Ironvine Capital Partners, LLC Buys Bank of America Corp, Visa Inc, Heico Corp, Sells Wells Fargo, Liberty SiriusXM Group, Apple Inc

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Apr 29, 2020
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Investment company Ironvine Capital Partners, LLC (Current Portfolio) buys Bank of America Corp, Visa Inc, Heico Corp, Heico Corp, Laboratory Corp of America Holdings, sells Wells Fargo, Liberty SiriusXM Group, Apple Inc, Costco Wholesale Corp, Crocs Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Ironvine Capital Partners, LLC. As of 2020Q1, Ironvine Capital Partners, LLC owns 59 stocks with a total value of $640 million. These are the details of the buys and sells.

For the details of Ironvine Capital Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/ironvine+capital+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Ironvine Capital Partners, LLC
  1. Microsoft Corp (MSFT) - 330,358 shares, 8.14% of the total portfolio. Shares reduced by 10.02%
  2. Liberty Broadband Corp (LBRDK) - 375,389 shares, 6.50% of the total portfolio. Shares added by 8.07%
  3. JPMorgan Chase & Co (JPM) - 385,176 shares, 5.42% of the total portfolio. Shares added by 9.69%
  4. Berkshire Hathaway Inc (BRK.B) - 185,400 shares, 5.30% of the total portfolio. Shares reduced by 9.22%
  5. S&P Global Inc (SPGI) - 117,272 shares, 4.49% of the total portfolio. Shares added by 10.25%
New Purchase: Heico Corp (HEI)

Ironvine Capital Partners, LLC initiated holding in Heico Corp. The purchase prices were between $61.66 and $129.76, with an estimated average price of $109.9. The stock is now traded at around $84.73. The impact to a portfolio due to this purchase was 0.94%. The holding were 80,362 shares as of .

New Purchase: UnitedHealth Group Inc (UNH)

Ironvine Capital Partners, LLC initiated holding in UnitedHealth Group Inc. The purchase prices were between $194.86 and $305.31, with an estimated average price of $276.19. The stock is now traded at around $288.36. The impact to a portfolio due to this purchase was 0.31%. The holding were 8,063 shares as of .

Added: Bank of America Corp (BAC)

Ironvine Capital Partners, LLC added to a holding in Bank of America Corp by 533.06%. The purchase prices were between $18.08 and $35.64, with an estimated average price of $30.21. The stock is now traded at around $23.89. The impact to a portfolio due to this purchase was 3.21%. The holding were 1,146,840 shares as of .

Added: Visa Inc (V)

Ironvine Capital Partners, LLC added to a holding in Visa Inc by 110.39%. The purchase prices were between $135.74 and $213.31, with an estimated average price of $188.96. The stock is now traded at around $171.25. The impact to a portfolio due to this purchase was 2.21%. The holding were 167,123 shares as of .

Added: Heico Corp (HEI.A)

Ironvine Capital Partners, LLC added to a holding in Heico Corp by 3116.12%. The purchase prices were between $55.74 and $104.1, with an estimated average price of $89.69. The stock is now traded at around $70.50. The impact to a portfolio due to this purchase was 1.91%. The holding were 196,762 shares as of .

Added: Laboratory Corp of America Holdings (LH)

Ironvine Capital Partners, LLC added to a holding in Laboratory Corp of America Holdings by 36.59%. The purchase prices were between $104.32 and $195.28, with an estimated average price of $168.3. The stock is now traded at around $175.96. The impact to a portfolio due to this purchase was 0.59%. The holding were 111,245 shares as of .

Added: Starbucks Corp (SBUX)

Ironvine Capital Partners, LLC added to a holding in Starbucks Corp by 152.91%. The purchase prices were between $56.33 and $93.75, with an estimated average price of $81.31. The stock is now traded at around $78.69. The impact to a portfolio due to this purchase was 0.55%. The holding were 88,636 shares as of .

Added: Danaher Corp (DHR)

Ironvine Capital Partners, LLC added to a holding in Danaher Corp by 28.97%. The purchase prices were between $121.39 and $169.05, with an estimated average price of $152.42. The stock is now traded at around $165.33. The impact to a portfolio due to this purchase was 0.46%. The holding were 94,416 shares as of .

Sold Out: Crocs Inc (CROX)

Ironvine Capital Partners, LLC sold out a holding in Crocs Inc. The sale prices were between $10.77 and $43.4, with an estimated average price of $32.24.

Sold Out: Deere & Co (DE)

Ironvine Capital Partners, LLC sold out a holding in Deere & Co. The sale prices were between $111.15 and $177.6, with an estimated average price of $158.85.

Sold Out: Union Pacific Corp (UNP)

Ironvine Capital Partners, LLC sold out a holding in Union Pacific Corp. The sale prices were between $114.04 and $187.19, with an estimated average price of $166.14.

Sold Out: Twitter Inc (TWTR)

Ironvine Capital Partners, LLC sold out a holding in Twitter Inc. The sale prices were between $22 and $39.05, with an estimated average price of $32.44.

Sold Out: Verizon Communications Inc (VZ)

Ironvine Capital Partners, LLC sold out a holding in Verizon Communications Inc. The sale prices were between $49.94 and $61.4, with an estimated average price of $57.34.

Sold Out: Boeing Co (BA)

Ironvine Capital Partners, LLC sold out a holding in Boeing Co. The sale prices were between $95.01 and $347.45, with an estimated average price of $276.34.

Reduced: Wells Fargo & Co (WFC)

Ironvine Capital Partners, LLC reduced to a holding in Wells Fargo & Co by 91.26%. The sale prices were between $25.25 and $53.8, with an estimated average price of $42.87. The stock is now traded at around $28.87. The impact to a portfolio due to this sale was -3.22%. Ironvine Capital Partners, LLC still held 47,729 shares as of .

Reduced: Liberty SiriusXM Group (LSXMK)

Ironvine Capital Partners, LLC reduced to a holding in Liberty SiriusXM Group by 76.57%. The sale prices were between $24.74 and $51.14, with an estimated average price of $44.24. The stock is now traded at around $34.87. The impact to a portfolio due to this sale was -2.15%. Ironvine Capital Partners, LLC still held 113,774 shares as of .

Reduced: Apple Inc (AAPL)

Ironvine Capital Partners, LLC reduced to a holding in Apple Inc by 33.68%. The sale prices were between $224.37 and $327.2, with an estimated average price of $295.01. The stock is now traded at around $278.58. The impact to a portfolio due to this sale was -1.65%. Ironvine Capital Partners, LLC still held 92,244 shares as of .

Reduced: Costco Wholesale Corp (COST)

Ironvine Capital Partners, LLC reduced to a holding in Costco Wholesale Corp by 40.22%. The sale prices were between $279.85 and $324.08, with an estimated average price of $303.54. The stock is now traded at around $304.95. The impact to a portfolio due to this sale was -1.24%. Ironvine Capital Partners, LLC still held 52,223 shares as of .

Reduced: Amazon.com Inc (AMZN)

Ironvine Capital Partners, LLC reduced to a holding in Amazon.com Inc by 92.6%. The sale prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2314.08. The impact to a portfolio due to this sale was -0.69%. Ironvine Capital Partners, LLC still held 250 shares as of .

Reduced: Coca-Cola Co (KO)

Ironvine Capital Partners, LLC reduced to a holding in Coca-Cola Co by 64.67%. The sale prices were between $37.56 and $60.13, with an estimated average price of $54.17. The stock is now traded at around $46.74. The impact to a portfolio due to this sale was -0.48%. Ironvine Capital Partners, LLC still held 39,268 shares as of .



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