- New Purchases: ACM, LAZ,
- Added Positions: MSGS,
- Reduced Positions: OTEX, MGP, MGM,
- Sold Out: FTNT, MSGE, ADNT, GDDY, ACHC,
For the details of Blue Harbour Group, LP's stock buys and sells, go to https://www.gurufocus.com/guru/blue+harbour+group%2C+lp/current-portfolio/portfolio
These are the top 5 holdings of Blue Harbour Group, LP- Madison Square Garden Sports Corp (MSGS) - 835,602 shares, 34.76% of the total portfolio. Shares added by 9.49%
- Open Text Corp (OTEX) - 1,784,298 shares, 21.47% of the total portfolio. Shares reduced by 46.16%
- MGM Resorts International (MGM) - 4,224,898 shares, 20.10% of the total portfolio. Shares reduced by 27.38%
- AECOM (ACM) - 1,185,814 shares, 12.62% of the total portfolio. New Position
- MGM Growth Properties LLC (MGP) - 1,184,417 shares, 9.13% of the total portfolio. Shares reduced by 41.06%
Blue Harbour Group, LP initiated holding in AECOM. The purchase prices were between $26.19 and $45.44, with an estimated average price of $35.68. The stock is now traded at around $38.63. The impact to a portfolio due to this purchase was 12.62%. The holding were 1,185,814 shares as of .
New Purchase: Lazard Ltd (LAZ)Blue Harbour Group, LP initiated holding in Lazard Ltd. The purchase prices were between $22.47 and $33, with an estimated average price of $27.01. The stock is now traded at around $31.49. The impact to a portfolio due to this purchase was 1.92%. The holding were 237,238 shares as of .
Sold Out: Fortinet Inc (FTNT)Blue Harbour Group, LP sold out a holding in Fortinet Inc. The sale prices were between $100.47 and $145.62, with an estimated average price of $125.06.
Sold Out: Madison Square Garden Entertainment Corp (MSGE)Blue Harbour Group, LP sold out a holding in Madison Square Garden Entertainment Corp. The sale prices were between $64.25 and $88.51, with an estimated average price of $77.06.
Sold Out: Adient PLC (ADNT)Blue Harbour Group, LP sold out a holding in Adient PLC. The sale prices were between $7.35 and $22.28, with an estimated average price of $15.1.
Sold Out: GoDaddy Inc (GDDY)Blue Harbour Group, LP sold out a holding in GoDaddy Inc. The sale prices were between $52.07 and $82.71, with an estimated average price of $71.51.
Sold Out: Acadia Healthcare Co Inc (ACHC)Blue Harbour Group, LP sold out a holding in Acadia Healthcare Co Inc. The sale prices were between $15.53 and $31.39, with an estimated average price of $24.87.
Here is the complete portfolio of Blue Harbour Group, LP. Also check out:
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