Handelsinvest Investeringsforvaltning Buys Cerence Inc, Graphic Packaging Holding Co, Darling Ingredients Inc, Sells Mellanox Technologies, Vail Resorts Inc, AquaVenture Holdings

Author's Avatar
Apr 30, 2020
Article's Main Image
Investment company Handelsinvest Investeringsforvaltning (Current Portfolio) buys Cerence Inc, Graphic Packaging Holding Co, Darling Ingredients Inc, JD.com Inc, Ameresco Inc, sells Mellanox Technologies, Vail Resorts Inc, AquaVenture Holdings, Tivity Health Inc, Columbia Sportswear Co during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Handelsinvest Investeringsforvaltning. As of 2020Q1, Handelsinvest Investeringsforvaltning owns 116 stocks with a total value of $377 million. These are the details of the buys and sells.

For the details of Handelsinvest Investeringsforvaltning's stock buys and sells, go to https://www.gurufocus.com/guru/handelsinvest+investeringsforvaltning/current-portfolio/portfolio

These are the top 5 holdings of Handelsinvest Investeringsforvaltning
  1. Service Corp International (SCI) - 456,240 shares, 4.73% of the total portfolio. Shares reduced by 6.75%
  2. Grand Canyon Education Inc (LOPE) - 205,321 shares, 4.15% of the total portfolio. Shares added by 2.50%
  3. Alibaba Group Holding Ltd (BABA) - 74,508 shares, 3.84% of the total portfolio. Shares reduced by 5.58%
  4. Pool Corp (POOL) - 73,055 shares, 3.81% of the total portfolio. Shares reduced by 19.59%
  5. Kadant Inc (KAI) - 180,000 shares, 3.56% of the total portfolio. Shares added by 5.88%
New Purchase: Cerence Inc (CRNC)

Handelsinvest Investeringsforvaltning initiated holding in Cerence Inc. The purchase prices were between $13.45 and $26.65, with an estimated average price of $21.1. The stock is now traded at around $22.70. The impact to a portfolio due to this purchase was 1.53%. The holding were 375,000 shares as of .

New Purchase: Graphic Packaging Holding Co (GPK)

Handelsinvest Investeringsforvaltning initiated holding in Graphic Packaging Holding Co. The purchase prices were between $10.57 and $16.78, with an estimated average price of $14.8. The stock is now traded at around $13.70. The impact to a portfolio due to this purchase was 1.46%. The holding were 450,000 shares as of .

New Purchase: Ameresco Inc (AMRC)

Handelsinvest Investeringsforvaltning initiated holding in Ameresco Inc. The purchase prices were between $14.23 and $24.83, with an estimated average price of $19.74. The stock is now traded at around $18.50. The impact to a portfolio due to this purchase was 0.72%. The holding were 160,000 shares as of .

New Purchase: Mueller Water Products, Inc. (MWA)

Handelsinvest Investeringsforvaltning initiated holding in Mueller Water Products, Inc.. The purchase prices were between $7.09 and $12.64, with an estimated average price of $11.04. The stock is now traded at around $9.89. The impact to a portfolio due to this purchase was 0.64%. The holding were 300,000 shares as of .

New Purchase: Willdan Group Inc (WLDN)

Handelsinvest Investeringsforvaltning initiated holding in Willdan Group Inc. The purchase prices were between $18.63 and $37.61, with an estimated average price of $30.97. The stock is now traded at around $26.39. The impact to a portfolio due to this purchase was 0.45%. The holding were 80,000 shares as of .

New Purchase: Teradyne Inc (TER)

Handelsinvest Investeringsforvaltning initiated holding in Teradyne Inc. The purchase prices were between $44.29 and $76.21, with an estimated average price of $63.74. The stock is now traded at around $67.32. The impact to a portfolio due to this purchase was 0.43%. The holding were 30,000 shares as of .

Added: Darling Ingredients Inc (DAR)

Handelsinvest Investeringsforvaltning added to a holding in Darling Ingredients Inc by 128.57%. The purchase prices were between $14.03 and $29.46, with an estimated average price of $25.51. The stock is now traded at around $22.40. The impact to a portfolio due to this purchase was 1.14%. The holding were 400,000 shares as of .

Added: JD.com Inc (JD)

Handelsinvest Investeringsforvaltning added to a holding in JD.com Inc by 87.50%. The purchase prices were between $35.23 and $44.62, with an estimated average price of $39.92. The stock is now traded at around $44.34. The impact to a portfolio due to this purchase was 0.75%. The holding were 150,000 shares as of .

Added: Maximus Inc (MMS)

Handelsinvest Investeringsforvaltning added to a holding in Maximus Inc by 50.00%. The purchase prices were between $49.45 and $75.93, with an estimated average price of $68.2. The stock is now traded at around $68.80. The impact to a portfolio due to this purchase was 0.62%. The holding were 120,000 shares as of .

Added: MasTec Inc (MTZ)

Handelsinvest Investeringsforvaltning added to a holding in MasTec Inc by 53.85%. The purchase prices were between $23.36 and $64.34, with an estimated average price of $51.42. The stock is now traded at around $37.93. The impact to a portfolio due to this purchase was 0.61%. The holding were 200,000 shares as of .

Added: Prosperity Bancshares Inc (PB)

Handelsinvest Investeringsforvaltning added to a holding in Prosperity Bancshares Inc by 38.66%. The purchase prices were between $43.07 and $74.87, with an estimated average price of $65.42. The stock is now traded at around $61.09. The impact to a portfolio due to this purchase was 0.61%. The holding were 170,000 shares as of .

Added: First Horizon National Corp (FHN)

Handelsinvest Investeringsforvaltning added to a holding in First Horizon National Corp by 46.34%. The purchase prices were between $6.81 and $17.27, with an estimated average price of $14. The stock is now traded at around $9.43. The impact to a portfolio due to this purchase was 0.41%. The holding were 600,000 shares as of .

Sold Out: Mellanox Technologies Ltd (MLNX)

Handelsinvest Investeringsforvaltning sold out a holding in Mellanox Technologies Ltd. The sale prices were between $96.82 and $123.14, with an estimated average price of $117.68.

Sold Out: Tivity Health Inc (TVTY)

Handelsinvest Investeringsforvaltning sold out a holding in Tivity Health Inc. The sale prices were between $2.68 and $25.85, with an estimated average price of $16.44.

Sold Out: Columbia Sportswear Co (COLM)

Handelsinvest Investeringsforvaltning sold out a holding in Columbia Sportswear Co. The sale prices were between $56.23 and $101.24, with an estimated average price of $85.4.

Sold Out: Welbilt Inc (WBT)

Handelsinvest Investeringsforvaltning sold out a holding in Welbilt Inc. The sale prices were between $3.5 and $15.69, with an estimated average price of $12.17.

Sold Out: Arqule Inc (ARQL)

Handelsinvest Investeringsforvaltning sold out a holding in Arqule Inc. The sale prices were between $19.96 and $20.04, with an estimated average price of $20.

Sold Out: KAR Auction Services Inc (KAR)

Handelsinvest Investeringsforvaltning sold out a holding in KAR Auction Services Inc. The sale prices were between $10.21 and $23.25, with an estimated average price of $19.65.



Here is the complete portfolio of Handelsinvest Investeringsforvaltning. Also check out:

1. Handelsinvest Investeringsforvaltning's Undervalued Stocks
2. Handelsinvest Investeringsforvaltning's Top Growth Companies, and
3. Handelsinvest Investeringsforvaltning's High Yield stocks
4. Stocks that Handelsinvest Investeringsforvaltning keeps buying