Get Premium to unlock powerful stock data

Cat Rock Capital Management Lp Buys SEMrush Holdings Inc, Sells Microsoft Corp, TransDigm Group Inc, Paycom Software Inc

Author's Avatar
insider
Nov 16, 2021
Article's Main Image
Investment company Cat Rock Capital Management Lp (Current Portfolio) buys SEMrush Holdings Inc, sells Microsoft Corp, TransDigm Group Inc, Paycom Software Inc, TaskUs Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Cat Rock Capital Management Lp. As of 2021Q3, Cat Rock Capital Management Lp owns 7 stocks with a total value of $1.1 billion. These are the details of the buys and sells.

For the details of CAT ROCK CAPITAL MANAGEMENT LP's stock buys and sells, go to https://www.gurufocus.com/guru/cat+rock+capital+management+lp/current-portfolio/portfolio

These are the top 5 holdings of CAT ROCK CAPITAL MANAGEMENT LP
  1. Liberty Broadband Corp (LBRDK) - 1,791,958 shares, 27.15% of the total portfolio. Shares reduced by 8.43%
  2. Meta Platforms Inc (FB) - 704,192 shares, 20.97% of the total portfolio.
  3. Docebo Inc (DCBO) - 3,192,519 shares, 20.45% of the total portfolio. Shares added by 0.22%
  4. Paycom Software Inc (PAYC) - 236,876 shares, 10.30% of the total portfolio. Shares reduced by 25.25%
  5. Microsoft Corp (MSFT) - 381,000 shares, 9.42% of the total portfolio. Shares reduced by 27.98%
Added: SEMrush Holdings Inc (SEMR)

Cat Rock Capital Management Lp added to a holding in SEMrush Holdings Inc by 37.83%. The purchase prices were between $19.38 and $31.32, with an estimated average price of $23.13. The stock is now traded at around $24.797600. The impact to a portfolio due to this purchase was 1.15%. The holding were 2,071,206 shares as of 2021-09-30.

Sold Out: TaskUs Inc (TASK)

Cat Rock Capital Management Lp sold out a holding in TaskUs Inc. The sale prices were between $27.42 and $83.51, with an estimated average price of $47.55.



Here is the complete portfolio of CAT ROCK CAPITAL MANAGEMENT LP. Also check out:

1. CAT ROCK CAPITAL MANAGEMENT LP's Undervalued Stocks
2. CAT ROCK CAPITAL MANAGEMENT LP's Top Growth Companies, and
3. CAT ROCK CAPITAL MANAGEMENT LP's High Yield stocks
4. Stocks that CAT ROCK CAPITAL MANAGEMENT LP keeps buying
Rating:
NaN / 5 ( votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus