Ardevora Asset Management LLP Buys EOG Resources Inc, Encompass Health Corp, Neogen Corp, Sells Teradyne Inc, Lennox International Inc, Trinity Industries Inc

London, X0, based Investment company Ardevora Asset Management LLP buys EOG Resources Inc, Encompass Health Corp, Neogen Corp, IDEXX Laboratories Inc, Vail Resorts Inc, Cadence Design Systems Inc, Monolithic Power Systems Inc, Zendesk Inc, GrubHub Inc, Paycom Software Inc, sells Teradyne Inc, Lennox International Inc, Trinity Industries Inc, Sherwin-Williams Co, Oracle Corp during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Ardevora Asset Management LLP. As of 2018-06-30, Ardevora Asset Management LLP owns 120 stocks with a total value of $3.6 billion. These are the details of the buys and sells.

For the details of Ardevora Asset Management LLP's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Ardevora+Asset+Management+LLP

These are the top 5 holdings of Ardevora Asset Management LLP
  1. Church & Dwight Co Inc (CHD) - 727,688 shares, 1.09% of the total portfolio. Shares reduced by 5.56%
  2. American Water Works Co Inc (AWK) - 443,505 shares, 1.06% of the total portfolio. Shares added by 12.09%
  3. MRC Global Inc (MRC) - 1,739,212 shares, 1.06% of the total portfolio. Shares reduced by 18.43%
  4. EOG Resources Inc (EOG) - 299,496 shares, 1.05% of the total portfolio. New Position
  5. Navistar International Corp (NAV) - 913,942 shares, 1.05% of the total portfolio. Shares reduced by 2.35%
New Purchase: EOG Resources Inc (EOG)

Ardevora Asset Management LLP initiated holding in EOG Resources Inc. The purchase prices were between $101.93 and $127.45, with an estimated average price of $116.15. The stock is now traded at around $130.08. The impact to a portfolio due to this purchase was 1.05%. The holding were 299,496 shares as of 2018-06-30.

New Purchase: Encompass Health Corp (EHC)

Ardevora Asset Management LLP initiated holding in Encompass Health Corp. The purchase prices were between $55.68 and $69.24, with an estimated average price of $62.79. The stock is now traded at around $73.80. The impact to a portfolio due to this purchase was 1.01%. The holding were 528,800 shares as of 2018-06-30.

New Purchase: Neogen Corp (NEOG)

Ardevora Asset Management LLP initiated holding in Neogen Corp. The purchase prices were between $65.53 and $83.69, with an estimated average price of $73.72. The stock is now traded at around $80.96. The impact to a portfolio due to this purchase was 1%. The holding were 444,160 shares as of 2018-06-30.

New Purchase: IDEXX Laboratories Inc (IDXX)

Ardevora Asset Management LLP initiated holding in IDEXX Laboratories Inc. The purchase prices were between $185.56 and $227.9, with an estimated average price of $206.02. The stock is now traded at around $236.96. The impact to a portfolio due to this purchase was 0.97%. The holding were 158,120 shares as of 2018-06-30.

New Purchase: Cadence Design Systems Inc (CDNS)

Ardevora Asset Management LLP initiated holding in Cadence Design Systems Inc. The purchase prices were between $35.85 and $45.2, with an estimated average price of $41.1. The stock is now traded at around $44.10. The impact to a portfolio due to this purchase was 0.96%. The holding were 792,764 shares as of 2018-06-30.

New Purchase: Vail Resorts Inc (MTN)

Ardevora Asset Management LLP initiated holding in Vail Resorts Inc. The purchase prices were between $219.27 and $285.05, with an estimated average price of $244.92. The stock is now traded at around $273.96. The impact to a portfolio due to this purchase was 0.96%. The holding were 125,268 shares as of 2018-06-30.

Added: Monolithic Power Systems Inc (MPWR)

Ardevora Asset Management LLP added to a holding in Monolithic Power Systems Inc by 142011.24%. The purchase prices were between $110.8 and $141.63, with an estimated average price of $127.3. The stock is now traded at around $129.62. The impact to a portfolio due to this purchase was 0.95%. The holding were 252,958 shares as of 2018-06-30.

Added: Xilinx Inc (XLNX)

Ardevora Asset Management LLP added to a holding in Xilinx Inc by 1114.19%. The purchase prices were between $63.64 and $72.27, with an estimated average price of $68.18. The stock is now traded at around $72.50. The impact to a portfolio due to this purchase was 0.85%. The holding were 505,226 shares as of 2018-06-30.

Added: Maxim Integrated Products Inc (MXIM)

Ardevora Asset Management LLP added to a holding in Maxim Integrated Products Inc by 804.53%. The purchase prices were between $53.78 and $61.56, with an estimated average price of $58.2. The stock is now traded at around $60.85. The impact to a portfolio due to this purchase was 0.85%. The holding were 580,078 shares as of 2018-06-30.

Added: MKS Instruments Inc (MKSI)

Ardevora Asset Management LLP added to a holding in MKS Instruments Inc by 1084.22%. The purchase prices were between $93.1 and $122.25, with an estimated average price of $109.01. The stock is now traded at around $93.68. The impact to a portfolio due to this purchase was 0.84%. The holding were 342,712 shares as of 2018-06-30.

Added: Microchip Technology Inc (MCHP)

Ardevora Asset Management LLP added to a holding in Microchip Technology Inc by 929.28%. The purchase prices were between $82.44 and $103.31, with an estimated average price of $92.6. The stock is now traded at around $93.49. The impact to a portfolio due to this purchase was 0.79%. The holding were 344,604 shares as of 2018-06-30.

Added: Electronic Arts Inc (EA)

Ardevora Asset Management LLP added to a holding in Electronic Arts Inc by 117860.24%. The purchase prices were between $116.68 and $146.65, with an estimated average price of $129.85. The stock is now traded at around $126.62. The impact to a portfolio due to this purchase was 0.78%. The holding were 195,814 shares as of 2018-06-30.

Sold Out: Teradyne Inc (TER)

Ardevora Asset Management LLP sold out a holding in Teradyne Inc. The sale prices were between $32.55 and $44.72, with an estimated average price of $38.98.

Sold Out: Trinity Industries Inc (TRN)

Ardevora Asset Management LLP sold out a holding in Trinity Industries Inc. The sale prices were between $31.1 and $36.58, with an estimated average price of $33.41.

Sold Out: Sherwin-Williams Co (SHW)

Ardevora Asset Management LLP sold out a holding in Sherwin-Williams Co. The sale prices were between $367.66 and $407.57, with an estimated average price of $388.31.

Sold Out: Oracle Corp (ORCL)

Ardevora Asset Management LLP sold out a holding in Oracle Corp. The sale prices were between $42.82 and $48.45, with an estimated average price of $46.06.

Sold Out: Lowe's Companies Inc (LOW)

Ardevora Asset Management LLP sold out a holding in Lowe's Companies Inc. The sale prices were between $81.48 and $100.5, with an estimated average price of $90.44.

Sold Out: Illinois Tool Works Inc (ITW)

Ardevora Asset Management LLP sold out a holding in Illinois Tool Works Inc. The sale prices were between $138.54 and $159.4, with an estimated average price of $148.1.



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