- New Purchases: FCX, PLTK,
- Added Positions: HOME,
- Reduced Positions: IAC, NLOK, WSC, VAC, FIS, FB, AMZN,
- Sold Out: BFT,
For the details of Yarra Square Partners LP's stock buys and sells, go to https://www.gurufocus.com/guru/yarra+square+partners+lp/current-portfolio/portfolio
These are the top 5 holdings of Yarra Square Partners LP- WillScot Mobile Mini Holdings Corp (WSC) - 609,287 shares, 13.80% of the total portfolio. Shares reduced by 13.24%
- At Home Group Inc (HOME) - 478,100 shares, 11.20% of the total portfolio. Shares added by 31.53%
- Marriott Vacations Worldwide Corp (VAC) - 50,410 shares, 7.16% of the total portfolio. Shares reduced by 19.55%
- Amazon.com Inc (AMZN) - 2,831 shares, 7.15% of the total portfolio. Shares reduced by 4.87%
- Liberty Broadband Corp (LBRDK) - 56,790 shares, 6.96% of the total portfolio.
Yarra Square Partners LP initiated holding in Freeport-McMoRan Inc. The purchase prices were between $25.79 and $38.08, with an estimated average price of $32.41. The stock is now traded at around $41.220000. The impact to a portfolio due to this purchase was 4.51%. The holding were 168,000 shares as of 2021-03-31.
New Purchase: Playtika Holding Corp (PLTK)Yarra Square Partners LP initiated holding in Playtika Holding Corp. The purchase prices were between $25.16 and $34.28, with an estimated average price of $29.5. The stock is now traded at around $26.770000. The impact to a portfolio due to this purchase was 2.97%. The holding were 133,800 shares as of 2021-03-31.
Added: At Home Group Inc (HOME)Yarra Square Partners LP added to a holding in At Home Group Inc by 31.53%. The purchase prices were between $15.77 and $33.32, with an estimated average price of $25.11. The stock is now traded at around $36.500000. The impact to a portfolio due to this purchase was 2.68%. The holding were 478,100 shares as of 2021-03-31.
Sold Out: Foley Trasimene Acquisition Corp II (BFT)Yarra Square Partners LP sold out a holding in Foley Trasimene Acquisition Corp II. The sale prices were between $13.95 and $19.24, with an estimated average price of $16.06.
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