Selz Capital LLC Buys American Airlines Group Inc, Berkshire Hathaway Inc, Union Pacific Corp, Sells Mastercard Inc, SolarWinds Corp, The Madison Square Garden Co

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Jan 16, 2020
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New York, NY, based Investment company Selz Capital LLC (Current Portfolio) buys American Airlines Group Inc, Berkshire Hathaway Inc, Union Pacific Corp, Lennox International Inc, Heico Corp, sells Mastercard Inc, SolarWinds Corp, The Madison Square Garden Co, The Chemours Co, Global Payments Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Selz Capital LLC. As of 2019Q4, Selz Capital LLC owns 61 stocks with a total value of $570 million. These are the details of the buys and sells.

For the details of Selz Capital LLC's stock buys and sells, go to https://www.gurufocus.com/guru/selz+capital+llc/current-portfolio/portfolio

These are the top 5 holdings of Selz Capital LLC
  1. Air Lease Corp (AL) - 1,010,000 shares, 8.43% of the total portfolio.
  2. SPX Corp (SPXC) - 716,444 shares, 6.40% of the total portfolio.
  3. Trilogy Metals Inc (TMQ) - 13,093,262 shares, 5.98% of the total portfolio. Shares reduced by 3.63%
  4. Athene Holding Ltd (ATH) - 565,200 shares, 4.67% of the total portfolio. Shares reduced by 4.14%
  5. WillScot Corp (WSC) - 1,397,800 shares, 4.54% of the total portfolio. Shares added by 2.87%
New Purchase: American Airlines Group Inc (AAL)

Selz Capital LLC initiated holding in American Airlines Group Inc. The purchase prices were between $25.27 and $31.36, with an estimated average price of $28.56. The stock is now traded at around $27.94. The impact to a portfolio due to this purchase was 4.25%. The holding were 845,000 shares as of .

New Purchase: Berkshire Hathaway Inc (BRK.B)

Selz Capital LLC initiated holding in Berkshire Hathaway Inc. The purchase prices were between $203.1 and $227.05, with an estimated average price of $217.51. The stock is now traded at around $229.85. The impact to a portfolio due to this purchase was 2.98%. The holding were 75,000 shares as of .

New Purchase: Union Pacific Corp (UNP)

Selz Capital LLC initiated holding in Union Pacific Corp. The purchase prices were between $151.47 and $181.41, with an estimated average price of $171.66. The stock is now traded at around $182.35. The impact to a portfolio due to this purchase was 2.63%. The holding were 83,000 shares as of .

New Purchase: Lennox International Inc (LII)

Selz Capital LLC initiated holding in Lennox International Inc. The purchase prices were between $230.6 and $262.83, with an estimated average price of $248.25. The stock is now traded at around $247.06. The impact to a portfolio due to this purchase was 2.32%. The holding were 54,084 shares as of .

New Purchase: Heico Corp (HEI)

Selz Capital LLC initiated holding in Heico Corp. The purchase prices were between $114.15 and $132.76, with an estimated average price of $123.12. The stock is now traded at around $121.59. The impact to a portfolio due to this purchase was 2.15%. The holding were 107,500 shares as of .

New Purchase: Slack Technologies Inc (WORK)

Selz Capital LLC initiated holding in Slack Technologies Inc. The purchase prices were between $20.13 and $26.05, with an estimated average price of $22.24. The stock is now traded at around $23.06. The impact to a portfolio due to this purchase was 2.14%. The holding were 542,000 shares as of .

Added: Nexstar Media Group Inc (NXST)

Selz Capital LLC added to a holding in Nexstar Media Group Inc by 129.00%. The purchase prices were between $94.71 and $118.75, with an estimated average price of $104.82. The stock is now traded at around $129.22. The impact to a portfolio due to this purchase was 1.06%. The holding were 91,600 shares as of .

Added: CrowdStrike Holdings Inc (CRWD)

Selz Capital LLC added to a holding in CrowdStrike Holdings Inc by 193.55%. The purchase prices were between $45.5 and $68.78, with an estimated average price of $52.39. The stock is now traded at around $62.02. The impact to a portfolio due to this purchase was 1.05%. The holding were 182,000 shares as of .

Added: Liberty SiriusXM Group (LSXMA)

Selz Capital LLC added to a holding in Liberty SiriusXM Group by 102.60%. The purchase prices were between $41.08 and $48.75, with an estimated average price of $45.91. The stock is now traded at around $49.06. The impact to a portfolio due to this purchase was 0.67%. The holding were 156,000 shares as of .

Added: Liberty SiriusXM Group (LSXMK)

Selz Capital LLC added to a holding in Liberty SiriusXM Group by 40.40%. The purchase prices were between $41.44 and $48.53, with an estimated average price of $45.95. The stock is now traded at around $49.50. The impact to a portfolio due to this purchase was 0.56%. The holding were 230,250 shares as of .

Sold Out: SolarWinds Corp (SWI)

Selz Capital LLC sold out a holding in SolarWinds Corp. The sale prices were between $17.44 and $20.42, with an estimated average price of $18.81.

Sold Out: The Madison Square Garden Co (MSG)

Selz Capital LLC sold out a holding in The Madison Square Garden Co. The sale prices were between $260.15 and $297.24, with an estimated average price of $275.64.

Sold Out: The Chemours Co (CC)

Selz Capital LLC sold out a holding in The Chemours Co. The sale prices were between $13.12 and $19.78, with an estimated average price of $16.67.

Sold Out: Global Payments Inc (GPN)

Selz Capital LLC sold out a holding in Global Payments Inc. The sale prices were between $155.13 and $183.49, with an estimated average price of $172.18.

Sold Out: SLM Corp (SLM)

Selz Capital LLC sold out a holding in SLM Corp. The sale prices were between $8.11 and $9.13, with an estimated average price of $8.69.

Sold Out: Mimecast Ltd (MIME)

Selz Capital LLC sold out a holding in Mimecast Ltd. The sale prices were between $37.1 and $44.71, with an estimated average price of $41.74.



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