ACR Alpine Capital Research, LLC recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
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 41 stocks valued at a total of $2.20Bil. The top holdings were VOD(8.66%), LEN(8.14%), and LBTYK(7.78%).
According to GuruFocus data, these were ACR Alpine Capital Research, LLC’s top five trades of the quarter.
Lennar Corp
The guru established a new position worth 2,541,070 shares in NYSE:LEN, giving the stock a 8.14% weight in the equity portfolio. Shares traded for an average price of $75.78 during the quarter.
On 07/27/2022, Lennar Corp traded for a price of $80.3 per share and a market cap of $23.03Bil. The stock has returned -18.65% 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, Lennar Corp has a price-earnings ratio of 5.55, a price-book ratio of 1.09, a price-earnings-to-growth (PEG) ratio of 0.25, a EV-to-Ebitda ratio of 4.46 and a price-sales ratio of 0.81.
The price-to-GF Value ratio is 0.76, earning the stock a GF Value rank of 9.
FedEx Corp
The guru established a new position worth 713,485 shares in NYSE:FDX, giving the stock a 7.34% weight in the equity portfolio. Shares traded for an average price of $213.68 during the quarter.
On 07/27/2022, FedEx Corp traded for a price of $224.25 per share and a market cap of $58.18Bil. The stock has returned -19.58% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, FedEx Corp has a price-earnings ratio of 15.66, a price-book ratio of 2.33, a price-earnings-to-growth (PEG) ratio of 2.37, a EV-to-Ebitda ratio of 9.11 and a price-sales ratio of 0.64.
The price-to-GF Value ratio is 0.89, earning the stock a GF Value rank of 7.
SPX FLOW Inc
The guru sold out of their 567,330-share investment in NYSE:FLOW. Previously, the stock had a 2.43% weight in the equity portfolio. Shares traded for an average price of $86.34 during the quarter.
On 07/27/2022, SPX FLOW Inc traded for a price of $86.49 per share and a market cap of $3.64Bil. The stock has returned 33.59% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, SPX FLOW Inc has a price-earnings ratio of 54.40, a price-book ratio of 3.51, a EV-to-Ebitda ratio of 20.46 and a price-sales ratio of 2.37.
The price-to-GF Value ratio is 1.72, earning the stock a GF Value rank of 1.
Microsoft Corp
During the quarter, ACR Alpine Capital Research, LLC bought 196,154 shares of NAS:MSFT for a total holding of 626,611. The trade had a 2.29% impact on the equity portfolio. During the quarter, the stock traded for an average price of $271.99.
On 07/27/2022, Microsoft Corp traded for a price of $263.7501 per share and a market cap of $1,952.78Bil. The stock has returned -8.03% 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 27.25, a price-book ratio of 11.99, a price-earnings-to-growth (PEG) ratio of 1.29, a EV-to-Ebitda ratio of 19.37 and a price-sales ratio of 10.25.
The price-to-GF Value ratio is 0.82, earning the stock a GF Value rank of 7.
JPMorgan Chase & Co
During the quarter, ACR Alpine Capital Research, LLC bought 364,008 shares of NYSE:JPM for a total holding of 1,357,108. The trade had a 1.86% impact on the equity portfolio. During the quarter, the stock traded for an average price of $124.09.
On 07/27/2022, JPMorgan Chase & Co traded for a price of $113.59 per share and a market cap of $333.72Bil. The stock has returned -22.33% 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, JPMorgan Chase & Co has a price-earnings ratio of 9.12, a price-book ratio of 1.32, a price-earnings-to-growth (PEG) ratio of 1.36 and a price-sales ratio of 2.82.
The price-to-GF Value ratio is 0.77, earning the stock a GF Value rank of 9.
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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