- New Purchases: HOMB, CFG, COLD, AVX, EVBN,
- Added Positions: GPK, CASY, SLB, FUN, KR, SUI, FCCO,
- Reduced Positions: CNS, OXY, BRK.B, WY, LH, PFE, FHN, PCH, PNFP,
- Sold Out: PLUS,
For the details of PWMCO LLC's stock buys and sells, go to https://www.gurufocus.com/guru/pwmco+llc/current-portfolio/portfolio
These are the top 5 holdings of PWMCO LLC- Berkshire Hathaway Inc (BRK.B) - 175,924 shares, 10.85% of the total portfolio. Shares reduced by 8.16%
- Laboratory Corp of America Holdings (LH) - 226,830 shares, 10.45% of the total portfolio. Shares reduced by 2.66%
- Equity Lifestyle Properties Inc (ELS) - 347,385 shares, 6.68% of the total portfolio. Shares added by 0.78%
- Sun Communities Inc (SUI) - 127,119 shares, 5.21% of the total portfolio. Shares added by 1.92%
- Casey's General Stores Inc (CASY) - 99,895 shares, 4.32% of the total portfolio. Shares added by 10.39%
Pwmco Llc initiated holding in Home BancShares Inc. The purchase prices were between $17.76 and $19.89, with an estimated average price of $18.88. The stock is now traded at around $19.79. The impact to a portfolio due to this purchase was 3.16%. The holding were 589,825 shares as of .
New Purchase: Citizens Financial Group Inc (CFG)Pwmco Llc initiated holding in Citizens Financial Group Inc. The purchase prices were between $32.58 and $40.75, with an estimated average price of $37.55. The stock is now traded at around $39.69. The impact to a portfolio due to this purchase was 2.6%. The holding were 235,600 shares as of .
New Purchase: Americold Realty Trust (COLD)Pwmco Llc initiated holding in Americold Realty Trust. The purchase prices were between $32.95 and $40.12, with an estimated average price of $36.77. The stock is now traded at around $35.80. The impact to a portfolio due to this purchase was 2.58%. The holding were 269,425 shares as of .
New Purchase: AVX Corp (AVX)Pwmco Llc initiated holding in AVX Corp. The purchase prices were between $14.61 and $20.54, with an estimated average price of $17.35. The stock is now traded at around $20.36. The impact to a portfolio due to this purchase was 2%. The holding were 359,550 shares as of .
New Purchase: Evans Bancorp Inc (EVBN)Pwmco Llc initiated holding in Evans Bancorp Inc. The purchase prices were between $36.04 and $41.44, with an estimated average price of $38.99. The stock is now traded at around $40.08. The impact to a portfolio due to this purchase was 0.16%. The holding were 15,000 shares as of .
Added: Graphic Packaging Holding Co (GPK)Pwmco Llc added to a holding in Graphic Packaging Holding Co by 35.86%. The purchase prices were between $14.07 and $16.86, with an estimated average price of $15.89. The stock is now traded at around $16.52. The impact to a portfolio due to this purchase was 0.68%. The holding were 563,425 shares as of .
Sold Out: ePlus Inc (PLUS)Pwmco Llc sold out a holding in ePlus Inc. The sale prices were between $74.06 and $96.78, with an estimated average price of $81.64.
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