GARDNER LEWIS ASSET MANAGEMENT L P recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
285 WILMINGTON WEST CHESTER PIKE CHADDS FORD, PA 19317
As of the latest 13F report, the guru’s equity portfolio contained 77 stocks valued at a total of $496.00Mil. The top holdings were WBT(5.00%), Y(4.78%), and ROG(4.22%).
According to GuruFocus data, these were GARDNER LEWIS ASSET MANAGEMENT L P’s top five trades of the quarter.
People's United Financial Inc
The guru sold out of their 1,557,289-share investment in NAS:PBCT. Previously, the stock had a 5.57% weight in the equity portfolio. Shares traded for an average price of $19.7 during the quarter.
On 08/11/2022, People's United Financial Inc traded for a price of $19.41 per share and a market cap of $8.37Bil. The stock has returned 11.27% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, People's United Financial Inc has a price-earnings ratio of 13.57, a price-book ratio of 1.00, a price-earnings-to-growth (PEG) ratio of 0.91 and a price-sales ratio of 4.19.
The price-to-GF Value ratio is 1.25, earning the stock a GF Value rank of 3.
Alleghany Corp
The guru established a new position worth 28,462 shares in NYSE:Y, giving the stock a 4.78% weight in the equity portfolio. Shares traded for an average price of $836.63 during the quarter.
On 08/11/2022, Alleghany Corp traded for a price of $838.46 per share and a market cap of $11.28Bil. The stock has returned 22.68% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Alleghany Corp has a price-earnings ratio of 33.07, a price-book ratio of 1.43, a price-earnings-to-growth (PEG) ratio of 1.48, a EV-to-Ebitda ratio of 13.48 and a price-sales ratio of 0.98.
The price-to-GF Value ratio is 0.99, earning the stock a GF Value rank of 7.
Plantronics Inc
The guru established a new position worth 448,021 shares in NYSE:POLY, giving the stock a 3.58% weight in the equity portfolio. Shares traded for an average price of $39.7 during the quarter.
On 08/11/2022, Plantronics Inc traded for a price of $39.86 per share and a market cap of $1.74Bil. The stock has returned 29.13% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Plantronics Inc has a price-earnings ratio of 113.86, a price-book ratio of 85.16, a EV-to-Ebitda ratio of 26.35 and a price-sales ratio of 1.03.
The price-to-GF Value ratio is 1.57, earning the stock a GF Value rank of 1.
Meritor Inc
The guru established a new position worth 461,507 shares in NYSE:MTOR, giving the stock a 3.38% weight in the equity portfolio. Shares traded for an average price of $35.97 during the quarter.
On 08/11/2022, Meritor Inc traded for a price of $36.5 per share and a market cap of $2.59Bil. The stock has returned 53.23% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Meritor Inc has a price-earnings ratio of 11.89, a price-book ratio of 3.81, a price-earnings-to-growth (PEG) ratio of 1.32, a EV-to-Ebitda ratio of 8.70 and a price-sales ratio of 0.64.
The price-to-GF Value ratio is 1.27, earning the stock a GF Value rank of 3.
CDK Global Inc
The guru established a new position worth 261,102 shares in NAS:CDK, giving the stock a 2.88% weight in the equity portfolio. Shares traded for an average price of $53.97 during the quarter.
On 08/11/2022, CDK Global Inc traded for a price of $54.76 per share and a market cap of $6.39Bil. The stock has returned 13.05% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, CDK Global Inc has a price-earnings ratio of 19.70, a price-book ratio of 11.10, a price-earnings-to-growth (PEG) ratio of 2.32, a EV-to-Ebitda ratio of 14.71 and a price-sales ratio of 2.82.
The price-to-GF Value ratio is 0.99, earning the stock a GF Value rank of 6.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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