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Chescapmanager LLC Buys PAE Inc, Martin Marietta Materials Inc, Vertiv Holdings Co, Sells Alphabet Inc, Tiffany, Caesars Entertainment Corp

Investment company Chescapmanager LLC (Current Portfolio) buys PAE Inc, Martin Marietta Materials Inc, Vertiv Holdings Co, McDonald's Corp, AECOM, sells Alphabet Inc, Tiffany, Caesars Entertainment Corp, Axalta Coating Systems, Nielsen Holdings PLC during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Chescapmanager LLC. As of 2020Q1, Chescapmanager LLC owns 33 stocks with a total value of $386 million. These are the details of the buys and sells.

For the details of Chescapmanager LLC's stock buys and sells, go to https://www.gurufocus.com/guru/chescapmanager+llc/current-portfolio/portfolio

These are the top 5 holdings of Chescapmanager LLC
  1. Cronos Group Inc (CRON) - 8,873,890 shares, 13.02% of the total portfolio.
  2. Allergan PLC (AGN) - 197,000 shares, 9.03% of the total portfolio.
  3. Amazon.com Inc (AMZN) - 15,000 shares, 7.57% of the total portfolio.
  4. Theravance Biopharma Inc (TBPH) - 1,002,718 shares, 6.00% of the total portfolio. Shares added by 5.66%
  5. Cigna Corp (CI) - 124,693 shares, 5.72% of the total portfolio. Shares added by 13.67%
New Purchase: PAE Inc (PAE)

Chescapmanager LLC initiated holding in PAE Inc. The purchase prices were between $3.45 and $11.71, with an estimated average price of $9.78. The stock is now traded at around $9.10. The impact to a portfolio due to this purchase was 3.55%. The holding were 2,115,425 shares as of .

New Purchase: Martin Marietta Materials Inc (MLM)

Chescapmanager LLC initiated holding in Martin Marietta Materials Inc. The purchase prices were between $144.12 and $279.64, with an estimated average price of $240.53. The stock is now traded at around $168.07. The impact to a portfolio due to this purchase was 2.79%. The holding were 57,000 shares as of .

New Purchase: Vertiv Holdings Co (VRT)

Chescapmanager LLC initiated holding in Vertiv Holdings Co. The purchase prices were between $5.57 and $13.46, with an estimated average price of $11.07. The stock is now traded at around $11.45. The impact to a portfolio due to this purchase was 2.4%. The holding were 1,070,097 shares as of .

New Purchase: McDonald's Corp (MCD)

Chescapmanager LLC initiated holding in McDonald's Corp. The purchase prices were between $137.1 and $217.46, with an estimated average price of $197.58. The stock is now traded at around $173.81. The impact to a portfolio due to this purchase was 2.14%. The holding were 50,000 shares as of .

New Purchase: AECOM (ACM)

Chescapmanager LLC initiated holding in AECOM. The purchase prices were between $23.82 and $51.92, with an estimated average price of $42.98. The stock is now traded at around $32.02. The impact to a portfolio due to this purchase was 1.66%. The holding were 214,472 shares as of .

New Purchase: The Walt Disney Co (DIS)

Chescapmanager LLC initiated holding in The Walt Disney Co. The purchase prices were between $85.76 and $148.2, with an estimated average price of $127.19. The stock is now traded at around $109.05. The impact to a portfolio due to this purchase was 1.64%. The holding were 65,541 shares as of .

Added: Dollar Tree Inc (DLTR)

Chescapmanager LLC added to a holding in Dollar Tree Inc by 42.11%. The purchase prices were between $65.57 and $94.05, with an estimated average price of $85.43. The stock is now traded at around $75.07. The impact to a portfolio due to this purchase was 0.76%. The holding were 135,000 shares as of .

Added: Eldorado Resorts Inc (ERI)

Chescapmanager LLC added to a holding in Eldorado Resorts Inc by 122.56%. The purchase prices were between $7.1 and $69.47, with an estimated average price of $47.55. The stock is now traded at around $23.21. The impact to a portfolio due to this purchase was 0.55%. The holding were 267,076 shares as of .

Added: Penn National Gaming Inc (PENN)

Chescapmanager LLC added to a holding in Penn National Gaming Inc by 36.78%. The purchase prices were between $4.52 and $38.28, with an estimated average price of $25.33. The stock is now traded at around $19.35. The impact to a portfolio due to this purchase was 0.48%. The holding were 539,289 shares as of .

Sold Out: Alphabet Inc (GOOGL)

Chescapmanager LLC sold out a holding in Alphabet Inc. The sale prices were between $1054.13 and $1524.87, with an estimated average price of $1359.46.

Sold Out: Tiffany & Co (TIF)

Chescapmanager LLC sold out a holding in Tiffany & Co. The sale prices were between $111.22 and $134.36, with an estimated average price of $131.71.

Sold Out: Caesars Entertainment Corp (CZR)

Chescapmanager LLC sold out a holding in Caesars Entertainment Corp. The sale prices were between $3.52 and $14.63, with an estimated average price of $11.86.

Sold Out: Axalta Coating Systems Ltd (AXTA)

Chescapmanager LLC sold out a holding in Axalta Coating Systems Ltd. The sale prices were between $13.67 and $31.22, with an estimated average price of $25.8.

Sold Out: Nielsen Holdings PLC (NLSN)

Chescapmanager LLC sold out a holding in Nielsen Holdings PLC. The sale prices were between $11.94 and $22.25, with an estimated average price of $18.84.

Sold Out: Six Flags Entertainment Corp (SIX)

Chescapmanager LLC sold out a holding in Six Flags Entertainment Corp. The sale prices were between $10.36 and $45.26, with an estimated average price of $30.25.



Here is the complete portfolio of Chescapmanager LLC. Also check out:

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

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