- New Purchases: CTAS,
- Added Positions: GPN, FISV, GOOGL, V, FB, CIT, WTW, PYPL, DHR, CI, CNC, JD, TCEHY, GOOG, TPL, FNV, AMZN, ICE, CRM, WDAY, BRK.B, PFE, PEP, MRK, JNJ, CSCO,
- Reduced Positions: AON, GOEV, BABA, MSFT, PGR, EFG, IYY,
- Sold Out: BLBD, DSKE,
For the details of CORTLAND ASSOCIATES INC's stock buys and sells, go to https://www.gurufocus.com/guru/cortland+associates+inc/current-portfolio/portfolio
These are the top 5 holdings of CORTLAND ASSOCIATES INC- Meta Platforms Inc (FB) - 270,884 shares, 9.54% of the total portfolio. Shares added by 2.32%
- Visa Inc (V) - 368,315 shares, 8.36% of the total portfolio. Shares added by 2.90%
- Alphabet Inc (GOOGL) - 24,494 shares, 7.43% of the total portfolio. Shares added by 4.68%
- Cigna Corp (CI) - 283,702 shares, 6.82% of the total portfolio. Shares added by 2.25%
- Danaher Corp (DHR) - 197,469 shares, 6.80% of the total portfolio. Shares added by 2.43%
Cortland Associates Inc initiated holding in Cintas Corp. The purchase prices were between $386.1 and $458.45, with an estimated average price of $431.85. The stock is now traded at around $387.320000. The impact to a portfolio due to this purchase was 0.02%. The holding were 500 shares as of 2021-12-31.
Added: Global Payments Inc (GPN)Cortland Associates Inc added to a holding in Global Payments Inc by 76.28%. The purchase prices were between $117.86 and $161.31, with an estimated average price of $137.3. The stock is now traded at around $151.620000. The impact to a portfolio due to this purchase was 2.51%. The holding were 409,286 shares as of 2021-12-31.
Added: Fiserv Inc (FISV)Cortland Associates Inc added to a holding in Fiserv Inc by 59.42%. The purchase prices were between $95.55 and $111.29, with an estimated average price of $103.27. The stock is now traded at around $108.660000. The impact to a portfolio due to this purchase was 2.37%. The holding were 584,350 shares as of 2021-12-31.
Sold Out: Blue Bird Corp (BLBD)Cortland Associates Inc sold out a holding in Blue Bird Corp. The sale prices were between $14.74 and $25.31, with an estimated average price of $19.8.
Sold Out: Daseke Inc (DSKE)Cortland Associates Inc sold out a holding in Daseke Inc. The sale prices were between $9.35 and $10.54, with an estimated average price of $9.84.
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