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Two Creeks Capital Management, LP Buys Sotera Health Co, PTC Inc, Clarivate PLC, Sells Spirit AeroSystems Holdings Inc, Adobe Inc, VeriSign Inc

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Feb 15, 2022
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New York, NY, based Investment company Two Creeks Capital Management, LP (Current Portfolio) buys Sotera Health Co, PTC Inc, Clarivate PLC, XP Inc, sells Spirit AeroSystems Holdings Inc, Adobe Inc, VeriSign Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Two Creeks Capital Management, LP. As of 2021Q4, Two Creeks Capital Management, LP owns 17 stocks with a total value of $2 billion. These are the details of the buys and sells.

For the details of Two Creeks Capital Management, LP's stock buys and sells, go to https://www.gurufocus.com/guru/two+creeks+capital+management%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of Two Creeks Capital Management, LP
  1. Visa Inc (V) - 1,200,059 shares, 13.30% of the total portfolio. Shares added by 8.08%
  2. Floor & Decor Holdings Inc (FND) - 1,951,285 shares, 12.97% of the total portfolio. Shares reduced by 18.86%
  3. HDFC Bank Ltd (HDB) - 3,406,885 shares, 11.33% of the total portfolio.
  4. Lowe's Companies Inc (LOW) - 657,701 shares, 8.69% of the total portfolio. Shares reduced by 10.33%
  5. PTC Inc (PTC) - 1,240,647 shares, 7.68% of the total portfolio. Shares added by 38.88%
Added: Sotera Health Co (SHC)

Two Creeks Capital Management, LP added to a holding in Sotera Health Co by 747.90%. The purchase prices were between $20.73 and $27.28, with an estimated average price of $23.86. The stock is now traded at around $22.610000. The impact to a portfolio due to this purchase was 2.61%. The holding were 2,458,063 shares as of 2021-12-31.

Added: PTC Inc (PTC)

Two Creeks Capital Management, LP added to a holding in PTC Inc by 38.88%. The purchase prices were between $105.94 and $129.85, with an estimated average price of $120.35. The stock is now traded at around $113.200000. The impact to a portfolio due to this purchase was 2.15%. The holding were 1,240,647 shares as of 2021-12-31.

Added: Clarivate PLC (CLVT)

Two Creeks Capital Management, LP added to a holding in Clarivate PLC by 76.40%. The purchase prices were between $20.66 and $25.22, with an estimated average price of $23.22. The stock is now traded at around $16.780000. The impact to a portfolio due to this purchase was 1.91%. The holding were 3,660,140 shares as of 2021-12-31.

Added: XP Inc (XP)

Two Creeks Capital Management, LP added to a holding in XP Inc by 50.67%. The purchase prices were between $27.88 and $42.05, with an estimated average price of $32.4. The stock is now traded at around $35.340000. The impact to a portfolio due to this purchase was 1%. The holding were 2,021,001 shares as of 2021-12-31.

Sold Out: Spirit AeroSystems Holdings Inc (SPR)

Two Creeks Capital Management, LP sold out a holding in Spirit AeroSystems Holdings Inc. The sale prices were between $35.23 and $47.93, with an estimated average price of $42.83.



Here is the complete portfolio of Two Creeks Capital Management, LP. Also check out:

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