Andy Brown’s Cedar Rock Capital’s Top Stock Picks


When it comes to investing, the London-based investment firm has a defined and devoted strategy, adopting a long-only and buy-and-hold global stock strategy. Andy Brown created cedar Rock Capital in 2002 with the goal of attracting endowments, foundations, families, and corporate pension funds. Cedar Rock Capital has a $4.39 billion 13F portfolio, with investments mostly in consumer staples, information technology, and transportation. The Proctor & Gamble Company is Andy Brown’s largest position in his Q2 portfolio, with interests worth more than $1 billion.

Insider Monkey takes a look at Andy Brown’s Cedar Rock Capital’s top 8 stock picks. Expeditors International of Washington, Inc. is owned by Cedar Rock Capital, which has 1.59 billion shares. Transportation, warehousing and distribution, customs, and compliance are among the company’s primary services. Andy Brown’s financial portfolio includes it as one of his top equities. The Clorox Company is a worldwide consumer goods company that makes Pine-Sol cleaners, Fresh Step cat litter, Hidden Valley dressings and sauces, and Burt’s Bees natural personal care products, among other things. Cedar Rock Capital owns more than $1.7 billion in the company’s stock. The merger of Keurig Green Mountain with Dr. Pepper Snapple Group in 2018 resulted in Keurig Dr. Pepper Inc. Cedar Rock Capital has 9.82 billion shares worth $346.39 million, accounting for 7.88% of the company’s investment portfolio. On October 27, Automatic Data Processing, Inc. released its third-quarter earnings. At $1.65, the reported EPS surpassed expectations by $0.16. The company’s sales of $3.83 billion was $77.99 million higher than expected. Starbucks Corporation is owned by Cedar Rock Capital, which owns 5.37 million shares worth $601.49 million, or 13.69 percent of the firm’s Q2 investment portfolio. At $8.15 billion, revenue fell short of expectations by -$77.46 million. For more details, click Andy Brown’s Cedar Rock Capital’s Top 8 Stock Picks.

Cedar Rock Capital: Andy Brown's Top 8 Stock Picks