MAR VISTA INVESTMENT PARTNERS LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
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.
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As of the latest 13F report, the guru’s equity portfolio contained 62 stocks valued at a total of $2.23Bil. The top holdings were MCHP(5.14%), MSFT(5.08%), and MKL(4.97%).
According to GuruFocus data, these were MAR VISTA INVESTMENT PARTNERS LLC’s top five trades of the quarter.
Air Products & Chemicals Inc
MAR VISTA INVESTMENT PARTNERS LLC reduced their investment in NYSE:APD by 170,663 shares. The trade had a 1.77% impact on the equity portfolio. During the quarter, the stock traded for an average price of $281.79.
On 02/15/2023, Air Products & Chemicals Inc traded for a price of $281.49 per share and a market cap of $62.51Bil. The stock has returned 18.27% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Air Products & Chemicals Inc has a price-earnings ratio of 27.62, a price-book ratio of 4.48, a price-earnings-to-growth (PEG) ratio of 2.62, a EV-to-Ebitda ratio of 16.18 and a price-sales ratio of 4.84.
The price-to-GF Value ratio is 0.79, earning the stock a GF Value rank of 9.
Honeywell International Inc
MAR VISTA INVESTMENT PARTNERS LLC reduced their investment in NAS:HON by 177,793 shares. The trade had a 1.33% impact on the equity portfolio. During the quarter, the stock traded for an average price of $202.7.
On 02/15/2023, Honeywell International Inc traded for a price of $201 per share and a market cap of $134.30Bil. The stock has returned 9.79% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Honeywell International Inc has a price-earnings ratio of 27.65, a price-book ratio of 7.75, a price-earnings-to-growth (PEG) ratio of 25.14, a EV-to-Ebitda ratio of 18.30 and a price-sales ratio of 3.87.
The price-to-GF Value ratio is 0.95, earning the stock a GF Value rank of 6.
Johnson & Johnson
MAR VISTA INVESTMENT PARTNERS LLC reduced their investment in NYSE:JNJ by 167,887 shares. The trade had a 1.23% impact on the equity portfolio. During the quarter, the stock traded for an average price of $172.66.
On 02/15/2023, Johnson & Johnson traded for a price of $162.04 per share and a market cap of $423.65Bil. The stock has returned 0.54% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Johnson & Johnson has a price-earnings ratio of 24.04, a price-book ratio of 5.68, a price-earnings-to-growth (PEG) ratio of 6.16, a EV-to-Ebitda ratio of 15.00 and a price-sales ratio of 4.58.
The price-to-GF Value ratio is 0.91, earning the stock a GF Value rank of 7.
Vontier Corp
The guru sold out of their 1,562,909-share investment in NYSE:VNT. Previously, the stock had a 1.17% weight in the equity portfolio. Shares traded for an average price of $18.74 during the quarter.
On 02/15/2023, Vontier Corp traded for a price of $23.48 per share and a market cap of $3.71Bil. The stock has returned -14.10% 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, Vontier Corp has a price-earnings ratio of 8.73, a price-book ratio of 7.45, a EV-to-Ebitda ratio of 8.26 and a price-sales ratio of 1.23.
Amazon.com Inc
During the quarter, MAR VISTA INVESTMENT PARTNERS LLC bought 227,109 shares of NAS:AMZN for a total holding of 966,561. The trade had a 0.86% impact on the equity portfolio. During the quarter, the stock traded for an average price of $98.78.
On 02/15/2023, Amazon.com Inc traded for a price of $99.7 per share and a market cap of $1,021.65Bil. The stock has returned -35.75% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Amazon.com Inc has a price-book ratio of 6.96, a EV-to-Ebitda ratio of 28.42 and a price-sales ratio of 1.93.
The price-to-GF Value ratio is 0.50, earning the stock a GF Value rank of 4.
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.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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