- New Purchases: ABG,
- Added Positions: THS, EHTH,
- Reduced Positions: NSIT, PSTH, BOX, APPH, ARMK, HHC,
- Sold Out: VNE,
For the details of 13D Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/13d+management+llc/current-portfolio/portfolio
These are the top 5 holdings of 13D Management LLC- Evolent Health Inc (EVH) - 512,500 shares, 5.91% of the total portfolio.
- Papa John's International Inc (PZZA) - 122,534 shares, 5.79% of the total portfolio.
- Cheniere Energy Inc (LNG) - 153,825 shares, 5.59% of the total portfolio.
- Alkermes PLC (ALKS) - 449,600 shares, 5.16% of the total portfolio.
- Olin Corp (OLN) - 261,261 shares, 4.69% of the total portfolio.
13D Management LLC initiated holding in Asbury Automotive Group Inc. The purchase prices were between $171.08 and $205.46, with an estimated average price of $188.16. The stock is now traded at around $183.380000. The impact to a portfolio due to this purchase was 2.88%. The holding were 39,400 shares as of 2021-09-30.
Added: Treehouse Foods Inc (THS)13D Management LLC added to a holding in Treehouse Foods Inc by 37.65%. The purchase prices were between $34.48 and $46.53, with an estimated average price of $40.91. The stock is now traded at around $36.940000. The impact to a portfolio due to this purchase was 0.86%. The holding were 212,045 shares as of 2021-09-30.
Sold Out: Veoneer Inc (VNE)13D Management LLC sold out a holding in Veoneer Inc. The sale prices were between $19.7 and $40.15, with an estimated average price of $31.7.
Here is the complete portfolio of 13D Management LLC. Also check out:
1. 13D Management LLC's Undervalued Stocks
2. 13D Management LLC's Top Growth Companies, and
3. 13D Management LLC's High Yield stocks
4. Stocks that 13D Management LLC keeps buying
