Beaconlight Capital, Llc Buys Haemonetics Corp, Crown Holdings Inc, Pinterest Inc, Sells WPX Energy Inc, NVIDIA Corp, Hasbro Inc

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May 15, 2020
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New York, NY, based Investment company Beaconlight Capital, Llc (Current Portfolio) buys Haemonetics Corp, Crown Holdings Inc, Pinterest Inc, Builders FirstSource Inc, Gaming and Leisure Properties Inc, sells WPX Energy Inc, NVIDIA Corp, Hasbro Inc, The Stars Group Inc, Fortune Brands Home & Security Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Beaconlight Capital, Llc. As of 2020Q1, Beaconlight Capital, Llc owns 39 stocks with a total value of $376 million. These are the details of the buys and sells.

For the details of BEACONLIGHT CAPITAL, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/beaconlight+capital%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of BEACONLIGHT CAPITAL, LLC
  1. iShares 20+ Year Treasury Bond ETF (TLT) - 293,700 shares, 12.88% of the total portfolio.
  2. The Stars Group Inc (TSG) - 2,044,786 shares, 11.10% of the total portfolio. Shares reduced by 20.07%
  3. Crown Holdings Inc (CCK) - 563,754 shares, 8.70% of the total portfolio. Shares added by 90.90%
  4. Dolby Laboratories Inc (DLB) - 576,053 shares, 8.30% of the total portfolio. Shares added by 20.72%
  5. Coherent Inc (COHR) - 216,724 shares, 6.13% of the total portfolio. Shares added by 13.42%
New Purchase: Haemonetics Corp (HAE)

Beaconlight Capital, Llc initiated holding in Haemonetics Corp. The purchase prices were between $74.34 and $121.82, with an estimated average price of $108.81. The stock is now traded at around $100.37. The impact to a portfolio due to this purchase was 5.93%. The holding were 223,613 shares as of .

New Purchase: Gaming and Leisure Properties Inc (GLPI)

Beaconlight Capital, Llc initiated holding in Gaming and Leisure Properties Inc. The purchase prices were between $15.14 and $50.3, with an estimated average price of $41.22. The stock is now traded at around $26.96. The impact to a portfolio due to this purchase was 2.71%. The holding were 368,200 shares as of .

New Purchase: Anthem Inc (ANTM)

Beaconlight Capital, Llc initiated holding in Anthem Inc. The purchase prices were between $174.68 and $307.74, with an estimated average price of $273.87. The stock is now traded at around $278.09. The impact to a portfolio due to this purchase was 1.96%. The holding were 32,400 shares as of .

New Purchase: Resideo Technologies Inc (REZI)

Beaconlight Capital, Llc initiated holding in Resideo Technologies Inc. The purchase prices were between $4.25 and $12.55, with an estimated average price of $9.53. The stock is now traded at around $5.51. The impact to a portfolio due to this purchase was 1.11%. The holding were 861,898 shares as of .

New Purchase: Universal Display Corp (OLED)

Beaconlight Capital, Llc initiated holding in Universal Display Corp. The purchase prices were between $107.37 and $218.4, with an estimated average price of $173.25. The stock is now traded at around $142.38. The impact to a portfolio due to this purchase was 0.87%. The holding were 24,900 shares as of .

New Purchase: Tempur Sealy International Inc (TPX)

Beaconlight Capital, Llc initiated holding in Tempur Sealy International Inc. The purchase prices were between $24.06 and $95.91, with an estimated average price of $76.64. The stock is now traded at around $53.65. The impact to a portfolio due to this purchase was 0.65%. The holding were 55,795 shares as of .

Added: Crown Holdings Inc (CCK)

Beaconlight Capital, Llc added to a holding in Crown Holdings Inc by 90.90%. The purchase prices were between $43.69 and $80, with an estimated average price of $69.87. The stock is now traded at around $59.38. The impact to a portfolio due to this purchase was 4.14%. The holding were 563,754 shares as of .

Added: Pinterest Inc (PINS)

Beaconlight Capital, Llc added to a holding in Pinterest Inc by 525.79%. The purchase prices were between $10.92 and $25.2, with an estimated average price of $19.57. The stock is now traded at around $18.24. The impact to a portfolio due to this purchase was 3.55%. The holding were 1,027,660 shares as of .

Added: Builders FirstSource Inc (BLDR)

Beaconlight Capital, Llc added to a holding in Builders FirstSource Inc by 103.99%. The purchase prices were between $10.65 and $28.18, with an estimated average price of $22.77. The stock is now traded at around $16.08. The impact to a portfolio due to this purchase was 3%. The holding were 1,807,738 shares as of .

Added: Avaya Holdings Corp (AVYA)

Beaconlight Capital, Llc added to a holding in Avaya Holdings Corp by 2283.96%. The purchase prices were between $7.09 and $14.55, with an estimated average price of $11.94. The stock is now traded at around $13.20. The impact to a portfolio due to this purchase was 2.17%. The holding were 1,051,327 shares as of .

Added: Masonite International Corp (DOOR)

Beaconlight Capital, Llc added to a holding in Masonite International Corp by 151.03%. The purchase prices were between $40.17 and $88.63, with an estimated average price of $71.03. The stock is now traded at around $57.00. The impact to a portfolio due to this purchase was 1.91%. The holding were 250,951 shares as of .

Added: Expedia Group Inc (EXPE)

Beaconlight Capital, Llc added to a holding in Expedia Group Inc by 813.00%. The purchase prices were between $45.65 and $122.8, with an estimated average price of $96.87. The stock is now traded at around $66.76. The impact to a portfolio due to this purchase was 1.75%. The holding were 131,472 shares as of .

Sold Out: WPX Energy Inc (WPX)

Beaconlight Capital, Llc sold out a holding in WPX Energy Inc. The sale prices were between $2.11 and $14.14, with an estimated average price of $9.58.

Sold Out: NVIDIA Corp (NVDA)

Beaconlight Capital, Llc sold out a holding in NVIDIA Corp. The sale prices were between $196.4 and $314.7, with an estimated average price of $252.63.

Sold Out: Hasbro Inc (HAS)

Beaconlight Capital, Llc sold out a holding in Hasbro Inc. The sale prices were between $44.73 and $105.78, with an estimated average price of $87.29.

Sold Out: Fortune Brands Home & Security Inc (FBHS)

Beaconlight Capital, Llc sold out a holding in Fortune Brands Home & Security Inc. The sale prices were between $34.83 and $72.99, with an estimated average price of $62.15.

Sold Out: The Walt Disney Co (DIS)

Beaconlight Capital, Llc sold out a holding in The Walt Disney Co. The sale prices were between $85.76 and $148.2, with an estimated average price of $127.19.

Sold Out: VeriSign Inc (VRSN)

Beaconlight Capital, Llc sold out a holding in VeriSign Inc. The sale prices were between $151.17 and $216.94, with an estimated average price of $197.03.



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