Park West Asset Management LLC Buys Change Healthcare Inc, Grand Canyon Education Inc, Super Micro Computer Inc, Sells Live Nation Entertainment Inc, Enphase Energy Inc, Eldorado Resorts Inc

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Jun 11, 2020
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Larkspur, CA, based Investment company Park West Asset Management LLC (Current Portfolio) buys Change Healthcare Inc, Grand Canyon Education Inc, Super Micro Computer Inc, Lithia Motors Inc, Motorola Solutions Inc, sells Live Nation Entertainment Inc, Enphase Energy Inc, Eldorado Resorts Inc, Burlington Stores Inc, Nuance Communications Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Park West Asset Management LLC. As of 2020Q1, Park West Asset Management LLC owns 60 stocks with a total value of $1.5 billion. These are the details of the buys and sells.

For the details of Park West Asset Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/park+west+asset+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Park West Asset Management LLC
  1. Change Healthcare Inc (CHNG) - 11,127,114 shares, 7.61% of the total portfolio. Shares added by 973.74%
  2. National General Holdings Corp (NGHC) - 5,761,825 shares, 6.53% of the total portfolio. Shares added by 10.40%
  3. Nexstar Media Group Inc (NXST) - 1,465,932 shares, 5.79% of the total portfolio. Shares added by 1.99%
  4. Nuance Communications Inc (NUAN) - 4,000,000 shares, 4.59% of the total portfolio. Shares reduced by 35.21%
  5. Grand Canyon Education Inc (LOPE) - 789,247 shares, 4.12% of the total portfolio. New Position
New Purchase: Grand Canyon Education Inc (LOPE)

Park West Asset Management LLC initiated holding in Grand Canyon Education Inc. The purchase prices were between $59.33 and $97.61, with an estimated average price of $82.82. The stock is now traded at around $103.00. The impact to a portfolio due to this purchase was 4.12%. The holding were 789,247 shares as of .

New Purchase: Super Micro Computer Inc (SMCI)

Park West Asset Management LLC 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 $29.10. The impact to a portfolio due to this purchase was 2.64%. The holding were 1,812,109 shares as of .

New Purchase: Lithia Motors Inc (LAD)

Park West Asset Management LLC initiated holding in Lithia Motors Inc. The purchase prices were between $63.38 and $147.37, with an estimated average price of $121.55. The stock is now traded at around $137.71. The impact to a portfolio due to this purchase was 1.96%. The holding were 350,000 shares as of .

New Purchase: Motorola Solutions Inc (MSI)

Park West Asset Management LLC initiated holding in Motorola Solutions Inc. The purchase prices were between $124.56 and $186.12, with an estimated average price of $168.01. The stock is now traded at around $148.23. The impact to a portfolio due to this purchase was 1.82%. The holding were 200,000 shares as of .

New Purchase: Argan Inc (AGX)

Park West Asset Management LLC initiated holding in Argan Inc. The purchase prices were between $31.77 and $47.36, with an estimated average price of $41.56. The stock is now traded at around $43.40. The impact to a portfolio due to this purchase was 1.76%. The holding were 744,926 shares as of .

New Purchase: Jacobs Engineering Group Inc (J)

Park West Asset Management LLC initiated holding in Jacobs Engineering Group Inc. The purchase prices were between $63.01 and $103.86, with an estimated average price of $91.09. The stock is now traded at around $84.87. The impact to a portfolio due to this purchase was 1.52%. The holding were 279,500 shares as of .

Added: Change Healthcare Inc (CHNG)

Park West Asset Management LLC added to a holding in Change Healthcare Inc by 973.74%. 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 $11.90. The impact to a portfolio due to this purchase was 6.9%. The holding were 11,127,114 shares as of .

Added: EchoStar Corp (SATS)

Park West Asset Management LLC added to a holding in EchoStar Corp by 106.63%. The purchase prices were between $26.72 and $43.39, with an estimated average price of $37.64. The stock is now traded at around $32.11. The impact to a portfolio due to this purchase was 1.6%. The holding were 1,415,609 shares as of .

Added: Laureate Education Inc (LAUR)

Park West Asset Management LLC added to a holding in Laureate Education Inc by 46.09%. The purchase prices were between $7.98 and $21.62, with an estimated average price of $17.39. The stock is now traded at around $11.22. The impact to a portfolio due to this purchase was 1.18%. The holding were 5,189,217 shares as of .

Added: LKQ Corp (LKQ)

Park West Asset Management LLC added to a holding in LKQ Corp by 73.38%. The purchase prices were between $13.9 and $35.8, with an estimated average price of $29.87. The stock is now traded at around $27.46. The impact to a portfolio due to this purchase was 1.13%. The holding were 1,907,900 shares as of .

Added: WillScot Corp (WSC)

Park West Asset Management LLC added to a holding in WillScot Corp by 176.60%. The purchase prices were between $7.87 and $19.7, with an estimated average price of $16.37. The stock is now traded at around $15.21. The impact to a portfolio due to this purchase was 0.63%. The holding were 1,430,000 shares as of .

Added: Universal Technical Institute Inc (UTI)

Park West Asset Management LLC added to a holding in Universal Technical Institute Inc by 57.09%. The purchase prices were between $3.61 and $9.47, with an estimated average price of $7.13. The stock is now traded at around $7.54. The impact to a portfolio due to this purchase was 0.48%. The holding were 3,220,858 shares as of .

Sold Out: Live Nation Entertainment Inc (LYV)

Park West Asset Management LLC sold out a holding in Live Nation Entertainment Inc. The sale prices were between $29.5 and $76.08, with an estimated average price of $62.33.

Sold Out: Eldorado Resorts Inc (ERI)

Park West Asset Management LLC sold out a holding in Eldorado Resorts Inc. The sale prices were between $7.1 and $69.47, with an estimated average price of $47.55.

Sold Out: Burlington Stores Inc (BURL)

Park West Asset Management LLC sold out a holding in Burlington Stores Inc. The sale prices were between $120.45 and $248.09, with an estimated average price of $211.6.

Sold Out: The Brink's Co (BCO)

Park West Asset Management LLC sold out a holding in The Brink's Co. The sale prices were between $41.8 and $96.35, with an estimated average price of $78.68.

Sold Out: QuinStreet Inc (QNST)

Park West Asset Management LLC sold out a holding in QuinStreet Inc. The sale prices were between $6.11 and $15.36, with an estimated average price of $12.44.

Sold Out: Interactive Brokers Group Inc (IBKR)

Park West Asset Management LLC sold out a holding in Interactive Brokers Group Inc. The sale prices were between $35.28 and $57, with an estimated average price of $48.45.

Reduced: Enphase Energy Inc (ENPH)

Park West Asset Management LLC reduced to a holding in Enphase Energy Inc by 68.95%. The sale prices were between $23.99 and $59.09, with an estimated average price of $37.47. The stock is now traded at around $49.35. The impact to a portfolio due to this sale was -3.01%. Park West Asset Management LLC still held 1,208,254 shares as of .

Reduced: Nuance Communications Inc (NUAN)

Park West Asset Management LLC reduced to a holding in Nuance Communications Inc by 35.21%. The sale prices were between $14.18 and $23.39, with an estimated average price of $19.58. The stock is now traded at around $23.62. The impact to a portfolio due to this sale was -1.67%. Park West Asset Management LLC still held 4,000,000 shares as of .

Reduced: Univar Solutions Inc (UNVR)

Park West Asset Management LLC reduced to a holding in Univar Solutions Inc by 58.82%. The sale prices were between $7.08 and $24.35, with an estimated average price of $18.78. The stock is now traded at around $17.30. The impact to a portfolio due to this sale was -1.49%. Park West Asset Management LLC still held 1,000,000 shares as of .

Reduced: Legacy Acquisition Corp (LGC)

Park West Asset Management LLC reduced to a holding in Legacy Acquisition Corp by 96.51%. The sale prices were between $9.94 and $10.47, with an estimated average price of $10.34. The stock is now traded at around $10.50. The impact to a portfolio due to this sale was -1.16%. Park West Asset Management LLC still held 95,000 shares as of .

Reduced: Activision Blizzard Inc (ATVI)

Park West Asset Management LLC reduced to a holding in Activision Blizzard Inc by 42%. The sale prices were between $52.05 and $64.37, with an estimated average price of $59.45. The stock is now traded at around $73.82. The impact to a portfolio due to this sale was -1.08%. Park West Asset Management LLC still held 580,000 shares as of .

Reduced: SVMK Inc (SVMK)

Park West Asset Management LLC reduced to a holding in SVMK Inc by 29.08%. The sale prices were between $10.1 and $21.81, with an estimated average price of $17.31. The stock is now traded at around $21.83. The impact to a portfolio due to this sale was -0.61%. Park West Asset Management LLC still held 1,944,161 shares as of .



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