RIVERSTONE HOLDINGS LLC purchases 2

RIVERSTONE HOLDINGS LLC recently filed its 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of long stock positions. listed in the United States and American certificates of deposit at the end of the quarter. They are not required to include international holdings, short positions or other types of investments. Yet even this limited repository can provide valuable information.

712 FIFTH AVENUE NEW YORK, NY 10019

According to the latest 13F report, the guru’s stock portfolio contained 9 stocks valued at a total of $2.38 billion. The top holdings were EVA (67.46%), CDEV (17.34%) and TALO (8.01%).

According to data from GuruFocus, these were RIVERSTONE HOLDINGS LLC’s top five deals of the quarter.

Enviva Inc.

The guru established a new position worth 27,999,267 shares in NYSE:EVA, giving the stock a 67.46% weighting in the equity portfolio. The shares traded at an average price of $75.37 during the quarter.

On 08/09/2022, Enviva Inc traded at a price of $68.93 per share and a market capitalization of $4.55 billion. The stock has returned 34.42% over the past year.

GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 5 out of 10.

In terms of valuation, Enviva Inc has a price-to-book ratio of 9.48, an EV/Ebitda ratio of -72.65 and a price-to-sales ratio of 3.84.

The GF price/value ratio is 2.15, giving the stock a GF value rank of 1.

Enviva Inc.

The guru sold his investment of 27,901,225 shares in FRA:XV6. Previously, the stock had a weighting of 66.52% in the equity portfolio. The shares traded at an average price of €70.35 during the quarter.

On 08/09/2022, Enviva Inc traded at a price of €66.93 per share and a market capitalization of €4.57 billion. The stock has returned 147.85% over the past year.

GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 5 out of 10.

In terms of valuation, Enviva Inc has a price-to-book ratio of 9.38, an EV/Ebitda ratio of -72.12 and a price-to-sales ratio of 3.79.

The GF price-to-value ratio is 2.11, giving the stock a GF value rank of 1.

Talos Energy Inc

RIVERSTONE HOLDINGS LLC reduced its investment in NYSE:TALO by 3,978,110 shares. The transaction had an impact of 1.89% on the equity portfolio. During the quarter, the stock traded at an average price of $19.39.

On 08/09/2022, Talos Energy Inc traded at a price of $19.55 per share and a market capitalization of $1.64 billion. The stock has returned 55.16% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Talos Energy Inc has a price/earnings ratio of 8.62, a price/book ratio of 1.81, a price/earnings/growth (PEG) ratio of 0.18, an EV/Ebitda ratio of 3.02 and a price-to-sales ratio of 1.01.

The GF price-to-value ratio is 1.04, giving the stock a GF value rank of 3.

Tritium DCFC Ltd.

The guru established a new position worth 15,564,378 shares in NAS:DCFC, giving the stock a 4.71% weighting in the equity portfolio. The shares traded at an average price of $8.29 during the quarter.

On 08/09/2022, Tritium DCFC Ltd traded at a price of $6.82 per share and a market capitalization of $1.04 billion. The stock has returned 0.00% over the past year.

GuruFocus gives the company a financial strength rating of 2 out of 10 and a profitability rating of 1 out of 10.

In terms of valuation, Tritium DCFC Ltd has an EV to Ebitda ratio of -22.46 and a price-to-sales ratio of 16.43.

Centennial Resource Development Inc.

RIVERSTONE HOLDINGS LLC reduced its investment in NAS:PR by 14,600,660 shares. The transaction had an impact of 3.1% on the equity portfolio. During the quarter, the stock traded at an average price of $7.88.

On 08/09/2022, Centennial Resource Development Inc traded at a price of $7.77 per share and a market capitalization of $2.25 billion. The stock has returned 48.85% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Centennial Resource Development Inc has a price to earnings ratio of 6.13, a price to book ratio of 0.75, an EV to EBITDA ratio of 3.58 and a price to sales ratio of 1. 85.

The GF price/value ratio is 1.00, giving the stock a GF value rank of 5.

Please note that figures and facts quoted are at the time of writing this article and may not reflect the latest business data or company announcements.

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