- New Purchases: SKF B,
- Added Positions: LIN, TW., 9433, 000270, STAN, ML, SHB A, 012330, HPE, AGN, AVT, VZ, BEN, ALE, SJM, BBA, 005930, BBL, BWY, CB, XRX, MG, KNEBV, DTE, DG, WCC, WU, SOLB, CRI, BCOLOMBIA, DCOM, BAB, LXS,
- Reduced Positions: PUB, LB, NEE, UNH, YAR, BPOP, BRKL, SRBANK, 9503, INCH,
- Sold Out: LINU, FNTN, WEB,
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- Linde PLC (LIN) - 91,913 shares, 3.39% of the total portfolio. Shares added by 109.54%
- Anthem Inc (ANTM) - 29,200 shares, 1.81% of the total portfolio.
- Microsoft Corp (MSFT) - 70,200 shares, 1.69% of the total portfolio.
- Cineworld Group PLC (CINE) - 2,093,300 shares, 1.66% of the total portfolio.
- NEXON Co Ltd (3659) - 543,500 shares, 1.66% of the total portfolio.
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:
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