Shelter Haven Capital Management, L.P. Buys Caesars Entertainment Inc, Lumentum Holdings Inc, Zynga Inc, Sells Nuance Communications Inc, Qorvo Inc, Glu Mobile Inc

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Investment company Shelter Haven Capital Management, L.P. (Current Portfolio) buys Caesars Entertainment Inc, Lumentum Holdings Inc, Zynga Inc, Match Group Inc, Skyworks Solutions Inc, sells Nuance Communications Inc, Qorvo Inc, Glu Mobile Inc, Bandwidth Inc, CommScope Holding Co Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Shelter Haven Capital Management, L.P.. As of 2020Q3, Shelter Haven Capital Management, L.P. owns 12 stocks with a total value of $226 million. These are the details of the buys and sells.

For the details of Shelter Haven Capital Management, L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/shelter+haven+capital+management%2C+l.p./current-portfolio/portfolio

These are the top 5 holdings of Shelter Haven Capital Management, L.P.
  1. Tower Semiconductor Ltd (TSEM) - 2,130,119 shares, 17.17% of the total portfolio. Shares reduced by 20.07%
  2. CommScope Holding Co Inc (COMM) - 4,138,030 shares, 16.48% of the total portfolio. Shares reduced by 27.1%
  3. Zynga Inc (ZNGA) - 3,500,264 shares, 14.12% of the total portfolio. Shares added by 69.21%
  4. Caesars Entertainment Inc (CZR) - 524,606 shares, 13.01% of the total portfolio. New Position
  5. Lumentum Holdings Inc (LITE) - 378,111 shares, 12.57% of the total portfolio. New Position
New Purchase: Caesars Entertainment Inc (CZR)

Shelter Haven Capital Management, L.P. initiated holding in Caesars Entertainment Inc. The purchase prices were between $29.74 and $58.98, with an estimated average price of $43.98. The stock is now traded at around $63.23. The impact to a portfolio due to this purchase was 13.01%. The holding were 524,606 shares as of .

New Purchase: Lumentum Holdings Inc (LITE)

Shelter Haven Capital Management, L.P. initiated holding in Lumentum Holdings Inc. The purchase prices were between $70.25 and $95.56, with an estimated average price of $82.79. The stock is now traded at around $82.37. The impact to a portfolio due to this purchase was 12.57%. The holding were 378,111 shares as of .

New Purchase: Match Group Inc (MTCH)

Shelter Haven Capital Management, L.P. initiated holding in Match Group Inc. The purchase prices were between $90.36 and $120.71, with an estimated average price of $105.79. The stock is now traded at around $133.06. The impact to a portfolio due to this purchase was 5.73%. The holding were 117,143 shares as of .

New Purchase: Skyworks Solutions Inc (SWKS)

Shelter Haven Capital Management, L.P. initiated holding in Skyworks Solutions Inc. The purchase prices were between $125.85 and $153.29, with an estimated average price of $138.89. The stock is now traded at around $141.85. The impact to a portfolio due to this purchase was 3.17%. The holding were 49,178 shares as of .

New Purchase: Five9 Inc (FIVN)

Shelter Haven Capital Management, L.P. initiated holding in Five9 Inc. The purchase prices were between $110.56 and $129.86, with an estimated average price of $120.09. The stock is now traded at around $140.09. The impact to a portfolio due to this purchase was 2.64%. The holding were 46,000 shares as of .

New Purchase: Applied Materials Inc (AMAT)

Shelter Haven Capital Management, L.P. initiated holding in Applied Materials Inc. The purchase prices were between $55 and $67.62, with an estimated average price of $61.75. The stock is now traded at around $74.08. The impact to a portfolio due to this purchase was 2.21%. The holding were 84,000 shares as of .

Added: Zynga Inc (ZNGA)

Shelter Haven Capital Management, L.P. added to a holding in Zynga Inc by 69.21%. The purchase prices were between $8.3 and $10.44, with an estimated average price of $9.3. The stock is now traded at around $8.00. The impact to a portfolio due to this purchase was 5.78%. The holding were 3,500,264 shares as of .

Sold Out: Nuance Communications Inc (NUAN)

Shelter Haven Capital Management, L.P. sold out a holding in Nuance Communications Inc. The sale prices were between $24.71 and $33.53, with an estimated average price of $28.98.

Sold Out: Qorvo Inc (QRVO)

Shelter Haven Capital Management, L.P. sold out a holding in Qorvo Inc. The sale prices were between $108.26 and $135.23, with an estimated average price of $123.71.

Sold Out: Bandwidth Inc (BAND)

Shelter Haven Capital Management, L.P. sold out a holding in Bandwidth Inc. The sale prices were between $122.89 and $175.16, with an estimated average price of $147.82.

Sold Out: Coherent Inc (COHR)

Shelter Haven Capital Management, L.P. sold out a holding in Coherent Inc. The sale prices were between $104.81 and $145.33, with an estimated average price of $121.01.

Sold Out: EchoStar Corp (SATS)

Shelter Haven Capital Management, L.P. sold out a holding in EchoStar Corp. The sale prices were between $24.58 and $31.9, with an estimated average price of $27.87.



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