Tikehau Investment Management Buys NVR Inc, Colgate-Palmolive Co, 3M Co, Sells Fastenal Co, Microsoft Corp, Johnson & Johnson

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Feb 18, 2020
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Investment company Tikehau Investment Management (Current Portfolio) buys NVR Inc, Colgate-Palmolive Co, 3M Co, Alphabet Inc, Berkshire Hathaway Inc, sells Fastenal Co, Microsoft Corp, Johnson & Johnson, Choice Hotels International Inc, Wells Fargo during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Tikehau Investment Management. As of 2019Q4, Tikehau Investment Management owns 12 stocks with a total value of $1.5 billion. These are the details of the buys and sells.

For the details of Tikehau Investment Management's stock buys and sells, go to https://www.gurufocus.com/guru/tikehau+investment+management/current-portfolio/portfolio

These are the top 5 holdings of Tikehau Investment Management
  1. NVR Inc (NVR) - 149,770 shares, 36.99% of the total portfolio. Shares added by 1999.38%
  2. 3M Co (MMM) - 1,554,241 shares, 17.78% of the total portfolio. Shares added by 931.35%
  3. Alphabet Inc (GOOGL) - 202,450 shares, 17.59% of the total portfolio. Shares added by 548.25%
  4. Colgate-Palmolive Co (CL) - 3,811,585 shares, 17.02% of the total portfolio. New Position
  5. Berkshire Hathaway Inc (BRK.B) - 279,208 shares, 4.10% of the total portfolio. New Position
New Purchase: Colgate-Palmolive Co (CL)

Tikehau Investment Management initiated holding in Colgate-Palmolive Co. The purchase prices were between $65.41 and $72.07, with an estimated average price of $68.12. The stock is now traded at around $76.10. The impact to a portfolio due to this purchase was 17.02%. The holding were 3,811,585 shares as of .

New Purchase: Berkshire Hathaway Inc (BRK.B)

Tikehau Investment Management initiated holding in Berkshire Hathaway Inc. The purchase prices were between $203.1 and $227.05, with an estimated average price of $217.51. The stock is now traded at around $226.25. The impact to a portfolio due to this purchase was 4.1%. The holding were 279,208 shares as of .

Added: NVR Inc (NVR)

Tikehau Investment Management added to a holding in NVR Inc by 1999.38%. The purchase prices were between $3390.44 and $3892.89, with an estimated average price of $3705.32. The stock is now traded at around $3999.00. The impact to a portfolio due to this purchase was 35.23%. The holding were 149,770 shares as of .

Added: 3M Co (MMM)

Tikehau Investment Management added to a holding in 3M Co by 931.35%. The purchase prices were between $150.74 and $178.47, with an estimated average price of $167.84. The stock is now traded at around $158.92. The impact to a portfolio due to this purchase was 16.06%. The holding were 1,554,241 shares as of .

Added: Alphabet Inc (GOOGL)

Tikehau Investment Management added to a holding in Alphabet Inc by 548.25%. The purchase prices were between $1177.92 and $1362.47, with an estimated average price of $1292.54. The stock is now traded at around $1515.99. The impact to a portfolio due to this purchase was 14.88%. The holding were 202,450 shares as of .

Added: Facebook Inc (FB)

Tikehau Investment Management added to a holding in Facebook Inc by 29.67%. 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 $216.88. The impact to a portfolio due to this purchase was 0.83%. The holding were 271,899 shares as of .

Sold Out: Johnson & Johnson (JNJ)

Tikehau Investment Management sold out a holding in Johnson & Johnson. The sale prices were between $127.5 and $146.44, with an estimated average price of $135.91.

Sold Out: Choice Hotels International Inc (CHH)

Tikehau Investment Management sold out a holding in Choice Hotels International Inc. The sale prices were between $85.32 and $104.85, with an estimated average price of $93.65.

Sold Out: Fidelity National Financial Inc (FNF)

Tikehau Investment Management sold out a holding in Fidelity National Financial Inc. The sale prices were between $43.67 and $48.19, with an estimated average price of $46.19.



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