U.S. Markets closed
  • S&P 500

    3,818.83
    -2.72 (-0.07%)
     
  • Dow 30

    31,029.31
    +82.32 (+0.27%)
     
  • Nasdaq

    11,177.89
    -3.65 (-0.03%)
     
  • Russell 2000

    1,719.37
    -19.47 (-1.12%)
     
  • Crude Oil

    109.40
    -2.36 (-2.11%)
     
  • Gold

    1,819.80
    -1.40 (-0.08%)
     
  • Silver

    20.73
    -0.14 (-0.68%)
     
  • EUR/USD

    1.0444
    -0.0081 (-0.7728%)
     
  • 10-Yr Bond

    3.0930
    -0.1130 (-3.52%)
     
  • Vix

    28.16
    -0.20 (-0.71%)
     
  • GBP/USD

    1.2125
    -0.0060 (-0.4898%)
     
  • USD/JPY

    136.6010
    +0.4730 (+0.3475%)
     
  • BTC-USD

    20,152.01
    -127.48 (-0.63%)
     
  • CMC Crypto 200

    434.46
    -5.20 (-1.18%)
     
  • FTSE 100

    7,312.32
    -11.09 (-0.15%)
     
  • Nikkei 225

    26,804.60
    -244.87 (-0.91%)
     

North Growth Management Ltd. Buys PerkinElmer Inc, Global Payments Inc, Syneos Health Inc, ...

  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
·6 min read
In this article:
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.

Investment company North Growth Management Ltd. (Current Portfolio) buys PerkinElmer Inc, Global Payments Inc, Syneos Health Inc, Tapestry Inc, Abercrombie & Fitch Co, sells Gilead Sciences Inc, Itron Inc, American Eagle Outfitters Inc, Cerner Corp, Boston Scientific Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, North Growth Management Ltd.. As of 2021Q4, North Growth Management Ltd. owns 49 stocks with a total value of $602 million. These are the details of the buys and sells.

  • New Purchases: PKI, GPN, SYNH, ANF, DISCK, CHPT, CHPT, CSIQ,

  • Added Positions: TPR, FNKO, FL, NLS, EAT, BBY, ZYME,

  • Reduced Positions: ITRI, SKX, AAPL, ZBH, AMAT, MSFT, CIEN, WTS, BIIB, FSLR,

  • Sold Out: GILD, AEO, CERN, BSX, CTXS, TPIC, URBN,


For the details of North Growth Management Ltd.'s stock buys and sells,
go to https://www.gurufocus.com/guru/north+growth+management+ltd./current-portfolio/portfolio

These are the top 5 holdings of North Growth Management Ltd.

  1. Ciena Corp (CIEN) - 492,000 shares, 6.29% of the total portfolio. Shares reduced by 7.69%

  2. Applied Materials Inc (AMAT) - 228,000 shares, 5.97% of the total portfolio. Shares reduced by 8.43%

  3. Jabil Inc (JBL) - 385,000 shares, 4.50% of the total portfolio.

  4. Lumentum Holdings Inc (LITE) - 233,000 shares, 4.09% of the total portfolio.

  5. Qualcomm Inc (QCOM) - 123,000 shares, 3.72% of the total portfolio.

New Purchase: PerkinElmer Inc (PKI)

North Growth Management Ltd. initiated holding in PerkinElmer Inc. The purchase prices were between $166.66 and $201.06, with an estimated average price of $181.03. The stock is now traded at around $182.490000. The impact to a portfolio due to this purchase was 1.72%. The holding were 51,000 shares as of 2021-12-31.

New Purchase: Global Payments Inc (GPN)

North Growth Management Ltd. initiated holding in Global Payments Inc. The purchase prices were between $117.86 and $161.31, with an estimated average price of $137.3. The stock is now traded at around $146.870000. The impact to a portfolio due to this purchase was 1.63%. The holding were 73,000 shares as of 2021-12-31.

New Purchase: Syneos Health Inc (SYNH)

North Growth Management Ltd. initiated holding in Syneos Health Inc. The purchase prices were between $86.01 and $102.89, with an estimated average price of $96.3. The stock is now traded at around $89.240000. The impact to a portfolio due to this purchase was 1.61%. The holding were 95,000 shares as of 2021-12-31.

New Purchase: Abercrombie & Fitch Co (ANF)

North Growth Management Ltd. initiated holding in Abercrombie & Fitch Co. The purchase prices were between $32.81 and $47.85, with an estimated average price of $39. The stock is now traded at around $39.050000. The impact to a portfolio due to this purchase was 1.06%. The holding were 182,000 shares as of 2021-12-31.

New Purchase: Discovery Inc (DISCK)

North Growth Management Ltd. initiated holding in Discovery Inc. The purchase prices were between $21.68 and $27.27, with an estimated average price of $24.08. The stock is now traded at around $28.080000. The impact to a portfolio due to this purchase was 0.92%. The holding were 241,000 shares as of 2021-12-31.

New Purchase: ChargePoint Holdings Inc (CHPT)

North Growth Management Ltd. initiated holding in ChargePoint Holdings Inc. The purchase prices were between $17.76 and $27.69, with an estimated average price of $22.21. The stock is now traded at around $12.700000. The impact to a portfolio due to this purchase was 0.39%. The holding were 124,000 shares as of 2021-12-31.

Added: Tapestry Inc (TPR)

North Growth Management Ltd. added to a holding in Tapestry Inc by 117.69%. The purchase prices were between $37.36 and $46.2, with an estimated average price of $41.21. The stock is now traded at around $38.650000. The impact to a portfolio due to this purchase was 1.17%. The holding were 320,000 shares as of 2021-12-31.

Added: Funko Inc (FNKO)

North Growth Management Ltd. added to a holding in Funko Inc by 348.33%. The purchase prices were between $15.68 and $19.34, with an estimated average price of $17.73. The stock is now traded at around $17.280000. The impact to a portfolio due to this purchase was 0.65%. The holding were 269,000 shares as of 2021-12-31.

Added: Foot Locker Inc (FL)

North Growth Management Ltd. added to a holding in Foot Locker Inc by 25.18%. The purchase prices were between $39.96 and $57.56, with an estimated average price of $47.47. The stock is now traded at around $43.310000. The impact to a portfolio due to this purchase was 0.5%. The holding were 343,000 shares as of 2021-12-31.

Added: Nautilus Inc (NLS)

North Growth Management Ltd. added to a holding in Nautilus Inc by 35.67%. The purchase prices were between $6.08 and $11.2, with an estimated average price of $8.22. The stock is now traded at around $4.810000. The impact to a portfolio due to this purchase was 0.3%. The holding were 1,122,000 shares as of 2021-12-31.

Added: Brinker International Inc (EAT)

North Growth Management Ltd. added to a holding in Brinker International Inc by 22.16%. The purchase prices were between $33.65 and $50.91, with an estimated average price of $41.03. The stock is now traded at around $38.950000. The impact to a portfolio due to this purchase was 0.26%. The holding were 237,000 shares as of 2021-12-31.

Sold Out: Gilead Sciences Inc (GILD)

North Growth Management Ltd. sold out a holding in Gilead Sciences Inc. The sale prices were between $64.88 and $73.64, with an estimated average price of $68.95.

Sold Out: American Eagle Outfitters Inc (AEO)

North Growth Management Ltd. sold out a holding in American Eagle Outfitters Inc. The sale prices were between $22.12 and $28.79, with an estimated average price of $25.46.

Sold Out: Cerner Corp (CERN)

North Growth Management Ltd. sold out a holding in Cerner Corp. The sale prices were between $69.89 and $93.19, with an estimated average price of $76.38.

Sold Out: Boston Scientific Corp (BSX)

North Growth Management Ltd. sold out a holding in Boston Scientific Corp. The sale prices were between $38.07 and $44.87, with an estimated average price of $41.98.

Sold Out: Citrix Systems Inc (CTXS)

North Growth Management Ltd. sold out a holding in Citrix Systems Inc. The sale prices were between $78.72 and $106.47, with an estimated average price of $91.07.

Sold Out: TPI Composites Inc (TPIC)

North Growth Management Ltd. sold out a holding in TPI Composites Inc. The sale prices were between $14.48 and $35.73, with an estimated average price of $24.17.



Here is the complete portfolio of North Growth Management Ltd.. Also check out:

1. North Growth Management Ltd.'s Undervalued Stocks

2. North Growth Management Ltd.'s Top Growth Companies, and

3. North Growth Management Ltd.'s High Yield stocks

4. Stocks that North Growth Management Ltd. keeps buyingThis article first appeared on GuruFocus.