- New Purchases: HTH,
- Added Positions: ESNT, MTG,
- Reduced Positions: FBC, 1AC, 1AC, IBTX, OCSL,
- Sold Out: LADR,
For the details of BAYVIEW ASSET MANAGEMENT, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bayview+asset+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of BAYVIEW ASSET MANAGEMENT, LLC- MGIC Investment Corp (MTG) - 7,813,534 shares, 32.62% of the total portfolio. Shares added by 3.99%
- Radian Group Inc (RDN) - 2,722,079 shares, 17.87% of the total portfolio.
- SPDR S&P Regional Banking (KRE) - 805,981 shares, 13.10% of the total portfolio.
- Flagstar Bancorp Inc (FBC) - 992,578 shares, 10.34% of the total portfolio. Shares reduced by 33.33%
- SLM Corp (SLM) - 2,463,896 shares, 7.73% of the total portfolio.
Bayview Asset Management, Llc initiated holding in Hilltop Holdings Inc. The purchase prices were between $17.09 and $19.93, with an estimated average price of $18.59. The stock is now traded at around $21.07. The impact to a portfolio due to this purchase was 4.6%. The holding were 795,756 shares as of .
Added: Essent Group Ltd (ESNT)Bayview Asset Management, Llc added to a holding in Essent Group Ltd by 65.55%. The purchase prices were between $33.75 and $46.63, with an estimated average price of $41.07. The stock is now traded at around $47.91. The impact to a portfolio due to this purchase was 2.05%. The holding were 375,764 shares as of .
Sold Out: Ladder Capital Corp (LADR)Bayview Asset Management, Llc sold out a holding in Ladder Capital Corp. The sale prices were between $15.47 and $18.4, with an estimated average price of $17.07.
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