REINHART PARTNERS, INC. Buys 3, Sells 2 in 2nd Quarter

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Jul 27, 2022
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REINHART PARTNERS, INC. 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.

1500 W. MARKET ST MEQUON, WI 53092

As of the latest 13F report, the guru’s equity portfolio contained 80 stocks valued at a total of $1.82Bil. The top holdings were AJRD(3.09%), NSP(3.06%), and UHAL(3.03%).

According to GuruFocus data, these were REINHART PARTNERS, INC.’s top five trades of the quarter.

White Mountains Insurance Group Ltd


During the quarter, REINHART PARTNERS, INC. bought 29,464 shares of NYSE:WTM for a total holding of 44,344. The trade had a 2.01% impact on the equity portfolio. During the quarter, the stock traded for an average price of $1161.2.

On 07/27/2022, White Mountains Insurance Group Ltd traded for a price of $1243.03 per share and a market cap of $3.71Bil. The stock has returned 10.41% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 6 out of 10.

In terms of valuation, White Mountains Insurance Group Ltd has a price-book ratio of 1.05, a EV-to-Ebitda ratio of -59.01 and a price-sales ratio of 3.36.

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

Switch Inc


The guru sold out of their 1,168,227-share investment in NYSE:SWCH. Previously, the stock had a 1.74% weight in the equity portfolio. Shares traded for an average price of $32.29 during the quarter.

On 07/27/2022, Switch Inc traded for a price of $33.75 per share and a market cap of $5.09Bil. The stock has returned 65.24% 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, Switch Inc has a price-earnings ratio of 911.75, a price-book ratio of 14.83, a EV-to-Ebitda ratio of 26.60 and a price-sales ratio of 8.68.

The price-to-GF Value ratio is 1.61, earning the stock a GF Value rank of 1.

Element Solutions Inc


The guru established a new position worth 1,299,489 shares in NYSE:ESI, giving the stock a 1.27% weight in the equity portfolio. Shares traded for an average price of $20.32 during the quarter.

On 07/27/2022, Element Solutions Inc traded for a price of $19.36 per share and a market cap of $4.79Bil. The stock has returned -15.49% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 6 out of 10.

In terms of valuation, Element Solutions Inc has a price-earnings ratio of 26.84, a price-book ratio of 1.90, a price-earnings-to-growth (PEG) ratio of 2.31, a EV-to-Ebitda ratio of 14.83 and a price-sales ratio of 1.88.

The price-to-GF Value ratio is 1.01, earning the stock a GF Value rank of 5.

AdaptHealth Corp


The guru established a new position worth 1,271,391 shares in NAS:AHCO, giving the stock a 1.26% weight in the equity portfolio. Shares traded for an average price of $16.23 during the quarter.

On 07/27/2022, AdaptHealth Corp traded for a price of $21.21 per share and a market cap of $2.85Bil. The stock has returned -4.50% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 4 out of 10.

In terms of valuation, AdaptHealth Corp has a price-earnings ratio of 38.37, a price-book ratio of 1.36, a EV-to-Ebitda ratio of 8.06 and a price-sales ratio of 1.10.

The price-to-GF Value ratio is 0.86, earning the stock a GF Value rank of 7.

Ingredion Inc


The guru sold out of their 212,457-share investment in NYSE:INGR. Previously, the stock had a 0.9% weight in the equity portfolio. Shares traded for an average price of $89.49 during the quarter.

On 07/27/2022, Ingredion Inc traded for a price of $89.22 per share and a market cap of $5.91Bil. The stock has returned 4.07% 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, Ingredion Inc has a price-earnings ratio of 12.26, a price-book ratio of 1.78, a EV-to-Ebitda ratio of 8.48 and a price-sales ratio of 0.83.

The price-to-GF Value ratio is 0.89, earning the stock a GF Value rank of 7.


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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