Act Ii Management, Lp Buys Liberty SiriusXM Group, IAC/InterActiveCorp, Outfront Media Inc, Sells Vonage Holdings Corp, InterXion Holding NV, Liberty Broadband Corp

Feb 13, 2020

New York, NY, based Investment company Act Ii Management, Lp (Current Portfolio) buys Liberty SiriusXM Group, IAC/InterActiveCorp, Outfront Media Inc, sells Vonage Holdings Corp, InterXion Holding NV, Liberty Broadband Corp, MDC Partners Inc, Tribune Publishing Co during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Act Ii Management, Lp. As of 2019Q4, Act Ii Management, Lp owns 20 stocks with a total value of $103 million. These are the details of the buys and sells.

New Purchases: LSXMA,
Added Positions: IAC, VIAC, OUT,
Reduced Positions: VG, INXN, LBRDA, NXST, FB, CMCSA, GOOG, GTN, TPCO, DISCK,
Sold Out: MDCA,

For the details of ACT II MANAGEMENT, LP's stock buys and sells, go to https://www.gurufocus.com/guru/act+ii+management%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of ACT II MANAGEMENT, LP

Alphabet Inc (GOOG) - 8,995 shares, 11.73% of the total portfolio. Shares reduced by 6.25%
Nexstar Media Group Inc (NXST) - 101,246 shares, 11.58% of the total portfolio. Shares reduced by 12.9%
Chegg Inc (CHGG) - 300,258 shares, 11.10% of the total portfolio.
Facebook Inc (FB) - 48,868 shares, 9.78% of the total portfolio. Shares reduced by 13.31%
ViacomCBS Inc (VIAC) - 190,000 shares, 7.78% of the total portfolio. Shares added by 18.75%

New Purchase: Liberty SiriusXM Group (LSXMA)

Act Ii Management, Lp initiated holding in Liberty SiriusXM Group. 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 $49.37. The impact to a portfolio due to this purchase was 1.85%. The holding were 39,233 shares as of .

Added: IAC/InterActiveCorp (IAC)

Act Ii Management, Lp added to a holding in IAC/InterActiveCorp by 115.38%. The purchase prices were between $212.59 and $252.5, with an estimated average price of $225.94. The stock is now traded at around $236.50. The impact to a portfolio due to this purchase was 1.46%. The holding were 11,200 shares as of .

Added: Outfront Media Inc (OUT)

Act Ii Management, Lp added to a holding in Outfront Media Inc by 28.57%. The purchase prices were between $24.79 and $28.29, with an estimated average price of $26.11. The stock is now traded at around $30.89. The impact to a portfolio due to this purchase was 0.52%. The holding were 90,000 shares as of .

Sold Out: MDC Partners Inc (MDCA)

Act Ii Management, Lp sold out a holding in MDC Partners Inc. The sale prices were between $2.2 and $3.29, with an estimated average price of $2.68.

Here is the complete portfolio of ACT II MANAGEMENT, LP. Also check out:

1. ACT II MANAGEMENT, LP's Undervalued Stocks
2. ACT II MANAGEMENT, LP's Top Growth Companies, and
3. ACT II MANAGEMENT, LP's High Yield stocks
4. Stocks that ACT II MANAGEMENT, LP keeps buying

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