13F Dashboards: Top 10 Stocks in Update #6

For generating new stock investment ideas.

The structure of this post is to first provide for each stock the description + statistics + Superinvestors who own it as a top 10 position.

Then for the stocks you are interested in, there is a link at the end of each section that takes you to the associated footnote with much more information on the company (from investor presentations and the latest earnings).

The purpose of this is to provide new stock ideas / help generate new ideas, from the subset of “Superinvestors” + their top 10 holdings, and from that universe of 383 stocks as of Update 6, the following are the top 10 stocks overall on a statistical basis.

Top 10 Stocks in Update #6

Of the top 10 holdings within the 13Fs of Superinvestors (~383 stocks), the following are the top 10 overall stocks as of 8/18 (in Update #6) on a statistical basis:

1. Jackson Financial Inc. (JXN)

2. Star Bulk Carriers Corp. (SBLK)

3. CONSOL Energy Inc. (CEIX)

4. Warrior Met Coal, Inc. (HCC)

5. Alpha Metallurgical Resources, Inc. (AMR)

6. CNX Resources Corporation (CNX)

7. Vital Energy, Inc. (VTLE)

8. Chesapeake Energy Corporation (CHK)

9. Western Alliance Bancorporation (WAL)

10. Southwestern Energy Company (SWN)

(The overall ranking / "score" for a given stock is based on each ranking across many different statistics, such as P/E, P/FCF, EPS and sales growth, debt/equity, ROE, margins, insider purchases & ownership, and much more)

All of these top 10 stocks have a:

• Market Cap < $12B (most under $4B)

• P/E < 5.8

• P/S < 1.5

• P/B < 2.1

• P/FCF < 7.4

• Positive sales growth over last 5 years

• ROE > 17.7%

• ROI > 18.5%

• D/E < 95%

• Net Profit Margin > 23%

#1. Jackson Financial (JXN)

• Miller Value Partners added to JXN this quarter, leading to it to become a top 10 position, and enter the 13F Dashboards.

  • 8th largest U.S. position

  • 4.43% of U.S. portfolio

  • Added 2.78% in Q2

• This stock is #1 overall, due to high rankings on statistics such as:

  • P/E of 1.5 (3rd lowest)

  • P/S of 0.3 (10th lowest)

  • P/B of 0.4 (2nd lowest)

  • P/C of 1.5 (24th lowest)

  • P/FCF of 0.5 (1st lowest)

  • EPS growth of 45.7% (23rd highest)

  • ROE of 51.6% (9th highest)

More info in footnotes¹

#2. Star Bulk Carriers Corp. (SBLK)

Owned by Oaktree Capital Management:

• 3rd largest U.S. equity position

• 7.26% of U.S. equity portfolio

• No change in Q2

Michael Burry of Scion Asset Management added a 2.94% position in SBLK in Q2.

More info in footnotes²

#3. CONSOL Energy Inc. (CEIX)

• Owned by Mohnish Pabrai of Pabrai Investments:

  • 2nd largest U.S. equity position

  • 18.8% of U.S. equity portfolio

  • New as of Q2

• Owned by David Einhorn of Greenlight Capital

  • 2nd largest U.S. equity position

  • 9.05% of U.S. equity portfolio

  • Added 4.75% in Q2

More info in footnotes³

#4. Warrior Met Coal, Inc. (HCC)

• Owned by Third Avenue Management:

  • 2nd largest U.S. equity position

  • 8.64% of U.S. equity portfolio

  • Added 0.12% in Q2

More info in footnotes⁴

#5. Alpha Metallurgical Resources, Inc. (AMR)

• Owned by Mohnish Pabrai of Pabrai Investments:

  • Largest U.S. equity position

  • 81.2% of U.S. equity portfolio

  • New as of Q2

More info in footnotes⁵

#6. CNX Resources Corporation (CNX)

• Owned by Mason Hawkins of Longleaf Partners:

  • 5th largest U.S. equity position

  • 6.17% of U.S. equity portfolio

  • Added 18.71% in Q2

More info in footnotes⁶

#7. Vital Energy, Inc. (VTLE)

• Owned by Michael Burry of Scion Asset Management:

  • 8th largest U.S. equity position

  • 5.07% of U.S. equity portfolio

  • New as of Q2

More info in footnotes⁷

#8. Chesapeake Energy Corporation (CHK)

• Owned by Oaktree Capital Management:

  • 2nd largest U.S. equity position

  • 9.68% of U.S. equity portfolio

  • Reduced by 14.33% in Q2

• Also held by Miller Value Partners, Appaloosa Management, and First Eagle Investment Management, but not as a top 10 position.

More info in footnotes⁸

#9. Western Alliance Bancorporation (WAL)

• Owned by Miller Value Partners:

  • 7th largest U.S. equity position

  • 4.49% of U.S. equity portfolio

  • Added 213.54% in Q2

More info in footnotes⁹

#10. Southwestern Energy Company (SWN)

• Owned by David Einhorn of Greenlight Capital:

  • 10th largest U.S. equity position

  • 2.60% of U.S. equity portfolio

  • Added 3.49% in Q2

• Also owned by Appaloosa Management (but not a top 10 position).

More info in footnotes¹⁰

Closing

If there is any additional information that you feel would provide value, please let me know.

Thank you,

Austin Swanson

Disclaimer: This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details.

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