Junto Capital Management LP Buys PayPal Holdings Inc, Dollar Tree Inc, Bank of New York Mellon Corp, Sells Fiserv Inc, The Home Depot Inc, Restaurant Brands International Inc

• New Purchases: PYPL, DLTR, MS, APO, SSNC, DXC, DECK, BKNG, LYV, CTAS, MAN, ETFC, BAC, MCD, M, WDAY, SNAP, ARES, LB, NFLX, NCR, SEAS, OC,
• Added Positions: BK, GPN, BLK, CMCSA, FIS, FWONK, GOOGL, KKR, WSM, CRM, TW, G, TSCO,
• Reduced Positions: QSR, KMX, MSFT, LPLA, COF, SBUX,
• Sold Out: FISV, HD, V, ROST, WMT, RP, DRI, INTU, SPGI, CBOE, ATVI, SCHW, VRSK, TJX, GS, BABA, CDAY, WWE, EA,

For the details of Junto Capital Management LP's stock buys and sells, go to https://www.gurufocus.com/guru/junto+capital+management+lp/current-portfolio/portfolio

1. BlackRock Inc (BLK) - 327,346 shares, 7.76% of the total portfolio. Shares added by 38.57%
2. Bank of New York Mellon Corp (BK) - 2,756,908 shares, 6.55% of the total portfolio. Shares added by 108.90%
3. Fidelity National Information Services Inc (FIS) - 964,317 shares, 6.33% of the total portfolio. Shares added by 30.86%
4. Global Payments Inc (GPN) - 591,785 shares, 5.10% of the total portfolio. Shares added by 193.01%
5. KKR & Co Inc (KKR) - 3,433,523 shares, 4.73% of the total portfolio. Shares added by 23.23%

Junto Capital Management LP initiated holding in PayPal Holdings Inc. The purchase prices were between $96.64 and $109.75, with an estimated average price of $104.36. The stock is now traded at around $122.99. The impact to a portfolio due to this purchase was 3.93%. The holding were 769,760 shares as of .

Junto Capital Management LP initiated holding in Dollar Tree Inc. The purchase prices were between $88.65 and $118.44, with an estimated average price of $104.48. The stock is now traded at around $88.68. The impact to a portfolio due to this purchase was 3.52%. The holding were 793,404 shares as of .

Junto Capital Management LP initiated holding in Morgan Stanley. The purchase prices were between $39.82 and $51.12, with an estimated average price of $47.51. The stock is now traded at around $55.84. The impact to a portfolio due to this purchase was 3.26%. The holding were 1,350,242 shares as of .

Junto Capital Management LP initiated holding in Apollo Global Management Inc. The purchase prices were between $35.71 and $48.25, with an estimated average price of $42.86. The stock is now traded at around $45.71. The impact to a portfolio due to this purchase was 2.5%. The holding were 1,109,575 shares as of .

Junto Capital Management LP initiated holding in SS&C Technologies Holdings Inc. The purchase prices were between $48.25 and $61.51, with an estimated average price of $56.31. The stock is now traded at around $66.26. The impact to a portfolio due to this purchase was 2.48%. The holding were 857,165 shares as of .

Junto Capital Management LP initiated holding in DXC Technology Co. The purchase prices were between $26.33 and $37.76, with an estimated average price of $32.83. The stock is now traded at around $30.82. The impact to a portfolio due to this purchase was 2.32%. The holding were 1,306,674 shares as of .

Junto Capital Management LP added to a holding in Bank of New York Mellon Corp by 108.90%. The purchase prices were between $42.24 and $51.22, with an estimated average price of $47.84. The stock is now traded at around $45.90. The impact to a portfolio due to this purchase was 3.41%. The holding were 2,756,908 shares as of .

Junto Capital Management LP added to a holding in Global Payments Inc by 193.01%. The purchase prices were between $155.13 and $183.49, with an estimated average price of $172.18. The stock is now traded at around $206.37. The impact to a portfolio due to this purchase was 3.36%. The holding were 591,785 shares as of .

Junto Capital Management LP added to a holding in BlackRock Inc by 38.57%. The purchase prices were between $413.16 and $503.24, with an estimated average price of $475.75. The stock is now traded at around $565.94. The impact to a portfolio due to this purchase was 2.16%. The holding were 327,346 shares as of .

Junto Capital Management LP added to a holding in Comcast Corp by 355.39%. The purchase prices were between $42.07 and $46.08, with an estimated average price of $44.51. The stock is now traded at around $46.09. The impact to a portfolio due to this purchase was 1.69%. The holding were 1,024,995 shares as of .

Junto Capital Management LP added to a holding in Fidelity National Information Services Inc by 30.86%. The purchase prices were between $125.44 and $139.75, with an estimated average price of $134.26. The stock is now traded at around $157.44. The impact to a portfolio due to this purchase was 1.49%. The holding were 964,317 shares as of .

Junto Capital Management LP added to a holding in Liberty Formula One Group by 294.14%. The purchase prices were between $39.83 and $46.17, with an estimated average price of $43.17. The stock is now traded at around $46.85. The impact to a portfolio due to this purchase was 1.47%. The holding were 906,478 shares as of .

Junto Capital Management LP sold out a holding in Fiserv Inc. The sale prices were between $100.79 and $117.08, with an estimated average price of $110.71.

Junto Capital Management LP sold out a holding in The Home Depot Inc. The sale prices were between $212 and $238.85, with an estimated average price of $226.26.

Junto Capital Management LP sold out a holding in Visa Inc. The sale prices were between $169.83 and $189.39, with an estimated average price of $180.44.

Junto Capital Management LP sold out a holding in Ross Stores Inc. The sale prices were between $106.93 and $116.5, with an estimated average price of $112.67.

Junto Capital Management LP sold out a holding in Walmart Inc. The sale prices were between $116.12 and $121.28, with an estimated average price of $119.15.

Junto Capital Management LP sold out a holding in RealPage Inc. The sale prices were between $52.8 and $62.33, with an estimated average price of $56.89.