For the details of JNE Partners LLP's stock buys and sells, go to https://www.gurufocus.com/guru/jne+partners+llp/current-portfolio/portfolio
These are the top 5 holdings of JNE Partners LLP- Amerco Inc (UHAL) - 50,826 shares, 18.52% of the total portfolio.
- Comcast Corp (CMCSA) - 561,902 shares, 17.72% of the total portfolio.
- Canadian Pacific Railway Ltd (CP) - 306,300 shares, 11.24% of the total portfolio. New Position
- Alibaba Group Holding Ltd (BABA) - 112,700 shares, 9.41% of the total portfolio. New Position
- MSD Acquisition Corp (MSDAU) - 1,500,000 shares, 8.47% of the total portfolio.
JNE Partners LLP initiated holding in Canadian Pacific Railway Ltd. The purchase prices were between $64.64 and $77.57, with an estimated average price of $71.38. The stock is now traded at around $77.460000. The impact to a portfolio due to this purchase was 11.24%. The holding were 306,300 shares as of 2021-09-30.
New Purchase: Alibaba Group Holding Ltd (BABA)JNE Partners LLP initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $145.08 and $221.87, with an estimated average price of $182.3. The stock is now traded at around $167.220000. The impact to a portfolio due to this purchase was 9.41%. The holding were 112,700 shares as of 2021-09-30.
New Purchase: Liberty Braves Group (BATRK)JNE Partners LLP initiated holding in Liberty Braves Group. The purchase prices were between $24.85 and $27.93, with an estimated average price of $26.31. The stock is now traded at around $30.575000. The impact to a portfolio due to this purchase was 3.01%. The holding were 202,000 shares as of 2021-09-30.
Sold Out: Liberty Media Acquisition Corp (LMACA)JNE Partners LLP sold out a holding in Liberty Media Acquisition Corp. The sale prices were between $10.06 and $10.3, with an estimated average price of $10.16.
Here is the complete portfolio of JNE Partners LLP. Also check out:
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