Polaris Global Value Fund Buys Linde PLC, SKF AB, Taylor Wimpey PLC, Sells Linde AG, Publicis Groupe SA, freenet AG

Investment company Polaris Global Value Fund buys Linde PLC, SKF AB, Taylor Wimpey PLC, KDDI Corp, Kia Motors Corp, Standard Chartered PLC, Cie Generale des Etablissements Michelin SA, Svenska Handelsbanken, Hyundai Mobis Co, Hewlett Packard Enterprise Co, Allergan PLC, Avnet Inc, Verizon Communications Inc, Franklin Resources Inc, BBA Aviation PLC, sells Linde AG, Publicis Groupe SA, freenet AG, L Brands Inc, NextEra Energy Inc, Brookline Bancorp Inc, Web.com Group Inc during the 3-months ended 2018Q4, according to the most recent filings of the investment company, Polaris Global Value Fund. As of 2018Q4, Polaris Global Value Fund owns 80 stocks with a total value of $423 million. These are the details of the buys and sells.

For the details of Bernard Horn's stock buys and sells, go to https://www.gurufocus.com/guru/bernard+horn/current-portfolio/portfolio

These are the top 5 holdings of Bernard Horn
  1. Linde PLC (LIN) - 91,913 shares, 3.39% of the total portfolio. Shares added by 109.54%
  2. Anthem Inc (ANTM) - 29,200 shares, 1.81% of the total portfolio.
  3. Microsoft Corp (MSFT) - 70,200 shares, 1.69% of the total portfolio.
  4. Cineworld Group PLC (CINE) - 2,093,300 shares, 1.66% of the total portfolio.
  5. NEXON Co Ltd (3659) - 543,500 shares, 1.66% of the total portfolio.
New Purchase: SKF AB (SKF B)

Polaris Global Value Fund initiated holding in SKF AB. The purchase prices were between $127.5 and $172.8, with an estimated average price of $143.58. The stock is now traded at around $156.80. The impact to a portfolio due to this purchase was 1.41%. The holding were 393,300 shares as of .

Added: Linde PLC (LIN)

Polaris Global Value Fund added to a holding in Linde PLC by 109.54%. The purchase prices were between $148.13 and $169.03, with an estimated average price of $159.37. The stock is now traded at around $176.43. The impact to a portfolio due to this purchase was 1.77%. The holding were 91,913 shares as of .

Added: Taylor Wimpey PLC (TW.)

Polaris Global Value Fund added to a holding in Taylor Wimpey PLC by 188.97%. The purchase prices were between $1.29 and $1.68, with an estimated average price of $1.5. The stock is now traded at around $1.82. The impact to a portfolio due to this purchase was 0.84%. The holding were 3,129,384 shares as of .

Added: KDDI Corp (9433)

Polaris Global Value Fund added to a holding in KDDI Corp by 134.53%. The purchase prices were between $2360 and $3141, with an estimated average price of $2696.06. The stock is now traded at around $2543.50. The impact to a portfolio due to this purchase was 0.79%. The holding were 241,800 shares as of .

Added: Kia Motors Corp (000270)

Polaris Global Value Fund added to a holding in Kia Motors Corp by 255.01%. The purchase prices were between $27000 and $34750, with an estimated average price of $30609. The stock is now traded at around $33750.00. The impact to a portfolio due to this purchase was 0.75%. The holding were 145,200 shares as of .

Added: Standard Chartered PLC (STAN)

Polaris Global Value Fund added to a holding in Standard Chartered PLC by 157.85%. The purchase prices were between $5.2 and $6.27, with an estimated average price of $5.83. The stock is now traded at around $6.09. The impact to a portfolio due to this purchase was 0.74%. The holding were 660,755 shares as of .

Added: Cie Generale des Etablissements Michelin SA (ML)

Polaris Global Value Fund added to a holding in Cie Generale des Etablissements Michelin SA by 129.28%. The purchase prices were between $83.22 and $104.7, with an estimated average price of $91.13. The stock is now traded at around $104.00. The impact to a portfolio due to this purchase was 0.68%. The holding were 50,900 shares as of .

Sold Out: Linde AG (LINU)

Polaris Global Value Fund sold out a holding in Linde AG. The sale prices were between $197.4 and $223.7, with an estimated average price of $210.87.

Sold Out: freenet AG (FNTN)

Polaris Global Value Fund sold out a holding in freenet AG. The sale prices were between $16.43 and $20.69, with an estimated average price of $18.41.

Sold Out: Web.com Group Inc (WEB)

Polaris Global Value Fund sold out a holding in Web.com Group Inc. The sale prices were between $27.94 and $27.99, with an estimated average price of $27.97.



Here is the complete portfolio of Bernard Horn. Also check out:

1. Bernard Horn's Undervalued Stocks
2. Bernard Horn's Top Growth Companies, and
3. Bernard Horn's High Yield stocks
4. Stocks that Bernard Horn keeps buying