Cider Mill Investments LP Buys ServiceNow Inc, Salesforce.com Inc, CBS Corp, Sells Facebook Inc, Exxon Mobil Corp, Parsley Energy Inc

Investment company Cider Mill Investments LP buys ServiceNow Inc, Salesforce.com Inc, CBS Corp, Microsoft Corp, Charter Communications Inc, Alibaba Group Holding, Moody's Corporation, Concho Resources Inc, Devon Energy Corp, Diamondback Energy Inc, sells Facebook Inc, Exxon Mobil Corp, Parsley Energy Inc, Autodesk Inc, Crown Holdings Inc during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Cider Mill Investments LP. As of 2018-09-30, Cider Mill Investments LP owns 25 stocks with a total value of $216 million. These are the details of the buys and sells.

For the details of Cider Mill Investments LP's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Cider+Mill+Investments+LP

These are the top 5 holdings of Cider Mill Investments LP
  1. Fleetcor Technologies Inc (FLT) - 71,600 shares, 7.54% of the total portfolio.
  2. Microsoft Corp (MSFT) - 141,526 shares, 7.48% of the total portfolio. Shares added by 69.09%
  3. Visa Inc (V) - 95,000 shares, 6.59% of the total portfolio.
  4. Essent Group Ltd (ESNT) - 292,533 shares, 5.98% of the total portfolio.
  5. Intercontinental Exchange Inc (ICE) - 168,800 shares, 5.84% of the total portfolio.
New Purchase: ServiceNow Inc (NOW)

Cider Mill Investments LP initiated holding in ServiceNow Inc. The purchase prices were between $175.96 and $204.58, with an estimated average price of $189.12. The stock is now traded at around $167.27. The impact to a portfolio due to this purchase was 3.78%. The holding were 41,800 shares as of 2018-09-30.

New Purchase: Salesforce.com Inc (CRM)

Cider Mill Investments LP initiated holding in Salesforce.com Inc. The purchase prices were between $137.15 and $160.43, with an estimated average price of $148.39. The stock is now traded at around $128.93. The impact to a portfolio due to this purchase was 3.28%. The holding were 44,600 shares as of 2018-09-30.

New Purchase: CBS Corp (CBS)

Cider Mill Investments LP initiated holding in CBS Corp. The purchase prices were between $51.28 and $59.3, with an estimated average price of $55.2. The stock is now traded at around $56.35. The impact to a portfolio due to this purchase was 3.19%. The holding were 120,200 shares as of 2018-09-30.

New Purchase: Moody's Corporation (MCO)

Cider Mill Investments LP initiated holding in Moody's Corporation. The purchase prices were between $167.2 and $187.02, with an estimated average price of $175.87. The stock is now traded at around $146.08. The impact to a portfolio due to this purchase was 1.92%. The holding were 24,800 shares as of 2018-09-30.

New Purchase: Concho Resources Inc (CXO)

Cider Mill Investments LP initiated holding in Concho Resources Inc. The purchase prices were between $131.36 and $152.75, with an estimated average price of $141. The stock is now traded at around $127.37. The impact to a portfolio due to this purchase was 1.61%. The holding were 22,800 shares as of 2018-09-30.

Added: Microsoft Corp (MSFT)

Cider Mill Investments LP added to a holding in Microsoft Corp by 69.09%. The purchase prices were between $99.05 and $114.67, with an estimated average price of $108.32. The stock is now traded at around $105.06. The impact to a portfolio due to this purchase was 3.06%. The holding were 141,526 shares as of 2018-09-30.

Added: Charter Communications Inc (CHTR)

Cider Mill Investments LP added to a holding in Charter Communications Inc by 58.28%. The purchase prices were between $274.65 and $332.59, with an estimated average price of $305.23. The stock is now traded at around $319.00. The impact to a portfolio due to this purchase was 2.03%. The holding were 36,663 shares as of 2018-09-30.

Added: Alibaba Group Holding Ltd (BABA)

Cider Mill Investments LP added to a holding in Alibaba Group Holding Ltd by 56.47%. The purchase prices were between $156.36 and $197.98, with an estimated average price of $176.96. The stock is now traded at around $152.91. The impact to a portfolio due to this purchase was 1.93%. The holding were 70,100 shares as of 2018-09-30.

Added: Devon Energy Corp (DVN)

Cider Mill Investments LP added to a holding in Devon Energy Corp by 99.86%. The purchase prices were between $38.81 and $45.61, with an estimated average price of $42.55. The stock is now traded at around $30.12. The impact to a portfolio due to this purchase was 1.32%. The holding were 143,300 shares as of 2018-09-30.

Added: Diamondback Energy Inc (FANG)

Cider Mill Investments LP added to a holding in Diamondback Energy Inc by 47.70%. The purchase prices were between $112.11 and $136.67, with an estimated average price of $127.61. The stock is now traded at around $108.61. The impact to a portfolio due to this purchase was 0.52%. The holding were 25,700 shares as of 2018-09-30.

Added: WPX Energy Inc (WPX)

Cider Mill Investments LP added to a holding in WPX Energy Inc by 30.18%. The purchase prices were between $17.28 and $20.12, with an estimated average price of $18.53. The stock is now traded at around $13.95. The impact to a portfolio due to this purchase was 0.49%. The holding were 226,000 shares as of 2018-09-30.

Sold Out: Facebook Inc (FB)

Cider Mill Investments LP sold out a holding in Facebook Inc. The sale prices were between $160.3 and $217.5, with an estimated average price of $181.03.

Sold Out: Exxon Mobil Corp (XOM)

Cider Mill Investments LP sold out a holding in Exxon Mobil Corp. The sale prices were between $76.94 and $86.6, with an estimated average price of $81.76.

Sold Out: Parsley Energy Inc (PE)

Cider Mill Investments LP sold out a holding in Parsley Energy Inc. The sale prices were between $26.37 and $32.87, with an estimated average price of $29.68.

Sold Out: Autodesk Inc (ADSK)

Cider Mill Investments LP sold out a holding in Autodesk Inc. The sale prices were between $127 and $157.2, with an estimated average price of $141.27.

Sold Out: Crown Holdings Inc (CCK)

Cider Mill Investments LP sold out a holding in Crown Holdings Inc. The sale prices were between $40.76 and $48.71, with an estimated average price of $44.43.

Sold Out: Pioneer Natural Resources Co (PXD)

Cider Mill Investments LP sold out a holding in Pioneer Natural Resources Co. The sale prices were between $162.19 and $191.27, with an estimated average price of $178.82.



Here is the complete portfolio of Cider Mill Investments LP. Also check out:

1. Cider Mill Investments LP's Undervalued Stocks
2. Cider Mill Investments LP's Top Growth Companies, and
3. Cider Mill Investments LP's High Yield stocks
4. Stocks that Cider Mill Investments LP keeps buying