Investment company Emerson Point Capital LP (Current Portfolio) buys Bath & Body Works Inc, Airbnb Inc, Snap Inc, Ferrari NV, Expedia Group Inc, sells MercadoLibre Inc, Bill.com Holdings Inc, SailPoint Technologies Holdings Inc, Shopify Inc, Intuit Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Emerson Point Capital LP. As of 2021Q3, Emerson Point Capital LP owns 34 stocks with a total value of $666 million. These are the details of the buys and sells.
- New Purchases: BBWI, VSCO,
- Added Positions: ABNB, SNAP, RACE, EXPE, NOW, PYPL, CHTR,
- Reduced Positions: MELI, BILL, SHOP, INTU, PLNT, AMZN, CVNA, OKTA, LYV, SQ, MSFT, RH, CMG, DG, ETSY, FND,
- Sold Out: SAIL, EL, LMND,
For the details of Emerson Point Capital LP's stock buys and sells, go to https://www.gurufocus.com/guru/emerson+point+capital+lp/current-portfolio/portfolio
These are the top 5 holdings of Emerson Point Capital LP- Chipotle Mexican Grill Inc (CMG) - 36,952 shares, 10.09% of the total portfolio. Shares reduced by 5.23%
- Live Nation Entertainment Inc (LYV) - 553,348 shares, 7.57% of the total portfolio. Shares reduced by 7.33%
- Etsy Inc (ETSY) - 234,438 shares, 7.32% of the total portfolio. Shares reduced by 3.59%
- Floor & Decor Holdings Inc (FND) - 382,985 shares, 6.95% of the total portfolio. Shares reduced by 2.5%
- Expedia Group Inc (EXPE) - 256,381 shares, 6.31% of the total portfolio. Shares added by 24.57%
Emerson Point Capital LP initiated holding in Bath & Body Works Inc. The purchase prices were between $56.59 and $69.03, with an estimated average price of $63.54. The stock is now traded at around $75.210000. The impact to a portfolio due to this purchase was 4.97%. The holding were 524,704 shares as of 2021-09-30.
New Purchase: Victoria
