Steamboat Capital Partners, LLC Buys Fiserv Inc, Lithia Motors Inc, PayPal Holdings Inc, Sells TransDigm Group Inc, Granite Point Mortgage Trust Inc

• New Purchases: LAD, PYPL, CRM, ADBE, NVDA, BWMX, ACI, BIGC, ALRM, WORK, PRTY,
• Added Positions: FISV, PPD, GPN, SPGI, IMXI, UNH, IQV, AER,
• Reduced Positions: TDG, FB, VCTR, MA, APO, HCA, MSFT, GOOG, ACRE, TMO, RTX, V, FLT, AMZN, USFD, AL, EEFT, HEI, SYY, BMY, LOW, DHR, ABBV, SGC, EQH, PFGC, XPO, BILL, MSGE, KREF, MSGS, CBOE, WSTG,
• Sold Out: GPMT,

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

1. International Money Express Inc (IMXI) - 2,680,937 shares, 6.37% of the total portfolio. Shares added by 4.45%
2. Fiserv Inc (FISV) - 333,307 shares, 5.68% of the total portfolio. Shares added by 106.88%
3. Victory Capital Holdings Inc (VCTR) - 1,782,183 shares, 4.98% of the total portfolio. Shares reduced by 3.89%
4. Facebook Inc (FB) - 89,770 shares, 3.89% of the total portfolio. Shares reduced by 15.34%
5. Mastercard Inc (MA) - 66,110 shares, 3.70% of the total portfolio. Shares reduced by 1.22%

Steamboat Capital Partners, LLC initiated holding in Lithia Motors Inc. The purchase prices were between $154.95 and $273.4, with an estimated average price of $224.11. The stock is now traded at around $281.64. The impact to a portfolio due to this purchase was 2.67%. The holding were 70,903 shares as of .

Steamboat Capital Partners, LLC initiated holding in PayPal Holdings Inc. The purchase prices were between $169.81 and $210.82, with an estimated average price of $188.22. The stock is now traded at around $192.67. The impact to a portfolio due to this purchase was 2.24%. The holding were 68,837 shares as of .

Steamboat Capital Partners, LLC initiated holding in Salesforce.com Inc. The purchase prices were between $185.51 and $281.25, with an estimated average price of $219.05. The stock is now traded at around $258.04. The impact to a portfolio due to this purchase was 1.84%. The holding were 44,170 shares as of .

Steamboat Capital Partners, LLC initiated holding in Adobe Inc. The purchase prices were between $426.29 and $533.8, with an estimated average price of $465.25. The stock is now traded at around $462.92. The impact to a portfolio due to this purchase was 1.8%. The holding were 22,170 shares as of .

Steamboat Capital Partners, LLC initiated holding in NVIDIA Corp. The purchase prices were between $381.2 and $573.86, with an estimated average price of $464.8. The stock is now traded at around $523.51. The impact to a portfolio due to this purchase was 1.68%. The holding were 18,753 shares as of .

Steamboat Capital Partners, LLC initiated holding in Betterware de Mexico SAB de CV. The purchase prices were between $8 and $23.68, with an estimated average price of $14.44. The stock is now traded at around $30.91. The impact to a portfolio due to this purchase was 0.67%. The holding were 221,996 shares as of .

Steamboat Capital Partners, LLC added to a holding in Fiserv Inc by 106.88%. The purchase prices were between $93.06 and $104.07, with an estimated average price of $99.57. The stock is now traded at around $113.20. The impact to a portfolio due to this purchase was 2.93%. The holding were 333,307 shares as of .

Steamboat Capital Partners, LLC added to a holding in PPD Inc by 84.54%. The purchase prices were between $26.62 and $36.99, with an estimated average price of $31.62. The stock is now traded at around $33.75. The impact to a portfolio due to this purchase was 1.29%. The holding were 459,498 shares as of .

Steamboat Capital Partners, LLC sold out a holding in Granite Point Mortgage Trust Inc. The sale prices were between $5.7 and $7.71, with an estimated average price of $6.74.