Capco Asset Management, LLC Buys Raven Industries Inc, Sells Apple Inc, Landstar System Inc, CarMax Inc

Aug 06, 2020

Investment company Capco Asset Management, LLC (Current Portfolio) buys Raven Industries Inc, sells Apple Inc, Landstar System Inc, CarMax Inc, Ritchie Bros Auctioneers Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Capco Asset Management, LLC. As of 2020Q2, Capco Asset Management, LLC owns 22 stocks with a total value of $233 million. These are the details of the buys and sells.

Added Positions: RAVN, ADSK, PGR, MAR, CHTR, BRK.B, BUD, ROP,
Reduced Positions: AAPL, LSTR, KMX, RBA,

For the details of Capco Asset Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/capco+asset+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Capco Asset Management, LLC

Autodesk Inc (ADSK) - 170,397 shares, 17.49% of the total portfolio. Shares added by 1.62%
Microsoft Corp (MSFT) - 177,150 shares, 15.47% of the total portfolio. Shares added by 0.54%
Progressive Corp (PGR) - 390,559 shares, 13.42% of the total portfolio. Shares added by 1.84%
Marriott International Inc (MAR) - 291,939 shares, 10.74% of the total portfolio. Shares added by 1.90%
Charter Communications Inc (CHTR) - 39,550 shares, 8.65% of the total portfolio. Shares added by 1.64%

Added: Raven Industries Inc (RAVN)

Capco Asset Management, LLC added to a holding in Raven Industries Inc by 30.05%. The purchase prices were between $18.79 and $23.92, with an estimated average price of $21.13. The stock is now traded at around $22.85. The impact to a portfolio due to this purchase was 0.83%. The holding were 387,999 shares as of .

Here is the complete portfolio of Capco Asset Management, LLC. Also check out:

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

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