140 Summer Partners LP Buys Alphabet Inc, International Game Technology PLC, Controladora Vuela Compania de Aviacion SAB de CV, Sells MGIC Investment Corp, Travel+Leisure Co, Radian Group Inc

Investment company 140 Summer Partners LP (Current Portfolio) buys Alphabet Inc, International Game Technology PLC, Controladora Vuela Compania de Aviacion SAB de CV, Change Healthcare Inc, Humana Inc, sells MGIC Investment Corp, Travel+Leisure Co, Radian Group Inc, Lowe's Inc, Payoneer Global Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, 140 Summer Partners LP. As of 2021Q3, 140 Summer Partners LP owns 18 stocks with a total value of $786 million. These are the details of the buys and sells.

For the details of 140 Summer Partners LP's stock buys and sells, go to https://www.gurufocus.com/guru/140+summer+partners+lp/current-portfolio/portfolio

These are the top 5 holdings of 140 Summer Partners LP
  1. DraftKings Inc (DKNG) - 1,481,700 shares, 9.08% of the total portfolio.
  2. Alphabet Inc (GOOGL) - 26,100 shares, 8.88% of the total portfolio. New Position
  3. Brunswick Corp (BC) - 717,601 shares, 8.70% of the total portfolio. Shares added by 21.57%
  4. Humana Inc (HUM) - 174,600 shares, 8.65% of the total portfolio. Shares added by 32.67%
  5. Allstate Corp (ALL) - 526,970 shares, 8.54% of the total portfolio. Shares reduced by 1.46%
New Purchase: Alphabet Inc (GOOGL)

140 Summer Partners LP initiated holding in Alphabet Inc. The purchase prices were between $2448.89 and $2904.31, with an estimated average price of $2720.51. The stock is now traded at around $2963.369500. The impact to a portfolio due to this purchase was 8.88%. The holding were 26,100 shares as of 2021-09-30.

New Purchase: International Game Technology PLC (IGT)

140 Summer Partners LP initiated holding in International Game Technology PLC. The purchase prices were between $17.42 and $26.76, with an estimated average price of $21.23. The stock is now traded at around $30.250000. The impact to a portfolio due to this purchase was 3.24%. The holding were 966,711 shares as of 2021-09-30.

New Purchase: Change Healthcare Inc (CHNG)

140 Summer Partners LP initiated holding in Change Healthcare Inc. The purchase prices were between $20.9 and $23, with an estimated average price of $21.84. The stock is now traded at around $21.215000. The impact to a portfolio due to this purchase was 2.72%. The holding were 1,022,200 shares as of 2021-09-30.

New Purchase: NMI Holdings Inc (NMIH)

140 Summer Partners LP initiated holding in NMI Holdings Inc. The purchase prices were between $20.28 and $22.98, with an estimated average price of $22. The stock is now traded at around $21.570000. The impact to a portfolio due to this purchase was 0.06%. The holding were 19,814 shares as of 2021-09-30.

Added: Controladora Vuela Compania de Aviacion SAB de CV (VLRS)

140 Summer Partners LP added to a holding in Controladora Vuela Compania de Aviacion SAB de CV by 568.79%. The purchase prices were between $17.76 and $22.84, with an estimated average price of $20.9. The stock is now traded at around $17.550000. The impact to a portfolio due to this purchase was 2.76%. The holding were 1,168,308 shares as of 2021-09-30.

Added: Humana Inc (HUM)

140 Summer Partners LP added to a holding in Humana Inc by 32.67%. The purchase prices were between $389.15 and $471.22, with an estimated average price of $424.73. The stock is now traded at around $442.330000. The impact to a portfolio due to this purchase was 2.13%. The holding were 174,600 shares as of 2021-09-30.

Added: Lithia Motors Inc (LAD)

140 Summer Partners LP added to a holding in Lithia Motors Inc by 51.89%. The purchase prices were between $317.04 and $381.52, with an estimated average price of $347.83. The stock is now traded at around $325.250000. The impact to a portfolio due to this purchase was 2.12%. The holding were 154,257 shares as of 2021-09-30.

Added: FirstEnergy Corp (FE)

140 Summer Partners LP added to a holding in FirstEnergy Corp by 48.79%. The purchase prices were between $35.62 and $39.92, with an estimated average price of $37.97. The stock is now traded at around $39.100000. The impact to a portfolio due to this purchase was 2.02%. The holding were 1,358,605 shares as of 2021-09-30.

Added: Brunswick Corp (BC)

140 Summer Partners LP added to a holding in Brunswick Corp by 21.57%. The purchase prices were between $93.01 and $106.73, with an estimated average price of $99.51. The stock is now traded at around $102.935000. The impact to a portfolio due to this purchase was 1.54%. The holding were 717,601 shares as of 2021-09-30.

Added: Service Properties Trust (SVC)

140 Summer Partners LP added to a holding in Service Properties Trust by 31.69%. The purchase prices were between $10.56 and $12.81, with an estimated average price of $11.39. The stock is now traded at around $10.840000. The impact to a portfolio due to this purchase was 0.87%. The holding were 2,538,181 shares as of 2021-09-30.

Sold Out: MGIC Investment Corp (MTG)

140 Summer Partners LP sold out a holding in MGIC Investment Corp. The sale prices were between $13.15 and $15.45, with an estimated average price of $14.49.

Sold Out: Travel+Leisure Co (TNL)

140 Summer Partners LP sold out a holding in Travel+Leisure Co. The sale prices were between $49.11 and $60.5, with an estimated average price of $54.77.

Sold Out: Lowe's Companies Inc (LOW)

140 Summer Partners LP sold out a holding in Lowe's Companies Inc. The sale prices were between $182.26 and $210.63, with an estimated average price of $199.34.

Sold Out: Payoneer Global Inc (PAYO)

140 Summer Partners LP sold out a holding in Payoneer Global Inc. The sale prices were between $8.44 and $10.75, with an estimated average price of $9.73.



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