Majedie Asset Management Ltd Buys Fair Isaac Corp, Cazoo Group, Centene Corp, Sells Etsy Inc, eBay Inc, Meta Platforms Inc

• New Purchases: FICO, CZOO, CNC, IBP, ADSK, ICLR,
• Added Positions: MSFT, XPO, WSC, HAS, MU, DAL, SCHW, C, MELI, IBM, FTDR, ARMK, AMZN, EA, VRT, AEO, GOOGL, NFLX, KHC, GSK, IBKR, ANTM, BFAM, BAP,
• Reduced Positions: ETSY, EFX, FB, FISV, NXPI, AON, LYV, USFD, LOPE, IT, PFE, RDS.B, TAP, GOLD, TTE, FCX, VIAC, VNO, MGM, INTC, GFI, HST, ON, TSM, LHX, UHS, MRK, CAH, CCJ, HII, CNHI, SBSW, ATUS, NVDA, CCL, GXO, CBOE, VTRS, FRC, ILMN,
• Sold Out: EBAY, IAA, BWXT, PTON, BSX, KD,

For the details of Majedie Asset Management Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/majedie+asset+management+ltd/current-portfolio/portfolio

1. Equifax Inc (EFX) - 314,530 shares, 7.02% of the total portfolio. Shares reduced by 18.35%
2. Fiserv Inc (FISV) - 603,281 shares, 4.77% of the total portfolio. Shares reduced by 14.12%
3. Newmont Corp (NEM) - 928,077 shares, 4.39% of the total portfolio. Shares added by 0.29%
4. Microsoft Corp (MSFT) - 167,096 shares, 4.28% of the total portfolio. Shares added by 13.34%
5. NXP Semiconductors NV (NXPI) - 214,946 shares, 3.73% of the total portfolio. Shares reduced by 19.18%

Majedie Asset Management Ltd initiated holding in Fair Isaac Corp. The purchase prices were between $345.62 and $439.63, with an estimated average price of $396.82. The stock is now traded at around $517.930000. The impact to a portfolio due to this purchase was 3.1%. The holding were 93,707 shares as of 2021-12-31.

Majedie Asset Management Ltd initiated holding in Cazoo Group Ltd. The purchase prices were between $5.96 and $10.01, with an estimated average price of $7.72. The stock is now traded at around $4.530000. The impact to a portfolio due to this purchase was 2.5%. The holding were 5,431,800 shares as of 2021-12-31.

Majedie Asset Management Ltd initiated holding in Centene Corp. The purchase prices were between $61.94 and $84.72, with an estimated average price of $73.64. The stock is now traded at around $84.090000. The impact to a portfolio due to this purchase was 0.91%. The holding were 144,848 shares as of 2021-12-31.

Majedie Asset Management Ltd initiated holding in Installed Building Products Inc. The purchase prices were between $105.16 and $140.37, with an estimated average price of $128.55. The stock is now traded at around $109.210000. The impact to a portfolio due to this purchase was 0.46%. The holding were 42,961 shares as of 2021-12-31.

Majedie Asset Management Ltd initiated holding in Autodesk Inc. The purchase prices were between $249.68 and $333.64, with an estimated average price of $290.9. The stock is now traded at around $233.380000. The impact to a portfolio due to this purchase was 0.4%. The holding were 18,745 shares as of 2021-12-31.

Majedie Asset Management Ltd initiated holding in Icon PLC. The purchase prices were between $258.11 and $309.7, with an estimated average price of $280.41. The stock is now traded at around $242.360000. The impact to a portfolio due to this purchase was 0.4%. The holding were 16,771 shares as of 2021-12-31.

Majedie Asset Management Ltd added to a holding in XPO Logistics Inc by 62.34%. The purchase prices were between $70.31 and $87, with an estimated average price of $78.13. The stock is now traded at around $69.620000. The impact to a portfolio due to this purchase was 0.39%. The holding were 173,463 shares as of 2021-12-31.

Majedie Asset Management Ltd added to a holding in WillScot Mobile Mini Holdings Corp by 26.33%. The purchase prices were between $31.5 and $40.99, with an estimated average price of $37.07. The stock is now traded at around $38.770000. The impact to a portfolio due to this purchase was 0.34%. The holding were 530,442 shares as of 2021-12-31.

Majedie Asset Management Ltd added to a holding in Micron Technology Inc by 26.10%. The purchase prices were between $66.38 and $96.17, with an estimated average price of $78.57. The stock is now traded at around $96.000000. The impact to a portfolio due to this purchase was 0.23%. The holding were 159,100 shares as of 2021-12-31.

Majedie Asset Management Ltd added to a holding in Delta Air Lines Inc by 20.57%. The purchase prices were between $33.53 and $44.96, with an estimated average price of $39.93. The stock is now traded at around $44.490000. The impact to a portfolio due to this purchase was 0.22%. The holding were 434,099 shares as of 2021-12-31.

Majedie Asset Management Ltd added to a holding in Charles Schwab Corp by 41.77%. The purchase prices were between $73.23 and $85.82, with an estimated average price of $81.09. The stock is now traded at around $89.640000. The impact to a portfolio due to this purchase was 0.2%. The holding were 104,604 shares as of 2021-12-31.

Majedie Asset Management Ltd added to a holding in Citigroup Inc by 23.92%. The purchase prices were between $58.28 and $72.53, with an estimated average price of $66.33. The stock is now traded at around $67.115000. The impact to a portfolio due to this purchase was 0.15%. The holding were 166,465 shares as of 2021-12-31.

Majedie Asset Management Ltd sold out a holding in eBay Inc. The sale prices were between $63.71 and $80.59, with an estimated average price of $71.31.

Majedie Asset Management Ltd sold out a holding in IAA Inc. The sale prices were between $47.35 and $60.83, with an estimated average price of $53.02.

Majedie Asset Management Ltd sold out a holding in BWX Technologies Inc. The sale prices were between $46.25 and $58.32, with an estimated average price of $52.19.

Majedie Asset Management Ltd sold out a holding in Peloton Interactive Inc. The sale prices were between $34.56 and $96.6, with an estimated average price of $60.04.

Majedie Asset Management Ltd sold out a holding in Boston Scientific Corp. The sale prices were between $38.07 and $44.87, with an estimated average price of $41.98.

Majedie Asset Management Ltd sold out a holding in Kyndryl Holdings Inc. The sale prices were between $15.75 and $40.75, with an estimated average price of $21.45.