For the details of JNE Partners LLP's stock buys and sells, go to https://www.gurufocus.com/guru/jne+partners+llp/current-portfolio/portfolio
These are the top 5 holdings of JNE Partners LLP- Amerco Inc (UHAL) - 71,826 shares, 22.32% of the total portfolio.
- Novagold Resources Inc (NG) - 2,135,519 shares, 22.16% of the total portfolio. Shares reduced by 29.53%
- Charles Schwab Corp (SCHW) - 561,000 shares, 17.74% of the total portfolio. New Position
- Host Hotels & Resorts Inc (HST) - 1,802,200 shares, 16.97% of the total portfolio. New Position
- Comcast Corp (CMCSA) - 357,902 shares, 14.45% of the total portfolio.
JNE Partners LLP initiated holding in Charles Schwab Corp. The purchase prices were between $33.02 and $36.28, with an estimated average price of $34.79. The stock is now traded at around $49.10. The impact to a portfolio due to this purchase was 17.74%. The holding were 561,000 shares as of .
New Purchase: Host Hotels & Resorts Inc (HST)JNE Partners LLP initiated holding in Host Hotels & Resorts Inc. The purchase prices were between $10.19 and $12.06, with an estimated average price of $11.06. The stock is now traded at around $14.28. The impact to a portfolio due to this purchase was 16.97%. The holding were 1,802,200 shares as of .
Here is the complete portfolio of JNE Partners LLP. Also check out:
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