Ridgewood Investments LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
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.
33 BLEEKER STREET MILLBURN, NJ 07041
As of the latest 13F report, the guru’s equity portfolio contained 198 stocks valued at a total of $141.00Mil. The top holdings were BRK.B(11.55%), MKL(2.01%), and VT(2.00%).
According to GuruFocus data, these were Ridgewood Investments LLC’s top five trades of the quarter.
GSK PLC
The guru established a new position worth 35,011 shares in NYSE:GSK, giving the stock a 0.87% weight in the equity portfolio. Shares traded for an average price of $33.31 during the quarter.
On 01/20/2023, GSK PLC traded for a price of $35.61 per share and a market cap of $72.90Bil. The stock has returned -20.18% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, GSK PLC has a price-earnings ratio of 4.52, a price-book ratio of 6.34, a price-earnings-to-growth (PEG) ratio of 0.96, a EV-to-Ebitda ratio of 6.82 and a price-sales ratio of 1.41.
The price-to-GF Value ratio is 1.29, earning the stock a GF Value rank of 3.
Cardinal Health Inc
Ridgewood Investments LLC reduced their investment in NYSE:CAH by 10,930 shares. The trade had a 0.61% impact on the equity portfolio. During the quarter, the stock traded for an average price of $75.98.
On 01/20/2023, Cardinal Health Inc traded for a price of $75.48 per share and a market cap of $19.79Bil. The stock has returned 48.75% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Cardinal Health Inc has a EV-to-Ebitda ratio of -109.49 and a price-sales ratio of 0.11.
The price-to-GF Value ratio is 1.07, earning the stock a GF Value rank of 3.
Gilead Sciences Inc
Ridgewood Investments LLC reduced their investment in NAS:GILD by 10,792 shares. The trade had a 0.5600000000000001% impact on the equity portfolio. During the quarter, the stock traded for an average price of $79.19.
On 01/20/2023, Gilead Sciences Inc traded for a price of $83.62 per share and a market cap of $104.88Bil. The stock has returned 25.30% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Gilead Sciences Inc has a price-earnings ratio of 31.55, a price-book ratio of 4.97, a EV-to-Ebitda ratio of 16.39 and a price-sales ratio of 3.89.
The price-to-GF Value ratio is 1.18, earning the stock a GF Value rank of 3.
Dominion Energy Inc
The guru established a new position worth 11,728 shares in NYSE:D, giving the stock a 0.51% weight in the equity portfolio. Shares traded for an average price of $62.8 during the quarter.
On 01/20/2023, Dominion Energy Inc traded for a price of $62.01 per share and a market cap of $51.67Bil. The stock has returned -18.15% 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, Dominion Energy Inc has a price-earnings ratio of 22.23, a price-book ratio of 1.93, a EV-to-Ebitda ratio of 14.14 and a price-sales ratio of 3.16.
The price-to-GF Value ratio is 0.76, earning the stock a GF Value rank of 9.
Perrigo Co PLC
During the quarter, Ridgewood Investments LLC bought 17,779 shares of NYSE:PRGO for a total holding of 26,746. The trade had a 0.43% impact on the equity portfolio. During the quarter, the stock traded for an average price of $35.23.
On 01/20/2023, Perrigo Co PLC traded for a price of $36.52 per share and a market cap of $4.92Bil. The stock has returned -5.62% 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, Perrigo Co PLC has a price-book ratio of 1.07, a EV-to-Ebitda ratio of 24.41 and a price-sales ratio of 1.10.
The price-to-GF Value ratio is 0.75, earning the stock a GF Value rank of 9.
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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