- New Purchases: CSCO, ALB, XLNX, CAT, MRVL, NXPI, KO, TEX, CIEN, ANTM, PE, UBER, WYNN, WLK, SPR, RL, CI, MOS, ETFC, CMG, UPS,
- Added Positions: PII, LSCC, AA, GOOG, FB, MDLZ, PXD, FANG, LOW,
- Sold Out: LITE, EMR, PTC, HUBB, BAC, NFLX, AYI, DKS, DIS, LYFT, DPZ, ROKU, AMZN, KNX, ALGN,
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- Cisco Systems Inc (CSCO) - 30,000 shares, 12.47% of the total portfolio. New Position
- Albemarle Corp (ALB) - 100,000 shares, 7.86% of the total portfolio. New Position
- Alphabet Inc (GOOG) - 1,000 shares, 6.79% of the total portfolio. Shares added by 66.67%
- Lattice Semiconductor Corp (LSCC) - 165,000 shares, 5.39% of the total portfolio. Shares added by 175.00%
- Polaris Inc (PII) - 65,000 shares, 5.32% of the total portfolio. Shares added by 225.00%
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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