Stockbridge Partners LLC recently filed their 13F report for the first quarter of 2022, which ended 2022-03-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, although investors should keep in mind that these filings are limited in scope, containing only a snapshot of long position in U.S. -listed stocks and U.S. deposit receipts at the end of the quarter. They do not necessarily include international holdings, short positions or other types of investments. However, even this limited filing can provide valuable information.
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In 13F’s most recent report, the guru’s equity portfolio contains 17 stocks worth a total of $ 4,634 million. The leading holdings were TDG (21.86%), GWRE (9.67%), and V (7.24%).
According to GuruFocus data, these were Stockbridge Partners LLC’s top five trades in the quarter.
VeriSign Inc.
The guru sold their 1,094,004-share investment in NAS: VRSN. Previously, the stock had 5.61% weight in the equity portfolio. The shares traded for an average price of $ 218.07 during the quarter.
On 05/16/2022, VeriSign Inc traded at a price of $ 165.11 per share and a market cap of $ 18,086,941,000. The stock is back -24.69% over the previous year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, VeriSign Inc has a price-earnings ratio of 23.22, a price-earnings-to-growth (PEG) ratio of 3.47, an EV-to-Ebitda ratio of 20.11 and a price-sales ratio of 13.62 .
The price-to-GF Value ratio is 0.69, making the stock’s GF Value rank 8.
Visa Inc
Stockbridge Partners LLC reduced their investment in NYSE: V by 615,165 shares. The trade had a 2.69% impact on the equity portfolio. During the quarter, the stock traded for an average price of $ 216.36.
On 05/16/2022, Visa Inc traded at a price of $ 199.23 per share and a market cap of $ 428,721,802,000. The stock is back -10.31% over the previous 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, Visa Inc has a price-earnings ratio of 31.33, a price-book ratio of 13.00, a price-earnings-to-growth (PEG) ratio of 2.18, an EV-to-Ebitda ratio of 22.57 and a price-sales ratio of 16.02.
The price-to-GF Value ratio is 0.80, making the stock’s GF Value rank 10.
ServiceNow Inc.
In the quarter, Stockbridge Partners LLC bought 214,243 shares of NYSE: NOW for a total holding of 483,554. The trade had a 2.57% impact on the equity portfolio. During the quarter, the stock traded for an average price of $ 559.75.
On 05/16/2022, ServiceNow Inc traded at a price of $ 452.65 per share and a market cap of $ 90,738,166,000. The stock is back -0.51% over the previous year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, ServiceNow Inc has a price-earnings ratio of 411.50, a price-book ratio of 22.65, an EV-to-Ebitda ratio of 121.99 and a price-sales ratio of 14.70.
The price-to-GF Value ratio was 0.68, which earned the stock a GF Value ranking of 8th.
The New York Times Co
In the quarter, Stockbridge Partners LLC bought 2,470,866 shares of NYSE: NYT for a total holding of 6,490,990. The trade had a 2.44% impact on the equity portfolio. During the quarter, the stock traded for an average price of $ 43.3.
On 05/16/2022, New York Times Co. traded at a price of $ 33.54 per share and a market cap of $ 5,591,104,000. The stock is back -20.25% over the previous year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, New York Times Co. has a price-earnings ratio of 31.06, a price-book ratio of 3.76, a price-earnings-to-growth (PEG) ratio of 2.23, an EV-to-Ebitda ratio which is 15.57 and a price-sales ratio of 2.64.
The price-to-GF Value ratio is 0.69, making the stock’s GF Value rank 8.
Amazon.com Inc.
In the quarter, Stockbridge Partners LLC bought 22,000 shares of NAS: AMZN for a total holding of 99,817. The trade had a 1.55% 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 at a price of $ 2261.1 per share and a market cap of $ 1,150,267,880,000. The stock is back -28.48% over the previous 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 54.58, a price-book ratio of 8.59, a price-earnings-to-growth (PEG) ratio of 1.30, an EV-to-Ebitda ratio which is 19.86 and a price-sales ratio of 2.43.
The price-to-GF Value ratio is 0.60, making the stock’s GF Value rank 4.
Please note, the figures and facts quoted are from the writing of this article and may not be a factor in the latest trade data or company announcements.
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