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Top 10 Stock Picks of Andrew Wiener’s Samjo Capital

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·8 min read
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In this article, we discuss the top 10 stock picks of Andrew Wiener's Samjo Capital. If you want to skip our detailed analysis of Wiener's history, investment philosophy, and hedge fund performance, go directly to Top 5 Stock Picks of Andrew Wiener's Samjo Capital.

Andrew Wiener graduated from the University of Pennsylvania. He is the managing member at Samjo Capital. Andrew Wiener presently has 18 stocks in his portfolio. Samjo Capital is headquartered in New York. According to the first quarter's filings, the hedge fund has a portfolio value of over $116.94 million and a top 10 holdings concentration of 89.03%. Andrew Wiener's Samjo Capital invests primarily in the information technology industry, as well as consumer discretionary, energy, finance, healthcare, industrials, and communications. In the first quarter of 2022, Andrew Wiener's Samjo Capital made new purchases in 3 stocks and additional investments in 10. The hedge fund also sold off 2 securities and decreased its holdings in 3 others.

Some of the hedge fund's significant holdings in the first quarter of 2022 were NeoGenomics, Inc. (NASDAQ:NEO) and Franchise Group, Inc. (NASDAQ:FRG).

Top 10 Stock Picks of Andrew Wiener's Samjo Capital
Top 10 Stock Picks of Andrew Wiener's Samjo Capital

Photo by Nick Chong on Unsplash

Based on the 13F holdings for the first quarter of 2022, Samjo Capital owned 185,000 shares in NeoGenomics, Inc. (NASDAQ:NEO). On June 2, Piper Sandler analyst David Westenberg initiated coverage of NeoGenomics, Inc. (NASDAQ:NEO), maintaining an Overweight rating and a $13 price target.

Samjo Capital also owned 60,000 shares of pharmaceutical company Franchise Group, Inc. (NASDAQ:FRG). Shares of the company rallied 14.94% in the last 12 months, as of June 12. Following the Q1 data, B. Riley analyst Susan Anderson reiterated a Buy rating on Franchise Group, Inc. (NASDAQ:FRG) and cut her price objective to $63 from $65. Despite the unpredictability of client behavior, the analyst believes Franchise's broad business helps to offset the impact of prospective consumer spending slumps.

Our Methodology

This article discusses the top 10 stock picks of Andrew Wiener's Samjo Capital. For this list, we collected data from Wiener's 13F portfolio as of Q1 2022.

Top Stock Picks of Andrew Wiener's Samjo Capital

10. Inspired Entertainment, Inc. (NASDAQ:INSE)

Samjo Capital’s Stake Value: $4,379,000

 

Percentage of Samjo Capital’s Portfolio: 3.74%

 

Number of Hedge Fund Holders: 31

Inspired Entertainment, Inc. (NASDAQ:INSE) is a technology firm developing and selling gaming systems. On May 23, Pennsylvania granted Inspired Entertainment, Inc. (NASDAQ:INSE) an interactive game manufacturing license. As a result, the company's interactive games will be available to licensed internet carriers in Pennsylvania.

Andrew Wiener loaded up on Inspired Entertainment, Inc. (NASDAQ:INSE) in the first quarter, increasing his hold on the company by 6%. Samjo Capital owned 356,000 shares of Inspired Entertainment, Inc. (NASDAQ:INSE) in Q1, worth $4.38 million.

As of the end of the first quarter, 31 hedge funds in Insider Monkey’s database of 912 funds held stakes in Inspired Entertainment, Inc. (NASDAQ:INSE), compared to 25 funds in the fourth quarter. Ari Zweiman's 683 Capital Partners is Inspired Entertainment, Inc. (NASDAQ:INSE)’s most significant stakeholder, with 2.05 million shares worth $25.22 million.

Inspired Entertainment, Inc. (NASDAQ:INSE) is one of Andrew Wiener's favorite investments, just like NeoGenomics, Inc. (NASDAQ:NEO) and Franchise Group, Inc. (NASDAQ:FRG).

9. GTY Technology Holdings Inc. (NASDAQ:GTYH)

Samjo Capital’s Stake Value: $5,313,000

 

Percentage of Samjo Capital’s Portfolio: 4.54%

 

Number of Hedge Fund Holders: 11

GTY Technology Holdings Inc. (NASDAQ:GTYH) is a software as a service (SaaS) provider in North America that offers a cloud-based suite of products for the public sector. Andrew N. Wiener’s Samjo Capital is the most significant stakeholder of GTY Technology Holdings Inc. (NASDAQ:GTYH), with 1.65 million shares worth $5.31 million.

GTY Technology Holdings Inc. (NASDAQ:GTYH) was downgraded to Hold from Buy, with a price objective of $6.30 by Craig-Hallum analyst Jeff Van Rhee on May 9, after the firm agreed to be bought by GI Partners for $6.30 per share in cash. GTY Technology Holdings Inc. (NASDAQ: GTYH) announced on April 29 that it has reached an agreement to be bought by GI Partners, a significant private equity firm.

GTY Technology Holdings Inc. (NASDAQ:GTYH) has recently experienced an increase in hedge fund interest. The company was in 11 hedge funds’ portfolios at the end of the first quarter of 2022. There were 10 hedge funds in our database with GTY Technology Holdings Inc. (NASDAQ:GTYH) at the end of previous quarter.

8. Societal CDMO, Inc. (NASDAQ:SCTL)

Samjo Capital’s Stake Value: $6,318,000

 

Percentage of Samjo Capital’s Portfolio: 5.4%

 

Number of Hedge Fund Holders: 13

Societal CDMO, Inc. (NASDAQ:SCTL) is a contract development and manufacturing organization specializing in pharmaceuticals. On June 8, Societal CDMO, Inc. (NASDAQ:SCTL) announced a major new customer project in San Diego that would use the company's automated fill/finish line and lyophilization equipment.

AmyriAD Pharma chose Societal CDMO, Inc. (NASDAQ:SCTL) to deliver services to assist the ongoing clinical development of AmyriAD's Alzheimer's treatment, AD101, on June 1. Societal will provide clinical trial services to support the launch of phase 3 and phase 4 AD101 trials under the $1 million contract terms.

As the first quarter of 2022 ended, Samjo Capital held 3.51 million Societal CDMO, Inc. (NASDAQ:SCTL) shares. These were worth $6.32 million and represented 5.4% of its investment portfolio. During the same period, 13 of the 912 hedge funds polled by Insider Monkey had long positions in Societal CDMO, Inc. (NASDAQ:SCTL).

7. comScore, Inc. (NASDAQ:SCOR)

Samjo Capital’s Stake Value: $6,737,000

 

Percentage of Samjo Capital’s Portfolio: 5.76%

 

Number of Hedge Fund Holders: 17

comScore, Inc. (NASDAQ:SCOR)'s goods and services cater to the media, advertising, and marketing industries. comScore, Inc. (NASDAQ:SCOR) reported a net loss of $9.3 million in the first quarter of fiscal 2022, compared to $36.4 million in the first quarter of fiscal 2021. On the other hand, the company’s revenue for the quarter came in at $94 million, up 4.1% YoY.

Out of the hedge funds being tracked by Insider Monkey, New York-based investment firm Royce & Associates is a leading shareholder of comScore, Inc. (NASDAQ:SCOR), with 3.37 million shares worth more than $9.82 million. Another major stakeholder of the company is Samjo Capital, which owned 2.32 million shares in comScore, Inc. (NASDAQ:SCOR), worth $6.74 million. This represented 5.76% of the investment portfolio of Samjo Capital.

According to our database, the number of comScore, Inc. (NASDAQ:SCOR)'s long hedge fund positions decreased at the end of the first quarter of 2022. There were 17 hedge funds that hold a position in comScore, Inc. (NASDAQ:SCOR), compared to 18 funds in the fourth quarter of 2021.

6. Quotient Technology Inc. (NYSE:QUOT)

Samjo Capital’s Stake Value: $7,178,000

 

Percentage of Samjo Capital’s Portfolio: 6.13%

 

Number of Hedge Fund Holders: 19

Quotient Technology Inc. (NYSE:QUOT) runs a digital marketing platform that links brands and merchants with customers via the web, mobiles, and social media. Trigran Investments is Quotient Technology Inc. (NYSE:QUOT)’s most significant stakeholder, with 7.35 million shares worth $46.88 million.

Samjo Capital held more than 1.13 million shares in Quotient Technology Inc. (NYSE:QUOT), worth over $7.18 million. This represented 6.13% of its portfolio. In addition, the hedge fund's stake in Quotient Technology Inc. (NYSE:QUOT) increased by 11% in the first quarter of 2022, latest data reveals.

Quotient Technology Inc. (NYSE:QUOT) is getting the attention of the smart money, as 19 hedge funds tracked by Insider Monkey reported owning stakes in the company at the end of the first quarter, up from 17 funds a quarter earlier.

Like NeoGenomics, Inc. (NASDAQ:NEO) and Franchise Group, Inc. (NASDAQ:FRG), Quotient Technology Inc. (NYSE:QUOT) is also one of the stocks gaining the attention of Andrew Wiener's Samjo Capital.

Bernzott Capital Advisors, an investment management firm, in its Q3 2021 investor letter, mentioned Quotient Technology Inc. (NYSE:QUOT). Here is what the fund said:

“Quotient Technology (QUOT): Despite being telegraphed in the prior quarter, margin weakness weighed on the stock’s performance despite profit achieving the low end of guidance. Mix shift has driven margins lower. Management has called for 2Q to be the low point, as consumer packaged goods companies increase promotional activity prompted, in part, by inflation and the need to retain price sensitive consumers. The company’s new self-service platform for enhanced ease of use and performance measurement should also bolster promotional activity in coming periods. The company’s digital promotions continue to take share from free standing inserts.”

     

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Disclosure: None. Top 10 Stock Picks of Andrew Wiener's Samjo Capital is originally published on Insider Monkey.