- New Purchases: CL, BRK.B,
- Added Positions: NVR, MMM, GOOGL, FB, FDS,
- Reduced Positions: FAST, MSFT, WFC, RLGY, GS,
- Sold Out: JNJ, CHH, FNF,
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- NVR Inc (NVR) - 149,770 shares, 36.99% of the total portfolio. Shares added by 1999.38%
- 3M Co (MMM) - 1,554,241 shares, 17.78% of the total portfolio. Shares added by 931.35%
- Alphabet Inc (GOOGL) - 202,450 shares, 17.59% of the total portfolio. Shares added by 548.25%
- Colgate-Palmolive Co (CL) - 3,811,585 shares, 17.02% of the total portfolio. New Position
- Berkshire Hathaway Inc (BRK.B) - 279,208 shares, 4.10% of the total portfolio. New Position
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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