For the details of FARLEY CAPITAL II L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/farley+capital+ii+l.p./current-portfolio/portfolio
These are the top 5 holdings of FARLEY CAPITAL II L.P.- Mastercard Inc (MA) - 111,455 shares, 40.46% of the total portfolio. Shares reduced by 0.67%
- Alphabet Inc (GOOG) - 7,517 shares, 13.39% of the total portfolio. Shares added by 0.03%
- Adtalem Global Education Inc (ATGE) - 360,111 shares, 12.43% of the total portfolio. Shares added by 0.35%
- Facebook Inc (FB) - 39,100 shares, 10.86% of the total portfolio.
- Booking Holdings Inc (BKNG) - 4,035 shares, 9.14% of the total portfolio. Shares reduced by 5.9%
Farley Capital Ii L.p. added to a holding in First Seacoast Bancorp by 48.44%. The purchase prices were between $7.61 and $9.35, with an estimated average price of $8.55. The stock is now traded at around $8.975000. The impact to a portfolio due to this purchase was 0.33%. The holding were 110,234 shares as of 2020-12-31.
Sold Out: SVB Financial Group (SIVB)Farley Capital Ii L.p. sold out a holding in SVB Financial Group. The sale prices were between $245.65 and $387.83, with an estimated average price of $325.27.
Here is the complete portfolio of FARLEY CAPITAL II L.P.. Also check out:
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