DDD 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 78 stocks valued at a total of $625.00Mil. The top holdings were BRK.B(9.32%), MSFT(4.91%), and AAPL(3.97%).
According to GuruFocus data, these were DDD Partners, LLC’s top five trades of the quarter.
Medtronic PLC
The guru established a new position worth 218,240 shares in NYSE:MDT, giving the stock a 2.71% weight in the equity portfolio. Shares traded for an average price of $81.05 during the quarter.
On 02/16/2023, Medtronic PLC traded for a price of $84.84 per share and a market cap of $112.85Bil. The stock has returned -15.09% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Medtronic PLC has a price-earnings ratio of 26.35, a price-book ratio of 2.18, a EV-to-Ebitda ratio of 14.33 and a price-sales ratio of 3.73.
The price-to-GF Value ratio is 0.76, earning the stock a GF Value rank of 10.
Atlas Corp
The guru sold out of their 1,058,982-share investment in NYSE:ATCO. Previously, the stock had a 2.67% weight in the equity portfolio. Shares traded for an average price of $15.1 during the quarter.
On 02/16/2023, Atlas Corp traded for a price of $15.34 per share and a market cap of $4.31Bil. The stock has returned -1.43% 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, Atlas Corp has a price-earnings ratio of 7.45, a price-book ratio of 1.07, a price-earnings-to-growth (PEG) ratio of 1.11, a EV-to-Ebitda ratio of 8.37 and a price-sales ratio of 2.57.
The price-to-GF Value ratio is 1.15, earning the stock a GF Value rank of 3.
Ford Motor Co
During the quarter, DDD Partners, LLC bought 473,714 shares of NYSE:F for a total holding of 1,369,943. The trade had a 0.88% impact on the equity portfolio. During the quarter, the stock traded for an average price of $12.85.
On 02/16/2023, Ford Motor Co traded for a price of $13.09 per share and a market cap of $52.18Bil. The stock has returned -24.57% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, Ford Motor Co has a price-book ratio of 1.22, a EV-to-Ebitda ratio of 13.15 and a price-sales ratio of 0.32.
The price-to-GF Value ratio is 0.91, earning the stock a GF Value rank of 7.
Apple Inc
DDD Partners, LLC reduced their investment in NAS:AAPL by 33,908 shares. The trade had a 0.85% impact on the equity portfolio. During the quarter, the stock traded for an average price of $142.91.
On 02/16/2023, Apple Inc traded for a price of $156.3101 per share and a market cap of $2,473.13Bil. The stock has returned -8.94% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Apple Inc has a price-earnings ratio of 26.54, a price-book ratio of 43.66, a price-earnings-to-growth (PEG) ratio of 1.53, a EV-to-Ebitda ratio of 19.67 and a price-sales ratio of 6.52.
The price-to-GF Value ratio is 0.91, earning the stock a GF Value rank of 7.
Alphabet Inc
During the quarter, DDD Partners, LLC bought 56,122 shares of NAS:GOOG for a total holding of 170,622. The trade had a 0.8% impact on the equity portfolio. During the quarter, the stock traded for an average price of $95.44.
On 02/16/2023, Alphabet Inc traded for a price of $97.2967 per share and a market cap of $1,244.98Bil. The stock has returned -29.33% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Alphabet Inc has a price-earnings ratio of 21.38, a price-book ratio of 4.91, a price-earnings-to-growth (PEG) ratio of 0.84, a EV-to-Ebitda ratio of 13.23 and a price-sales ratio of 4.51.
The price-to-GF Value ratio is 0.67, earning the stock a GF Value rank of 8.
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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