- New Purchases: CRNC, DEAC, VRRM,
- Added Positions: NTNX, WIX, SNAP, UNIT, NDLS,
- Reduced Positions: AVGO, HOME, GSKY,
For the details of Isomer Partners LP's stock buys and sells, go to https://www.gurufocus.com/guru/isomer+partners+lp/current-portfolio/portfolio
These are the top 5 holdings of Isomer Partners LP- Nexstar Media Group Inc (NXST) - 625,000 shares, 20.19% of the total portfolio.
- Wix.com Ltd (WIX) - 550,000 shares, 18.54% of the total portfolio. Shares added by 10.00%
- Liberty Broadband Corp (LBRDK) - 335,000 shares, 11.61% of the total portfolio.
- Nutanix Inc (NTNX) - 1,200,000 shares, 10.33% of the total portfolio. Shares added by 20.00%
- Snap Inc (SNAP) - 2,000,000 shares, 9.00% of the total portfolio. Shares added by 3.63%
Isomer Partners LP initiated holding in Cerence Inc. The purchase prices were between $13.85 and $22.63, with an estimated average price of $16.46. The stock is now traded at around $24.49. The impact to a portfolio due to this purchase was 3.87%. The holding were 620,000 shares as of .
New Purchase: Diamond Eagle Acquisition Corp (DEAC)Isomer Partners LP initiated holding in Diamond Eagle Acquisition Corp. The purchase prices were between $9.85 and $10.84, with an estimated average price of $10.1. The stock is now traded at around $17.33. The impact to a portfolio due to this purchase was 2.95%. The holding were 1,000,000 shares as of .
New Purchase: Verra Mobility Corp (VRRM)Isomer Partners LP initiated holding in Verra Mobility Corp. The purchase prices were between $13.84 and $15.1, with an estimated average price of $14.36. The stock is now traded at around $16.59. The impact to a portfolio due to this purchase was 0.86%. The holding were 222,519 shares as of .
Here is the complete portfolio of Isomer Partners LP. Also check out:
1. Isomer Partners LP's Undervalued Stocks
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3. Isomer Partners LP's High Yield stocks
4. Stocks that Isomer Partners LP keeps buying
