Litespeed Management, L.L.C. Buys NeoPhotonics Corp, Wright Medical Group NV, Expedia Group Inc, Sells Nielsen Holdings PLC, Spark Therapeutics Inc, TiVo Corp

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Feb 17, 2020
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New York, NY, based Investment company Litespeed Management, L.L.C. (Current Portfolio) buys NeoPhotonics Corp, Wright Medical Group NV, Expedia Group Inc, Uniti Group Inc, Air Lease Corp, sells Nielsen Holdings PLC, Spark Therapeutics Inc, TiVo Corp, Quorum Health Corp during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Litespeed Management, L.L.C.. As of 2019Q4, Litespeed Management, L.L.C. owns 17 stocks with a total value of $85 million. These are the details of the buys and sells.

For the details of Litespeed Management, L.L.C.'s stock buys and sells, go to https://www.gurufocus.com/guru/litespeed+management%2C+l.l.c./current-portfolio/portfolio

These are the top 5 holdings of Litespeed Management, L.L.C.
  1. R1 RCM Inc (RCM) - 1,327,623 shares, 20.19% of the total portfolio. Shares reduced by 8.87%
  2. Genworth Financial Inc (GNW) - 2,388,769 shares, 12.32% of the total portfolio.
  3. Papa John's International Inc (PZZA) - 125,000 shares, 9.25% of the total portfolio.
  4. The E W Scripps Co (SSP) - 483,000 shares, 8.89% of the total portfolio.
  5. Uniti Group Inc (UNIT) - 855,000 shares, 8.23% of the total portfolio. Shares added by 21.28%
New Purchase: NeoPhotonics Corp (NPTN)

Litespeed Management, L.L.C. initiated holding in NeoPhotonics Corp. The purchase prices were between $5.86 and $8.9, with an estimated average price of $7.52. The stock is now traded at around $7.59. The impact to a portfolio due to this purchase was 6.04%. The holding were 584,491 shares as of .

New Purchase: Wright Medical Group NV (WMGI)

Litespeed Management, L.L.C. initiated holding in Wright Medical Group NV. The purchase prices were between $19.41 and $30.59, with an estimated average price of $26.4. The stock is now traded at around $30.22. The impact to a portfolio due to this purchase was 5.36%. The holding were 150,000 shares as of .

New Purchase: Expedia Group Inc (EXPE)

Litespeed Management, L.L.C. initiated holding in Expedia Group Inc. The purchase prices were between $94.31 and $138.48, with an estimated average price of $116.71. The stock is now traded at around $122.80. The impact to a portfolio due to this purchase was 1.85%. The holding were 14,620 shares as of .

New Purchase: Air Lease Corp (AL)

Litespeed Management, L.L.C. initiated holding in Air Lease Corp. The purchase prices were between $39.1 and $48.42, with an estimated average price of $45.04. The stock is now traded at around $45.29. The impact to a portfolio due to this purchase was 1.34%. The holding were 24,000 shares as of .

New Purchase: Intelsat SA (I)

Litespeed Management, L.L.C. initiated holding in Intelsat SA. The purchase prices were between $5.96 and $26.97, with an estimated average price of $15.33. The stock is now traded at around $3.10. The impact to a portfolio due to this purchase was 0.93%. The holding were 113,000 shares as of .

Added: Uniti Group Inc (UNIT)

Litespeed Management, L.L.C. added to a holding in Uniti Group Inc by 21.28%. The purchase prices were between $6.05 and $8.4, with an estimated average price of $7.24. The stock is now traded at around $8.85. The impact to a portfolio due to this purchase was 1.44%. The holding were 855,000 shares as of .

Added: PG&E Corp (PCG)

Litespeed Management, L.L.C. added to a holding in PG&E Corp by 39.60%. The purchase prices were between $3.8 and $12.32, with an estimated average price of $8.57. The stock is now traded at around $16.20. The impact to a portfolio due to this purchase was 1.27%. The holding were 352,500 shares as of .

Added: SeaWorld Entertainment Inc (SEAS)

Litespeed Management, L.L.C. added to a holding in SeaWorld Entertainment Inc by 28.21%. The purchase prices were between $25.59 and $33.12, with an estimated average price of $28.96. The stock is now traded at around $36.88. The impact to a portfolio due to this purchase was 0.82%. The holding were 100,000 shares as of .

Sold Out: Nielsen Holdings PLC (NLSN)

Litespeed Management, L.L.C. sold out a holding in Nielsen Holdings PLC. The sale prices were between $19.47 and $21.41, with an estimated average price of $20.3.

Sold Out: Spark Therapeutics Inc (ONCE)

Litespeed Management, L.L.C. sold out a holding in Spark Therapeutics Inc. The sale prices were between $96.25 and $113.57, with an estimated average price of $107.51.



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