Shoals Capital Management LP Buys CyrusOne Inc, Oaktree Specialty Lending Corp, Hancock Whitney Corp, Sells Front Yard Residential Corp, William Lyon Homes, VEREIT Inc

• New Purchases: CONE, OCSL, HWC, LXP, FBP, COWN, MDLY,
• Added Positions: JCAP, AJX, BPOP,
• Sold Out: RESI, WLH, VER, LPT,

For the details of Shoals Capital Management LP's stock buys and sells, go to https://www.gurufocus.com/guru/shoals+capital+management+lp/current-portfolio/portfolio

1. Jernigan Capital Inc (JCAP) - 1,100,000 shares, 22.42% of the total portfolio. Shares added by 37.50%
2. CyrusOne Inc (CONE) - 160,000 shares, 11.15% of the total portfolio. New Position
3. Popular Inc (BPOP) - 170,000 shares, 10.64% of the total portfolio. Shares added by 36.00%
4. Great Ajax Corp (AJX) - 650,000 shares, 10.25% of the total portfolio. Shares added by 85.71%
5. Oaktree Specialty Lending Corp (OCSL) - 1,505,016 shares, 8.75% of the total portfolio. New Position

Shoals Capital Management LP initiated holding in CyrusOne Inc. The purchase prices were between $60.9 and $79.33, with an estimated average price of $68.34. The stock is now traded at around $66.79. The impact to a portfolio due to this purchase was 11.15%. The holding were 160,000 shares as of .

Shoals Capital Management LP initiated holding in Oaktree Specialty Lending Corp. The purchase prices were between $5.02 and $5.52, with an estimated average price of $5.25. The stock is now traded at around $5.36. The impact to a portfolio due to this purchase was 8.75%. The holding were 1,505,016 shares as of .

Shoals Capital Management LP initiated holding in Hancock Whitney Corp. The purchase prices were between $35.66 and $44.15, with an estimated average price of $40.66. The stock is now traded at around $40.95. The impact to a portfolio due to this purchase was 8.65%. The holding were 185,000 shares as of .

Shoals Capital Management LP initiated holding in Lexington Realty Trust. The purchase prices were between $10.16 and $11.15, with an estimated average price of $10.72. The stock is now traded at around $11.40. The impact to a portfolio due to this purchase was 8.6%. The holding were 760,000 shares as of .

Shoals Capital Management LP initiated holding in First BanCorp. The purchase prices were between $9.64 and $10.94, with an estimated average price of $10.45. The stock is now traded at around $9.20. The impact to a portfolio due to this purchase was 8.46%. The holding were 750,000 shares as of .

Shoals Capital Management LP initiated holding in Cowen Inc. The purchase prices were between $13.84 and $16.43, with an estimated average price of $15.03. The stock is now traded at around $17.21. The impact to a portfolio due to this purchase was 3.09%. The holding were 184,103 shares as of .

Shoals Capital Management LP added to a holding in Jernigan Capital Inc by 37.50%. The purchase prices were between $17.31 and $19.96, with an estimated average price of $18.38. The stock is now traded at around $20.42. The impact to a portfolio due to this purchase was 6.11%. The holding were 1,100,000 shares as of .

Shoals Capital Management LP added to a holding in Great Ajax Corp by 85.71%. The purchase prices were between $14.8 and $15.92, with an estimated average price of $15.32. The stock is now traded at around $15.29. The impact to a portfolio due to this purchase was 4.73%. The holding were 650,000 shares as of .

Shoals Capital Management LP added to a holding in Popular Inc by 36.00%. The purchase prices were between $52.72 and $59.4, with an estimated average price of $55.92. The stock is now traded at around $56.59. The impact to a portfolio due to this purchase was 2.82%. The holding were 170,000 shares as of .

Shoals Capital Management LP sold out a holding in Front Yard Residential Corp. The sale prices were between $10.55 and $13.12, with an estimated average price of $11.89.

Shoals Capital Management LP sold out a holding in William Lyon Homes. The sale prices were between $18.4 and $21.51, with an estimated average price of $20.44.

Shoals Capital Management LP sold out a holding in VEREIT Inc. The sale prices were between $9.09 and $10.05, with an estimated average price of $9.58.

Shoals Capital Management LP sold out a holding in Liberty Property Trust. The sale prices were between $50.26 and $62.23, with an estimated average price of $57.48.