DPM Capital LLC Buys Sirius XM Holdings Inc, Coca-Cola Co, Loews Corp, Sells Synchrony Financial, Axalta Coating Systems, Cheesecake Factory Inc

• New Purchases: SIRI, KO, L, CMCSA,
• Sold Out: SYF, AXTA, CAKE, DLTR,

For the details of DPM Capital LLC's stock buys and sells, go to https://www.gurufocus.com/guru/dpm+capital+llc/current-portfolio/portfolio

1. DaVita Inc (DVA) - 1,428,431 shares, 83.23% of the total portfolio.
2. Sirius XM Holdings Inc (SIRI) - 2,234,704 shares, 8.46% of the total portfolio. New Position
3. Coca-Cola Co (KO) - 134,801 shares, 4.57% of the total portfolio. New Position
4. Loews Corp (L) - 67,760 shares, 1.81% of the total portfolio. New Position
5. Comcast Corp (CMCSA) - 61,409 shares, 1.62% of the total portfolio. New Position

DPM Capital LLC initiated holding in Sirius XM Holdings Inc. The purchase prices were between $4.44 and $7.34, with an estimated average price of $6.57. The stock is now traded at around $5.20. The impact to a portfolio due to this purchase was 8.46%. The holding were 2,234,704 shares as of .

DPM Capital LLC initiated holding in Coca-Cola Co. The purchase prices were between $37.56 and $60.13, with an estimated average price of $54.17. The stock is now traded at around $43.97. The impact to a portfolio due to this purchase was 4.57%. The holding were 134,801 shares as of .

DPM Capital LLC initiated holding in Loews Corp. The purchase prices were between $29.74 and $55.81, with an estimated average price of $47.41. The stock is now traded at around $29.18. The impact to a portfolio due to this purchase was 1.81%. The holding were 67,760 shares as of .

DPM Capital LLC initiated holding in Comcast Corp. The purchase prices were between $33.37 and $47.5, with an estimated average price of $42.37. The stock is now traded at around $35.29. The impact to a portfolio due to this purchase was 1.62%. The holding were 61,409 shares as of .

DPM Capital LLC sold out a holding in Synchrony Financial. The sale prices were between $12.8 and $36.42, with an estimated average price of $29.44.

DPM Capital LLC sold out a holding in Axalta Coating Systems Ltd. The sale prices were between $13.67 and $31.22, with an estimated average price of $25.8.

DPM Capital LLC sold out a holding in Dollar Tree Inc. The sale prices were between $65.57 and $94.05, with an estimated average price of $85.43.

DPM Capital LLC sold out a holding in Cheesecake Factory Inc. The sale prices were between $15.71 and $42.25, with an estimated average price of $33.95.