out of their 403,032-share investment in NAS:BWV. Previously, the stock had a 0.32% weight in the equity portfolio. Shares traded for an average price of $2.58 during the quarter.

On 11/07/2022, Blue Water Vaccines Inc. traded for a price of $4.2383 per share and a market cap of $52.06Mil. The stock has returned 0.00% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Blue Water Vaccines Inc. has a price-book ratio of 3.16.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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