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Top 5 1st Quarter Trades of Bridgecreek Investment Management, LLC

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May 12, 2022
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Bridgecreek Investment Management, LLC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.

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.

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As of the latest 13F report, the guru’s equity portfolio contained 117 stocks valued at a total of $674,000,000. The top holdings were AAPL(6.40%), NVDA(5.37%), and FTNT(5.35%).

According to GuruFocus data, these were Bridgecreek Investment Management, LLC’s top five trades of the quarter.

Edwards Lifesciences Corp


The guru sold out of their 144,610-share investment in NYSE:EW. Previously, the stock had a 2.6% weight in the equity portfolio. Shares traded for an average price of $112.17 during the quarter.

On 05/12/2022, Edwards Lifesciences Corp traded for a price of $92.65 per share and a market cap of $57,226,763,000. The stock has returned 4.20% over the past year.

GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Edwards Lifesciences Corp has a price-earnings ratio of 37.74, a price-book ratio of 9.78, a price-earnings-to-growth (PEG) ratio of 2.82, a EV-to-Ebitda ratio of 29.44 and a price-sales ratio of 10.85.

The price-to-GF Value ratio is 0.88, earning the stock a GF Value rank of 7.

Apollo Global Management Inc


The guru established a new position worth 172,500 shares in NYSE:APO, giving the stock a 1.59% weight in the equity portfolio. Shares traded for an average price of $65.79 during the quarter.

On 05/12/2022, Apollo Global Management Inc traded for a price of $51.295 per share and a market cap of $28,734,450,000. The stock has returned -8.44% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Apollo Global Management Inc has a price-earnings ratio of 6.78, a price-book ratio of 3.86, a price-earnings-to-growth (PEG) ratio of 3.08, a EV-to-Ebitda ratio of 6.08 and a price-sales ratio of 1.98.

The price-to-GF Value ratio is 0.40, earning the stock a GF Value rank of 4.

B. Riley Financial Inc


The guru established a new position worth 72,985 shares in NAS:RILY, giving the stock a 0.76% weight in the equity portfolio. Shares traded for an average price of $67.86 during the quarter.

On 05/12/2022, B. Riley Financial Inc traded for a price of $46.82 per share and a market cap of $1,297,786,000. The stock has returned -25.01% over the past year.

GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, B. Riley Financial Inc has a price-earnings ratio of 7.84, a price-book ratio of 1.99, a price-earnings-to-growth (PEG) ratio of 0.12, a EV-to-Ebitda ratio of 8.53 and a price-sales ratio of 0.99.

The price-to-GF Value ratio is 0.81, earning the stock a GF Value rank of 8.

Werner Enterprises Inc


The guru sold out of their 109,390-share investment in NAS:WERN. Previously, the stock had a 0.72% weight in the equity portfolio. Shares traded for an average price of $44.04 during the quarter.

On 05/12/2022, Werner Enterprises Inc traded for a price of $41.715 per share and a market cap of $2,624,189,000. The stock has returned -11.48% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Werner Enterprises Inc has a price-earnings ratio of 10.17, a price-book ratio of 1.97, a price-earnings-to-growth (PEG) ratio of 0.75, a EV-to-Ebitda ratio of 5.19 and a price-sales ratio of 0.94.

The price-to-GF Value ratio is 0.80, earning the stock a GF Value rank of 9.

Ellington Financial Inc


During the quarter, Bridgecreek Investment Management, LLC bought 254,400 shares of NYSE:EFC for a total holding of 297,400. The trade had a 0.67% impact on the equity portfolio. During the quarter, the stock traded for an average price of $17.6.

On 05/12/2022, Ellington Financial Inc traded for a price of $14.52 per share and a market cap of $794,787,000. The stock has returned -10.64% 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, Ellington Financial Inc has a price-earnings ratio of 8.32, a price-book ratio of 0.75 and a price-sales ratio of 7.86.


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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