Andreas Halvorsen (Trades, Portfolio) is a founding partner of Viking Global Investors LP and currently serves as its CIO. During the fourth quarter, he sold the following stocks.
Halvorsen reduced his stake in Walgreens Boots Alliance Inc. (WBA) by 45.12%, and the deal had an impact of -3.34% on the portfolio.
The company operates drug-stores in the U.S. The company provides consumer goods and services, pharmacy, and health and wellness services in communities across America. Third quarter adjusted net earnings per diluted share increased 22.9% and sales increased 48.4% year over year.
GuruFocus gives the stock a profitability and growth rating of 7 out of 10 with positive returns of ROE of 15.49% and ROA of 6.83% that are over performing 76% of the companies in the Global Pharmaceutical Retailers industry. Financial strength has a rating of 4 out of 10, with a cash-to-debt of 0.18 that is below the industry median of 0.58.
Other notable shareholders among the gurus are Jana Partners (Trades, Portfolio) with 1.14% of outstanding shares, Vanguard Health Care Fund (Trades, Portfolio) with 0.68%, Steve Mandel (Trades, Portfolio) with 0.63%, Bill Gates (Trades, Portfolio) with 0.32% and John Griffin (Trades, Portfolio) with 0.23%.
The guru almost closed his stake in MasterCard Inc. (MA), reducing it by 97.01%. The deal had an impact of -1.81% on the portfolio.
The company is a technology company in the payments industry that connects consumers, financial institutions, merchants, governments and businesses, enabling them to use electronic forms of payment instead of cash and checks. During the third-quarter net revenue increased by 13% year over year. The company reported net income increased by 15%, and earnings per diluted share grew 19%.
GuruFocus gives the stock a profitability and growth rating of 8 out of 10 with strong returns of ROE of 159.89% and ROA of 25.01% that are over performing 98% of the companies in the Global Credit Services industry. Financial strength has a rating of 9 out of 10, with a cash-to-debt of 2.05 that is below the industry median of 3.39.
Tom Russo (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.87% of outstanding shares, followed by Steve Mandel (Trades, Portfolio) with 0.55%, Ruane Cunniff (Trades, Portfolio) with 0.48%, Manning & Napier Advisors, Inc with 0.48%, Warren Buffett (Trades, Portfolio) with 0.47%, Bill Nygren (Trades, Portfolio) with 0.44% and Chuck Akre (Trades, Portfolio) with 0.42%.
Halvorsen reduced his stake in Alphabet Inc. (GOOGL) by 69.87%, and the deal had an impact of -1.67% on the portfolio.
The company operates through subsidiaries including Google Inc., which is engaged in improving the ways people connect with information.
GuruFocus gives the stock a profitability and growth rating of 8 out of 10 with positive returns of ROE of 14.18% and ROA of 11.84% that are over performing 65% of the companies in the Global Internet Content & Information industry. Financial strength has a rating of 9 out of 10, with a cash-to-debt of 14 that is below the industry median of 12.49.
The largest shareholder among the gurus is PRIMECAP Management (Trades, Portfolio) with 0.37% of outstanding shares, followed by Frank Sands (Trades, Portfolio) with 0.29%, Andreas Halvorsen (Trades, Portfolio) with 0.27%, Dodge & Cox with 0.16% and Ken Fisher (Trades, Portfolio) with 0.14%.
Halvorsen closed his stake in Sealed Air Corp. (SEE), and the deal had an impact of -1.54% on the portfolio.
The company is engaged in food safety and security, facility hygiene and product protection. It serves end markets including food and beverage processing, food service, retail, healthcare and industrial, and commercial and consumer applications. Fourth quarter adjusted EPS was $2.59, compared to adjusted EPS of $1.86 in the same quarter of a year before.
GuruFocus gives the stock a profitability and growth rating of 8 out of 10 with easy returns of ROE of 38.50% and ROA of 4.33% that are over performing 56% of the companies in the Global Packaging & Containers industry. Financial strength has a rating of 7 out of 10 with a cash-to-debt of 0.08 that is below the industry median of 0.55.
Daniel Loeb (Trades, Portfolio) is the largest shareholder of the company among the gurus with 2.68% of outstanding shares, followed by First Eagle Investment (Trades, Portfolio) with 2.07%, RS Investment Management (Trades, Portfolio) with 1.39%, Jim Simons (Trades, Portfolio) with 0.52%, Mario Gabelli (Trades, Portfolio) with 0.08%, Paul Tudor Jones (Trades, Portfolio) with 0.07% and Signature Select Canadian Fund (Trades, Portfolio) with 0.06%.
Halvorsen exited his position in Mohawk Industries Inc. (MHK) with an impact of -1.38% on the portfolio.
The company is a flooring manufacturer that creates products to enhance residential and commercial spaces around the world. Third quarter net earnings and diluted earnings per share both had an increase of 10% above last year.
GuruFocus gives the stock a profitability and growth rating of 7 out of 10 with positive returns of ROE of 12.64% and ROA of 6.27% that are over performing 63% of the companies in the Global Home Furnishings & Fixtures industry. Financial strength has a rating of 7 out of 10, with a cash-to-debt of 0.04 that is below the industry median of 1.12.
The company’s largest shareholder among the gurus is Ruane Cunniff (Trades, Portfolio) with 3.68% of outstanding shares, followed by Daniel Loeb (Trades, Portfolio) with 2.87%, Steve Mandel (Trades, Portfolio) with 2.55%, Meridian Funds (Trades, Portfolio) with 0.69% and John Rogers (Trades, Portfolio) with 0.5%.
Halvorsen sold out his stake in Hilton Worldwide Holdings Inc. (HLT) with an impact of -1.35% on the portfolio.
It is a hospitality company that is engaged in owning, leasing, managing, developing and franchising hotels, resorts and timeshare properties.
GuruFocus gives the stock a profitability and growth rating of 5 out of 10 with easy returns of ROE of 15.25% and ROA of 2.87% that are over performing 56% of the companies in the Global Lodging industry. Financial strength has a rating of 4 out of 10, with a cash-to-debt of 0.06 that is below the industry median of 0.82.
Ron Baron (Trades, Portfolio) is the largest shareholder of the company among the gurus with 0.41% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 0.17%, Leon Cooperman (Trades, Portfolio) with 0.1%, PRIMECAP Management (Trades, Portfolio) with 0.05%, Joel Greenblatt (Trades, Portfolio) with 0.04%, Paul Tudor Jones (Trades, Portfolio) with 0.04% and Signature Select Canadian Fund (Trades, Portfolio) with 0.04%.
The investor reduced his stake in LyondellBasell Industries NVÂ (LYB) by 30.93%, and the deal had an impact of -1.33% on the portfolio.
The company is an independent chemical company. The company's operations are managed through five operating segments: Olefins and Polyolefins-Americas, Olefins and Polyolefins-Europe, Asia, and International, Intermediates and Derivatives, Refining and Technology.Â
GuruFocus gives the stock a profitability and growth rating of 7 out of 10 with strong returns of ROE of 59.47% and ROA of 18.72% that are over performing 94% of the companies in the Global Specialty Chemicals industry. Financial strength has a rating of 4 out of 10, with a cash-to-debt of 0.25 that is below the industry median of 0.64.
Other notable shareholders among the gurus are First Eagle Investment (Trades, Portfolio) with 2.16% of outstanding shares, Pioneer Investments (Trades, Portfolio) with 0.28%, George Soros (Trades, Portfolio) with 0.2%, Jim Simons (Trades, Portfolio) with 0.08% and Jeremy Grantham (Trades, Portfolio) with 0.08%.
The guru exited Starwood Hotels & Resorts Worldwide Inc. (HOT) with an impact of -1.32% on the portfolio.
The company conducts its hotel and leisure business both directly and through its subsidiaries. It has 1,222 properties providing approximately 354,200 rooms in approximately 100 countries and 180,400 employees under its management at its owned and managed properties, vacation ownership resorts and corporate offices.
GuruFocus gives the stock a profitability and growth rating of 8 out of 10 with strong returns of ROE of 36.21% and ROA of 5.92% that are over performing 72% of the companies in the Global Lodging industry. Financial strength has a rating of 7 out of 10, with a cash-to-debt of 0.44 that is below the industry median of 0.82.
John Paulson (Trades, Portfolio) is the largest shareholder of the company among the gurus with 6.78% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 0.62%, Ron Baron (Trades, Portfolio) with 0.26%, Paul Tudor Jones (Trades, Portfolio) with 0.24%, Ken Fisher (Trades, Portfolio) with 0.12%, Steven Cohen (Trades, Portfolio) with 0.08% and George Soros (Trades, Portfolio) with 0.06%.
