BROADWOOD CAPITAL INC Buys 3, Sells 2 in 2nd Quarter

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Aug 15, 2022
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BROADWOOD CAPITAL 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.

724 Fifth Avenue New York, NY 10019

As of the latest 13F report, the guru’s equity portfolio contained 8 stocks valued at a total of $1.33Bil. The top holdings were STAA(45.94%), MNST(32.54%), and IWM(8.81%).

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

BTRS Holdings Inc


The guru established a new position worth 3,977,701 shares in NAS:BTRS, giving the stock a 1.49% weight in the equity portfolio. Shares traded for an average price of $5.78 during the quarter.

On 08/15/2022, BTRS Holdings Inc traded for a price of $7.69 per share and a market cap of $1.25Bil. The stock has returned -36.50% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 1 out of 10.

In terms of valuation, BTRS Holdings Inc has a price-book ratio of 4.58, a EV-to-Ebitda ratio of -17.24 and a price-sales ratio of 6.83.

OncoCyte Corp


During the quarter, BROADWOOD CAPITAL INC bought 6,003,752 shares of NAS:OCX for a total holding of 23,353,697. The trade had a 0.41% impact on the equity portfolio. During the quarter, the stock traded for an average price of $1.14.

On 08/15/2022, OncoCyte Corp traded for a price of $0.8982 per share and a market cap of $116.58Mil. The stock has returned -79.24% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 1 out of 10.

In terms of valuation, OncoCyte Corp has a price-book ratio of 1.51, a EV-to-Ebitda ratio of -1.12 and a price-sales ratio of 10.58.

Lineage Cell Therapeutics Inc


During the quarter, BROADWOOD CAPITAL INC bought 930,106 shares of AMEX:LCTX for a total holding of 34,935,485. The trade had a 0.1% impact on the equity portfolio. During the quarter, the stock traded for an average price of $1.56.

On 08/15/2022, Lineage Cell Therapeutics Inc traded for a price of $1.565 per share and a market cap of $264.82Mil. The stock has returned -40.46% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 2 out of 10.

In terms of valuation, Lineage Cell Therapeutics Inc has a price-book ratio of 3.06, a EV-to-Ebitda ratio of -3.92 and a price-sales ratio of 29.43.

The price-to-GF Value ratio is 0.12, earning the stock a GF Value rank of 2.

Staar Surgical Co


BROADWOOD CAPITAL INC reduced their investment in NAS:STAA by 71,577 shares. The trade had a 0.47% impact on the equity portfolio. During the quarter, the stock traded for an average price of $106.75.

On 08/15/2022, Staar Surgical Co traded for a price of $105.755 per share and a market cap of $5.09Bil. The stock has returned -23.97% over the past year.

GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 5 out of 10.

In terms of valuation, Staar Surgical Co has a price-earnings ratio of 182.54, a price-book ratio of 18.32, a EV-to-Ebitda ratio of 117.79 and a price-sales ratio of 21.55.

The price-to-GF Value ratio is 1.15, earning the stock a GF Value rank of 3.

iShares Russell 2000 ETF


BROADWOOD CAPITAL INC reduced their investment in ARCA:IWM by 319,700 shares. The trade had a 3.72% impact on the equity portfolio. During the quarter, the stock traded for an average price of $217.96.

On 08/15/2022, iShares Russell 2000 ETF traded for a price of $199.88 per share and a market cap of $57.75Bil. The stock has returned -9.00% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, iShares Russell 2000 ETF has a price-earnings ratio of 11.63 and a price-book ratio of 1.74.


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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