Johnson & Johnson (JNJ), Ocean Rig UDW Inc. (ORIG) Among Tigershark Partners’ Top Picks
In the current round of 13F filings, hedge funds and other institutional investors are disclosing their equity portfolios as held at the end of the last year. One of those is Tom Facciola’s Tigershark Partners.
Tigershark, in its latest 13F filed with the Securities and Exchange Commission, disclosed an equity portfolio with a total value of about $143.42 million.
In this piece, we are going to talk about the five largest holdings from the Tigershark’s equity portfolio, in terms of value, as at the end of last year.
Johnson & Johnson (NYSE:JNJ) is the first largest holding in which the fund disclosed a stake of about $6.89 million. The fund owned 75,191 shares of the company by the end of the year. Johnson & Johnson (NYSE:JNJ) reported sales of $18.4 billion for the fourth quarter of 2013, an increase of 4.5% as compared to the fourth quarter of 2012.
The second-largest holding is Ocean Rig UDW Inc (NASDAQ:ORIG) in which the fund disclosed a $6.68 million stake. The fund reported an ownership of 347,130 shares of the company.
Teva Pharmaceutical Industries Ltd. (ADR) (NYSE:TEVA) is third on the list in which the fund owned 151,667 shares, with a reported value of about $6.07 million. The company’s revenues for the three months ended December 31, 2013, were $5.4 billion, an increase of 3% compared to the fourth quarter of 2012.
The next on the list is Molson Coors Brewing Company (NYSE:TAP) in which the fund owned 89,858 shares, with a reported value of about $5.04 million. Molson Coors Brewing Co. (NYSE:TAP) is one of the world’s largest brewers, and the company’s operating segments include Canada, the United States, Europe, and Molson Coors International.
Quality Systems, Inc. (NASDAQ:QSII) comes as the fifth largest holding, in which the fund disclosed a stake of $4.27 million, which contains 203,171 shares.