Border to Coast Pensions Partnership Ltd recently filed their 13F report for the first quarter of 2023, which ended on 2023-03-31.
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 84 stocks valued at a total of $3.73Bil. The top holdings were AAPL(6.24%), MSFT(6.16%), and VO(5.87%).
According to GuruFocus data, these were Border to Coast Pensions Partnership Ltd’s top five trades of the quarter.
Cheniere Energy Inc
The guru established a new position worth 285,000 shares in AMEX:LNG, giving the stock a 1.21% weight in the equity portfolio. Shares traded for an average price of $150.99 during the quarter.
On 05/18/2023, Cheniere Energy Inc traded for a price of $142.29 per share and a market cap of $34.43Bil. The stock has returned 7.84% 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, Cheniere Energy Inc has a price-earnings ratio of 4.55, a price-book ratio of 18.20, a EV-to-Ebitda ratio of 4.10 and a price-sales ratio of 1.07.
The price-to-GF Value ratio is 0.66, earning the stock a GF Value rank of 10.
Vanguard Mid-Cap ETF
During the quarter, Border to Coast Pensions Partnership Ltd bought 208,716 shares of ARCA:VO for a total holding of 1,037,087. The trade had a 1.18% impact on the equity portfolio. During the quarter, the stock traded for an average price of $212.08.
On 05/18/2023, Vanguard Mid-Cap ETF traded for a price of $207.15 per share and a market cap of $50.83Bil. The stock has returned 1.84% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Linde PLC
The guru established a new position worth 120,945 shares in STU:LIN, giving the stock a 1.15% weight in the equity portfolio. Shares traded for an average price of €311.56 during the quarter.
On 05/18/2023, Linde PLC traded for a price of €337.75 per share and a market cap of €177.88Bil. The stock has returned 13.43% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Linde PLC has a price-earnings ratio of 40.51, a price-book ratio of 4.48, a price-earnings-to-growth (PEG) ratio of 7.23, a EV-to-Ebitda ratio of 18.82 and a price-sales ratio of 5.47.
The price-to-GF Value ratio is 1.08, earning the stock a GF Value rank of 3.
Linde PLC
The guru sold out of their 110,088-share investment in NYSE:LIN. Previously, the stock had a 1.15% weight in the equity portfolio. Shares traded for an average price of $334.89 during the quarter.
On 05/18/2023, Linde PLC traded for a price of $366.74 per share and a market cap of $180.56Bil. The stock has returned 19.82% 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, Linde PLC has a price-earnings ratio of 40.70, a price-book ratio of 4.50, a price-earnings-to-growth (PEG) ratio of 7.27, a EV-to-Ebitda ratio of 18.85 and a price-sales ratio of 5.50.
The price-to-GF Value ratio is 1.07, earning the stock a GF Value rank of 3.
Apple Inc
During the quarter, Border to Coast Pensions Partnership Ltd bought 208,731 shares of NAS:AAPL for a total holding of 1,410,615. The trade had a 0.92% impact on the equity portfolio. During the quarter, the stock traded for an average price of $147.55.
On 05/18/2023, Apple Inc traded for a price of $174.565 per share and a market cap of $2,781.85Bil. The stock has returned 24.67% 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 29.64, a price-book ratio of 44.42, a price-earnings-to-growth (PEG) ratio of 1.70, a EV-to-Ebitda ratio of 21.88 and a price-sales ratio of 7.40.
The price-to-GF Value ratio is 1.02, earning the stock a GF Value rank of 5.
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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