- New Purchases: UTHR, 8002, 055550, 6448,
- Added Positions: 033780, SCB-F, MPC, BWY, TD,
- Reduced Positions: 2502, LH, 005930, ANTO, 6758, DCOM, IBOC, MG, PUB, 02338, WBS,
- Sold Out: TPR, BEN, SIG, SIG,
For the details of Bernard Horn's stock buys and sells, go to https://www.gurufocus.com/guru/bernard+horn/current-portfolio/portfolio
These are the top 5 holdings of Bernard Horn- Samsung Electronics Co Ltd (005930) - 121,532 shares, 1.78% of the total portfolio. Shares reduced by 10.94%
- Magna International Inc (MG) - 90,032 shares, 1.61% of the total portfolio. Shares reduced by 4.94%
- Kia Corp (000270) - 107,000 shares, 1.59% of the total portfolio.
- Webster Financial Corp (WBS) - 140,138 shares, 1.57% of the total portfolio. Shares reduced by 4.24%
- Antofagasta PLC (ANTO) - 325,200 shares, 1.54% of the total portfolio. Shares reduced by 12.82%
Polaris Global Value Fund initiated holding in United Therapeutics Corp. The purchase prices were between $153.94 and $174.85, with an estimated average price of $166.75. The stock is now traded at around $184.070000. The impact to a portfolio due to this purchase was 1.42%. The holding were 41,700 shares as of 2021-03-31.
New Purchase: Marubeni Corp (8002)Polaris Global Value Fund initiated holding in Marubeni Corp. The purchase prices were between $670.2 and $951.8, with an estimated average price of $792.4. The stock is now traded at around $949.700000. The impact to a portfolio due to this purchase was 1.18%. The holding were 700,200 shares as of 2021-03-31.
New Purchase: Shinhan Financial Group Co Ltd (055550)Polaris Global Value Fund initiated holding in Shinhan Financial Group Co Ltd. The purchase prices were between $30650 and $37450, with an estimated average price of $33694.2. The stock is now traded at around $41750.000000. The impact to a portfolio due to this purchase was 0.65%. The holding were 97,000 shares as of 2021-03-31.
New Purchase: Brother Industries Ltd (6448)Polaris Global Value Fund initiated holding in Brother Industries Ltd. The purchase prices were between $2086 and $2548, with an estimated average price of $2338.06. The stock is now traded at around $2297.000000. The impact to a portfolio due to this purchase was 0.5%. The holding were 110,600 shares as of 2021-03-31.
Added: KT&G Corp (033780)Polaris Global Value Fund added to a holding in KT&G Corp by 303.97%. The purchase prices were between $78100 and $83400, with an estimated average price of $80620. The stock is now traded at around $83200.000000. The impact to a portfolio due to this purchase was 0.56%. The holding were 50,900 shares as of 2021-03-31.
Added: The Siam Commercial Bank PCL (SCB-F)Polaris Global Value Fund added to a holding in The Siam Commercial Bank PCL by 170.18%. The purchase prices were between $84 and $111, with an estimated average price of $101.96. The stock is now traded at around $100.500000. The impact to a portfolio due to this purchase was 0.43%. The holding were 947,800 shares as of 2021-03-31.
Added: Marathon Petroleum Corp (MPC)Polaris Global Value Fund added to a holding in Marathon Petroleum Corp by 26.71%. The purchase prices were between $40.75 and $58.18, with an estimated average price of $50.51. The stock is now traded at around $61.190000. The impact to a portfolio due to this purchase was 0.29%. The holding were 126,182 shares as of 2021-03-31.
Sold Out: Tapestry Inc (TPR)Polaris Global Value Fund sold out a holding in Tapestry Inc. The sale prices were between $30.61 and $46.33, with an estimated average price of $38.53.
Sold Out: Franklin Resources Inc (BEN)Polaris Global Value Fund sold out a holding in Franklin Resources Inc. The sale prices were between $24.28 and $30.26, with an estimated average price of $27.32.
Sold Out: Signature Aviation PLC (SIG)Polaris Global Value Fund sold out a holding in Signature Aviation PLC. The sale prices were between $3.87 and $4.36, with an estimated average price of $4.08.
Sold Out: Signature Aviation PLC (SIG)Polaris Global Value Fund sold out a holding in Signature Aviation PLC. The sale prices were between $3.87 and $4.36, with an estimated average price of $4.08.
Reduced: Asahi Group Holdings Ltd (2502)Polaris Global Value Fund reduced to a holding in Asahi Group Holdings Ltd by 24.23%. The sale prices were between $4144 and $5046, with an estimated average price of $4501.36. The stock is now traded at around $5233.000000. The impact to a portfolio due to this sale was -0.3%. Polaris Global Value Fund still held 101,000 shares as of 2021-03-31.
Reduced: Laboratory Corp of America Holdings (LH)Polaris Global Value Fund reduced to a holding in Laboratory Corp of America Holdings by 23.95%. The sale prices were between $204.88 and $255.03, with an estimated average price of $233.67. The stock is now traded at around $275.020000. The impact to a portfolio due to this sale was -0.29%. Polaris Global Value Fund still held 20,000 shares as of 2021-03-31.
Reduced: Dime Community Bancshares Inc (DCOM)Polaris Global Value Fund reduced to a holding in Dime Community Bancshares Inc by 35.2%. The sale prices were between $15.89 and $33.12, with an estimated average price of $25.74. The stock is now traded at around $34.670000. The impact to a portfolio due to this sale was -0.13%. Polaris Global Value Fund still held 64,735 shares as of 2021-03-31.
Here is the complete portfolio of Bernard Horn. Also check out:
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