- New Purchases: 8309,
- Added Positions: GNC, BWY, BAB,
- Reduced Positions: LIN, ANTM, MSFT, CB, XRX, WCC, BPOP, SJM, ALE, WU, TSN, LOOM B, COF, 033780, CRI, MG, SOLB, SCB-F, MUV2, AVT, ML, SRBANK, 3659, CINE, INFY,
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- NEXON Co Ltd (3659) - 516,300 shares, 1.80% of the total portfolio. Shares reduced by 5%
- BanColombia SA (BCOLOMBIA) - 637,100 shares, 1.77% of the total portfolio.
- Cineworld Group PLC (CINE) - 2,001,700 shares, 1.70% of the total portfolio. Shares reduced by 4.38%
- BHP Group PLC (BBL) - 156,700 shares, 1.69% of the total portfolio.
- Linde PLC (LIN) - 42,413 shares, 1.67% of the total portfolio. Shares reduced by 53.86%
Polaris Global Value Fund initiated holding in Sumitomo Mitsui Trust Holdings Inc. The purchase prices were between $3976 and $4269, with an estimated average price of $4150.94. The stock is now traded at around $4032.00. The impact to a portfolio due to this purchase was 1.31%. The holding were 163,400 shares as of .
Added: Greencore Group PLC (GNC)Polaris Global Value Fund added to a holding in Greencore Group PLC by 77.79%. The purchase prices were between $1.78 and $2.08, with an estimated average price of $1.95. The stock is now traded at around $2.08. The impact to a portfolio due to this purchase was 0.61%. The holding were 2,368,441 shares as of .
Reduced: Linde PLC (LIN)Polaris Global Value Fund reduced to a holding in Linde PLC by 53.86%. The sale prices were between $152.29 and $176.63, with an estimated average price of $165.92. The stock is now traded at around $200.81. The impact to a portfolio due to this sale was -1.83%. Polaris Global Value Fund still held 42,413 shares as of .
Reduced: Anthem Inc (ANTM)Polaris Global Value Fund reduced to a holding in Anthem Inc by 24.66%. The sale prices were between $248.42 and $317.42, with an estimated average price of $288.79. The stock is now traded at around $283.45. The impact to a portfolio due to this sale was -0.45%. Polaris Global Value Fund still held 22,000 shares as of .
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
