SIGULER GUFF ADVISERS, LLC recently filed their 13F report for the third quarter of 2022, which ended on 2022-09-30.
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.
825 THIRD AVENUE NEW YORK, NY 10022
As of the latest 13F report, the guru’s equity portfolio contained 5 stocks valued at a total of $351.00Mil. The top holdings were RPRX(77.48%), FATH(10.65%), and FYBR(7.89%).
According to GuruFocus data, these were SIGULER GUFF ADVISERS, LLC’s top five trades of the quarter.
International Seaways Inc
The guru sold out of their 306,824-share investment in NYSE:INSW. Previously, the stock had a 1.6% weight in the equity portfolio. Shares traded for an average price of $27.67 during the quarter.
On 10/25/2022, International Seaways Inc traded for a price of $40.89 per share and a market cap of $2.00Bil. The stock has returned 126.03% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 4 out of 10.
In terms of valuation, International Seaways Inc has a price-book ratio of 1.66, a EV-to-Ebitda ratio of 25.82 and a price-sales ratio of 4.30.
The price-to-GF Value ratio is 1.71, earning the stock a GF Value rank of 1.
Frontier Communications Parent Inc
SIGULER GUFF ADVISERS, LLC reduced their investment in NAS:FYBR by 247,487 shares. The trade had a 1.43% impact on the equity portfolio. During the quarter, the stock traded for an average price of $25.46.
On 10/25/2022, Frontier Communications Parent Inc traded for a price of $22.64 per share and a market cap of $5.55Bil. The stock has returned -27.18% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 4 out of 10.
In terms of valuation, Frontier Communications Parent Inc has a price-earnings ratio of 11.60, a price-book ratio of 1.17, a EV-to-Ebitda ratio of 7.43 and a price-sales ratio of 1.25.
Fathom Digital Manufacturing Corp
During the quarter, SIGULER GUFF ADVISERS, LLC bought 875,514 shares of NYSE:FATH for a total holding of 18,395,421. The trade had a 0.51% impact on the equity portfolio. During the quarter, the stock traded for an average price of $3.43.
On 10/25/2022, Fathom Digital Manufacturing Corp traded for a price of $2.51 per share and a market cap of $154.61Mil. The stock has returned 0.00% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 2 out of 10.
In terms of valuation, Fathom Digital Manufacturing Corp has a price-book ratio of 0.28, a EV-to-Ebitda ratio of 4.42 and a price-sales ratio of 1.51.
Service Properties Trust
During the quarter, SIGULER GUFF ADVISERS, LLC bought 629,219 shares of NAS:SVC for a total holding of 1,708,737. The trade had a 1.16% impact on the equity portfolio. During the quarter, the stock traded for an average price of $10.14.
On 10/25/2022, Service Properties Trust traded for a price of $7.77 per share and a market cap of $1.28Bil. The stock has returned -26.06% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, Service Properties Trust has a price-book ratio of 0.89, a EV-to-Ebitda ratio of 16.07 and a price-sales ratio of 0.73.
The price-to-GF Value ratio is 0.59, earning the stock a GF Value rank of 8.
Oscar Health Inc
The guru sold out of their 147,256-share investment in NYSE:OSCR. Previously, the stock had a 0.83% weight in the equity portfolio. Shares traded for an average price of $12.37 during the quarter.
On 10/25/2022, Oscar Health Inc traded for a price of $3.56 per share and a market cap of $755.43Mil. The stock has returned -79.02% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 1 out of 10.
In terms of valuation, Oscar Health Inc has a price-book ratio of 0.60, a EV-to-Ebitda ratio of 2.28 and a price-sales ratio of 0.24.
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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