PSquared Asset Management AG Buys IHS Markit, Kansas City Southern, Welbilt Inc, Sells , , Willis Towers Watson PLC

• New Purchases: WBT, ATC, LAUR,
• Added Positions: INFO, KSU, JOBS,
• Reduced Positions: RKTA,
• Sold Out: ALXN, WORK, WLTW, GRA, TLND,

For the details of PSquared Asset Management AG's stock buys and sells, go to https://www.gurufocus.com/guru/psquared+asset+management+ag/current-portfolio/portfolio

1. IHS Markit Ltd (INFO) - 3,829,776 shares, 51.85% of the total portfolio. Shares added by 34.50%
2. Kansas City Southern (KSU) - 594,800 shares, 18.69% of the total portfolio. Shares added by 86.34%
3. 51job Inc (JOBS) - 2,102,150 shares, 16.97% of the total portfolio. Shares added by 67.13%
4. Welbilt Inc (WBT) - 2,650,000 shares, 7.15% of the total portfolio. New Position
5. Atotech Ltd (ATC) - 1,205,445 shares, 3.38% of the total portfolio. New Position

PSquared Asset Management AG initiated holding in Welbilt Inc. The purchase prices were between $23.11 and $25.02, with an estimated average price of $23.5. The stock is now traded at around $23.720000. The impact to a portfolio due to this purchase was 7.15%. The holding were 2,650,000 shares as of 2021-09-30.

PSquared Asset Management AG initiated holding in Atotech Ltd. The purchase prices were between $23.19 and $25.22, with an estimated average price of $24.07. The stock is now traded at around $25.010000. The impact to a portfolio due to this purchase was 3.38%. The holding were 1,205,445 shares as of 2021-09-30.

PSquared Asset Management AG initiated holding in Laureate Education Inc. The purchase prices were between $14.44 and $17.74, with an estimated average price of $15.7. The stock is now traded at around $10.910000. The impact to a portfolio due to this purchase was 0.16%. The holding were 79,500 shares as of 2021-09-30.

PSquared Asset Management AG added to a holding in IHS Markit Ltd by 34.50%. The purchase prices were between $111.66 and $124.57, with an estimated average price of $118.07. The stock is now traded at around $129.350000. The impact to a portfolio due to this purchase was 13.3%. The holding were 3,829,776 shares as of 2021-09-30.

PSquared Asset Management AG added to a holding in Kansas City Southern by 86.34%. The purchase prices were between $261.05 and $295.92, with an estimated average price of $278.75. The stock is now traded at around $310.020000. The impact to a portfolio due to this purchase was 8.66%. The holding were 594,800 shares as of 2021-09-30.

PSquared Asset Management AG added to a holding in 51job Inc by 67.13%. The purchase prices were between $68.1 and $78.36, with an estimated average price of $73.68. The stock is now traded at around $52.690000. The impact to a portfolio due to this purchase was 6.82%. The holding were 2,102,150 shares as of 2021-09-30.

PSquared Asset Management AG sold out a holding in . The sale prices were between $179.45 and $186.61, with an estimated average price of $183.84.

PSquared Asset Management AG sold out a holding in . The sale prices were between $43.97 and $45.2, with an estimated average price of $44.55.

PSquared Asset Management AG sold out a holding in Willis Towers Watson PLC. The sale prices were between $201.6 and $236.75, with an estimated average price of $222.83.

PSquared Asset Management AG sold out a holding in W R Grace & Co. The sale prices were between $69.29 and $69.99, with an estimated average price of $69.57.

PSquared Asset Management AG sold out a holding in . The sale prices were between $65.47 and $65.96, with an estimated average price of $65.75.