Steinberg Asset Management LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison
Ava Hoppe | 2 May, 2023
Steinberg Asset Management LLC has recently released their Q4 2022 13F filing, which has revealed some interesting changes in their holdings compared to Q3 2022. As an expert in the field, we’ve analyzed the data and identified some key takeaways.
Firstly, we see that GOLAR LNG LTD (GLNG) continues to be a top holding for the firm, with only a slight increase in shares from Q3 to Q4. This signals that the company believes in the long-term potential of the natural gas market, despite some recent volatility.
On the other hand, a noticeable decrease in shares held of Liberty Global plc (LBTYK) suggests that Steinberg Asset Management may be shifting their focus away from the company. The decrease in shares held also coincides with a decrease in the value of the company, both in terms of shares and overall value, which could also be a factor in the decision.
Another interesting change is the significant increase in shares held of Madison Square Garden Sports Corp (MSGS). While the exact reasoning behind this isn’t clear, it’s possible that the company believes in the future potential of the sports and entertainment industry following the pandemic.
It’s also worth noting that the firm has seemingly taken a position in several companies that were not previously held in Q3, including Avid Technology Inc (AVID), Warner Bros Discovery Inc (WBD), and Thermo Fisher Scientific Inc (TMO).
Overall, it’s clear that Steinberg Asset Management LLC is constantly adapting and adjusting their holdings based on the current market landscape. With a diversified portfolio of companies from various industries, the firm is positioning themselves for success in the long run.
Other Posts
- Navigating the Shifts: Analyzing Salem Investment Counselors Inc's Strategic Moves in Q4 2023 to Q1 2024
- Analyzing HC Financial Advisors’ Q2 2018 vs. Q3 2018 13F Filing: Increased and Decreased Holdings
- Sowell Financial Services LLC Q3 vs. Q4 2022: A Comparison of Top Fund Holdings
- Meridian Management Co Q4 2022 vs. Q1 2023: Analyzing the Changes in Fund Holdings
- The Evolution of Newtyn Management's Holdings: Comparing Q3 2022 to Q4 2022
- Investment Analysis: Redwood Investment Management, LLC Q3 2022 vs. Q4 2022 Holdings Comparison
- Kennedy Capital Management LLC Q3 2022 vs Q4 2022: A Look at the Changes in Top Stock Holdings
- Covenant Asset Management, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison
- Dearborn Capital Management LLC's Q2 and Q3 2018 13F Holdings: A Comparative Analysis of Changes in Holdings and Values
- ESP Associates Expands in Texas and Colorado with CivilCorp and Ditesco Acquisitions