Selz Capital LLC Buys Caterpillar Inc, Hubbell Inc, GCI Liberty Inc, Sells Dell-VMWare Tracking Stock, Lam Research Corp, Automatic Data Processing Inc

New York, NY, based Investment company Selz Capital LLC buys Caterpillar Inc, Hubbell Inc, GCI Liberty Inc, United Rentals Inc, Deere, Emerson Electric Co, D.R. Horton Inc, Ichor Holdings, Caesars Entertainment Corp, Lennar Corp, sells Dell-VMWare Tracking Stock, Lam Research Corp, Automatic Data Processing Inc, Rockwell Automation Inc, Shire PLC during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Selz Capital LLC. As of 2018-06-30, Selz Capital LLC owns 59 stocks with a total value of $633 million. These are the details of the buys and sells.

For the details of Selz Capital LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Selz+Capital+LLC

These are the top 5 holdings of Selz Capital LLC
  1. Macquarie Infrastructure Corp (MIC) - 1,037,511 shares, 6.92% of the total portfolio. Shares reduced by 3.89%
  2. Air Lease Corp (AL) - 989,800 shares, 6.57% of the total portfolio.
  3. Caesars Entertainment Corp (CZR) - 3,110,483 shares, 5.26% of the total portfolio. Shares added by 46.50%
  4. SPX Corp (SPXC) - 944,655 shares, 5.23% of the total portfolio. Shares added by 13.43%
  5. Caterpillar Inc (CAT) - 201,000 shares, 4.31% of the total portfolio. New Position
New Purchase: Caterpillar Inc (CAT)

Selz Capital LLC initiated holding in Caterpillar Inc. The purchase prices were between $134.61 and $158.92, with an estimated average price of $149.38. The stock is now traded at around $138.08. The impact to a portfolio due to this purchase was 4.31%. The holding were 201,000 shares as of 2018-06-30.

New Purchase: Hubbell Inc (HUBB)

Selz Capital LLC initiated holding in Hubbell Inc. The purchase prices were between $102.51 and $121.97, with an estimated average price of $110.69. The stock is now traded at around $112.15. The impact to a portfolio due to this purchase was 4.15%. The holding were 248,000 shares as of 2018-06-30.

New Purchase: GCI Liberty Inc (GLIBA)

Selz Capital LLC initiated holding in GCI Liberty Inc. The purchase prices were between $41.55 and $52.69, with an estimated average price of $46.17. The stock is now traded at around $47.35. The impact to a portfolio due to this purchase was 3.79%. The holding were 532,018 shares as of 2018-06-30.

New Purchase: United Rentals Inc (URI)

Selz Capital LLC initiated holding in United Rentals Inc. The purchase prices were between $146.57 and $180, with an estimated average price of $163.45. The stock is now traded at around $151.75. The impact to a portfolio due to this purchase was 3.69%. The holding were 158,000 shares as of 2018-06-30.

New Purchase: Deere & Co (DE)

Selz Capital LLC initiated holding in Deere & Co. The purchase prices were between $134.75 and $159, with an estimated average price of $147.34. The stock is now traded at around $136.27. The impact to a portfolio due to this purchase was 3.54%. The holding were 160,045 shares as of 2018-06-30.

New Purchase: Emerson Electric Co (EMR)

Selz Capital LLC initiated holding in Emerson Electric Co. The purchase prices were between $66.19 and $74.08, with an estimated average price of $70.27. The stock is now traded at around $69.31. The impact to a portfolio due to this purchase was 2.59%. The holding were 236,505 shares as of 2018-06-30.

Added: Ichor Holdings Ltd (ICHR)

Selz Capital LLC added to a holding in Ichor Holdings Ltd by 296.71%. The purchase prices were between $20.53 and $26.98, with an estimated average price of $23.87. The stock is now traded at around $20.31. The impact to a portfolio due to this purchase was 1.68%. The holding were 671,877 shares as of 2018-06-30.

Added: Caesars Entertainment Corp (CZR)

Selz Capital LLC added to a holding in Caesars Entertainment Corp by 46.50%. The purchase prices were between $10.6 and $13.2, with an estimated average price of $11.68. The stock is now traded at around $11.65. The impact to a portfolio due to this purchase was 1.67%. The holding were 3,110,483 shares as of 2018-06-30.

Added: Trilogy Metals Inc (TMQ)

Selz Capital LLC added to a holding in Trilogy Metals Inc by 94.78%. The purchase prices were between $1.14 and $1.79, with an estimated average price of $1.36. The stock is now traded at around $1.66. The impact to a portfolio due to this purchase was 1.41%. The holding were 10,277,412 shares as of 2018-06-30.

Added: Martin Marietta Materials Inc (MLM)

Selz Capital LLC added to a holding in Martin Marietta Materials Inc by 57.63%. The purchase prices were between $193.3 and $230.68, with an estimated average price of $213.16. The stock is now traded at around $224.92. The impact to a portfolio due to this purchase was 1.2%. The holding were 93,000 shares as of 2018-06-30.

Added: MGM Resorts International (MGM)

Selz Capital LLC added to a holding in MGM Resorts International by 68.77%. The purchase prices were between $28.37 and $36.41, with an estimated average price of $32.31. The stock is now traded at around $31.12. The impact to a portfolio due to this purchase was 1.15%. The holding were 613,528 shares as of 2018-06-30.

Added: Alliance Resource Partners LP (ARLP)

Selz Capital LLC added to a holding in Alliance Resource Partners LP by 145.56%. The purchase prices were between $15.75 and $20.45, with an estimated average price of $17.99. The stock is now traded at around $18.40. The impact to a portfolio due to this purchase was 1%. The holding were 578,534 shares as of 2018-06-30.

Sold Out: Dell-VMWare Tracking Stock (DVMT)

Selz Capital LLC sold out a holding in Dell-VMWare Tracking Stock. The sale prices were between $70.7 and $89.57, with an estimated average price of $78.71.

Sold Out: Lam Research Corp (LRCX)

Selz Capital LLC sold out a holding in Lam Research Corp. The sale prices were between $169.8 and $212.33, with an estimated average price of $192.52.

Sold Out: Automatic Data Processing Inc (ADP)

Selz Capital LLC sold out a holding in Automatic Data Processing Inc. The sale prices were between $113.3 and $140.34, with an estimated average price of $126.69.

Sold Out: Rockwell Automation Inc (ROK)

Selz Capital LLC sold out a holding in Rockwell Automation Inc. The sale prices were between $162.01 and $183.67, with an estimated average price of $173.74.

Sold Out: Shire PLC (SHPG)

Selz Capital LLC sold out a holding in Shire PLC. The sale prices were between $148.46 and $173.13, with an estimated average price of $161.32.

Sold Out: Altria Group Inc (MO)

Selz Capital LLC sold out a holding in Altria Group Inc. The sale prices were between $54.52 and $64.54, with an estimated average price of $57.7.

Reduced: Parker Hannifin Corp (PH)

Selz Capital LLC reduced to a holding in Parker Hannifin Corp by 83.91%. The sale prices were between $153.96 and $182.43, with an estimated average price of $170.51. The stock is now traded at around $157.70. The impact to a portfolio due to this sale was -1.94%. Selz Capital LLC still held 14,000 shares as of 2018-06-30.

Reduced: Microsoft Corp (MSFT)

Selz Capital LLC reduced to a holding in Microsoft Corp by 56.14%. The sale prices were between $88.52 and $102.49, with an estimated average price of $96.89. The stock is now traded at around $104.91. The impact to a portfolio due to this sale was -1.81%. Selz Capital LLC still held 100,000 shares as of 2018-06-30.

Reduced: Magellan Midstream Partners LP (MMP)

Selz Capital LLC reduced to a holding in Magellan Midstream Partners LP by 77.16%. The sale prices were between $57.62 and $70.82, with an estimated average price of $67.16. The stock is now traded at around $67.73. The impact to a portfolio due to this sale was -1.59%. Selz Capital LLC still held 52,000 shares as of 2018-06-30.

Reduced: Alphabet Inc (GOOGL)

Selz Capital LLC reduced to a holding in Alphabet Inc by 43.75%. The sale prices were between $1009.95 and $1184.07, with an estimated average price of $1087.78. The stock is now traded at around $1196.51. The impact to a portfolio due to this sale was -1.13%. Selz Capital LLC still held 9,000 shares as of 2018-06-30.

Reduced: CarMax Inc (KMX)

Selz Capital LLC reduced to a holding in CarMax Inc by 88.29%. The sale prices were between $58.77 and $80.19, with an estimated average price of $66.73. The stock is now traded at around $77.25. The impact to a portfolio due to this sale was -1.09%. Selz Capital LLC still held 15,000 shares as of 2018-06-30.

Reduced: Comcast Corp (CMCSA)

Selz Capital LLC reduced to a holding in Comcast Corp by 33.97%. The sale prices were between $30.59 and $34.6, with an estimated average price of $32.61. The stock is now traded at around $34.97. The impact to a portfolio due to this sale was -1.09%. Selz Capital LLC still held 397,500 shares as of 2018-06-30.



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