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O'Brien Greene & Co. Inc Buys 2, Sells 3 in 1st Quarter

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May 19, 2022
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O'Brien Greene & Co. Inc 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.

218 WEST STATE ST MEDIA, PA 19063

As of the latest 13F report, the guru’s equity portfolio contained 132 stocks valued at a total of $303,000,000. The top holdings were NTR(5.00%), AAPL(4.59%), and BRK.B(3.69%).

According to GuruFocus data, these were O'Brien Greene & Co. Inc’s top five trades of the quarter.

Generac Holdings Inc


The guru established a new position worth 19,373 shares in NYSE:GNRC, giving the stock a 1.9% weight in the equity portfolio. Shares traded for an average price of $300 during the quarter.

On 05/19/2022, Generac Holdings Inc traded for a price of $223.49 per share and a market cap of $14,426,205,000. The stock has returned -29.08% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Generac Holdings Inc has a price-earnings ratio of 29.95, a price-book ratio of 6.27, a price-earnings-to-growth (PEG) ratio of 1.20, a EV-to-Ebitda ratio of 19.64 and a price-sales ratio of 3.59.

The price-to-GF Value ratio is 0.67, earning the stock a GF Value rank of 8.

Ecolab Inc


O'Brien Greene & Co. Inc reduced their investment in NYSE:ECL by 22,976 shares. The trade had a 1.78% impact on the equity portfolio. During the quarter, the stock traded for an average price of $188.14.

On 05/19/2022, Ecolab Inc traded for a price of $157.68 per share and a market cap of $45,404,888,000. The stock has returned -27.41% 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, Ecolab Inc has a price-earnings ratio of 41.39, a price-book ratio of 6.42, a EV-to-Ebitda ratio of 22.07 and a price-sales ratio of 3.50.

The price-to-GF Value ratio is 0.70, earning the stock a GF Value rank of 8.

Microsoft Corp


During the quarter, O'Brien Greene & Co. Inc bought 14,930 shares of NAS:MSFT for a total holding of 23,731. The trade had a 1.52% impact on the equity portfolio. During the quarter, the stock traded for an average price of $300.8.

On 05/19/2022, Microsoft Corp traded for a price of $253.1697 per share and a market cap of $1,896,234,059,000. The stock has returned 5.75% over the past year.

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

In terms of valuation, Microsoft Corp has a price-earnings ratio of 26.45, a price-book ratio of 11.64, a price-earnings-to-growth (PEG) ratio of 1.25, a EV-to-Ebitda ratio of 18.80 and a price-sales ratio of 9.94.

The price-to-GF Value ratio is 0.85, earning the stock a GF Value rank of 7.

Lowe's Companies Inc


O'Brien Greene & Co. Inc reduced their investment in NYSE:LOW by 15,801 shares. The trade had a 1.34% impact on the equity portfolio. During the quarter, the stock traded for an average price of $230.1.

On 05/19/2022, Lowe's Companies Inc traded for a price of $189.05 per share and a market cap of $126,250,970,000. The stock has returned -2.97% over the past year.

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

In terms of valuation, Lowe's Companies Inc has a price-earnings ratio of 15.96, a price-earnings-to-growth (PEG) ratio of 0.88, a EV-to-Ebitda ratio of 11.05 and a price-sales ratio of 1.39.

The price-to-GF Value ratio is 0.94, earning the stock a GF Value rank of 6.

Trupanion Inc


The guru sold out of their 11,677-share investment in NAS:TRUP. Previously, the stock had a 0.51% weight in the equity portfolio. Shares traded for an average price of $91.88 during the quarter.

On 05/19/2022, Trupanion Inc traded for a price of $63.015 per share and a market cap of $2,550,729,000. The stock has returned -18.35% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 3 out of 10.

In terms of valuation, Trupanion Inc has a price-book ratio of 7.79, a EV-to-Ebitda ratio of -119.31 and a price-sales ratio of 3.38.

The price-to-GF Value ratio is 0.63, earning the stock a GF Value rank of 8.


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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