GLAZER CAPITAL, 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 723 stocks valued at a total of $4.01Bil. The top holdings were ACC(2.67%), PRPB(1.98%), and LGAC(1.40%).
According to GuruFocus data, these were GLAZER CAPITAL, LLC’s top five trades of the quarter.
SPX FLOW Inc
The guru sold out of their 1,835,838-share investment in NYSE:FLOW. Previously, the stock had a 4.54% weight in the equity portfolio. Shares traded for an average price of $86.34 during the quarter.
On 08/16/2022, 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.
Anaplan Inc
The guru sold out of their 2,253,612-share investment in NYSE:PLAN. Previously, the stock had a 4.21% weight in the equity portfolio. Shares traded for an average price of $64.77 during the quarter.
On 08/16/2022, Anaplan Inc traded for a price of $63.73 per share and a market cap of $9.59Bil. The stock has returned 16.85% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 3 out of 10.
In terms of valuation, Anaplan Inc has a price-book ratio of 38.93, a EV-to-Ebitda ratio of -51.13 and a price-sales ratio of 14.91.
The price-to-GF Value ratio is 0.82, earning the stock a GF Value rank of 9.
Mimecast Ltd
The guru sold out of their 1,660,175-share investment in NAS:MIME. Previously, the stock had a 3.79% weight in the equity portfolio. Shares traded for an average price of $79.72 during the quarter.
On 08/16/2022, Mimecast Ltd traded for a price of $79.92 per share and a market cap of $5.35Bil. The stock has returned 69.72% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 4 out of 10.
In terms of valuation, Mimecast Ltd has a price-earnings ratio of 114.17, a price-book ratio of 10.53, a price-earnings-to-growth (PEG) ratio of 1.86, a EV-to-Ebitda ratio of 40.73 and a price-sales ratio of 9.46.
The price-to-GF Value ratio is 1.30, earning the stock a GF Value rank of 1.
People's United Financial Inc
The guru sold out of their 4,834,805-share investment in NAS:PBCT. Previously, the stock had a 2.77% weight in the equity portfolio. Shares traded for an average price of $19.7 during the quarter.
On 08/16/2022, People's United Financial Inc traded for a price of $19.41 per share and a market cap of $8.37Bil. The stock has returned 11.27% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, People's United Financial Inc has a price-earnings ratio of 13.57, a price-book ratio of 1.00, a price-earnings-to-growth (PEG) ratio of 0.91 and a price-sales ratio of 4.19.
The price-to-GF Value ratio is 1.25, earning the stock a GF Value rank of 3.
American Campus Communities Inc
The guru established a new position worth 1,665,211 shares in NYSE:ACC, giving the stock a 2.67% weight in the equity portfolio. Shares traded for an average price of $63.21 during the quarter.
On 08/16/2022, American Campus Communities Inc traded for a price of $65.42 per share and a market cap of $9.12Bil. The stock has returned 36.44% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, American Campus Communities Inc has a price-earnings ratio of 130.84, a price-book ratio of 2.94, a price-earnings-to-growth (PEG) ratio of 81.78, a EV-to-Ebitda ratio of 27.34 and a price-sales ratio of 9.05.
The price-to-GF Value ratio is 1.31, earning the stock a GF Value rank of 3.
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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