- New Purchases: GSK, AMS, 005930, AHT, LIVN, EL, SAF, HEI, WAF, KAZ, VZUG, HFG,
- Added Positions: INF, HYVE, JMT, BKNG, SLB, AKE, VVAR3, HOG, LGF.B, ABBN, METN, BRK.B, CBD, EDP, FER,
- Reduced Positions: DHER, SAP, JET, ARJO B, ZO1, ANDR, ISP, GLE, RIO, 00700, BNP, MAERSK B, UCG, INGA, BOKA, STAN, BFSA, APAML, TITR, UNI,
- Sold Out: GRUB, EPI A, TMV, REL, RNO, CBK, BT.A, SLR,
For the details of Bestinfond's stock buys and sells, go to https://www.gurufocus.com/guru/bestinfond/current-portfolio/portfolio
These are the top 5 holdings of Bestinfond- Informa PLC (INF) - 11,782,396 shares, 4.52% of the total portfolio. Shares added by 20.38%
- Rio Tinto PLC (RIO) - 1,107,513 shares, 4.12% of the total portfolio. Shares reduced by 7.16%
- Delivery Hero SE (DHER) - 610,796 shares, 4.10% of the total portfolio. Shares reduced by 23.79%
- Just Eat Takeaway.com NV (JET) - 441,627 shares, 3.05% of the total portfolio. Shares reduced by 23.13%
- Dassault Aviation SA (AM) - 49,126 shares, 2.98% of the total portfolio.
Bestinfond initiated holding in GlaxoSmithKline PLC. The purchase prices were between $14.89 and $17.42, with an estimated average price of $16.36. The stock is now traded at around $15.54. The impact to a portfolio due to this purchase was 2.2%. The holding were 1,643,389 shares as of .
New Purchase: ams AG (AMS)Bestinfond initiated holding in ams AG. The purchase prices were between $7.82 and $17.22, with an estimated average price of $13.01. The stock is now traded at around $15.97. The impact to a portfolio due to this purchase was 1.72%. The holding were 1,782,491 shares as of .
New Purchase: Samsung Electronics Co Ltd (005930)Bestinfond initiated holding in Samsung Electronics Co Ltd. The purchase prices were between $45800 and $55500, with an estimated average price of $50375. The stock is now traded at around $59000.00. The impact to a portfolio due to this purchase was 1.51%. The holding were 544,635 shares as of .
New Purchase: Ashtead Group PLC (AHT)Bestinfond initiated holding in Ashtead Group PLC. The purchase prices were between $15.97 and $28.02, with an estimated average price of $22.34. The stock is now traded at around $25.27. The impact to a portfolio due to this purchase was 1.42%. The holding were 640,609 shares as of .
New Purchase: LivaNova PLC (LIVN)Bestinfond initiated holding in LivaNova PLC. The purchase prices were between $39.87 and $56.9, with an estimated average price of $50.06. The stock is now traded at around $49.47. The impact to a portfolio due to this purchase was 1.29%. The holding were 426,533 shares as of .
New Purchase: Essilorluxottica (EL)Bestinfond initiated holding in Essilorluxottica. The purchase prices were between $93.78 and $125.3, with an estimated average price of $111.56. The stock is now traded at around $117.30. The impact to a portfolio due to this purchase was 1.21%. The holding were 142,906 shares as of .
Added: Informa PLC (INF)Bestinfond added to a holding in Informa PLC by 20.38%. The purchase prices were between $3.64 and $5.23, with an estimated average price of $4.5. The stock is now traded at around $3.88. The impact to a portfolio due to this purchase was 0.77%. The holding were 11,782,396 shares as of .
Added: Hyve Group PLC (HYVE)Bestinfond added to a holding in Hyve Group PLC by 231.15%. The purchase prices were between $0.88 and $2.94, with an estimated average price of $1.67. The stock is now traded at around $0.69. The impact to a portfolio due to this purchase was 0.22%. The holding were 3,962,345 shares as of .
Added: Jeronimo Martins SGPS SA (JMT)Bestinfond added to a holding in Jeronimo Martins SGPS SA by 21.05%. The purchase prices were between $13.71 and $16.44, with an estimated average price of $15.43. The stock is now traded at around $14.74. The impact to a portfolio due to this purchase was 0.21%. The holding were 1,071,456 shares as of .
Added: Berkshire Hathaway Inc (BRK.B)Bestinfond added to a holding in Berkshire Hathaway Inc by 945.54%. The purchase prices were between $169.25 and $201.56, with an estimated average price of $182.68. The stock is now traded at around $194.30. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,056 shares as of .
Sold Out: GrubHub Inc (GRUB)Bestinfond sold out a holding in GrubHub Inc. The sale prices were between $34.27 and $70.3, with an estimated average price of $52.76.
Sold Out: Epiroc AB (EPI A)Bestinfond sold out a holding in Epiroc AB. The sale prices were between $93 and $117.75, with an estimated average price of $104.36.
Sold Out: TeamViewer AG (TMV)Bestinfond sold out a holding in TeamViewer AG. The sale prices were between $35.49 and $48.6, with an estimated average price of $42.67.
Sold Out: RELX PLC (REL)Bestinfond sold out a holding in RELX PLC. The sale prices were between $16.38 and $19.45, with an estimated average price of $18.36.
Sold Out: Renault SA (RNO)Bestinfond sold out a holding in Renault SA. The sale prices were between $15.81 and $26.36, with an estimated average price of $19.35.
Sold Out: Commerzbank AG (CBK)Bestinfond sold out a holding in Commerzbank AG. The sale prices were between $2.88 and $4.66, with an estimated average price of $3.53.
Here is the complete portfolio of Bestinfond. Also check out:
1. Bestinfond's Undervalued Stocks
2. Bestinfond's Top Growth Companies, and
3. Bestinfond's High Yield stocks
4. Stocks that Bestinfond keeps buying