TOMS Capital Investment Management LP Buys Allergan PLC, Colgate-Palmolive Co, eBay Inc, Sells InterXion Holding NV, Raytheon Co, Fidelity National Information Services Inc

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May 15, 2020
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Investment company TOMS Capital Investment Management LP (Current Portfolio) buys Allergan PLC, Colgate-Palmolive Co, eBay Inc, Tech Data Corp, Microsoft Corp, sells InterXion Holding NV, Raytheon Co, Fidelity National Information Services Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, TOMS Capital Investment Management LP. As of 2020Q1, TOMS Capital Investment Management LP owns 13 stocks with a total value of $581 million. These are the details of the buys and sells.

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

These are the top 5 holdings of TOMS Capital Investment Management LP
  1. Allergan PLC (AGN) - 550,000 shares, 16.77% of the total portfolio. Shares added by 144.44%
  2. eBay Inc (EBAY) - 3,041,300 shares, 15.74% of the total portfolio.
  3. Tech Data Corp (TECD) - 560,000 shares, 12.61% of the total portfolio.
  4. Microsoft Corp (MSFT) - 400,000 shares, 10.86% of the total portfolio. Shares added by 33.33%
  5. Salesforce.com Inc (CRM) - 400,000 shares, 9.91% of the total portfolio. Shares added by 33.33%
New Purchase: eBay Inc (EBAY)

TOMS Capital Investment Management LP initiated holding in eBay Inc. The purchase prices were between $26.34 and $38.49, with an estimated average price of $34.92. The stock is now traded at around $42.04. The impact to a portfolio due to this purchase was 3.88%. The holding were 750,000 shares as of .

New Purchase: Tech Data Corp (TECD)

TOMS Capital Investment Management LP initiated holding in Tech Data Corp. The purchase prices were between $100 and $144.26, with an estimated average price of $138.84. The stock is now traded at around $136.95. The impact to a portfolio due to this purchase was 3.38%. The holding were 150,000 shares as of .

Added: Allergan PLC (AGN)

TOMS Capital Investment Management LP added to a holding in Allergan PLC by 144.44%. The purchase prices were between $164.7 and $202.1, with an estimated average price of $188.56. The stock is now traded at around $193.02. The impact to a portfolio due to this purchase was 9.91%. The holding were 550,000 shares as of .

Added: Colgate-Palmolive Co (CL)

TOMS Capital Investment Management LP added to a holding in Colgate-Palmolive Co by 127.27%. The purchase prices were between $59.89 and $77.35, with an estimated average price of $70.61. The stock is now traded at around $67.06. The impact to a portfolio due to this purchase was 4%. The holding were 625,000 shares as of .

Added: Microsoft Corp (MSFT)

TOMS Capital Investment Management LP added to a holding in Microsoft Corp by 33.33%. The purchase prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $180.53. The impact to a portfolio due to this purchase was 2.72%. The holding were 400,000 shares as of .

Added: Salesforce.com Inc (CRM)

TOMS Capital Investment Management LP added to a holding in Salesforce.com Inc by 33.33%. The purchase prices were between $124.3 and $193.36, with an estimated average price of $171.77. The stock is now traded at around $167.00. The impact to a portfolio due to this purchase was 2.48%. The holding were 400,000 shares as of .

Sold Out: InterXion Holding NV (INXN)

TOMS Capital Investment Management LP sold out a holding in InterXion Holding NV. The sale prices were between $76 and $96.63, with an estimated average price of $88.47.

Sold Out: Raytheon Co (RTN)

TOMS Capital Investment Management LP sold out a holding in Raytheon Co. The sale prices were between $112.61 and $232.31, with an estimated average price of $199.29.

Sold Out: Fidelity National Information Services Inc (FIS)

TOMS Capital Investment Management LP sold out a holding in Fidelity National Information Services Inc. The sale prices were between $102.45 and $157.44, with an estimated average price of $139.28.



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