River Oaks Capital LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
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.
1905 East Wayzata Boulevard Wayzata, MN 55391
As of the latest 13F report, the guru’s equity portfolio contained 47 stocks valued at a total of $88.00Mil. The top holdings were OSBC(7.11%), SFST(5.23%), and PLBC(5.07%).
According to GuruFocus data, these were River Oaks Capital LLC’s top five trades of the quarter.
ConnectOne Bancorp Inc
River Oaks Capital LLC reduced their investment in NAS:CNOB by 41,603 shares. The trade had a 1.05% impact on the equity portfolio. During the quarter, the stock traded for an average price of $24.58.
On 02/03/2023, ConnectOne Bancorp Inc traded for a price of $24.83 per share and a market cap of $974.41Mil. The stock has returned -22.21% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, ConnectOne Bancorp Inc has a price-earnings ratio of 8.22, a price-book ratio of 0.91, a price-earnings-to-growth (PEG) ratio of 0.90 and a price-sales ratio of 3.12.
The price-to-GF Value ratio is 0.82, earning the stock a GF Value rank of 10.
Lakeland Bancorp Inc
River Oaks Capital LLC reduced their investment in NAS:LBAI by 53,523 shares. The trade had a 0.9399999999999999% impact on the equity portfolio. During the quarter, the stock traded for an average price of $17.83.
On 02/03/2023, Lakeland Bancorp Inc traded for a price of $19.78 per share and a market cap of $1.28Bil. The stock has returned 9.88% 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, Lakeland Bancorp Inc has a price-earnings ratio of 12.06, a price-book ratio of 1.16, a price-earnings-to-growth (PEG) ratio of 1.70 and a price-sales ratio of 3.77.
The price-to-GF Value ratio is 1.13, earning the stock a GF Value rank of 5.
First Western Financial Inc
The guru sold out of their 32,997-share investment in NAS:MYFW. Previously, the stock had a 0.89% weight in the equity portfolio. Shares traded for an average price of $27.91 during the quarter.
On 02/03/2023, First Western Financial Inc traded for a price of $27.28 per share and a market cap of $259.04Mil. The stock has returned -16.37% over the past year.
GuruFocus gives the company a financial strength rating of 2 out of 10 and a profitability rating of 4 out of 10.
In terms of valuation, First Western Financial Inc has a price-earnings ratio of 12.23, a price-book ratio of 1.08, a price-earnings-to-growth (PEG) ratio of 0.96 and a price-sales ratio of 2.44.
The price-to-GF Value ratio is 1.07, earning the stock a GF Value rank of 5.
PacWest Bancorp
River Oaks Capital LLC reduced their investment in NAS:PACW by 33,600 shares. The trade had a 0.83% impact on the equity portfolio. During the quarter, the stock traded for an average price of $24.25.
On 02/03/2023, PacWest Bancorp traded for a price of $29.36 per share and a market cap of $3.53Bil. The stock has returned -35.72% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 4 out of 10.
In terms of valuation, PacWest Bancorp has a price-earnings ratio of 8.69, a price-book ratio of 0.89 and a price-sales ratio of 2.70.
The price-to-GF Value ratio is 0.75, earning the stock a GF Value rank of 8.
Univest Financial Corp
River Oaks Capital LLC reduced their investment in NAS:UVSP by 25,200 shares. The trade had a 0.64% impact on the equity portfolio. During the quarter, the stock traded for an average price of $26.82.
On 02/03/2023, Univest Financial Corp traded for a price of $28.62 per share and a market cap of $837.77Mil. The stock has returned -2.97% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, Univest Financial Corp has a price-earnings ratio of 10.80, a price-book ratio of 1.08, a price-earnings-to-growth (PEG) ratio of 1.74 and a price-sales ratio of 2.84.
The price-to-GF Value ratio is 1.02, earning the stock a GF Value rank of 6.
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.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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