- New Purchases: VZ, SIX,
- Added Positions: NXST, GSKY, NDLS, UNIT,
- Reduced Positions: AVGO, HOME, LBRDK,
- Sold Out: EA, LSXMK, LSXMA, GLIBA, SIRI,
For the details of Isomer Partners LP's stock buys and sells, go to https://www.gurufocus.com/guru/isomer+partners+lp/current-portfolio/portfolio
These are the top 5 holdings of Isomer Partners LP- Wix.com Ltd (WIX) - 550,000 shares, 23.90% of the total portfolio.
- Nexstar Media Group Inc (NXST) - 500,000 shares, 15.44% of the total portfolio. Shares added by 17.65%
- Liberty Broadband Corp (LBRDK) - 335,000 shares, 10.68% of the total portfolio. Shares reduced by 6.94%
- Broadcom Inc (AVGO) - 110,000 shares, 9.68% of the total portfolio. Shares reduced by 12%
- Snap Inc (SNAP) - 1,949,600 shares, 8.53% of the total portfolio. Shares reduced by 0.02%
Isomer Partners LP initiated holding in Verizon Communications Inc. The purchase prices were between $54.35 and $59.5, with an estimated average price of $57.65. The stock is now traded at around $57.00. The impact to a portfolio due to this purchase was 6.11%. The holding were 350,000 shares as of .
New Purchase: Six Flags Entertainment Corp (SIX)Isomer Partners LP initiated holding in Six Flags Entertainment Corp. The purchase prices were between $48.56 and $55.14, with an estimated average price of $51.59. The stock is now traded at around $57.21. The impact to a portfolio due to this purchase was 5.29%. The holding were 348,265 shares as of .
Added: GreenSky Inc (GSKY)Isomer Partners LP added to a holding in GreenSky Inc by 45.83%. The purchase prices were between $10.74 and $16.06, with an estimated average price of $13.09. The stock is now traded at around $7.24. The impact to a portfolio due to this purchase was 2.07%. The holding were 1,750,000 shares as of .
Added: Noodles & Co (NDLS)Isomer Partners LP added to a holding in Noodles & Co by 44.68%. The purchase prices were between $5.88 and $8.54, with an estimated average price of $7.23. The stock is now traded at around $5.91. The impact to a portfolio due to this purchase was 1.27%. The holding were 1,700,000 shares as of .
Added: Uniti Group Inc (UNIT)Isomer Partners LP added to a holding in Uniti Group Inc by 32.08%. The purchase prices were between $9.38 and $12.37, with an estimated average price of $10.93. The stock is now traded at around $8.29. The impact to a portfolio due to this purchase was 0.99%. The holding were 1,400,000 shares as of .
Sold Out: Electronic Arts Inc (EA)Isomer Partners LP sold out a holding in Electronic Arts Inc. The sale prices were between $90.42 and $102.67, with an estimated average price of $95.19.
Sold Out: Liberty SiriusXM Group (LSXMK)Isomer Partners LP sold out a holding in Liberty SiriusXM Group. The sale prices were between $35.8 and $40.85, with an estimated average price of $38.43.
Sold Out: Liberty SiriusXM Group (LSXMA)Isomer Partners LP sold out a holding in Liberty SiriusXM Group. The sale prices were between $35.69 and $40.97, with an estimated average price of $38.29.
Sold Out: GCI Liberty Inc (GLIBA)Isomer Partners LP sold out a holding in GCI Liberty Inc. The sale prices were between $56.25 and $61.77, with an estimated average price of $59.29.
Sold Out: Sirius XM Holdings Inc (SIRI)Isomer Partners LP sold out a holding in Sirius XM Holdings Inc. The sale prices were between $5.27 and $6.15, with an estimated average price of $5.69.
Here is the complete portfolio of Isomer Partners LP. Also check out:
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