Bronson Point Management LLC Buys Cisco Systems Inc, Albemarle Corp, Xilinx Inc, Sells Lumentum Holdings Inc, Emerson Electric Co, PTC Inc

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Feb 17, 2020
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Fairfield, CT, based Investment company Bronson Point Management LLC (Current Portfolio) buys Cisco Systems Inc, Albemarle Corp, Xilinx Inc, Caterpillar Inc, Marvell Technology Group, sells Lumentum Holdings Inc, Emerson Electric Co, PTC Inc, Hubbell Inc, Bank of America Corp during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Bronson Point Management LLC. As of 2019Q4, Bronson Point Management LLC owns 31 stocks with a total value of $178 million. These are the details of the buys and sells.

For the details of Bronson Point Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bronson+point+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Bronson Point Management LLC
  1. Cisco Systems Inc (CSCO) - 30,000 shares, 12.47% of the total portfolio. New Position
  2. Albemarle Corp (ALB) - 100,000 shares, 7.86% of the total portfolio. New Position
  3. Alphabet Inc (GOOG) - 1,000 shares, 6.79% of the total portfolio. Shares added by 66.67%
  4. Lattice Semiconductor Corp (LSCC) - 165,000 shares, 5.39% of the total portfolio. Shares added by 175.00%
  5. Polaris Inc (PII) - 65,000 shares, 5.32% of the total portfolio. Shares added by 225.00%
New Purchase: Cisco Systems Inc (CSCO)

Bronson Point Management LLC initiated holding in Cisco Systems Inc. The purchase prices were between $43.52 and $48.83, with an estimated average price of $46.46. The stock is now traded at around $46.97. The impact to a portfolio due to this purchase was 12.47%. The holding were 30,000 shares as of .

New Purchase: Albemarle Corp (ALB)

Bronson Point Management LLC initiated holding in Albemarle Corp. The purchase prices were between $60.74 and $73.04, with an estimated average price of $66.8. The stock is now traded at around $89.64. The impact to a portfolio due to this purchase was 7.86%. The holding were 100,000 shares as of .

New Purchase: Xilinx Inc (XLNX)

Bronson Point Management LLC initiated holding in Xilinx Inc. The purchase prices were between $88.65 and $98.9, with an estimated average price of $94.03. The stock is now traded at around $90.17. The impact to a portfolio due to this purchase was 4.95%. The holding were 90,000 shares as of .

New Purchase: Caterpillar Inc (CAT)

Bronson Point Management LLC initiated holding in Caterpillar Inc. The purchase prices were between $117.97 and $148.5, with an estimated average price of $140.03. The stock is now traded at around $137.99. The impact to a portfolio due to this purchase was 4.02%. The holding were 28,000 shares as of .

New Purchase: Marvell Technology Group Ltd (MRVL)

Bronson Point Management LLC initiated holding in Marvell Technology Group Ltd. The purchase prices were between $22.95 and $28.11, with an estimated average price of $25.4. The stock is now traded at around $25.12. The impact to a portfolio due to this purchase was 3.87%. The holding were 50,000 shares as of .

New Purchase: NXP Semiconductors NV (NXPI)

Bronson Point Management LLC initiated holding in NXP Semiconductors NV. The purchase prices were between $103.21 and $129.2, with an estimated average price of $116.4. The stock is now traded at around $137.08. The impact to a portfolio due to this purchase was 3.22%. The holding were 45,000 shares as of .

Added: Polaris Inc (PII)

Bronson Point Management LLC added to a holding in Polaris Inc by 225.00%. The purchase prices were between $82.03 and $103.44, with an estimated average price of $97.3. The stock is now traded at around $93.90. The impact to a portfolio due to this purchase was 3.68%. The holding were 65,000 shares as of .

Added: Lattice Semiconductor Corp (LSCC)

Bronson Point Management LLC added to a holding in Lattice Semiconductor Corp by 175.00%. The purchase prices were between $18.01 and $20.71, with an estimated average price of $19.22. The stock is now traded at around $20.77. The impact to a portfolio due to this purchase was 3.43%. The holding were 165,000 shares as of .

Added: Alcoa Corp (AA)

Bronson Point Management LLC added to a holding in Alcoa Corp by 271.43%. The purchase prices were between $18.41 and $22.91, with an estimated average price of $20.73. The stock is now traded at around $15.67. The impact to a portfolio due to this purchase was 3%. The holding were 650,000 shares as of .

Added: Alphabet Inc (GOOG)

Bronson Point Management LLC added to a holding in Alphabet Inc by 66.67%. The purchase prices were between $1176.63 and $1361.17, with an estimated average price of $1293.04. The stock is now traded at around $1520.74. The impact to a portfolio due to this purchase was 2.72%. The holding were 1,000 shares as of .

Added: Facebook Inc (FB)

Bronson Point Management LLC added to a holding in Facebook Inc by 166.67%. The purchase prices were between $174.6 and $208.1, with an estimated average price of $194.27. The stock is now traded at around $214.18. The impact to a portfolio due to this purchase was 2.68%. The holding were 20,000 shares as of .

Added: Mondelez International Inc (MDLZ)

Bronson Point Management LLC added to a holding in Mondelez International Inc by 316.67%. The purchase prices were between $51.7 and $55.98, with an estimated average price of $53.49. The stock is now traded at around $59.68. The impact to a portfolio due to this purchase was 2.31%. The holding were 125,000 shares as of .

Sold Out: Lumentum Holdings Inc (LITE)

Bronson Point Management LLC sold out a holding in Lumentum Holdings Inc. The sale prices were between $48.77 and $79.6, with an estimated average price of $66.02.

Sold Out: Emerson Electric Co (EMR)

Bronson Point Management LLC sold out a holding in Emerson Electric Co. The sale prices were between $63.16 and $76.97, with an estimated average price of $72.27.

Sold Out: PTC Inc (PTC)

Bronson Point Management LLC sold out a holding in PTC Inc. The sale prices were between $62.71 and $77.09, with an estimated average price of $71.36.

Sold Out: Hubbell Inc (HUBB)

Bronson Point Management LLC sold out a holding in Hubbell Inc. The sale prices were between $125.97 and $148.84, with an estimated average price of $142.75.

Sold Out: Bank of America Corp (BAC)

Bronson Point Management LLC sold out a holding in Bank of America Corp. The sale prices were between $27.63 and $35.52, with an estimated average price of $32.44.

Sold Out: Netflix Inc (NFLX)

Bronson Point Management LLC sold out a holding in Netflix Inc. The sale prices were between $266.69 and $336.9, with an estimated average price of $297.76.



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