Minneapolis, MN, based Investment company Riverbridge Partners Llc (Current Portfolio) buys IAC/InterActiveCorp, WillScot Mobile Mini Holdings Corp, Jack Henry & Associates Inc, Five Below Inc, Health Catalyst Inc, sells Fiserv Inc, International Flavors & Fragrances Inc, Mobile Mini Inc, Veeva Systems Inc, Chegg Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Riverbridge Partners Llc. As of 2020Q3, Riverbridge Partners Llc owns 142 stocks with a total value of $7.1 billion. These are the details of the buys and sells.
- New Purchases: IAC, WSC, HCAT, AVLR, CTD, PNTG, CBT, FB,
- Added Positions: JKHY, FIVE, AMN, VRSK, HCSG, PS, FAST, WSO, HEI, NOW, ANSS, ROL, CHE, TYL, WK, PAYC, AMED, AMZN, GDDY, ALGN, RBA, NEOG, TECH, MSFT, LOPE, PRLB, TWOU, CRM, GLOB, OLLI, CGNX, LII, AOS, DHR, BL, GNTX, GWRE, IDXX, KIDS, NVDA, NATI, KRNT, V, MIDD, UNH, GOOGL, EXPO, NFLX, ECL, AZPN, ADI, RHHBY, IVV, IUSG, GOOG, PRO, TJX, LIN, PRAA, IWO,
- Reduced Positions: FISV, IFF, VEEV, TDOC, CSGP, WST, SPSC, MMM, MMS, FIVN, USPH, FRPT, POWI, FND, DSGX, CL, VTI, INTC, ASB, CVGW, ENSG, EXLS, CASS, TMX, ROG, DORM, INOV, GSHD, HSKA, KAI, PETQ, EYE, IWB, IWM, EVH, ROK, INGN, TSLA, RBGLY, WMT, SNA, PG, PEP, PAYX, MDT, JNJ, JPM, EFX, KO, CSCO, AAPL,
- Sold Out: MINI, CHGG, CCMP, VRNT, PLM, ABBV,
- Warning! GuruFocus has detected 2 Warning Signs with JKHY. Click here to check it out.
- JKHY 30-Year Financial Data
- The intrinsic value of JKHY
- Peter Lynch Chart of JKHY
For the details of RIVERBRIDGE PARTNERS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/riverbridge+partners+llc/current-portfolio/portfolio
These are the top 5 holdings of RIVERBRIDGE PARTNERS LLC- Globant SA (GLOB) - 1,429,559 shares, 3.59% of the total portfolio. Shares added by 1.21%
- Ritchie Bros Auctioneers Inc (RBA) - 3,565,424 shares, 2.96% of the total portfolio. Shares added by 1.62%
- Five Below Inc (FIVE) - 1,609,789 shares, 2.86% of the total portfolio. Shares added by 23.48%
- Proto Labs Inc (PRLB) - 1,553,555 shares, 2.82% of the total portfolio. Shares added by 1.91%
- CoStar Group Inc (CSGP) - 228,155 shares, 2.71% of the total portfolio. Shares reduced by 5.42%
Riverbridge Partners Llc initiated holding in IAC/InterActiveCorp. The purchase prices were between $106.71 and $137.46, with an estimated average price of $125.5. The stock is now traded at around $125.56. The impact to a portfolio due to this purchase was 0.92%. The holding were 546,888 shares as of .
New Purchase: WillScot Mobile Mini Holdings Corp (WSC)Riverbridge Partners Llc initiated holding in WillScot Mobile Mini Holdings Corp. The purchase prices were between $11.84 and $18.48, with an estimated average price of $15.97. The stock is now traded at around $17.47. The impact to a portfolio due to this purchase was 0.64%. The holding were 2,734,716 shares as of .
New Purchase: Health Catalyst Inc (HCAT)Riverbridge Partners Llc initiated holding in Health Catalyst Inc. The purchase prices were between $28.55 and $36.91, with an estimated average price of $33.87. The stock is now traded at around $35.73. The impact to a portfolio due to this purchase was 0.51%. The holding were 985,702 shares as of .
New Purchase: Avalara Inc (AVLR)Riverbridge Partners Llc initiated holding in Avalara Inc. The purchase prices were between $117.33 and $141.27, with an estimated average price of $127.09. The stock is now traded at around $144.68. The impact to a portfolio due to this purchase was 0.42%. The holding were 232,960 shares as of .
New Purchase: CMC Materials Inc (CTD)Riverbridge Partners Llc initiated holding in CMC Materials Inc. The purchase prices were between $116 and $142, with an estimated average price of $125.94. The stock is now traded at around $125.08. The impact to a portfolio due to this purchase was 0.32%. The holding were 160,013 shares as of .
New Purchase: Pennant Group Inc (PNTG)Riverbridge Partners Llc initiated holding in Pennant Group Inc. The purchase prices were between $20.09 and $41.35, with an estimated average price of $30.6. The stock is now traded at around $39.11. The impact to a portfolio due to this purchase was 0.31%. The holding were 580,156 shares as of .
Added: Jack Henry & Associates Inc (JKHY)Riverbridge Partners Llc added to a holding in Jack Henry & Associates Inc by 192.20%. The purchase prices were between $155.67 and $199.13, with an estimated average price of $173.63. The stock is now traded at around $164.93. The impact to a portfolio due to this purchase was 0.61%. The holding were 404,067 shares as of .
Added: Five Below Inc (FIVE)Riverbridge Partners Llc added to a holding in Five Below Inc by 23.48%. The purchase prices were between $97.83 and $136.68, with an estimated average price of $113.83. The stock is now traded at around $131.34. The impact to a portfolio due to this purchase was 0.54%. The holding were 1,609,789 shares as of .
Added: AMN Healthcare Services Inc (AMN)Riverbridge Partners Llc added to a holding in AMN Healthcare Services Inc by 65.93%. The purchase prices were between $42.52 and $58.64, with an estimated average price of $52.54. The stock is now traded at around $62.60. The impact to a portfolio due to this purchase was 0.46%. The holding were 1,414,895 shares as of .
Added: Watsco Inc (WSO)Riverbridge Partners Llc added to a holding in Watsco Inc by 24.99%. The purchase prices were between $177.97 and $248.65, with an estimated average price of $224.78. The stock is now traded at around $237.23. The impact to a portfolio due to this purchase was 0.1%. The holding were 153,413 shares as of .
Added: ISHARES TRUST (IUSG)Riverbridge Partners Llc added to a holding in ISHARES TRUST by 118.01%. The purchase prices were between $72.41 and $86.02, with an estimated average price of $78.14. The stock is now traded at around $81.59. The impact to a portfolio due to this purchase was 0.01%. The holding were 7,626 shares as of .
Added: TJX Companies Inc (TJX)Riverbridge Partners Llc added to a holding in TJX Companies Inc by 38.65%. The purchase prices were between $49.86 and $59.41, with an estimated average price of $53.88. The stock is now traded at around $58.32. The impact to a portfolio due to this purchase was 0.01%. The holding were 52,835 shares as of .
Sold Out: Mobile Mini Inc (MINI)Riverbridge Partners Llc sold out a holding in Mobile Mini Inc. The sale prices were between $29.5 and $29.5, with an estimated average price of $29.5.
Sold Out: Chegg Inc (CHGG)Riverbridge Partners Llc sold out a holding in Chegg Inc. The sale prices were between $64.1 and $86.98, with an estimated average price of $73.49.
Sold Out: CMC Materials Inc (CCMP)Riverbridge Partners Llc sold out a holding in CMC Materials Inc. The sale prices were between $133.39 and $168.97, with an estimated average price of $149.1.
Sold Out: Verint Systems Inc (VRNT)Riverbridge Partners Llc sold out a holding in Verint Systems Inc. The sale prices were between $42.04 and $51.37, with an estimated average price of $45.81.
Sold Out: PolyMet Mining Corp (PLM)Riverbridge Partners Llc sold out a holding in PolyMet Mining Corp. The sale prices were between $2.69 and $6, with an estimated average price of $4.12.
Sold Out: AbbVie Inc (ABBV)Riverbridge Partners Llc sold out a holding in AbbVie Inc. The sale prices were between $85.91 and $100.83, with an estimated average price of $94.18.
Reduced: Fiserv Inc (FISV)Riverbridge Partners Llc reduced to a holding in Fiserv Inc by 96.93%. The sale prices were between $93.06 and $104.07, with an estimated average price of $99.57. The stock is now traded at around $103.17. The impact to a portfolio due to this sale was -0.95%. Riverbridge Partners Llc still held 19,628 shares as of .
Reduced: International Flavors & Fragrances Inc (IFF)Riverbridge Partners Llc reduced to a holding in International Flavors & Fragrances Inc by 95.19%. The sale prices were between $116.12 and $130.99, with an estimated average price of $124.47. The stock is now traded at around $115.67. The impact to a portfolio due to this sale was -0.65%. Riverbridge Partners Llc still held 16,890 shares as of .
Reduced: Veeva Systems Inc (VEEV)Riverbridge Partners Llc reduced to a holding in Veeva Systems Inc by 27.14%. The sale prices were between $240.77 and $297.07, with an estimated average price of $263.31. The stock is now traded at around $289.30. The impact to a portfolio due to this sale was -0.5%. Riverbridge Partners Llc still held 366,126 shares as of .
Reduced: 3M Co (MMM)Riverbridge Partners Llc reduced to a holding in 3M Co by 65.49%. The sale prices were between $150.41 and $172.38, with an estimated average price of $160.9. The stock is now traded at around $167.25. The impact to a portfolio due to this sale was -0.03%. Riverbridge Partners Llc still held 5,981 shares as of .
Reduced: Colgate-Palmolive Co (CL)Riverbridge Partners Llc reduced to a holding in Colgate-Palmolive Co by 81.78%. The sale prices were between $73.03 and $79.47, with an estimated average price of $76.22. The stock is now traded at around $78.70. The impact to a portfolio due to this sale was -0.02%. Riverbridge Partners Llc still held 4,730 shares as of .
Reduced: VANGUARD INDEX FDS (VTI)Riverbridge Partners Llc reduced to a holding in VANGUARD INDEX FDS by 61.29%. The sale prices were between $157.44 and $181.24, with an estimated average price of $168.12. The stock is now traded at around $175.62. The impact to a portfolio due to this sale was -0.01%. Riverbridge Partners Llc still held 1,624 shares as of .
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