Polaris Global Value Fund Buys Next PLC, Cineworld Group PLC, Allergan PLC, Sells Regal Entertainment Group, Samsung Electronics Co, NEXON Co

Investment company Polaris Global Value Fund buys Next PLC, Cineworld Group PLC, Allergan PLC, sells Regal Entertainment Group, Samsung Electronics Co, NEXON Co, Dime Community Bancshares Inc, Sberbank of Russia PJSC during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Polaris Global Value Fund. As of 2018-03-31, Polaris Global Value Fund owns 84 stocks with a total value of $513 million. These are the details of the buys and sells.

For the details of Bernard Horn's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Bernard+Horn

These are the top 5 holdings of Bernard Horn
  1. Cineworld Group PLC (CINE) - 2,565,500 shares, 1.66% of the total portfolio. Shares added by 400.00%
  2. Asahi Group Holdings Ltd (2502) - 157,400 shares, 1.64% of the total portfolio.
  3. Marathon Petroleum Corp (MPC) - 112,882 shares, 1.61% of the total portfolio.
  4. Methanex Corp (MX) - 135,837 shares, 1.61% of the total portfolio.
  5. JPMorgan Chase & Co (JPM) - 74,600 shares, 1.6% of the total portfolio.
New Purchase: Next PLC (NXT)

Polaris Global Value Fund initiated holding in Next PLC. The purchase prices were between $45 and $52.18, with an estimated average price of $48.78. The stock is now traded at around $58.28. The impact to a portfolio due to this purchase was 1.6%. The holding were 122,528 shares as of 2018-03-31.

Added: Cineworld Group PLC (CINE)

Polaris Global Value Fund added to a holding in Cineworld Group PLC by 400.00%. The purchase prices were between $2.14 and $2.68, with an estimated average price of $2.37. The stock is now traded at around $2.51. The impact to a portfolio due to this purchase was 1.33%. The holding were 2,565,500 shares as of 2018-03-31.

Added: Allergan PLC (AGN)

Polaris Global Value Fund added to a holding in Allergan PLC by 64.86%. The purchase prices were between $144.02 and $188.15, with an estimated average price of $167.73. The stock is now traded at around $155.00. The impact to a portfolio due to this purchase was 0.58%. The holding were 44,989 shares as of 2018-03-31.

Sold Out: Regal Entertainment Group (RGC)

Polaris Global Value Fund sold out a holding in Regal Entertainment Group. The sale prices were between $22.67 and $23.14, with an estimated average price of $22.97.

Reduced: Samsung Electronics Co Ltd (005930)

Polaris Global Value Fund reduced to a holding in Samsung Electronics Co Ltd by 99.97%. The sale prices were between $2235000 and $2606000, with an estimated average price of $2453450. The stock is now traded at around $51300.00. The impact to a portfolio due to this sale was -1.77%. Polaris Global Value Fund still held 3,321 shares as of 2018-03-31.

Reduced: NEXON Co Ltd (3659)

Polaris Global Value Fund reduced to a holding in NEXON Co Ltd by 39.96%. The sale prices were between $1635 and $1995, with an estimated average price of $1806.12. The stock is now traded at around $1794.00. The impact to a portfolio due to this sale was -0.56%. Polaris Global Value Fund still held 305,000 shares as of 2018-03-31.

Reduced: Dime Community Bancshares Inc (DCOM)

Polaris Global Value Fund reduced to a holding in Dime Community Bancshares Inc by 42.64%. The sale prices were between $17.75 and $21.95, with an estimated average price of $19.46. The stock is now traded at around $20.35. The impact to a portfolio due to this sale was -0.32%. Polaris Global Value Fund still held 108,000 shares as of 2018-03-31.

Reduced: Sberbank of Russia PJSC (SBRCY)

Polaris Global Value Fund reduced to a holding in Sberbank of Russia PJSC by 44.12%. The sale prices were between $17.46 and $21.09, with an estimated average price of $19.17. The stock is now traded at around $14.51. The impact to a portfolio due to this sale was -0.32%. Polaris Global Value Fund still held 126,800 shares as of 2018-03-31.



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