Get Premium to unlock powerful stock data

Sandler Capital Management Buys Salesforce.com Inc, ON Semiconductor Corp, Laboratory Corp of America Holdings, Sells A.O. Smith Corp, Lennox International Inc, Agilent Technologies Inc

Author's Avatar
insider
Nov 17, 2021
Article's Main Image
New York, NY, based Investment company Sandler Capital Management (Current Portfolio) buys Salesforce.com Inc, ON Semiconductor Corp, Laboratory Corp of America Holdings, United Rentals Inc, Alphabet Inc, sells A.O. Smith Corp, Lennox International Inc, Agilent Technologies Inc, Charles River Laboratories International Inc, PayPal Holdings Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Sandler Capital Management. As of 2021Q3, Sandler Capital Management owns 102 stocks with a total value of $1.1 billion. These are the details of the buys and sells.

For the details of SANDLER CAPITAL MANAGEMENT's stock buys and sells, go to https://www.gurufocus.com/guru/sandler+capital+management/current-portfolio/portfolio

These are the top 5 holdings of SANDLER CAPITAL MANAGEMENT
  1. Charles River Laboratories International Inc (CRL) - 119,687 shares, 4.38% of the total portfolio. Shares reduced by 32.52%
  2. Salesforce.com Inc (CRM) - 153,282 shares, 3.69% of the total portfolio. Shares added by 73.35%
  3. Nuance Communications Inc (NUAN) - 664,668 shares, 3.25% of the total portfolio. Shares added by 8.22%
  4. Clean Harbors Inc (CLH) - 336,881 shares, 3.11% of the total portfolio. Shares added by 22.35%
  5. Bio-Techne Corp (TECH) - 68,647 shares, 2.95% of the total portfolio. Shares reduced by 4.93%
New Purchase: Alphabet Inc (GOOGL)

Sandler Capital Management initiated holding in Alphabet Inc. The purchase prices were between $2448.89 and $2904.31, with an estimated average price of $2720.51. The stock is now traded at around $2957.520000. The impact to a portfolio due to this purchase was 0.74%. The holding were 3,100 shares as of 2021-09-30.

New Purchase: Procter & Gamble Co (PG)

Sandler Capital Management initiated holding in Procter & Gamble Co. The purchase prices were between $135.24 and $145.68, with an estimated average price of $141.69. The stock is now traded at around $147.190000. The impact to a portfolio due to this purchase was 0.68%. The holding were 55,000 shares as of 2021-09-30.

New Purchase: Landstar System Inc (LSTR)

Sandler Capital Management initiated holding in Landstar System Inc. The purchase prices were between $149.3 and $171.86, with an estimated average price of $159.81. The stock is now traded at around $179.750000. The impact to a portfolio due to this purchase was 0.62%. The holding were 44,500 shares as of 2021-09-30.

New Purchase: Cadence Design Systems Inc (CDNS)

Sandler Capital Management initiated holding in Cadence Design Systems Inc. The purchase prices were between $136.93 and $167.61, with an estimated average price of $152.37. The stock is now traded at around $186.920000. The impact to a portfolio due to this purchase was 0.61%. The holding were 45,480 shares as of 2021-09-30.

New Purchase: Teledyne Technologies Inc (TDY)

Sandler Capital Management initiated holding in Teledyne Technologies Inc. The purchase prices were between $418.06 and $463.38, with an estimated average price of $441.71. The stock is now traded at around $449.670000. The impact to a portfolio due to this purchase was 0.6%. The holding were 15,800 shares as of 2021-09-30.

New Purchase: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Sandler Capital Management initiated holding in Taiwan Semiconductor Manufacturing Co Ltd. The purchase prices were between $108.12 and $124.7, with an estimated average price of $117.53. The stock is now traded at around $118.080000. The impact to a portfolio due to this purchase was 0.59%. The holding were 59,110 shares as of 2021-09-30.

Added: Salesforce.com Inc (CRM)

Sandler Capital Management added to a holding in Salesforce.com Inc by 73.35%. The purchase prices were between $237.55 and $285.63, with an estimated average price of $254.07. The stock is now traded at around $307.090000. The impact to a portfolio due to this purchase was 1.56%. The holding were 153,282 shares as of 2021-09-30.

Added: ON Semiconductor Corp (ON)

Sandler Capital Management added to a holding in ON Semiconductor Corp by 371.49%. The purchase prices were between $34.79 and $49.48, with an estimated average price of $42.72. The stock is now traded at around $62.130000. The impact to a portfolio due to this purchase was 1.28%. The holding were 397,763 shares as of 2021-09-30.

Added: Laboratory Corp of America Holdings (LH)

Sandler Capital Management added to a holding in Laboratory Corp of America Holdings by 110.35%. The purchase prices were between $274.82 and $308.34, with an estimated average price of $293.32. The stock is now traded at around $288.370000. The impact to a portfolio due to this purchase was 0.85%. The holding were 65,060 shares as of 2021-09-30.

Added: United Rentals Inc (URI)

Sandler Capital Management added to a holding in United Rentals Inc by 115.10%. The purchase prices were between $298.85 and $365.84, with an estimated average price of $335.67. The stock is now traded at around $381.670000. The impact to a portfolio due to this purchase was 0.78%. The holding were 46,440 shares as of 2021-09-30.

Added: Clean Harbors Inc (CLH)

Sandler Capital Management added to a holding in Clean Harbors Inc by 22.35%. The purchase prices were between $89.62 and $105.48, with an estimated average price of $98.37. The stock is now traded at around $107.700000. The impact to a portfolio due to this purchase was 0.57%. The holding were 336,881 shares as of 2021-09-30.

Added: Fair Isaac Corp (FICO)

Sandler Capital Management added to a holding in Fair Isaac Corp by 26.51%. The purchase prices were between $397.93 and $552.88, with an estimated average price of $475.97. The stock is now traded at around $377.860000. The impact to a portfolio due to this purchase was 0.26%. The holding were 35,077 shares as of 2021-09-30.

Sold Out: A.O. Smith Corp (AOS)

Sandler Capital Management sold out a holding in A.O. Smith Corp. The sale prices were between $61.07 and $73.71, with an estimated average price of $69.92.

Sold Out: Lennox International Inc (LII)

Sandler Capital Management sold out a holding in Lennox International Inc. The sale prices were between $294.17 and $353.91, with an estimated average price of $326.97.

Sold Out: Cognex Corp (CGNX)

Sandler Capital Management sold out a holding in Cognex Corp. The sale prices were between $79.76 and $91.19, with an estimated average price of $86.06.

Sold Out: Lululemon Athletica Inc (LULU)

Sandler Capital Management sold out a holding in Lululemon Athletica Inc. The sale prices were between $364.23 and $432.61, with an estimated average price of $399.87.

Sold Out: Nike Inc (NKE)

Sandler Capital Management sold out a holding in Nike Inc. The sale prices were between $145.23 and $173.85, with an estimated average price of $163.

Sold Out: Acuity Brands Inc (AYI)

Sandler Capital Management sold out a holding in Acuity Brands Inc. The sale prices were between $161.81 and $188.03, with an estimated average price of $175.38.



Here is the complete portfolio of SANDLER CAPITAL MANAGEMENT. Also check out:

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

GuruFocus Screeners

Related Articles

Q&A with Gurus