For the details of JNE Partners LLP's stock buys and sells, go to https://www.gurufocus.com/guru/jne+partners+llp/current-portfolio/portfolio
These are the top 5 holdings of JNE Partners LLP- Amerco Inc (UHAL) - 64,045 shares, 27.18% of the total portfolio. Shares reduced by 10.83%
- Comcast Corp (CMCSA) - 561,902 shares, 21.06% of the total portfolio. Shares added by 57.00%
- Tesla Inc (TSLA) - 45,000 shares, 20.82% of the total portfolio.
- Novagold Resources Inc (NG) - 1,955,047 shares, 11.86% of the total portfolio.
- MSD Acquisition Corp (MSDAU) - 1,500,000 shares, 10.55% of the total portfolio. New Position
JNE Partners LLP initiated holding in MSD Acquisition Corp. The purchase prices were between $10 and $10.15, with an estimated average price of $10.05. The stock is now traded at around $10.100000. The impact to a portfolio due to this purchase was 10.55%. The holding were 1,500,000 shares as of 2021-03-31.
New Purchase: KKR Acquisition Holdings I Corp (KAHC.U)JNE Partners LLP initiated holding in KKR Acquisition Holdings I Corp. The purchase prices were between $9.96 and $10.15, with an estimated average price of $10.02. The stock is now traded at around $9.980000. The impact to a portfolio due to this purchase was 1.59%. The holding were 229,866 shares as of 2021-03-31.
Added: Comcast Corp (CMCSA)JNE Partners LLP added to a holding in Comcast Corp by 57.00%. The purchase prices were between $48.42 and $58.04, with an estimated average price of $52.83. The stock is now traded at around $55.525000. The impact to a portfolio due to this purchase was 7.65%. The holding were 561,902 shares as of 2021-03-31.
Here is the complete portfolio of JNE Partners LLP. Also check out:
1. JNE Partners LLP's Undervalued Stocks
2. JNE Partners LLP's Top Growth Companies, and
3. JNE Partners LLP's High Yield stocks
4. Stocks that JNE Partners LLP keeps buying
