5 Stocks to Invest in According to Victor Ho’s Yarra Square Partners

1. Marriott Vacations Worldwide Corporation (NYSE:VAC)

Mr. Ho’s Stake Value: $8.7 million

Percentage of Mr. Ho’s 13F Portfolio: 7.41%

Number of Hedge Fund Holders: 35

Marriott Vacations Worldwide Corporation (NYSE:VAC) is headquartered in Florida and it provides vacation services to its customers through using its own properties. Some of the brands associated with the company include Sheraton Vacation Club, Hyatt Residence Club, and Grand Residences by Marriot.

Marriott Vacations Worldwide Corporation (NYSE:VAC) earned $58.7 million in revenue and $0.15 in EPS during its second quarter, beating analyst estimates for revenue. Jefferies lowered the company’s price target to $190 in a September 2021 investor note, basing his estimates on a recent recovery from the ongoing pandemic.

Richard Mashaal’s Rima Senvest Management is Marriott Vacations Worldwide Corporation (NYSE:VAC) largest shareholder, owning a stake of $154 million through 971,737 shares.

In its second quarter 2021 investor letter, Baron Funds mentioned Marriott Vacations Worldwide Corporation (NYSE:VAC) and stated that:

“Marriott Vacations Worldwide Corp.: Marriott Vacations is a leading owner, operator, and developer of real estate timeshare resorts. With the company’s 100% focus on leisure travelers, we believe Marriott Vacations is ideally positioned for a robust travel recovery as more and more people are vaccinated. We believe the long-term growth prospects for Marriott Vacations are compelling and the shares remain attractively valued.”

You can also take a peek at the 15 Fastest Growing Food Brands and 12 Biggest 3D Companies In The World.

Follow Insider Monkey on Twitter