Global Frontier Investments LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
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.
92 BROAD STREET CHARLESTON, SC 29401
As of the latest 13F report, the guru’s equity portfolio contained 23 stocks valued at a total of $227.00Mil. The top holdings were JPM(19.99%), AXP(12.81%), and MA(10.40%).
According to GuruFocus data, these were Global Frontier Investments LLC’s top five trades of the quarter.
American Express Co
During the quarter, Global Frontier Investments LLC bought 13,815 shares of NYSE:AXP for a total holding of 197,215. The trade had a 0.9% impact on the equity portfolio. During the quarter, the stock traded for an average price of $148.17.
On 02/08/2023, American Express Co traded for a price of $179 per share and a market cap of $132.71Bil. The stock has returned -6.68% 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 Express Co has a price-earnings ratio of 18.19, a price-book ratio of 5.32, a price-earnings-to-growth (PEG) ratio of 2.80 and a price-sales ratio of 2.52.
The price-to-GF Value ratio is 0.98, earning the stock a GF Value rank of 6.
Wells Fargo & Co
The guru established a new position worth 48,661 shares in NYSE:WFC, giving the stock a 0.88% weight in the equity portfolio. Shares traded for an average price of $44.26 during the quarter.
On 02/08/2023, Wells Fargo & Co traded for a price of $48.25 per share and a market cap of $185.85Bil. The stock has returned -15.89% 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, Wells Fargo & Co has a price-earnings ratio of 15.37, a price-book ratio of 1.15, a price-earnings-to-growth (PEG) ratio of 4.04 and a price-sales ratio of 2.55.
The price-to-GF Value ratio is 1.05, earning the stock a GF Value rank of 5.
Bank OZK
The guru sold out of their 125,000-share investment in NAS:OZK. Previously, the stock had a 2.49% weight in the equity portfolio. Shares traded for an average price of $40.23 during the quarter.
On 02/08/2023, Bank OZK traded for a price of $47.28 per share and a market cap of $5.53Bil. The stock has returned -1.29% 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, Bank OZK has a price-earnings ratio of 10.82, a price-book ratio of 1.33, a price-earnings-to-growth (PEG) ratio of 1.24 and a price-sales ratio of 4.85.
The price-to-GF Value ratio is 1.05, earning the stock a GF Value rank of 5.
Amryt Pharma PLC
During the quarter, Global Frontier Investments LLC bought 70,000 shares of NAS:AMYT for a total holding of 505,000. The trade had a 0.25% impact on the equity portfolio. During the quarter, the stock traded for an average price of $7.46.
On 02/08/2023, Amryt Pharma PLC traded for a price of $14.64 per share and a market cap of $933.22Mil. The stock has returned 40.50% 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, Amryt Pharma PLC has a price-book ratio of 1.59, a EV-to-Ebitda ratio of 12.05 and a price-sales ratio of 2.32.
The price-to-GF Value ratio is 0.86, earning the stock a GF Value rank of 9.
Kaleyra Inc
The guru sold out of their 175,000-share investment in NYSE:KLR. Previously, the stock had a 0.17% weight in the equity portfolio. Shares traded for an average price of $1.88 during the quarter.
On 02/08/2023, Kaleyra Inc traded for a price of $1.21 per share and a market cap of $54.88Mil. The stock has returned -85.42% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 1 out of 10.
In terms of valuation, Kaleyra Inc has a price-book ratio of 0.57, a EV-to-Ebitda ratio of -20.33 and a price-sales ratio of 0.16.
The price-to-GF Value ratio is 0.08, earning the stock a GF Value rank of 2.
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.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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