- New Purchases: MO, GIS, POST, CL, TPX, USFD, NKE, LOW, NOMD, VSPR, AAP, GPS, FND, ULTA, TPR, EPC, M, CELH,
- Added Positions: SYY,
- Reduced Positions: CCEP, PLNT, CPB, PEP, PG,
- Sold Out: PM, MNST, SBUX, SMG, HD, ROST, BF.B, SPB, AMZN, EL, RH, SAM, QSR, DG, MUSA, TSN, TSCO, GES, CPRI, JWN, TWNK, FIVE, SAFM,
For the details of Kehrs Ridge Capital,LLC's stock buys and sells, go to https://www.gurufocus.com/guru/kehrs+ridge+capital%2Cllc/current-portfolio/portfolio
These are the top 5 holdings of Kehrs Ridge Capital,LLC- Coca-Cola European Partners PLC (CCEP) - 300,000 shares, 8.64% of the total portfolio. Shares reduced by 14.29%
- Altria Group Inc (MO) - 265,000 shares, 7.49% of the total portfolio. New Position
- PepsiCo Inc (PEP) - 95,000 shares, 7.42% of the total portfolio. Shares reduced by 9.52%
- General Mills Inc (GIS) - 187,000 shares, 6.33% of the total portfolio. New Position
- Post Holdings Inc (POST) - 100,000 shares, 5.84% of the total portfolio. New Position
Kehrs Ridge Capital,LLC initiated holding in Altria Group Inc. The purchase prices were between $40.76 and $52.5, with an estimated average price of $44.79. The stock is now traded at around $50.680000. The impact to a portfolio due to this purchase was 7.49%. The holding were 265,000 shares as of 2021-03-31.
New Purchase: General Mills Inc (GIS)Kehrs Ridge Capital,LLC initiated holding in General Mills Inc. The purchase prices were between $54.37 and $62.49, with an estimated average price of $57.69. The stock is now traded at around $63.830000. The impact to a portfolio due to this purchase was 6.33%. The holding were 187,000 shares as of 2021-03-31.
New Purchase: Post Holdings Inc (POST)Kehrs Ridge Capital,LLC initiated holding in Post Holdings Inc. The purchase prices were between $93.01 and $107.47, with an estimated average price of $100.11. The stock is now traded at around $116.090000. The impact to a portfolio due to this purchase was 5.84%. The holding were 100,000 shares as of 2021-03-31.
New Purchase: Colgate-Palmolive Co (CL)Kehrs Ridge Capital,LLC initiated holding in Colgate-Palmolive Co. The purchase prices were between $74.44 and $84.52, with an estimated average price of $78.38. The stock is now traded at around $83.340000. The impact to a portfolio due to this purchase was 5.53%. The holding were 127,000 shares as of 2021-03-31.
New Purchase: Tempur Sealy International Inc (TPX)Kehrs Ridge Capital,LLC initiated holding in Tempur Sealy International Inc. The purchase prices were between $26.4 and $39.47, with an estimated average price of $32.38. The stock is now traded at around $39.200000. The impact to a portfolio due to this purchase was 4.64%. The holding were 230,000 shares as of 2021-03-31.
New Purchase: US Foods Holding Corp (USFD)Kehrs Ridge Capital,LLC initiated holding in US Foods Holding Corp. The purchase prices were between $30.99 and $40.43, with an estimated average price of $36.16. The stock is now traded at around $39.480000. The impact to a portfolio due to this purchase was 3.68%. The holding were 175,000 shares as of 2021-03-31.
Sold Out: Philip Morris International Inc (PM)Kehrs Ridge Capital,LLC sold out a holding in Philip Morris International Inc. The sale prices were between $79.06 and $90.99, with an estimated average price of $84.94.
Sold Out: Monster Beverage Corp (MNST)Kehrs Ridge Capital,LLC sold out a holding in Monster Beverage Corp. The sale prices were between $84.6 and $94.99, with an estimated average price of $89.63.
Sold Out: Starbucks Corp (SBUX)Kehrs Ridge Capital,LLC sold out a holding in Starbucks Corp. The sale prices were between $96.81 and $111.34, with an estimated average price of $105.
Sold Out: The Scotts Miracle Gro Co (SMG)Kehrs Ridge Capital,LLC sold out a holding in The Scotts Miracle Gro Co. The sale prices were between $198.2 and $245.41, with an estimated average price of $226.73.
Sold Out: The Home Depot Inc (HD)Kehrs Ridge Capital,LLC sold out a holding in The Home Depot Inc. The sale prices were between $250.93 and $305.25, with an estimated average price of $275.66.
Sold Out: Ross Stores Inc (ROST)Kehrs Ridge Capital,LLC sold out a holding in Ross Stores Inc. The sale prices were between $107.89 and $125.27, with an estimated average price of $118.59.
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