Trinity Street Asset Management LLP Buys Coca-Cola European Partners PLC, Qualcomm Inc, VMware Inc, Sells The Walt Disney Co

• New Purchases: CCEP, QCOM,
• Added Positions: VMW, CIEN, CHE,
• Reduced Positions: CRL, DIS, BABA, RYAAY, GOOG, BAH, EBAY, MSFT, ANET, DLB, CI, CERN, INFO, KB, TXT, RL,

For the details of Trinity Street Asset Management LLP's stock buys and sells, go to https://www.gurufocus.com/guru/trinity+street+asset+management+llp/current-portfolio/portfolio

1. Alibaba Group Holding Ltd (BABA) - 323,930 shares, 11.58% of the total portfolio. Shares reduced by 1.76%
2. Coca-Cola European Partners PLC (CCEP) - 1,918,472 shares, 9.05% of the total portfolio. New Position
3. Ryanair Holdings PLC (RYAAY) - 785,300 shares, 7.81% of the total portfolio. Shares reduced by 1.78%
4. Charles River Laboratories International Inc (CRL) - 198,226 shares, 5.46% of the total portfolio. Shares reduced by 19.71%
5. Qualcomm Inc (QCOM) - 331,500 shares, 4.74% of the total portfolio. New Position

Trinity Street Asset Management LLP initiated holding in Coca-Cola European Partners PLC. The purchase prices were between $37.26 and $45.31, with an estimated average price of $40.94. The stock is now traded at around $38.14. The impact to a portfolio due to this purchase was 9.05%. The holding were 1,918,472 shares as of .

Trinity Street Asset Management LLP initiated holding in Qualcomm Inc. The purchase prices were between $88.89 and $123.18, with an estimated average price of $106.72. The stock is now traded at around $128.36. The impact to a portfolio due to this purchase was 4.74%. The holding were 331,500 shares as of .

Trinity Street Asset Management LLP added to a holding in VMware Inc by 20.64%. The purchase prices were between $134.48 and $153.1, with an estimated average price of $142.09. The stock is now traded at around $150.89. The impact to a portfolio due to this purchase was 0.74%. The holding were 248,856 shares as of .

Trinity Street Asset Management LLP reduced to a holding in The Walt Disney Co by 21.85%. The sale prices were between $112.18 and $135.54, with an estimated average price of $124.91. The stock is now traded at around $124.71. The impact to a portfolio due to this sale was -0.89%. Trinity Street Asset Management LLP still held 191,915 shares as of .