- New Purchases: MIC, FIT, TGNA, TCO, BREW, NAV, CZR,
- Added Positions: GNW, EXPE,
- Reduced Positions: RCM, WMGI, NPTN,
- Sold Out: PZZA, UNIT, TIVO, BG, AVYA, PCG, SEAS, AL, I,
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.- Genworth Financial Inc (GNW) - 2,950,000 shares, 21.08% of the total portfolio. Shares added by 23.49%
- R1 RCM Inc (RCM) - 976,096 shares, 19.10% of the total portfolio. Shares reduced by 26.48%
- Macquarie Infrastructure Corp (MIC) - 272,400 shares, 14.81% of the total portfolio. New Position
- The E W Scripps Co (SSP) - 483,000 shares, 7.84% of the total portfolio.
- Fitbit Inc (FIT) - 430,000 shares, 6.17% of the total portfolio. New Position
Litespeed Management, L.L.C. initiated holding in Macquarie Infrastructure Corp. The purchase prices were between $14.1 and $45.65, with an estimated average price of $38.56. The stock is now traded at around $27.43. The impact to a portfolio due to this purchase was 14.81%. The holding were 272,400 shares as of .
New Purchase: Fitbit Inc (FIT)Litespeed Management, L.L.C. initiated holding in Fitbit Inc. The purchase prices were between $5.99 and $6.7, with an estimated average price of $6.47. The stock is now traded at around $6.55. The impact to a portfolio due to this purchase was 6.17%. The holding were 430,000 shares as of .
New Purchase: Tegna Inc (TGNA)Litespeed Management, L.L.C. initiated holding in Tegna Inc. The purchase prices were between $10.68 and $18.06, with an estimated average price of $16.05. The stock is now traded at around $10.13. The impact to a portfolio due to this purchase was 5.94%. The holding were 254,062 shares as of .
New Purchase: Taubman Centers Inc (TCO)Litespeed Management, L.L.C. initiated holding in Taubman Centers Inc. The purchase prices were between $26.42 and $53.25, with an estimated average price of $41.53. The stock is now traded at around $38.53. The impact to a portfolio due to this purchase was 5.14%. The holding were 57,000 shares as of .
New Purchase: Craft Brew Alliance Inc (BREW)Litespeed Management, L.L.C. initiated holding in Craft Brew Alliance Inc. The purchase prices were between $11.11 and $16.51, with an estimated average price of $15.7. The stock is now traded at around $15.02. The impact to a portfolio due to this purchase was 2.18%. The holding were 68,083 shares as of .
New Purchase: Navistar International Corp (NAV)Litespeed Management, L.L.C. initiated holding in Navistar International Corp. The purchase prices were between $15.3 and $37.66, with an estimated average price of $29.3. The stock is now traded at around $23.41. The impact to a portfolio due to this purchase was 1.67%. The holding were 47,000 shares as of .
Added: Genworth Financial Inc (GNW)Litespeed Management, L.L.C. added to a holding in Genworth Financial Inc by 23.49%. The purchase prices were between $2.98 and $4.8, with an estimated average price of $4.16. The stock is now traded at around $2.70. The impact to a portfolio due to this purchase was 4.01%. The holding were 2,950,000 shares as of .
Added: Expedia Group Inc (EXPE)Litespeed Management, L.L.C. added to a holding in Expedia Group Inc by 84.68%. The purchase prices were between $45.65 and $122.8, with an estimated average price of $96.87. The stock is now traded at around $66.76. The impact to a portfolio due to this purchase was 1.5%. The holding were 27,000 shares as of .
Sold Out: Papa John's International Inc (PZZA)Litespeed Management, L.L.C. sold out a holding in Papa John's International Inc. The sale prices were between $35.55 and $69.32, with an estimated average price of $60.38.
Sold Out: Uniti Group Inc (UNIT)Litespeed Management, L.L.C. sold out a holding in Uniti Group Inc. The sale prices were between $5.21 and $10.94, with an estimated average price of $7.86.
Sold Out: TiVo Corp (TIVO)Litespeed Management, L.L.C. sold out a holding in TiVo Corp. The sale prices were between $4.69 and $9.01, with an estimated average price of $7.4.
Sold Out: Bunge Ltd (BG)Litespeed Management, L.L.C. sold out a holding in Bunge Ltd. The sale prices were between $30.25 and $57.94, with an estimated average price of $49.23.
Sold Out: Avaya Holdings Corp (AVYA)Litespeed Management, L.L.C. sold out a holding in Avaya Holdings Corp. The sale prices were between $7.09 and $14.55, with an estimated average price of $11.94.
Sold Out: PG&E Corp (PCG)Litespeed Management, L.L.C. sold out a holding in PG&E Corp. The sale prices were between $7.22 and $18.03, with an estimated average price of $13.29.
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