Steel Canyon Capital, LLC Buys American Express Co, Accenture PLC, U.S. Bancorp, Sells Alphabet Inc, Delta Air Lines Inc, Berkshire Hathaway Inc

Author's Avatar
May 15, 2020
Article's Main Image
Investment company Steel Canyon Capital, LLC (Current Portfolio) buys American Express Co, Accenture PLC, U.S. Bancorp, Moody's Corporation, O'Reilly Automotive Inc, sells Alphabet Inc, Delta Air Lines Inc, Berkshire Hathaway Inc, Marriott International Inc, Liberty Global PLC during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Steel Canyon Capital, LLC. As of 2020Q1, Steel Canyon Capital, LLC owns 25 stocks with a total value of $75 million. These are the details of the buys and sells.

For the details of Steel Canyon Capital, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/steel+canyon+capital%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Steel Canyon Capital, LLC
  1. Liberty SiriusXM Group (LSXMK) - 440,903 shares, 18.70% of the total portfolio. Shares added by 4.25%
  2. Progressive Corp (PGR) - 109,247 shares, 10.82% of the total portfolio. Shares reduced by 17.02%
  3. American Express Co (AXP) - 59,754 shares, 6.86% of the total portfolio. New Position
  4. Grupo Televisa SAB (TV) - 845,775 shares, 6.58% of the total portfolio. Shares added by 40.34%
  5. Accenture PLC (ACN) - 30,005 shares, 6.57% of the total portfolio. New Position
New Purchase: American Express Co (AXP)

Steel Canyon Capital, LLC initiated holding in American Express Co. The purchase prices were between $68.96 and $136.93, with an estimated average price of $117.01. The stock is now traded at around $81.54. The impact to a portfolio due to this purchase was 6.86%. The holding were 59,754 shares as of .

New Purchase: Accenture PLC (ACN)

Steel Canyon Capital, LLC initiated holding in Accenture PLC. The purchase prices were between $143.69 and $215.92, with an estimated average price of $193.46. The stock is now traded at around $182.33. The impact to a portfolio due to this purchase was 6.57%. The holding were 30,005 shares as of .

New Purchase: U.S. Bancorp (USB)

Steel Canyon Capital, LLC initiated holding in U.S. Bancorp. The purchase prices were between $28.93 and $59.29, with an estimated average price of $48.59. The stock is now traded at around $30.26. The impact to a portfolio due to this purchase was 5.94%. The holding were 128,429 shares as of .

New Purchase: Moody's Corporation (MCO)

Steel Canyon Capital, LLC initiated holding in Moody's Corporation. The purchase prices were between $165.09 and $285.31, with an estimated average price of $243.72. The stock is now traded at around $256.15. The impact to a portfolio due to this purchase was 5.83%. The holding were 20,532 shares as of .

New Purchase: O'Reilly Automotive Inc (ORLY)

Steel Canyon Capital, LLC initiated holding in O'Reilly Automotive Inc. The purchase prices were between $260.92 and $441.07, with an estimated average price of $385.19. The stock is now traded at around $404.44. The impact to a portfolio due to this purchase was 5.72%. The holding were 14,150 shares as of .

New Purchase: Charter Communications Inc (CHTR)

Steel Canyon Capital, LLC initiated holding in Charter Communications Inc. The purchase prices were between $371.7 and $542.46, with an estimated average price of $489.92. The stock is now traded at around $497.83. The impact to a portfolio due to this purchase was 5.53%. The holding were 9,447 shares as of .

Added: Grupo Televisa SAB (TV)

Steel Canyon Capital, LLC added to a holding in Grupo Televisa SAB by 40.34%. The purchase prices were between $4.98 and $12.41, with an estimated average price of $9.85. The stock is now traded at around $4.82. The impact to a portfolio due to this purchase was 1.89%. The holding were 845,775 shares as of .

Sold Out: Alphabet Inc (GOOG)

Steel Canyon Capital, LLC sold out a holding in Alphabet Inc. The sale prices were between $1056.62 and $1526.69, with an estimated average price of $1361.82.

Sold Out: Marriott International Inc (MAR)

Steel Canyon Capital, LLC sold out a holding in Marriott International Inc. The sale prices were between $63.81 and $151.49, with an estimated average price of $125.54.

Sold Out: Liberty Global PLC (LBTYK)

Steel Canyon Capital, LLC sold out a holding in Liberty Global PLC. The sale prices were between $14.75 and $21.8, with an estimated average price of $18.87.

Sold Out: Fox Corp (FOX)

Steel Canyon Capital, LLC sold out a holding in Fox Corp. The sale prices were between $19.81 and $38.58, with an estimated average price of $32.56.

Sold Out: Bank of America Corp (BAC)

Steel Canyon Capital, LLC sold out a holding in Bank of America Corp. The sale prices were between $18.08 and $35.64, with an estimated average price of $30.21.

Sold Out: Wells Fargo & Co (WFC)

Steel Canyon Capital, LLC sold out a holding in Wells Fargo & Co. The sale prices were between $25.25 and $53.8, with an estimated average price of $42.87.



Here is the complete portfolio of Steel Canyon Capital, LLC. Also check out:

1. Steel Canyon Capital, LLC's Undervalued Stocks
2. Steel Canyon Capital, LLC's Top Growth Companies, and
3. Steel Canyon Capital, LLC's High Yield stocks
4. Stocks that Steel Canyon Capital, LLC keeps buying