- New Purchases: FBHS,
- Reduced Positions: KEYS, QCOM, AL, CQP,
- Sold Out: CCI, MCHP, BX, SLB, PXD, PYPL, QRVO, OXY, GOLD, BL, ZUO, APPF,
For the details of SOUTHPORT MANAGEMENT, L.L.C.'s stock buys and sells, go to https://www.gurufocus.com/guru/southport+management%2C+l.l.c./current-portfolio/portfolio
These are the top 5 holdings of SOUTHPORT MANAGEMENT, L.L.C.- Quanta Services Inc (PWR) - 34,000 shares, 9.53% of the total portfolio.
- MasTec Inc (MTZ) - 25,000 shares, 9.45% of the total portfolio.
- Cheniere Energy Partners LP (CQP) - 30,000 shares, 9.28% of the total portfolio. Shares reduced by 10.45%
- Keysight Technologies Inc (KEYS) - 14,000 shares, 9.23% of the total portfolio. Shares reduced by 30%
- Qualcomm Inc (QCOM) - 14,000 shares, 7.81% of the total portfolio. Shares reduced by 26.32%
Southport Management, L.l.c. initiated holding in Fortune Brands Home & Security Inc. The purchase prices were between $47.56 and $57.13, with an estimated average price of $52.02. The stock is now traded at around $51.14. The impact to a portfolio due to this purchase was 7.34%. The holding were 17,500 shares as of .
Sold Out: Crown Castle International Corp (CCI)Southport Management, L.l.c. sold out a holding in Crown Castle International Corp. The sale prices were between $122.58 and $136.92, with an estimated average price of $128.5.
Sold Out: Microchip Technology Inc (MCHP)Southport Management, L.l.c. sold out a holding in Microchip Technology Inc. The sale prices were between $79.11 and $100.75, with an estimated average price of $88.87.
Sold Out: Blackstone Group Inc (BX)Southport Management, L.l.c. sold out a holding in Blackstone Group Inc. The sale prices were between $34.45 and $45.04, with an estimated average price of $39.87.
Sold Out: Schlumberger Ltd (SLB)Southport Management, L.l.c. sold out a holding in Schlumberger Ltd. The sale prices were between $34.69 and $47.41, with an estimated average price of $40.35.
Sold Out: Pioneer Natural Resources Co (PXD)Southport Management, L.l.c. sold out a holding in Pioneer Natural Resources Co. The sale prices were between $141.32 and $175.89, with an estimated average price of $153.57.
Sold Out: PayPal Holdings Inc (PYPL)Southport Management, L.l.c. sold out a holding in PayPal Holdings Inc. The sale prices were between $104.46 and $118.79, with an estimated average price of $110.76.
Here is the complete portfolio of SOUTHPORT MANAGEMENT, L.L.C.. Also check out:
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