Top 5 1st Quarter Trades of Ken Heebner

Author's Avatar
insider
May 13, 2022
Article's Main Image

Ken Heebner 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.

Ken Heebner (Trades, Portfolio) is the co-founder of Capital Growth Management, a money management firm with more than $6 billion under management.

As of the latest 13F report, the guru’s equity portfolio contained 49 stocks valued at a total of $1,084,000,000. The top holdings were BTU(5.77%), AR(4.22%), and PRU(3.86%).

According to GuruFocus data, these were

Ken Heebner (Trades, Portfolio)’s top five trades of the quarter.

Peabody Energy Corp


The guru established a new position worth 2,550,000 shares in NYSE:BTU, giving the stock a 5.77% weight in the equity portfolio. Shares traded for an average price of $16.9 during the quarter.

On 05/13/2022, Peabody Energy Corp traded for a price of $21.47 per share and a market cap of $3,090,262,000. The stock has returned 201.50% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 3 out of 10.

In terms of valuation, Peabody Energy Corp has a price-earnings ratio of 9.31, a price-book ratio of 1.66, a EV-to-Ebitda ratio of 4.16 and a price-sales ratio of 0.79.

The price-to-GF Value ratio is 3.39, earning the stock a GF Value rank of 1.

Antero Resources Corp


The guru established a new position worth 1,500,000 shares in NYSE:AR, giving the stock a 4.22% weight in the equity portfolio. Shares traded for an average price of $22.4 during the quarter.

On 05/13/2022, Antero Resources Corp traded for a price of $32.31 per share and a market cap of $10,104,043,000. The stock has returned 189.13% 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, Antero Resources Corp has a price-book ratio of 1.82, a EV-to-Ebitda ratio of 32.24 and a price-sales ratio of 1.58.

The price-to-GF Value ratio is 3.27, earning the stock a GF Value rank of 1.

CVS Health Corp


The guru sold out of their 420,000-share investment in NYSE:CVS. Previously, the stock had a 3.98% weight in the equity portfolio. Shares traded for an average price of $105.03 during the quarter.

On 05/13/2022, CVS Health Corp traded for a price of $97.4 per share and a market cap of $127,970,653,000. The stock has returned 20.35% 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, CVS Health Corp has a price-earnings ratio of 16.23, a price-book ratio of 1.74, a price-earnings-to-growth (PEG) ratio of 3.12, a EV-to-Ebitda ratio of 11.14 and a price-sales ratio of 0.44.

The price-to-GF Value ratio is 1.18, earning the stock a GF Value rank of 3.

Builders FirstSource Inc


The guru sold out of their 460,000-share investment in NYSE:BLDR. Previously, the stock had a 3.62% weight in the equity portfolio. Shares traded for an average price of $72.67 during the quarter.

On 05/13/2022, Builders FirstSource Inc traded for a price of $67.02 per share and a market cap of $11,585,535,000. The stock has returned 37.22% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Builders FirstSource Inc has a price-earnings ratio of 7.88, a price-book ratio of 2.51, a price-earnings-to-growth (PEG) ratio of 0.26, a EV-to-Ebitda ratio of 5.07 and a price-sales ratio of 0.67.

The price-to-GF Value ratio is 1.49, earning the stock a GF Value rank of 3.

Coterra Energy Inc


The guru established a new position worth 1,400,000 shares in NYSE:CTRA, giving the stock a 3.48% weight in the equity portfolio. Shares traded for an average price of $23.34 during the quarter.

On 05/13/2022, Coterra Energy Inc traded for a price of $29.77 per share and a market cap of $24,004,936,000. The stock has returned 77.94% 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, Coterra Energy Inc has a price-earnings ratio of 13.91, a price-book ratio of 2.07, a price-earnings-to-growth (PEG) ratio of 0.13, a EV-to-Ebitda ratio of 8.25 and a price-sales ratio of 4.45.

The price-to-GF Value ratio is 0.92, 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.

Want to provide feedback on this article? Have questions or concerns? Get in touch with us here, or email us at [email protected]!

This article is general in nature and does not represent the opinions of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendations. It was written without regard to your individual situation or financial goals. We aim to bring you fundamental, data-driven analysis, The information on this site is in no way guaranteed for completeness, accuracy or in any other way.

Also check out:
    Rating:
    0 / 5 (0 votes)
    Author's Avatar
    WRITTEN BY

    GuruFocus Screeners

    Related Articles