- New Purchases: GILT, DUK, SPG, DIS, FB, EBAY, AVGO, RY, TD, BKNG, DRI, CHKP, MCO, PGR, ORCL, RTN, TMK, ACN, AZO, SYY, PAYX, FFIV, KSU, BRK.B, BIDU, DG, TJX, PFE, CDW, AOS, UHAL, MMM, EMN, CHRW, CMCSA, BDX, CBS, DSPG, MO, UVV,
- Added Positions: SEDG, DK, MYL, BREW,
- Reduced Positions: TEVA, PEP, AXP, HSY, GOOGL, INTC, LEA, CB, AAPL, BIIB, ANTM, VLO, HSBC, ENSG, TSN, JNJ, GS,
- Sold Out: ITRN, CSTE, MLNX, ACWI, LIND, HPQ, MAN, CSX, AMP, MGA, HURC, ADS, PCAR, CBRE, JLL, AUDC, PLPC, CVTI, VPG, CTRN, PLAB, MERC, TRS, KFRC, PRFT, HOFT, RICK,
For the details of Noked Capital LTD's stock buys and sells, go to https://www.gurufocus.com/guru/noked+capital+ltd/current-portfolio/portfolio
These are the top 5 holdings of Noked Capital LTD- SolarEdge Technologies Inc (SEDG) - 745,269 shares, 29.92% of the total portfolio. Shares added by 210.28%
- Teva Pharmaceutical Industries Ltd (TEVA) - 771,975 shares, 12.90% of the total portfolio. Shares reduced by 46.36%
- Delek US Holdings Inc (DK) - 232,400 shares, 9.02% of the total portfolio. Shares added by 13.15%
- Mylan NV (MYL) - 200,000 shares, 6.04% of the total portfolio. Shares added by 18.07%
- MSG Networks Inc (MSGN) - 139,400 shares, 3.23% of the total portfolio.
Noked Capital LTD initiated holding in Gilat Satellite Networks Ltd. The purchase prices were between $8.36 and $9.76, with an estimated average price of $8.98. The stock is now traded at around $8.98. The impact to a portfolio due to this purchase was 0.89%. The holding were 100,000 shares as of .
New Purchase: Duke Energy Corp (DUK)Noked Capital LTD initiated holding in Duke Energy Corp. The purchase prices were between $83.66 and $91.53, with an estimated average price of $88.09. The stock is now traded at around $87.99. The impact to a portfolio due to this purchase was 0.74%. The holding were 7,700 shares as of .
New Purchase: Simon Property Group Inc (SPG)Noked Capital LTD initiated holding in Simon Property Group Inc. The purchase prices were between $164.87 and $185.85, with an estimated average price of $177.62. The stock is now traded at around $175.21. The impact to a portfolio due to this purchase was 0.72%. The holding were 3,700 shares as of .
New Purchase: Facebook Inc (FB)Noked Capital LTD initiated holding in Facebook Inc. The purchase prices were between $131.09 and $173.37, with an estimated average price of $158.51. The stock is now traded at around $188.34. The impact to a portfolio due to this purchase was 0.71%. The holding were 4,000 shares as of .
New Purchase: The Walt Disney Co (DIS)Noked Capital LTD initiated holding in The Walt Disney Co. The purchase prices were between $106.33 and $115.25, with an estimated average price of $111.74. The stock is now traded at around $134.04. The impact to a portfolio due to this purchase was 0.71%. The holding were 6,000 shares as of .
New Purchase: eBay Inc (EBAY)Noked Capital LTD initiated holding in eBay Inc. The purchase prices were between $28.07 and $37.58, with an estimated average price of $34.56. The stock is now traded at around $37.38. The impact to a portfolio due to this purchase was 0.69%. The holding were 17,500 shares as of .
Added: SolarEdge Technologies Inc (SEDG)Noked Capital LTD added to a holding in SolarEdge Technologies Inc by 210.28%. The purchase prices were between $35 and $44.56, with an estimated average price of $39.87. The stock is now traded at around $53.01. The impact to a portfolio due to this purchase was 20.28%. The holding were 745,269 shares as of .
Added: Craft Brew Alliance Inc (BREW)Noked Capital LTD added to a holding in Craft Brew Alliance Inc by 20.13%. The purchase prices were between $13.98 and $17.18, with an estimated average price of $15.83. The stock is now traded at around $15.53. The impact to a portfolio due to this purchase was 0.12%. The holding were 48,302 shares as of .
Sold Out: Ituran Location and Control Ltd (ITRN)Noked Capital LTD sold out a holding in Ituran Location and Control Ltd. The sale prices were between $31.01 and $37.86, with an estimated average price of $34.09.
Sold Out: Caesarstone Ltd (CSTE)Noked Capital LTD sold out a holding in Caesarstone Ltd. The sale prices were between $13.58 and $17.24, with an estimated average price of $15.64.
Sold Out: Mellanox Technologies Ltd (MLNX)Noked Capital LTD sold out a holding in Mellanox Technologies Ltd. The sale prices were between $80.4 and $118.36, with an estimated average price of $100.17.
Sold Out: iShares MSCI ACWI Index Fund (ACWI)Noked Capital LTD sold out a holding in iShares MSCI ACWI Index Fund. The sale prices were between $63.05 and $72.85, with an estimated average price of $69.43.
Sold Out: Lindblad Expeditions Holdings Inc (LIND)Noked Capital LTD sold out a holding in Lindblad Expeditions Holdings Inc. The sale prices were between $12.19 and $15.93, with an estimated average price of $13.57.
Sold Out: HP Inc (HPQ)Noked Capital LTD sold out a holding in HP Inc. The sale prices were between $18.74 and $23.91, with an estimated average price of $21.22.
Here is the complete portfolio of Noked Capital LTD. Also check out:
1. Noked Capital LTD's Undervalued Stocks
2. Noked Capital LTD's Top Growth Companies, and
3. Noked Capital LTD's High Yield stocks
4. Stocks that Noked Capital LTD keeps buying
