- New Purchases: CTXS, HGV, UNVR, TRMB, CC, TGI, GDDY, ADS, SCHH,
- Added Positions: EA, SNE, CARS,
- Reduced Positions: SPR, DISCA, IBKR,
- Sold Out: AGN, ARNC, STZ,
For the details of Anavon Capital LLP's stock buys and sells, go to https://www.gurufocus.com/guru/anavon+capital+llp/current-portfolio/portfolio
These are the top 5 holdings of Anavon Capital LLP- Electronic Arts Inc (EA) - 138,830 shares, 14.29% of the total portfolio. Shares added by 199.20%
- Sony Corp (SNE) - 200,450 shares, 13.05% of the total portfolio. Shares added by 4.49%
- Citrix Systems Inc (CTXS) - 111,600 shares, 11.85% of the total portfolio. New Position
- Interactive Brokers Group Inc (IBKR) - 250,900 shares, 11.20% of the total portfolio. Shares reduced by 8.13%
- Hilton Grand Vacations Inc (HGV) - 220,950 shares, 7.28% of the total portfolio. New Position
Anavon Capital LLP initiated holding in Citrix Systems Inc. The purchase prices were between $95.18 and $114.04, with an estimated average price of $107.93. The stock is now traded at around $121.08. The impact to a portfolio due to this purchase was 11.85%. The holding were 111,600 shares as of .
New Purchase: Hilton Grand Vacations Inc (HGV)Anavon Capital LLP initiated holding in Hilton Grand Vacations Inc. The purchase prices were between $31.95 and $35.88, with an estimated average price of $34.43. The stock is now traded at around $31.20. The impact to a portfolio due to this purchase was 7.28%. The holding were 220,950 shares as of .
New Purchase: Univar Solutions Inc (UNVR)Anavon Capital LLP initiated holding in Univar Solutions Inc. The purchase prices were between $19.65 and $24.45, with an estimated average price of $22.69. The stock is now traded at around $21.78. The impact to a portfolio due to this purchase was 6.21%. The holding were 267,700 shares as of .
New Purchase: Trimble Inc (TRMB)Anavon Capital LLP initiated holding in Trimble Inc. The purchase prices were between $37.19 and $42.31, with an estimated average price of $39.87. The stock is now traded at around $43.39. The impact to a portfolio due to this purchase was 6.14%. The holding were 153,800 shares as of .
New Purchase: The Chemours Co (CC)Anavon Capital LLP initiated holding in The Chemours Co. The purchase prices were between $13.12 and $19.78, with an estimated average price of $16.67. The stock is now traded at around $14.04. The impact to a portfolio due to this purchase was 5.73%. The holding were 330,500 shares as of .
New Purchase: Triumph Group Inc (TGI)Anavon Capital LLP initiated holding in Triumph Group Inc. The purchase prices were between $20.07 and $29.2, with an estimated average price of $24.93. The stock is now traded at around $23.03. The impact to a portfolio due to this purchase was 4.36%. The holding were 180,200 shares as of .
Added: Electronic Arts Inc (EA)Anavon Capital LLP added to a holding in Electronic Arts Inc by 199.20%. The purchase prices were between $92.53 and $108.55, with an estimated average price of $99.47. The stock is now traded at around $109.09. The impact to a portfolio due to this purchase was 9.51%. The holding were 138,830 shares as of .
Sold Out: Allergan PLC (AGN)Anavon Capital LLP sold out a holding in Allergan PLC. The sale prices were between $165.4 and $191.58, with an estimated average price of $180.86.
Sold Out: Arconic Inc (ARNC)Anavon Capital LLP sold out a holding in Arconic Inc. The sale prices were between $24.2 and $31.8, with an estimated average price of $29.26.
Sold Out: Constellation Brands Inc (STZ)Anavon Capital LLP sold out a holding in Constellation Brands Inc. The sale prices were between $174.89 and $206.79, with an estimated average price of $188.45.
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