PM CAPITAL Ltd Buys Lennar Corp, Wynn Resorts, Sells Realogy Holdings Corp, BB&T Corp, Kennedy-Wilson Holdings Inc

Jul 10, 2018

Investment company PM CAPITAL Ltd buys Lennar Corp, Wynn Resorts, sells Realogy Holdings Corp, BB&T Corp, Kennedy-Wilson Holdings Inc, Baidu Inc during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, PM CAPITAL Ltd. As of 2018-06-30, PM CAPITAL Ltd owns 24 stocks with a total value of $524 million. These are the details of the buys and sells.

New Purchases: WYNN,
Added Positions: WFC, APO, LEN, TOL, TRQ,
Reduced Positions: RLGY, BAC, BBT, HHC, KW, ICE, BIDU, MA,

For the details of PM CAPITAL Ltd's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=PM+CAPITAL+Ltd

These are the top 5 holdings of PM CAPITAL Ltd

KKR & Co Inc (KKR) - 1,807,603 shares, 8.58% of the total portfolio.
Bank of America Corporation (BAC) - 1,525,986 shares, 8.22% of the total portfolio. Shares reduced by 9.86%
Wells Fargo & Co (WFC) - 659,575 shares, 6.98% of the total portfolio. Shares added by 11.08%
JPMorgan Chase & Co (JPM) - 325,518 shares, 6.48% of the total portfolio.
Intercontinental Exchange Inc (ICE) - 459,982 shares, 6.46% of the total portfolio. Shares reduced by 5.63%

New Purchase: Wynn Resorts Ltd (WYNN)

PM CAPITAL Ltd initiated holding in Wynn Resorts Ltd. The purchase prices were between $163.91 and $201.51, with an estimated average price of $184.42. The stock is now traded at around $160.13. The impact to a portfolio due to this purchase was 0.38%. The holding were 12,000 shares as of 2018-06-30.

Added: Lennar Corp (LEN)

PM CAPITAL Ltd added to a holding in Lennar Corp by 26.42%. The purchase prices were between $49.22 and $64, with an estimated average price of $54.12. The stock is now traded at around $54.63. The impact to a portfolio due to this purchase was 0.56%. The holding were 266,639 shares as of 2018-06-30.

Here is the complete portfolio of PM CAPITAL Ltd. Also check out:

1. PM CAPITAL Ltd's Undervalued Stocks
2. PM CAPITAL Ltd's Top Growth Companies, and
3. PM CAPITAL Ltd's High Yield stocks
4. Stocks that PM CAPITAL Ltd keeps buying

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