Slate Path Capital LP Buys Mylan NV, Ironwood Pharmaceuticals Inc, Pan American Silver Corp, Sells Snap Inc, The Medicines Co, EQT Corp

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May 15, 2020
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New York, NY, based Investment company Slate Path Capital LP (Current Portfolio) buys Mylan NV, Ironwood Pharmaceuticals Inc, Pan American Silver Corp, Endo International PLC, Wayfair Inc, sells Snap Inc, The Medicines Co, EQT Corp, Bausch Health Inc, Zillow Group Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Slate Path Capital LP. As of 2020Q1, Slate Path Capital LP owns 26 stocks with a total value of $1.3 billion. These are the details of the buys and sells.

For the details of Slate Path Capital LP's stock buys and sells, go to https://www.gurufocus.com/guru/slate+path+capital+lp/current-portfolio/portfolio

These are the top 5 holdings of Slate Path Capital LP
  1. Barrick Gold Corp (GOLD) - 10,145,000 shares, 14.25% of the total portfolio. Shares added by 3.57%
  2. Charter Communications Inc (CHTR) - 376,000 shares, 12.58% of the total portfolio. Shares reduced by 1.31%
  3. Mylan NV (MYL) - 10,785,000 shares, 12.33% of the total portfolio. New Position
  4. New York Times Co (NYT) - 4,330,000 shares, 10.20% of the total portfolio. Shares reduced by 12.17%
  5. Snap Inc (SNAP) - 9,585,000 shares, 8.74% of the total portfolio. Shares reduced by 33.92%
New Purchase: Mylan NV (MYL)

Slate Path Capital LP initiated holding in Mylan NV. The purchase prices were between $13.26 and $22.85, with an estimated average price of $19.25. The stock is now traded at around $15.16. The impact to a portfolio due to this purchase was 12.33%. The holding were 10,785,000 shares as of .

New Purchase: Ironwood Pharmaceuticals Inc (IRWD)

Slate Path Capital LP initiated holding in Ironwood Pharmaceuticals Inc. The purchase prices were between $8.58 and $14.01, with an estimated average price of $11.8. The stock is now traded at around $11.13. The impact to a portfolio due to this purchase was 1.04%. The holding were 1,340,000 shares as of .

New Purchase: Wayfair Inc (W)

Slate Path Capital LP initiated holding in Wayfair Inc. The purchase prices were between $23.52 and $109.87, with an estimated average price of $77.3. The stock is now traded at around $173.10. The impact to a portfolio due to this purchase was 0.29%. The holding were 70,000 shares as of .

New Purchase: Atara Biotherapeutics Inc (ATRA)

Slate Path Capital LP initiated holding in Atara Biotherapeutics Inc. The purchase prices were between $5.69 and $17.78, with an estimated average price of $12.81. The stock is now traded at around $10.77. The impact to a portfolio due to this purchase was 0.27%. The holding were 420,000 shares as of .

New Purchase: Cyclerion Therapeutics Inc (CYCN)

Slate Path Capital LP initiated holding in Cyclerion Therapeutics Inc. The purchase prices were between $2.46 and $5.84, with an estimated average price of $3.56. The stock is now traded at around $3.85. The impact to a portfolio due to this purchase was 0.24%. The holding were 1,196,063 shares as of .

New Purchase: Arch Coal Inc (ARCH)

Slate Path Capital LP initiated holding in Arch Coal Inc. The purchase prices were between $27.32 and $73.54, with an estimated average price of $51.84. The stock is now traded at around $29.04. The impact to a portfolio due to this purchase was 0.04%. The holding were 18,000 shares as of .

Added: Pan American Silver Corp (PAAS)

Slate Path Capital LP added to a holding in Pan American Silver Corp by 23.06%. The purchase prices were between $11.77 and $25.34, with an estimated average price of $20.85. The stock is now traded at around $24.50. The impact to a portfolio due to this purchase was 0.91%. The holding were 4,430,000 shares as of .

Added: Endo International PLC (ENDP)

Slate Path Capital LP added to a holding in Endo International PLC by 865.71%. The purchase prices were between $2.28 and $6.6, with an estimated average price of $5.09. The stock is now traded at around $3.81. The impact to a portfolio due to this purchase was 0.86%. The holding were 3,380,000 shares as of .

Added: LexinFintech Holdings Ltd (LX)

Slate Path Capital LP added to a holding in LexinFintech Holdings Ltd by 95.56%. The purchase prices were between $8.12 and $16.63, with an estimated average price of $12.43. The stock is now traded at around $8.24. The impact to a portfolio due to this purchase was 0.15%. The holding were 440,000 shares as of .

Sold Out: The Medicines Co (MDCO)

Slate Path Capital LP sold out a holding in The Medicines Co. The sale prices were between $84.9 and $84.96, with an estimated average price of $84.93.

Sold Out: EQT Corp (EQT)

Slate Path Capital LP sold out a holding in EQT Corp. The sale prices were between $4.96 and $10.9, with an estimated average price of $7.08.

Sold Out: Reata Pharmaceuticals Inc (RETA)

Slate Path Capital LP sold out a holding in Reata Pharmaceuticals Inc. The sale prices were between $124.16 and $247.74, with an estimated average price of $194.02.

Sold Out: Tidewater Inc (TDW)

Slate Path Capital LP sold out a holding in Tidewater Inc. The sale prices were between $5.31 and $20.22, with an estimated average price of $13.67.

Sold Out: First Majestic Silver Corp (AG)

Slate Path Capital LP sold out a holding in First Majestic Silver Corp. The sale prices were between $5 and $12.26, with an estimated average price of $9.03.

Sold Out: United States Steel Corp (X)

Slate Path Capital LP sold out a holding in United States Steel Corp. The sale prices were between $4.9 and $11.41, with an estimated average price of $8.46.



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