Madison Avenue Partners, LP Buys Super Micro Computer Inc, DuPont de Nemours Inc, PG&E Corp, Sells Trinity Industries Inc, Care.com Inc, NII Holdings Inc

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May 15, 2020
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Investment company Madison Avenue Partners, LP (Current Portfolio) buys Super Micro Computer Inc, DuPont de Nemours Inc, PG&E Corp, Adtalem Global Education Inc, Graham Holdings Co, sells Trinity Industries Inc, Care.com Inc, NII Holdings Inc, Cronos Group Inc, Twin River Worldwide Holdings Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Madison Avenue Partners, LP. As of 2020Q1, Madison Avenue Partners, LP owns 16 stocks with a total value of $148 million. These are the details of the buys and sells.

For the details of Madison Avenue Partners, LP's stock buys and sells, go to https://www.gurufocus.com/guru/madison+avenue+partners%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of Madison Avenue Partners, LP
  1. Super Micro Computer Inc (SMCI) - 2,122,667 shares, 30.51% of the total portfolio. New Position
  2. DuPont de Nemours Inc (DD) - 877,726 shares, 20.22% of the total portfolio. New Position
  3. PG&E Corp (PCG) - 1,686,598 shares, 10.24% of the total portfolio. New Position
  4. Adtalem Global Education Inc (ATGE) - 557,428 shares, 10.09% of the total portfolio. New Position
  5. Triple-S Management Corp (GTS) - 756,313 shares, 7.20% of the total portfolio. Shares reduced by 10.14%
New Purchase: Super Micro Computer Inc (SMCI)

Madison Avenue Partners, LP initiated holding in Super Micro Computer Inc. The purchase prices were between $15.98 and $29.46, with an estimated average price of $25.34. The stock is now traded at around $23.29. The impact to a portfolio due to this purchase was 30.51%. The holding were 2,122,667 shares as of .

New Purchase: DuPont de Nemours Inc (DD)

Madison Avenue Partners, LP initiated holding in DuPont de Nemours Inc. The purchase prices were between $28.46 and $64.2, with an estimated average price of $49.25. The stock is now traded at around $45.45. The impact to a portfolio due to this purchase was 20.22%. The holding were 877,726 shares as of .

New Purchase: PG&E Corp (PCG)

Madison Avenue Partners, LP initiated holding in PG&E Corp. The purchase prices were between $7.22 and $18.03, with an estimated average price of $13.29. The stock is now traded at around $11.33. The impact to a portfolio due to this purchase was 10.24%. The holding were 1,686,598 shares as of .

New Purchase: Adtalem Global Education Inc (ATGE)

Madison Avenue Partners, LP initiated holding in Adtalem Global Education Inc. The purchase prices were between $21.46 and $36.87, with an estimated average price of $32.02. The stock is now traded at around $31.91. The impact to a portfolio due to this purchase was 10.09%. The holding were 557,428 shares as of .

New Purchase: Graham Holdings Co (GHC)

Madison Avenue Partners, LP initiated holding in Graham Holdings Co. The purchase prices were between $277.62 and $639.27, with an estimated average price of $512.07. The stock is now traded at around $325.33. The impact to a portfolio due to this purchase was 5.92%. The holding were 25,686 shares as of .

New Purchase: Change Healthcare Inc (CHNG)

Madison Avenue Partners, LP initiated holding in Change Healthcare Inc. The purchase prices were between $6.86 and $17.26, with an estimated average price of $14.09. The stock is now traded at around $10.64. The impact to a portfolio due to this purchase was 4.16%. The holding were 616,321 shares as of .

Added: Superior Energy Services Inc (SPN)

Madison Avenue Partners, LP added to a holding in Superior Energy Services Inc by 23.25%. The purchase prices were between $1.05 and $5.85, with an estimated average price of $4. The stock is now traded at around $1.24. The impact to a portfolio due to this purchase was 0.18%. The holding were 978,430 shares as of .

Sold Out: Trinity Industries Inc (TRN)

Madison Avenue Partners, LP sold out a holding in Trinity Industries Inc. The sale prices were between $15.28 and $23.3, with an estimated average price of $20.08.

Sold Out: Care.com Inc (CRCM)

Madison Avenue Partners, LP sold out a holding in Care.com Inc. The sale prices were between $14.96 and $15.12, with an estimated average price of $14.99.

Sold Out: NII Holdings Inc (NIHD)

Madison Avenue Partners, LP sold out a holding in NII Holdings Inc. The sale prices were between $2.17 and $2.17, with an estimated average price of $2.17.

Sold Out: Cronos Group Inc (CRON)

Madison Avenue Partners, LP sold out a holding in Cronos Group Inc. The sale prices were between $4.52 and $8.55, with an estimated average price of $6.7.

Sold Out: Twin River Worldwide Holdings Inc (TRWH)

Madison Avenue Partners, LP sold out a holding in Twin River Worldwide Holdings Inc. The sale prices were between $7.65 and $29.87, with an estimated average price of $23.23.

Sold Out: Cyclerion Therapeutics Inc (CYCN)

Madison Avenue Partners, LP sold out a holding in Cyclerion Therapeutics Inc. The sale prices were between $2.46 and $5.84, with an estimated average price of $3.56.



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