Gregory Bylinsky is a popular name in the investment world. Bylinsky and Jefferson Gramm founded Bandera Partners in 2006. This New York-based hedge fund is currently one of the top-performing hedge funds based on 3-year annualized weighted returns. Before Bandera Partners, Bylinsky was a portfolio manager at Lime Capital Management and before that at Tower Research Capital. Bielinsky holds a BA from Yale and a JD from Harvard Law (1994). Let’s take a look at Gregory Bylinsky’s top ten holdings.
Gregory Bylinsky’s top ten holdings
We refer to the latest available 13F filing from Bandera Partners (March 31, 2022) to determine Gregory Bylinsky’s top ten holdings.
Q2 2022 hedge fund letters, conference and more
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Alphabet (Class C)
It was founded in 2015 and is headquartered in Mountain View, California. It is a technology holding company operating through the Google and Other Bets segment. Bylinsky owns 5,480 shares of Alphabet Inc. (NASDAQ:GOOG) at an estimated median price of $1489.36. Those stocks currently have a market value of over $15 million and make up 4.38% of Bylinsky’s portfolio. Alphabet (Class C) shares are currently trading above $2,360 and are down more than 17% to date.
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IDT Corp.
Founded in 1990 and headquartered in Newark, NJ, the company specializes in the sales and marketing of communications and payment services. Bylinsky owns 470,000 shares of IDT Corporation (NYSE:IDT) at an estimated median price of $38.69. Those stocks currently have a market value of over $16 million and make up 4.58% of Bylinsky’s portfolio. IDT shares are currently trading above $25 and are down over 42% to date.
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amaresco
Founded in 2000 and headquartered in Framingham, Massachusetts, the company provides energy services. Bylinsky owns 206,723 shares of Amresco Inc. (NYSE:AMRC) at an estimated median price of $13.98. These stocks currently have a market value of over $16 million and make up 4.70% of Bylinsky’s portfolio. Amresco shares are currently trading above $44 and are down more than 45% to date.
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Pershing Square Tontin Holdings
It was founded in 2020 and is headquartered in New York City. It is a blank check company that assists in mergers, asset acquisitions, stock purchases and other similar transactions. Bylinsky owns 850,000 shares of Pershing Square Tontin Holdings Limited (NYSE:PSTH) at an estimated median price of $19.89. Those stocks currently have a market value of over $16 million and make up 4.84% of Bylinsky’s portfolio. Pershing Square shares are currently trading above $19.90 and are up more than 1% to date.
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BBQ stocks
Founded in 1994 and headquartered in Minnetonka, Minnesota, the company owns and operates franchised restaurants. Bylinsky owns more than 1.30 million shares of BBQ Holdings Inc. (NASDAQ:BBQ). Those stocks currently have a market value of over $20 million and make up 5.81% of Bylinsky’s portfolio. BBQ Holdings shares are currently trading above $10.70 and are down more than 32% to date.
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Alphabet (Class A)
Bylinsky owns 8,815 shares of Alphabet Inc. (NASDAQ:GOOGL) at an estimated median price of $263.19. Those stocks currently have a market value of over $24 million and make up 7.01% of Bylinsky’s portfolio. Alphabet Class A shares are currently trading above $2,352 and are down more than 18% to date.
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together
Founded in 2010 and headquartered in Scottsdale, Arizona, this company owns and operates chiropractic clinics. Bylinsky owns more than 2.03 million shares of Joint Corp (NASDAQ:JYNT). Those stocks currently have a market value of over $35 million and make up 10.14% of Bylinsky’s portfolio. Combined shares are currently trading above $15.80 and are down more than 80% to date.
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Twitter
Founded in 2006 and headquartered in San Francisco, the company operates a microblogging and social networking service. Bylinsky owns 947,000 shares of Twitter Inc. (NYSE:TWTR) at an estimated median price of $43.72. Those stocks currently have a market value of over $36 million and make up 10.48% of Bylinsky’s portfolio. Twitter shares are currently trading above $37 and are down more than 10% to date.
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Amcor Technology
Founded in 1986 and headquartered in Tempe, Arizona, this company provides outsourced semiconductor packaging and test services. Near Bylinsky Amkor Technology, Inc. (NASDAQ:AMKR) at an estimated median price of $24.10. Those stocks currently have a market value of over $37 million and make up 10.65% of Bylinsky’s portfolio. Amkor Technology shares are currently trading above $16.30 and are down more than 28% to date.
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Stargroup LP
Founded in 1995 and headquartered in Stamford, Connecticut, the company is a distributor and service provider of household heating oil and propane gas. Bialinsky owns more than 3.46 million shares of Star Group LP (NYSE:SGU) at an estimated median price of $6.39. Those stocks currently have a market value of over $38 million and make up 11% of Bylinsky’s portfolio. Star Group shares are currently trading above $9.80 and are down about 13% to date.
Companies mentioned in this article
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7 tech stocks that will grow in 2022
The trading days of late 2021 and early 2022 were tough for tech stocks. The prospect of multiple rate hikes has prompted investors to switch to risk-off assets, including equities. And that means some of the biggest tech stocks could fall further.
But for growth investors, the technology remains in the field. Some attractive stocks have rallied 50% or more from their 2021 highs. This means it’s inevitable that some savvy shoppers will switch to buying their favorite names at a discounted price.
However, price does not always equal value. Some stocks are sold out and may never recover from their previous levels. These are hard lessons for investors.
However, in this presentation we look at seven tech stocks that have a strong business case to support the recovery, while other tech stocks may struggle. We believe all of these stocks are strong buyers. However, we encourage you to do your due diligence to determine when the price is right for you.
See “7 Tech Stocks That Will Grow in 2022.”
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