Pecaut & Co. Buys Cimarex Energy Co, Tanger Factory Outlet Centers Inc, Brookfield Property REIT Inc, Sells Anheuser-Busch InBev SA/NV, Equifax Inc, Casey's General Stores Inc

Sioux City, IA, based Investment company Pecaut & Co. buys Cimarex Energy Co, Tanger Factory Outlet Centers Inc, Brookfield Property REIT Inc, Brookfield Asset Management Inc, UDR Inc, Builders FirstSource Inc, Schlumberger, Ladder Capital Corp, Icahn Enterprises LP, BSB Bancorp Inc, Wyndham Destinations Inc, Monmouth Real Estate Investment Corp, International Business Machines Corp, Exxon Mobil Corp, FRP Holdings Inc, Industrial Logistics Properties Trust, Ryman Hospitality Properties Inc, Carnival Corp, DoubleLine Income Solutions Fund, SPDR MidCap Trust Series I, Automatic Data Processing Inc, GCI Liberty Inc, Amazon.com Inc, Solar Capital, Gladstone Land Corp, Liberty Broadband Corp, Liberty Broadband Corp, Liberty Expedia Holdings Inc, RENN Fund Inc, Liberty TripAdvisor Holdings Inc, Liberty Global PLC, Liberty Global PLC, sells Anheuser-Busch InBev SA/NV, Equifax Inc, Casey's General Stores Inc, Accenture PLC, Cedar Fair LP, Facebook Inc, ServiceMaster Global Holdings Inc, Jefferies Financial Group Inc, Ensco Rowan PLC, iShares Russell 2000 Value, iShares Russell 2000 Growth, iShares Russell 2000 during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Pecaut & Co.. As of 2019Q1, Pecaut & Co. owns 88 stocks with a total value of $146 million. These are the details of the buys and sells.

For the details of PECAUT & CO.'s stock buys and sells, go to https://www.gurufocus.com/guru/pecaut+%26+co./current-portfolio/portfolio

These are the top 5 holdings of PECAUT & CO.
  1. Berkshire Hathaway Inc (BRK.B) - 111,072 shares, 10.27% of the total portfolio. Shares added by 2.03%
  2. Brookfield Asset Management Inc (BAM) - 99,550 shares, 6.44% of the total portfolio. Shares added by 45.49%
  3. Apple Inc (AAPL) - 59,894 shares, 5.31% of the total portfolio. Shares added by 2.97%
  4. Alphabet Inc (GOOG) - 7,823 shares, 4.99% of the total portfolio. Shares added by 2.29%
  5. The Howard Hughes Corp (HHC) - 36,110 shares, 4.31% of the total portfolio. Shares reduced by 1.07%
New Purchase: Cimarex Energy Co (XEC)

Pecaut & Co. initiated holding in Cimarex Energy Co. The purchase prices were between $61.65 and $76.42, with an estimated average price of $71.89. The stock is now traded at around $67.29. The impact to a portfolio due to this purchase was 3.26%. The holding were 61,550 shares as of .

New Purchase: Tanger Factory Outlet Centers Inc (SKT)

Pecaut & Co. initiated holding in Tanger Factory Outlet Centers Inc. The purchase prices were between $19.95 and $23.06, with an estimated average price of $21.54. The stock is now traded at around $18.61. The impact to a portfolio due to this purchase was 2.23%. The holding were 83,100 shares as of .

New Purchase: Brookfield Property REIT Inc (BPR)

Pecaut & Co. initiated holding in Brookfield Property REIT Inc. The purchase prices were between $16.09 and $20.71, with an estimated average price of $18.91. The stock is now traded at around $20.10. The impact to a portfolio due to this purchase was 2.08%. The holding were 104,915 shares as of .

New Purchase: UDR Inc (UDR)

Pecaut & Co. initiated holding in UDR Inc. The purchase prices were between $38.39 and $45.5, with an estimated average price of $43.34. The stock is now traded at around $43.60. The impact to a portfolio due to this purchase was 1.53%. The holding were 2,918 shares as of .

New Purchase: Builders FirstSource Inc (BLDR)

Pecaut & Co. initiated holding in Builders FirstSource Inc. The purchase prices were between $10.91 and $14.57, with an estimated average price of $13.11. The stock is now traded at around $16.60. The impact to a portfolio due to this purchase was 0.65%. The holding were 77,500 shares as of .

New Purchase: Schlumberger Ltd (SLB)

Pecaut & Co. initiated holding in Schlumberger Ltd. The purchase prices were between $36.08 and $45.9, with an estimated average price of $43.16. The stock is now traded at around $40.27. The impact to a portfolio due to this purchase was 0.49%. The holding were 22,178 shares as of .

Added: Brookfield Asset Management Inc (BAM)

Pecaut & Co. added to a holding in Brookfield Asset Management Inc by 45.49%. The purchase prices were between $37.89 and $46.65, with an estimated average price of $43.54. The stock is now traded at around $46.96. The impact to a portfolio due to this purchase was 2.01%. The holding were 99,550 shares as of .

Added: RENN Fund Inc (RCG)

Pecaut & Co. added to a holding in RENN Fund Inc by 31.43%. The purchase prices were between $1.46 and $1.9, with an estimated average price of $1.66. The stock is now traded at around $1.53. The impact to a portfolio due to this purchase was 0.03%. The holding were 78,065 shares as of .

Sold Out: Anheuser-Busch InBev SA/NV (BUD)

Pecaut & Co. sold out a holding in Anheuser-Busch InBev SA/NV. The sale prices were between $65.81 and $83.97, with an estimated average price of $76.67.

Sold Out: Equifax Inc (EFX)

Pecaut & Co. sold out a holding in Equifax Inc. The sale prices were between $91.34 and $118.5, with an estimated average price of $106.54.

Sold Out: Accenture PLC (ACN)

Pecaut & Co. sold out a holding in Accenture PLC. The sale prices were between $135.79 and $176.02, with an estimated average price of $156.8.

Sold Out: Cedar Fair LP (FUN)

Pecaut & Co. sold out a holding in Cedar Fair LP. The sale prices were between $47.15 and $56.03, with an estimated average price of $53.26.

Sold Out: ServiceMaster Global Holdings Inc (SERV)

Pecaut & Co. sold out a holding in ServiceMaster Global Holdings Inc. The sale prices were between $35.41 and $48.85, with an estimated average price of $41.64.

Sold Out: Facebook Inc (FB)

Pecaut & Co. sold out a holding in Facebook Inc. The sale prices were between $131.09 and $173.37, with an estimated average price of $158.51.

Reduced: Casey's General Stores Inc (CASY)

Pecaut & Co. reduced to a holding in Casey's General Stores Inc by 22.47%. The sale prices were between $123.8 and $136.95, with an estimated average price of $130.87. The stock is now traded at around $131.39. The impact to a portfolio due to this sale was -0.29%. Pecaut & Co. still held 9,315 shares as of .

Reduced: Jefferies Financial Group Inc (JEF)

Pecaut & Co. reduced to a holding in Jefferies Financial Group Inc by 44.93%. The sale prices were between $17.36 and $21.02, with an estimated average price of $19.71. The stock is now traded at around $19.84. The impact to a portfolio due to this sale was -0.17%. Pecaut & Co. still held 14,315 shares as of .

Reduced: Ensco Rowan PLC (ESV)

Pecaut & Co. reduced to a holding in Ensco Rowan PLC by 75%. The sale prices were between $14.24 and $19.12, with an estimated average price of $17.43. The stock is now traded at around $12.33. The impact to a portfolio due to this sale was -0.07%. Pecaut & Co. still held 7,500 shares as of .



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