Top 1 1st Quarter Trades of Madryn Asset Management, LP

Author's Avatar
May 28, 2022
Article's Main Image

Madryn Asset Management, LP 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.

140 E 45TH STREET NEW YORK, NY 10017

As of the latest 13F report, the guru’s equity portfolio contained 4 stocks valued at a total of $115.00Mil. The top holdings were SLGC(52.01%), ESTA(42.83%), and VERO(2.09%).

According to GuruFocus data, these were Madryn Asset Management, LP’s top five trades of the quarter.

SomaLogic Inc

Madryn Asset Management, LP reduced their investment in NAS:SLGC by 409,871 shares. The trade had a 3.18% impact on the equity portfolio. During the quarter, the stock traded for an average price of $8.84.

On 05/28/2022, SomaLogic Inc traded for a price of $6.23 per share and a market cap of $1.14Bil. The stock has returned 0.00% over the past year.

GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 1 out of 10.

In terms of valuation, SomaLogic Inc has a price-book ratio of 1.71, a EV-to-Ebitda ratio of -13.17 and a price-sales ratio of 11.16.

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.

0 / 5 (0 votes)
Author's Avatar

Request A Demo

Learn more about GuruFocus' key features, including All-In-One Screener, backtesting, 30-year financial, stock summary page, guru trades, insider trades, excel Add-in, google sheets and much more.

GuruFocus Screeners

Related Articles