Marietta Investment Partners Llc Buys Ternium SA, Tractor Supply Co, MasTec Inc, Sells TAL Education Group, The Walt Disney Co, Airbnb Inc

• New Purchases: TX, TSCO, CNHI, AA, LIN, MGA, IVV, OSK, AMAT, CMCSA, DHR, NVS, PSX, IWF, SCHM, SNDL,
• Added Positions: MTZ, FANG, FCX, TGT, ASML, GNRC, MIDD, URI, RIO, ULTA, UBS, POOL, JNJ, JPM, TRTN, YUMC, PEP, TSM, SLYV, XYL, SCHE, SCHF, SCHX, AMD, HON, GSK, XOM, CVX, SBNY, SHW, PUK, NVDA, DOW, CTVA, DD,
• Reduced Positions: DIS, ABNB, EW, MELI, FISV, AMZN, RACE, AOS, AAPL, UNP, TEAM, MSCI, PYPL, NVO, ICLR, MA, TT, SONY, GLOB, WMT, DOCU, TRIP, BABA, KEYS, AME, ZBRA, STE, USB, LRCX, JCI, HD, CHD, FIS, ADBE, ABT, NICE, AVGO, GIS, ADSK, AZN,
• Sold Out: TAL, CS, CASY, CHE,

For the details of MARIETTA INVESTMENT PARTNERS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/marietta+investment+partners+llc/current-portfolio/portfolio

1. Apple Inc (AAPL) - 186,004 shares, 5.81% of the total portfolio. Shares reduced by 1.97%
2. Generac Holdings Inc (GNRC) - 55,585 shares, 5.26% of the total portfolio. Shares added by 3.76%
3. Microsoft Corp (MSFT) - 63,905 shares, 3.95% of the total portfolio. Shares reduced by 0.2%
4. HDFC Bank Ltd (HDB) - 202,954 shares, 3.38% of the total portfolio. Shares reduced by 0.33%
5. Freeport-McMoRan Inc (FCX) - 393,267 shares, 3.33% of the total portfolio. Shares added by 6.98%

Marietta Investment Partners Llc initiated holding in Ternium SA. The purchase prices were between $32.74 and $41.07, with an estimated average price of $38.14. The stock is now traded at around $55.090000. The impact to a portfolio due to this purchase was 1.24%. The holding were 141,976 shares as of 2021-06-30.

Marietta Investment Partners Llc initiated holding in Tractor Supply Co. The purchase prices were between $171.28 and $195.7, with an estimated average price of $183.05. The stock is now traded at around $196.770000. The impact to a portfolio due to this purchase was 0.96%. The holding were 22,703 shares as of 2021-06-30.

Marietta Investment Partners Llc initiated holding in CNH Industrial NV. The purchase prices were between $14.84 and $18.38, with an estimated average price of $16.39. The stock is now traded at around $17.000000. The impact to a portfolio due to this purchase was 0.22%. The holding were 57,752 shares as of 2021-06-30.

Marietta Investment Partners Llc initiated holding in Alcoa Corp. The purchase prices were between $31.24 and $41.32, with an estimated average price of $36.29. The stock is now traded at around $43.420000. The impact to a portfolio due to this purchase was 0.19%. The holding were 22,861 shares as of 2021-06-30.

Marietta Investment Partners Llc initiated holding in Linde PLC. The purchase prices were between $280.14 and $302.26, with an estimated average price of $291.37. The stock is now traded at around $311.350000. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,422 shares as of 2021-06-30.

Marietta Investment Partners Llc initiated holding in Magna International Inc. The purchase prices were between $88.04 and $103.74, with an estimated average price of $95.2. The stock is now traded at around $85.450000. The impact to a portfolio due to this purchase was 0.15%. The holding were 7,008 shares as of 2021-06-30.

Marietta Investment Partners Llc added to a holding in MasTec Inc by 235.47%. The purchase prices were between $93.7 and $121.26, with an estimated average price of $108.26. The stock is now traded at around $91.980000. The impact to a portfolio due to this purchase was 0.8%. The holding were 47,247 shares as of 2021-06-30.

Marietta Investment Partners Llc added to a holding in Diamondback Energy Inc by 136.14%. The purchase prices were between $73.49 and $96.31, with an estimated average price of $82.21. The stock is now traded at around $72.540000. The impact to a portfolio due to this purchase was 0.51%. The holding were 41,207 shares as of 2021-06-30.

Marietta Investment Partners Llc added to a holding in Target Corp by 80.03%. The purchase prices were between $198.07 and $241.85, with an estimated average price of $218.43. The stock is now traded at around $263.150000. The impact to a portfolio due to this purchase was 0.21%. The holding were 8,773 shares as of 2021-06-30.

Marietta Investment Partners Llc added to a holding in The Middleby Corp by 81.42%. The purchase prices were between $160.25 and $183.3, with an estimated average price of $170.2. The stock is now traded at around $178.990000. The impact to a portfolio due to this purchase was 0.16%. The holding were 9,180 shares as of 2021-06-30.

Marietta Investment Partners Llc added to a holding in UBS Group AG by 21.09%. The purchase prices were between $14.96 and $16.52, with an estimated average price of $15.8. The stock is now traded at around $17.070000. The impact to a portfolio due to this purchase was 0.05%. The holding were 82,100 shares as of 2021-06-30.

Marietta Investment Partners Llc added to a holding in Johnson & Johnson by 32.18%. The purchase prices were between $159.48 and $171.07, with an estimated average price of $165.55. The stock is now traded at around $177.840000. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,108 shares as of 2021-06-30.

Marietta Investment Partners Llc sold out a holding in TAL Education Group. The sale prices were between $20.62 and $63, with an estimated average price of $44.92.

Marietta Investment Partners Llc sold out a holding in Credit Suisse Group AG. The sale prices were between $10.01 and $11.18, with an estimated average price of $10.63.

Marietta Investment Partners Llc sold out a holding in Chemed Corp. The sale prices were between $459.25 and $502.91, with an estimated average price of $479.85.

Marietta Investment Partners Llc sold out a holding in Casey's General Stores Inc. The sale prices were between $193.32 and $226.27, with an estimated average price of $215.49.