White Elm Capital, LLC Buys Palo Alto Networks Inc, Activision Blizzard Inc, Texas Pacific Land Trust, Sells LKQ Corp, Charter Communications Inc, Synchrony Financial

• New Purchases: PANW, TPL, AXP, WMS, TTWO, MSCI,
• Added Positions: ATVI, C, BLK, BKI, GDDY, LW,
• Reduced Positions: UNVR, TEAM, ADSK, GWRE, AMZN, ATH, FLT, GLNG, VEEV, MTN,
• Sold Out: LKQ, CHTR, SYF, SBAC, LBTYK, CRI,

For the details of White Elm Capital, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=White+Elm+Capital%2C+LLC

1. Visa Inc (V) - 189,400 shares, 5.99% of the total portfolio. Shares reduced by 3.17%
2. Huntington Bancshares Inc (HBAN) - 1,515,176 shares, 5.34% of the total portfolio.
3. Amazon.com Inc (AMZN) - 13,014 shares, 5.28% of the total portfolio. Shares reduced by 16.09%
4. Vail Resorts Inc (MTN) - 80,292 shares, 5.26% of the total portfolio. Shares reduced by 11.56%
5. Mastercard Inc (MA) - 111,560 shares, 5.24% of the total portfolio.

White Elm Capital, LLC initiated holding in Palo Alto Networks Inc. The purchase prices were between $180.14 and $215.56, with an estimated average price of $199.91. The stock is now traded at around $210.55. The impact to a portfolio due to this purchase was 2.13%. The holding were 43,400 shares as of 2018-06-30.

White Elm Capital, LLC initiated holding in Texas Pacific Land Trust. The purchase prices were between $508.5 and $716.04, with an estimated average price of $629.9. The stock is now traded at around $799.20. The impact to a portfolio due to this purchase was 1.49%. The holding were 8,970 shares as of 2018-06-30.

White Elm Capital, LLC initiated holding in American Express Co. The purchase prices were between $91 and $102.7, with an estimated average price of $98.26. The stock is now traded at around $101.81. The impact to a portfolio due to this purchase was 1.26%. The holding were 53,938 shares as of 2018-06-30.

White Elm Capital, LLC initiated holding in Advanced Drainage Systems Inc. The purchase prices were between $24.25 and $30, with an estimated average price of $26.75. The stock is now traded at around $30.75. The impact to a portfolio due to this purchase was 1.16%. The holding were 170,343 shares as of 2018-06-30.

White Elm Capital, LLC initiated holding in Take-Two Interactive Software Inc. The purchase prices were between $94.63 and $121.84, with an estimated average price of $108.79. The stock is now traded at around $128.10. The impact to a portfolio due to this purchase was 1.07%. The holding were 38,000 shares as of 2018-06-30.

White Elm Capital, LLC initiated holding in MSCI Inc. The purchase prices were between $144.05 and $172.75, with an estimated average price of $157.69. The stock is now traded at around $172.60. The impact to a portfolio due to this purchase was 0.54%. The holding were 13,600 shares as of 2018-06-30.

White Elm Capital, LLC added to a holding in Activision Blizzard Inc by 120.84%. The purchase prices were between $64.56 and $77.87, with an estimated average price of $70.78. The stock is now traded at around $70.52. The impact to a portfolio due to this purchase was 1.62%. The holding were 162,100 shares as of 2018-06-30.

White Elm Capital, LLC added to a holding in Citigroup Inc by 51.61%. The purchase prices were between $65.46 and $72.86, with an estimated average price of $68.88. The stock is now traded at around $69.16. The impact to a portfolio due to this purchase was 1.27%. The holding were 233,930 shares as of 2018-06-30.

White Elm Capital, LLC added to a holding in BlackRock Inc by 84.09%. The purchase prices were between $499.04 and $551.86, with an estimated average price of $528.39. The stock is now traded at around $475.39. The impact to a portfolio due to this purchase was 0.92%. The holding were 16,936 shares as of 2018-06-30.

White Elm Capital, LLC added to a holding in Black Knight Inc by 57.08%. The purchase prices were between $46.9 and $54.4, with an estimated average price of $50.29. The stock is now traded at around $52.85. The impact to a portfolio due to this purchase was 0.77%. The holding were 165,400 shares as of 2018-06-30.

White Elm Capital, LLC sold out a holding in LKQ Corp. The sale prices were between $29.77 and $39.23, with an estimated average price of $33.38.

White Elm Capital, LLC sold out a holding in Charter Communications Inc. The sale prices were between $261.87 and $317.46, with an estimated average price of $287.77.

White Elm Capital, LLC sold out a holding in Synchrony Financial. The sale prices were between $32.13 and $36.12, with an estimated average price of $34.35.

White Elm Capital, LLC sold out a holding in SBA Communications Corp. The sale prices were between $155.85 and $171.69, with an estimated average price of $161.41.

White Elm Capital, LLC sold out a holding in Liberty Global PLC. The sale prices were between $26.61 and $32.05, with an estimated average price of $29.23.

White Elm Capital, LLC sold out a holding in Carter's Inc. The sale prices were between $100.08 and $113.97, with an estimated average price of $107.5.

White Elm Capital, LLC reduced to a holding in Univar Inc by 42.73%. The sale prices were between $25.85 and $29.15, with an estimated average price of $27.63. The stock is now traded at around $27.07. The impact to a portfolio due to this sale was -2.45%. White Elm Capital, LLC still held 540,010 shares as of 2018-06-30.

White Elm Capital, LLC reduced to a holding in Atlassian Corporation PLC by 30.11%. The sale prices were between $53.21 and $67.82, with an estimated average price of $61.43. The stock is now traded at around $78.23. The impact to a portfolio due to this sale was -1.29%. White Elm Capital, LLC still held 252,498 shares as of 2018-06-30.

White Elm Capital, LLC reduced to a holding in Autodesk Inc by 21.62%. The sale prices were between $122.75 and $141.26, with an estimated average price of $132.53. The stock is now traded at around $133.39. The impact to a portfolio due to this sale was -1.16%. White Elm Capital, LLC still held 152,615 shares as of 2018-06-30.

White Elm Capital, LLC reduced to a holding in Guidewire Software Inc by 20.4%. The sale prices were between $78.67 and $95.06, with an estimated average price of $88.45. The stock is now traded at around $95.26. The impact to a portfolio due to this sale was -0.81%. White Elm Capital, LLC still held 178,059 shares as of 2018-06-30.