Akaris Global Partners, LP recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.
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 20 stocks valued at a total of $290,000,000. The top holdings were AMZN(16.82%), CRM(12.44%), and AYX(11.65%).
According to GuruFocus data, these were Akaris Global Partners, LP’s top five trades of the quarter.
Crown Holdings Inc
The guru established a new position worth 237,900 shares in NYSE:CCK, giving the stock a 10.28% weight in the equity portfolio. Shares traded for an average price of $118.19 during the quarter.
On 05/16/2022, Crown Holdings Inc traded for a price of $105.52 per share and a market cap of $13,013,418,000. The stock has returned -5.75% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Crown Holdings Inc has a price-book ratio of 7.19, a EV-to-Ebitda ratio of 62.79 and a price-sales ratio of 1.13.
The price-to-GF Value ratio is 0.85, earning the stock a GF Value rank of 9.
Cedar Fair LP
Akaris Global Partners, LP reduced their investment in NYSE:FUN by 320,112 shares. The trade had a 8.1% impact on the equity portfolio. During the quarter, the stock traded for an average price of $53.49.
On 05/16/2022, Cedar Fair LP traded for a price of $44.36 per share and a market cap of $2,543,201,000. The stock has returned 1.68% 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, Cedar Fair LP has a EV-to-Ebitda ratio of 15.83 and a price-sales ratio of 1.79.
The price-to-GF Value ratio is 0.74, earning the stock a GF Value rank of 9.
Amazon.com Inc
During the quarter, Akaris Global Partners, LP bought 6,552 shares of NAS:AMZN for a total holding of 14,944. The trade had a 7.37% impact on the equity portfolio. During the quarter, the stock traded for an average price of $3092.09.
On 05/16/2022, Amazon.com Inc traded for a price of $2226.17 per share and a market cap of $1,125,312,597,000. The stock has returned -28.48% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Amazon.com Inc has a price-earnings ratio of 53.40, a price-book ratio of 8.40, a price-earnings-to-growth (PEG) ratio of 1.27, a EV-to-Ebitda ratio of 19.44 and a price-sales ratio of 2.38.
The price-to-GF Value ratio is 0.59, earning the stock a GF Value rank of 4.
Adobe Inc
The guru sold out of their 24,768-share investment in NAS:ADBE. Previously, the stock had a 7.1% weight in the equity portfolio. Shares traded for an average price of $481.12 during the quarter.
On 05/16/2022, Adobe Inc traded for a price of $404.65 per share and a market cap of $189,756,000,000. The stock has returned -14.49% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Adobe Inc has a price-earnings ratio of 39.87, a price-book ratio of 13.75, a price-earnings-to-growth (PEG) ratio of 1.35, a EV-to-Ebitda ratio of 28.18 and a price-sales ratio of 11.92.
The price-to-GF Value ratio is 0.67, earning the stock a GF Value rank of 8.
Zillow Group Inc
The guru established a new position worth 384,851 shares in NAS:Z, giving the stock a 6.55% weight in the equity portfolio. Shares traded for an average price of $53.9 during the quarter.
On 05/16/2022, Zillow Group Inc traded for a price of $40.3201 per share and a market cap of $9,903,502,000. The stock has returned -62.13% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 4 out of 10.
In terms of valuation, Zillow Group Inc has a price-book ratio of 2.06, a EV-to-Ebitda ratio of -43.44 and a price-sales ratio of 0.89.
The price-to-GF Value ratio is 0.20, earning the stock a GF Value rank of 2.
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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