Oakview Capital Management, L.p. Buys Epsilon Energy, Pfizer Inc, DowDuPont Inc, Sells Coherent Inc, Colfax Corp

May 08, 2019

Investment company Oakview Capital Management, L.p. buys Epsilon Energy, Pfizer Inc, DowDuPont Inc, sells Coherent Inc, Colfax Corp during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Oakview Capital Management, L.p.. As of 2019Q1, Oakview Capital Management, L.p. owns 16 stocks with a total value of $315 million. These are the details of the buys and sells.

New Purchases: 41E1,
Added Positions: PFE, DWDP, CAH,
Reduced Positions: COHR, OFIX, ROAN, AIG, GM, ALEX, CNXM,
Sold Out: CFX,

For the details of OAKVIEW CAPITAL MANAGEMENT, L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/oakview+capital+management%2C+l.p./current-portfolio/portfolio

These are the top 5 holdings of OAKVIEW CAPITAL MANAGEMENT, L.P.

American International Group Inc (AIG) - 772,726 shares, 10.55% of the total portfolio. Shares reduced by 1.53%
Cardinal Health Inc (CAH) - 546,245 shares, 8.34% of the total portfolio. Shares added by 16.60%
General Motors Co (GM) - 683,041 shares, 8.04% of the total portfolio. Shares reduced by 1.84%
Pfizer Inc (PFE) - 566,149 shares, 7.62% of the total portfolio. Shares added by 61.13%
Coherent Inc (COHR) - 168,567 shares, 7.58% of the total portfolio. Shares reduced by 21.36%

New Purchase: Epsilon Energy Ltd (41E1)

Oakview Capital Management, L.p. initiated holding in Epsilon Energy Ltd. The purchase prices were between $3.52 and $3.99, with an estimated average price of $3.62. The stock is now traded at around $3.52. The impact to a portfolio due to this purchase was 4.01%. The holding were 2,939,221 shares as of .

Added: Pfizer Inc (PFE)

Oakview Capital Management, L.p. added to a holding in Pfizer Inc by 61.13%. The purchase prices were between $39.53 and $43.65, with an estimated average price of $42.24. The stock is now traded at around $40.99. The impact to a portfolio due to this purchase was 2.89%. The holding were 566,149 shares as of .

Added: DowDuPont Inc (DWDP)

Oakview Capital Management, L.p. added to a holding in DowDuPont Inc by 36.76%. The purchase prices were between $34.76 and $39.85, with an estimated average price of $36.86. The stock is now traded at around $31.69. The impact to a portfolio due to this purchase was 1.6%. The holding were 525,594 shares as of .

Sold Out: Colfax Corp (CFX)

Oakview Capital Management, L.p. sold out a holding in Colfax Corp. The sale prices were between $20.19 and $29.68, with an estimated average price of $25.39.

Here is the complete portfolio of OAKVIEW CAPITAL MANAGEMENT, L.P.. Also check out:

1. OAKVIEW CAPITAL MANAGEMENT, L.P.'s Undervalued Stocks
2. OAKVIEW CAPITAL MANAGEMENT, L.P.'s Top Growth Companies, and
3. OAKVIEW CAPITAL MANAGEMENT, L.P.'s High Yield stocks
4. Stocks that OAKVIEW CAPITAL MANAGEMENT, L.P. keeps buying

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