Kopion Asset Management, LLC Buys Magnite Inc, MiX Telematics, FLIR Systems Inc, Sells Magnite Inc, Varonis Systems Inc, Cognex Corp

Article's Main Image
Investment company Kopion Asset Management, LLC (Current Portfolio) buys Magnite Inc, MiX Telematics, FLIR Systems Inc, sells Magnite Inc, Varonis Systems Inc, Cognex Corp during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Kopion Asset Management, LLC. As of 2020Q3, Kopion Asset Management, LLC owns 21 stocks with a total value of $87 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Kopion Asset Management, LLC
  1. BorgWarner Inc (BWA) - 177,227 shares, 7.89% of the total portfolio. Shares reduced by 18.07%
  2. Hexcel Corp (HXL) - 189,947 shares, 7.33% of the total portfolio. Shares added by 0.25%
  3. Varonis Systems Inc (VRNS) - 53,991 shares, 7.17% of the total portfolio. Shares reduced by 37.86%
  4. Ansys Inc (ANSS) - 18,355 shares, 6.91% of the total portfolio. Shares reduced by 17.01%
  5. National Instruments Corp (NATI) - 168,273 shares, 6.91% of the total portfolio. Shares added by 8.74%
New Purchase: Magnite Inc (15R)

Kopion Asset Management, LLC initiated holding in Magnite Inc. The purchase prices were between $4.68 and $6.48, with an estimated average price of $5.68. The stock is now traded at around $5.95. The impact to a portfolio due to this purchase was 5.23%. The holding were 655,098 shares as of .

New Purchase: MiX Telematics Ltd (MIXT)

Kopion Asset Management, LLC initiated holding in MiX Telematics Ltd. The purchase prices were between $8.25 and $10.16, with an estimated average price of $9.31. The stock is now traded at around $8.81. The impact to a portfolio due to this purchase was 4.12%. The holding were 400,884 shares as of .

Added: FLIR Systems Inc (FLIR)

Kopion Asset Management, LLC added to a holding in FLIR Systems Inc by 52.06%. The purchase prices were between $33.55 and $42.83, with an estimated average price of $38.14. The stock is now traded at around $36.27. The impact to a portfolio due to this purchase was 1.61%. The holding were 114,156 shares as of .

Sold Out: Magnite Inc (MGNI)

Kopion Asset Management, LLC sold out a holding in Magnite Inc. The sale prices were between $5.67 and $7.88, with an estimated average price of $6.69.

Reduced: Varonis Systems Inc (VRNS)

Kopion Asset Management, LLC reduced to a holding in Varonis Systems Inc by 37.86%. The sale prices were between $94.24 and $125.74, with an estimated average price of $111.67. The stock is now traded at around $120.28. The impact to a portfolio due to this sale was -3.3%. Kopion Asset Management, LLC still held 53,991 shares as of .

Reduced: Cognex Corp (CGNX)

Kopion Asset Management, LLC reduced to a holding in Cognex Corp by 26.11%. The sale prices were between $59.05 and $71.52, with an estimated average price of $64.52. The stock is now traded at around $67.09. The impact to a portfolio due to this sale was -0.96%. Kopion Asset Management, LLC still held 40,194 shares as of .



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

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