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Cat Rock Capital Management LP Buys CarGurus Inc, TransDigm Group Inc, SS&C Technologies Holdings Inc, Sells Comcast Corp, Mimecast, ShotSpotter Inc

Investment company Cat Rock Capital Management LP buys CarGurus Inc, TransDigm Group Inc, SS&C Technologies Holdings Inc, AppFolio Inc, Booking Holdings Inc, sells Comcast Corp, Mimecast, ShotSpotter Inc, Digital Turbine Inc during the 3-months ended 2018Q4, according to the most recent filings of the investment company, Cat Rock Capital Management LP. As of 2018Q4, Cat Rock Capital Management LP owns 7 stocks with a total value of $423 million. These are the details of the buys and sells.

For the details of Cat Rock Capital Management LP's stock buys and sells, go to https://www.gurufocus.com/guru/cat+rock+capital+management+lp/current-portfolio/portfolio

These are the top 5 holdings of Cat Rock Capital Management LP
  1. TransDigm Group Inc (TDG) - 421,730 shares, 33.88% of the total portfolio. Shares added by 33.45%
  2. CarGurus Inc (CARG) - 4,155,408 shares, 33.11% of the total portfolio. Shares added by 52.34%
  3. Booking Holdings Inc (BKNG) - 31,446 shares, 12.79% of the total portfolio. Shares added by 28.38%
  4. Star Group LP (SGU) - 3,120,635 shares, 6.88% of the total portfolio.
  5. SS&C Technologies Holdings Inc (SSNC) - 580,989 shares, 6.19% of the total portfolio. New Position
New Purchase: SS&C Technologies Holdings Inc (SSNC)

Cat Rock Capital Management LP initiated holding in SS&C Technologies Holdings Inc. The purchase prices were between $41.6 and $55.25, with an estimated average price of $48.25. The stock is now traded at around $60.53. The impact to a portfolio due to this purchase was 6.19%. The holding were 580,989 shares as of .

New Purchase: AppFolio Inc (APPF)

Cat Rock Capital Management LP initiated holding in AppFolio Inc. The purchase prices were between $54.36 and $74.97, with an estimated average price of $60.3. The stock is now traded at around $68.10. The impact to a portfolio due to this purchase was 3.24%. The holding were 231,666 shares as of .

Added: CarGurus Inc (CARG)

Cat Rock Capital Management LP added to a holding in CarGurus Inc by 52.34%. The purchase prices were between $30.81 and $52.13, with an estimated average price of $39.63. The stock is now traded at around $39.24. The impact to a portfolio due to this purchase was 11.38%. The holding were 4,155,408 shares as of .

Added: TransDigm Group Inc (TDG)

Cat Rock Capital Management LP added to a holding in TransDigm Group Inc by 33.45%. The purchase prices were between $312.09 and $372.39, with an estimated average price of $342.39. The stock is now traded at around $427.67. The impact to a portfolio due to this purchase was 8.49%. The holding were 421,730 shares as of .

Added: Booking Holdings Inc (BKNG)

Cat Rock Capital Management LP added to a holding in Booking Holdings Inc by 28.38%. The purchase prices were between $1616.83 and $1998.17, with an estimated average price of $1827.19. The stock is now traded at around $1715.82. The impact to a portfolio due to this purchase was 2.83%. The holding were 31,446 shares as of .

Sold Out: Comcast Corp (CMCSA)

Cat Rock Capital Management LP sold out a holding in Comcast Corp. The sale prices were between $33.07 and $39.42, with an estimated average price of $36.5.

Sold Out: Mimecast Ltd (MIME)

Cat Rock Capital Management LP sold out a holding in Mimecast Ltd. The sale prices were between $30.18 and $37.63, with an estimated average price of $34.78.

Sold Out: ShotSpotter Inc (SSTI)

Cat Rock Capital Management LP sold out a holding in ShotSpotter Inc. The sale prices were between $27.61 and $53.33, with an estimated average price of $36.79.

Sold Out: Digital Turbine Inc (APPS)

Cat Rock Capital Management LP sold out a holding in Digital Turbine Inc. The sale prices were between $1.19 and $2.04, with an estimated average price of $1.59.



Here is the complete portfolio of Cat Rock Capital Management LP. Also check out:

1. Cat Rock Capital Management LP's Undervalued Stocks
2. Cat Rock Capital Management LP's Top Growth Companies, and
3. Cat Rock Capital Management LP's High Yield stocks
4. Stocks that Cat Rock Capital Management LP keeps buying

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