Chescapmanager LLC Buys PAE Inc, Martin Marietta Materials Inc, Vertiv Holdings Co, Sells Alphabet Inc, Tiffany, Caesars Entertainment Corp

• New Purchases: PAE, MLM, VRT, MCD, ACM, DIS, HD, ROK, VMC, GHIVU,
• Added Positions: DLTR, CI, ERI, PENN, TBPH, MGM, WSC, NOMD,
• Reduced Positions: MTN, PTON, BMY, CNC, EXP,
• Sold Out: GOOGL, TIF, CZR, AXTA, NLSN, SIX, NWL, AXE, CGC,

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

1. Cronos Group Inc (CRON) - 8,873,890 shares, 13.02% of the total portfolio.
2. Allergan PLC (AGN) - 197,000 shares, 9.03% of the total portfolio.
3. Amazon.com Inc (AMZN) - 15,000 shares, 7.57% of the total portfolio.
4. Theravance Biopharma Inc (TBPH) - 1,002,718 shares, 6.00% of the total portfolio. Shares added by 5.66%
5. Cigna Corp (CI) - 124,693 shares, 5.72% of the total portfolio. Shares added by 13.67%

Chescapmanager LLC initiated holding in PAE Inc. The purchase prices were between $3.45 and $11.71, with an estimated average price of $9.78. The stock is now traded at around $9.10. The impact to a portfolio due to this purchase was 3.55%. The holding were 2,115,425 shares as of .

Chescapmanager LLC initiated holding in Martin Marietta Materials Inc. The purchase prices were between $144.12 and $279.64, with an estimated average price of $240.53. The stock is now traded at around $168.07. The impact to a portfolio due to this purchase was 2.79%. The holding were 57,000 shares as of .

Chescapmanager LLC initiated holding in Vertiv Holdings Co. The purchase prices were between $5.57 and $13.46, with an estimated average price of $11.07. The stock is now traded at around $11.45. The impact to a portfolio due to this purchase was 2.4%. The holding were 1,070,097 shares as of .

Chescapmanager LLC initiated holding in McDonald's Corp. The purchase prices were between $137.1 and $217.46, with an estimated average price of $197.58. The stock is now traded at around $173.81. The impact to a portfolio due to this purchase was 2.14%. The holding were 50,000 shares as of .

Chescapmanager LLC initiated holding in AECOM. The purchase prices were between $23.82 and $51.92, with an estimated average price of $42.98. The stock is now traded at around $32.02. The impact to a portfolio due to this purchase was 1.66%. The holding were 214,472 shares as of .

Chescapmanager LLC initiated holding in The Walt Disney Co. The purchase prices were between $85.76 and $148.2, with an estimated average price of $127.19. The stock is now traded at around $109.05. The impact to a portfolio due to this purchase was 1.64%. The holding were 65,541 shares as of .

Chescapmanager LLC added to a holding in Dollar Tree Inc by 42.11%. The purchase prices were between $65.57 and $94.05, with an estimated average price of $85.43. The stock is now traded at around $75.07. The impact to a portfolio due to this purchase was 0.76%. The holding were 135,000 shares as of .

Chescapmanager LLC added to a holding in Eldorado Resorts Inc by 122.56%. The purchase prices were between $7.1 and $69.47, with an estimated average price of $47.55. The stock is now traded at around $23.21. The impact to a portfolio due to this purchase was 0.55%. The holding were 267,076 shares as of .

Chescapmanager LLC added to a holding in Penn National Gaming Inc by 36.78%. The purchase prices were between $4.52 and $38.28, with an estimated average price of $25.33. The stock is now traded at around $19.35. The impact to a portfolio due to this purchase was 0.48%. The holding were 539,289 shares as of .

Chescapmanager LLC sold out a holding in Alphabet Inc. The sale prices were between $1054.13 and $1524.87, with an estimated average price of $1359.46.

Chescapmanager LLC sold out a holding in Tiffany & Co. The sale prices were between $111.22 and $134.36, with an estimated average price of $131.71.

Chescapmanager LLC sold out a holding in Caesars Entertainment Corp. The sale prices were between $3.52 and $14.63, with an estimated average price of $11.86.

Chescapmanager 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.

Chescapmanager LLC sold out a holding in Nielsen Holdings PLC. The sale prices were between $11.94 and $22.25, with an estimated average price of $18.84.

Chescapmanager LLC sold out a holding in Six Flags Entertainment Corp. The sale prices were between $10.36 and $45.26, with an estimated average price of $30.25.