Dumac, Inc. Buys Palantir Technologies Inc, Computer Programs and Systems Inc, Reata Pharmaceuticals Inc, Sells IRSA Inversiones y Representaciones SA, 21Vianet Group Inc, Telecom Argentina SA

• New Purchases: PLTR, CPSI, RETA, OSG, ZM, LMND, TWLO, DADA, PGNY, CLDR, ONEM, ASAN, OCUL, DOYU, VIPS, CRWD, PD, BNR, CZZ,
• Added Positions: BABA, PAM, FMX, BSM, ZTO, HTHT, SCCO, DESP, LOMA, PAGS, QIWI, ICD,
• Reduced Positions: MELI, STNE, YUMC,
• Sold Out: IRS, VNET, TEO, BMA, CIB, SFUN, CPA, CO, EDU, JD, SQM, ATHM, IRCP,

For the details of DUMAC, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/dumac%2C+inc./current-portfolio/portfolio

1. Palantir Technologies Inc (PLTR) - 2,828,283 shares, 51.92% of the total portfolio. New Position
2. Computer Programs and Systems Inc (CPSI) - 665,250 shares, 13.92% of the total portfolio. New Position
3. Reata Pharmaceuticals Inc (RETA) - 76,050 shares, 7.33% of the total portfolio. New Position
4. Overseas Shipholding Group Inc (OSG) - 3,660,567 shares, 6.11% of the total portfolio. New Position
5. Zoom Video Communications Inc (ZM) - 10,353 shares, 2.72% of the total portfolio. New Position

Dumac, Inc. initiated holding in Palantir Technologies Inc. The purchase prices were between $9.03 and $29.05, with an estimated average price of $18.02. The stock is now traded at around $26.790000. The impact to a portfolio due to this purchase was 51.92%. The holding were 2,828,283 shares as of 2020-12-31.

Dumac, Inc. initiated holding in Computer Programs and Systems Inc. The purchase prices were between $26.84 and $30.02, with an estimated average price of $28.24. The stock is now traded at around $32.980000. The impact to a portfolio due to this purchase was 13.92%. The holding were 665,250 shares as of 2020-12-31.

Dumac, Inc. initiated holding in Reata Pharmaceuticals Inc. The purchase prices were between $102.03 and $184.62, with an estimated average price of $131.85. The stock is now traded at around $123.750000. The impact to a portfolio due to this purchase was 7.33%. The holding were 76,050 shares as of 2020-12-31.

Dumac, Inc. initiated holding in Overseas Shipholding Group Inc. The purchase prices were between $1.86 and $2.27, with an estimated average price of $2.08. The stock is now traded at around $2.800000. The impact to a portfolio due to this purchase was 6.11%. The holding were 3,660,567 shares as of 2020-12-31.

Dumac, Inc. initiated holding in Zoom Video Communications Inc. The purchase prices were between $337.32 and $568.34, with an estimated average price of $445.24. The stock is now traded at around $350.000000. The impact to a portfolio due to this purchase was 2.72%. The holding were 10,353 shares as of 2020-12-31.

Dumac, Inc. initiated holding in Lemonade Inc. The purchase prices were between $46.9 and $134.45, with an estimated average price of $74.1. The stock is now traded at around $109.980000. The impact to a portfolio due to this purchase was 1.67%. The holding were 17,447 shares as of 2020-12-31.

Dumac, Inc. added to a holding in Alibaba Group Holding Ltd by 233.35%. The purchase prices were between $222 and $317.14, with an estimated average price of $277.43. The stock is now traded at around $230.280000. The impact to a portfolio due to this purchase was 0.98%. The holding were 7,717 shares as of 2020-12-31.

Dumac, Inc. added to a holding in Pampa Energia SA by 658.87%. The purchase prices were between $10.37 and $14.64, with an estimated average price of $12.87. The stock is now traded at around $14.690000. The impact to a portfolio due to this purchase was 0.87%. The holding were 93,257 shares as of 2020-12-31.

Dumac, Inc. added to a holding in Fomento Economico Mexicano SAB de CV by 67.65%. The purchase prices were between $53.5 and $78, with an estimated average price of $67.06. The stock is now traded at around $73.880000. The impact to a portfolio due to this purchase was 0.21%. The holding were 8,800 shares as of 2020-12-31.

Dumac, Inc. added to a holding in Black Stone Minerals LP by 24.90%. The purchase prices were between $5.95 and $7.57, with an estimated average price of $6.77. The stock is now traded at around $9.360000. The impact to a portfolio due to this purchase was 0.18%. The holding were 176,635 shares as of 2020-12-31.

Dumac, Inc. added to a holding in ZTO Express (Cayman) Inc by 129.02%. The purchase prices were between $26.7 and $33.24, with an estimated average price of $29.37. The stock is now traded at around $32.950000. The impact to a portfolio due to this purchase was 0.16%. The holding were 12,681 shares as of 2020-12-31.

Dumac, Inc. added to a holding in Huazhu Group Ltd by 113.81%. The purchase prices were between $38.93 and $53.56, with an estimated average price of $45.66. The stock is now traded at around $58.010000. The impact to a portfolio due to this purchase was 0.13%. The holding were 6,966 shares as of 2020-12-31.

Dumac, Inc. sold out a holding in IRSA Inversiones y Representaciones SA. The sale prices were between $2.9 and $5.09, with an estimated average price of $4.03.

Dumac, Inc. sold out a holding in 21Vianet Group Inc. The sale prices were between $22.37 and $34.86, with an estimated average price of $26.31.

Dumac, Inc. sold out a holding in Telecom Argentina SA. The sale prices were between $6.41 and $9.12, with an estimated average price of $7.4.

Dumac, Inc. sold out a holding in Banco Macro SA. The sale prices were between $11.74 and $16.98, with an estimated average price of $14.85.

Dumac, Inc. sold out a holding in BanColombia SA. The sale prices were between $24.77 and $41.98, with an estimated average price of $31.31.

Dumac, Inc. sold out a holding in Fang Holdings Ltd. The sale prices were between $9.9 and $14, with an estimated average price of $11.6.