BlueMar Capital Management, LLC Buys RenaissanceRe Holdings, Aon PLC, Alibaba Group Holding, Sells TransUnion, Blackstone Group Inc, Axis Capital Holdings

• New Purchases: AON, BABA, JPM, DFS, BKI, VRSK, INFO, EQH, GS, NTRS, NMIH, RE, SUI, ICE, CCC, BLK, VOYA, BILL, FAF, TMUS, LOW, MTB, VICI, DKNG, SPCE, TRV, SPLK, CB, NDAQ, CSGP, EFX, PING, CNNE, HIG, WPC, RP, KKR, RPAY, SE,
• Added Positions: RNR, ESNT, EQIX, TRI, FISV, MMC, MGP, LPLA, TW, WETF, COLD,
• Reduced Positions: PYPL, O, V, WEX, GPN, FIS, BK, SPGI, WH, USB,
• Sold Out: TRU, BX, AXS, C, EVR, AJG, DLR, BAM, BV, BGCP, MAR,

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

1. Fidelity National Information Services Inc (FIS) - 219,041 shares, 8.59% of the total portfolio. Shares reduced by 6.96%
2. RenaissanceRe Holdings Ltd (RNR) - 157,871 shares, 7.89% of the total portfolio. Shares added by 46.29%
3. MGM Growth Properties LLC (MGP) - 873,609 shares, 6.95% of the total portfolio. Shares added by 7.87%
4. PayPal Holdings Inc (PYPL) - 131,898 shares, 6.72% of the total portfolio. Shares reduced by 27.12%
5. Visa Inc (V) - 96,095 shares, 5.43% of the total portfolio. Shares reduced by 17.48%

BlueMar Capital Management, LLC initiated holding in Aon PLC. The purchase prices were between $153.68 and $200.2, with an estimated average price of $186.19. The stock is now traded at around $196.76. The impact to a portfolio due to this purchase was 1.83%. The holding were 32,428 shares as of .

BlueMar Capital Management, LLC initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $187.11 and $228.75, with an estimated average price of $207.72. The stock is now traded at around $259.75. The impact to a portfolio due to this purchase was 1.8%. The holding were 28,569 shares as of .

BlueMar Capital Management, LLC initiated holding in JPMorgan Chase & Co. The purchase prices were between $84.03 and $113.45, with an estimated average price of $94.84. The stock is now traded at around $98.25. The impact to a portfolio due to this purchase was 1.6%. The holding were 58,172 shares as of .

BlueMar Capital Management, LLC initiated holding in Discover Financial Services. The purchase prices were between $28.53 and $61.29, with an estimated average price of $43.74. The stock is now traded at around $51.45. The impact to a portfolio due to this purchase was 1.34%. The holding were 91,710 shares as of .

BlueMar Capital Management, LLC initiated holding in Black Knight Inc. The purchase prices were between $57.85 and $77.1, with an estimated average price of $70.63. The stock is now traded at around $80.73. The impact to a portfolio due to this purchase was 1.32%. The holding were 62,400 shares as of .

BlueMar Capital Management, LLC initiated holding in Verisk Analytics Inc. The purchase prices were between $139.38 and $172.68, with an estimated average price of $157.58. The stock is now traded at around $189.24. The impact to a portfolio due to this purchase was 1.32%. The holding were 26,583 shares as of .

BlueMar Capital Management, LLC added to a holding in RenaissanceRe Holdings Ltd by 46.29%. The purchase prices were between $140.92 and $195.48, with an estimated average price of $164.02. The stock is now traded at around $179.25. The impact to a portfolio due to this purchase was 2.5%. The holding were 157,871 shares as of .

BlueMar Capital Management, LLC added to a holding in Essent Group Ltd by 270.09%. The purchase prices were between $21.55 and $41.02, with an estimated average price of $30.6. The stock is now traded at around $35.87. The impact to a portfolio due to this purchase was 1.53%. The holding were 198,399 shares as of .

BlueMar Capital Management, LLC added to a holding in Equinix Inc by 229.29%. The purchase prices were between $595.46 and $711.43, with an estimated average price of $675.72. The stock is now traded at around $787.38. The impact to a portfolio due to this purchase was 1.2%. The holding were 8,397 shares as of .

BlueMar Capital Management, LLC added to a holding in Thomson Reuters Corp by 182.40%. The purchase prices were between $65.36 and $72.48, with an estimated average price of $68.63. The stock is now traded at around $75.73. The impact to a portfolio due to this purchase was 1.16%. The holding were 90,426 shares as of .

BlueMar Capital Management, LLC added to a holding in Fiserv Inc by 32.76%. The purchase prices were between $86.19 and $109.55, with an estimated average price of $100.64. The stock is now traded at around $103.16. The impact to a portfolio due to this purchase was 0.99%. The holding were 141,184 shares as of .

BlueMar Capital Management, LLC added to a holding in Marsh & McLennan Companies Inc by 213.16%. The purchase prices were between $79.9 and $111.49, with an estimated average price of $100.98. The stock is now traded at around $117.32. The impact to a portfolio due to this purchase was 0.94%. The holding were 44,093 shares as of .

BlueMar Capital Management, LLC sold out a holding in TransUnion. The sale prices were between $59.05 and $93.21, with an estimated average price of $79.49.

BlueMar Capital Management, LLC sold out a holding in Blackstone Group Inc. The sale prices were between $40.8 and $59.45, with an estimated average price of $52.49.

BlueMar Capital Management, LLC sold out a holding in Axis Capital Holdings Ltd. The sale prices were between $33.29 and $43.5, with an estimated average price of $38.59.

BlueMar Capital Management, LLC sold out a holding in Citigroup Inc. The sale prices were between $37.49 and $61.24, with an estimated average price of $47.31.

BlueMar Capital Management, LLC sold out a holding in Evercore Inc. The sale prices were between $45.62 and $67.36, with an estimated average price of $54.26.

BlueMar Capital Management, LLC sold out a holding in Arthur J. Gallagher & Co. The sale prices were between $74.82 and $101.9, with an estimated average price of $88.45.