Steamboat Capital Partners, LLC Buys Meta Financial Group Inc, Fiserv Inc, Celgene Corp, Sells Fox Corp, Johnson Outdoors Inc, Danaher Corp

Investment company Steamboat Capital Partners, LLC buys Meta Financial Group Inc, Fiserv Inc, Celgene Corp, UnitedHealth Group Inc, Mastercard Inc, Chase Corp, Fox Corp, Wheeler Real Estate Investment Trust Inc, Alphabet Inc, Facebook Inc, Wheeler Real Estate Investment Trust Inc, sells Fox Corp, Johnson Outdoors Inc, Danaher Corp, Johnson & Johnson, Broadcom Inc, A.O. Smith Corp, Thermo Fisher Scientific Inc, Fleetcor Technologies Inc, GreenSky Inc, Ituran Location and Control, Telaria Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Steamboat Capital Partners, LLC. As of 2019Q1, Steamboat Capital Partners, LLC owns 27 stocks with a total value of $258 million. These are the details of the buys and sells.

For the details of Steamboat Capital Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/steamboat+capital+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Steamboat Capital Partners, LLC
  1. UnitedHealth Group Inc (UNH) - 89,497 shares, 8.59% of the total portfolio. Shares added by 49.16%
  2. Thermo Fisher Scientific Inc (TMO) - 74,631 shares, 7.93% of the total portfolio. Shares reduced by 20.49%
  3. Visa Inc (V) - 112,713 shares, 6.83% of the total portfolio. Shares added by 1.04%
  4. Meta Financial Group Inc (CASH) - 849,092 shares, 6.49% of the total portfolio. New Position
  5. Fiserv Inc (FISV) - 184,679 shares, 6.33% of the total portfolio. New Position
New Purchase: Meta Financial Group Inc (CASH)

Steamboat Capital Partners, LLC initiated holding in Meta Financial Group Inc. The purchase prices were between $18.24 and $25.49, with an estimated average price of $21.86. The stock is now traded at around $26.45. The impact to a portfolio due to this purchase was 6.49%. The holding were 849,092 shares as of .

New Purchase: Fiserv Inc (FISV)

Steamboat Capital Partners, LLC initiated holding in Fiserv Inc. The purchase prices were between $70.11 and $88.28, with an estimated average price of $82.35. The stock is now traded at around $85.84. The impact to a portfolio due to this purchase was 6.33%. The holding were 184,679 shares as of .

New Purchase: Celgene Corp (CELG)

Steamboat Capital Partners, LLC initiated holding in Celgene Corp. The purchase prices were between $64.09 and $94.34, with an estimated average price of $87.12. The stock is now traded at around $94.95. The impact to a portfolio due to this purchase was 4.96%. The holding were 135,444 shares as of .

New Purchase: Mastercard Inc (MA)

Steamboat Capital Partners, LLC initiated holding in Mastercard Inc. The purchase prices were between $181.18 and $235.87, with an estimated average price of $214.63. The stock is now traded at around $249.33. The impact to a portfolio due to this purchase was 2.74%. The holding were 30,000 shares as of .

New Purchase: Chase Corp (CCF)

Steamboat Capital Partners, LLC initiated holding in Chase Corp. The purchase prices were between $81.93 and $101.92, with an estimated average price of $95.36. The stock is now traded at around $98.44. The impact to a portfolio due to this purchase was 2.51%. The holding were 69,949 shares as of .

New Purchase: Fox Corp (FOX)

Steamboat Capital Partners, LLC initiated holding in Fox Corp. The purchase prices were between $35.67 and $41.02, with an estimated average price of $38.11. The stock is now traded at around $37.23. The impact to a portfolio due to this purchase was 2.19%. The holding were 157,182 shares as of .

Added: UnitedHealth Group Inc (UNH)

Steamboat Capital Partners, LLC added to a holding in UnitedHealth Group Inc by 49.16%. The purchase prices were between $236.02 and $271.13, with an estimated average price of $255.35. The stock is now traded at around $236.08. The impact to a portfolio due to this purchase was 2.83%. The holding were 89,497 shares as of .

Added: Wheeler Real Estate Investment Trust Inc (WHLRP.PFD)

Steamboat Capital Partners, LLC added to a holding in Wheeler Real Estate Investment Trust Inc by 519.34%. The purchase prices were between $7.78 and $13, with an estimated average price of $10.49. The stock is now traded at around $13.59. The impact to a portfolio due to this purchase was 1.51%. The holding were 356,986 shares as of .

Added: Alphabet Inc (GOOG)

Steamboat Capital Partners, LLC added to a holding in Alphabet Inc by 25.00%. The purchase prices were between $1016.06 and $1231.54, with an estimated average price of $1120.29. The stock is now traded at around $1164.21. The impact to a portfolio due to this purchase was 1.2%. The holding were 13,152 shares as of .

Added: Facebook Inc (FB)

Steamboat Capital Partners, LLC added to a holding in Facebook Inc by 23.10%. 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 $186.27. The impact to a portfolio due to this purchase was 1.02%. The holding were 84,442 shares as of .

Added: Wheeler Real Estate Investment Trust Inc (WHLRD.PFD)

Steamboat Capital Partners, LLC added to a holding in Wheeler Real Estate Investment Trust Inc by 97.88%. The purchase prices were between $9.63 and $14.02, with an estimated average price of $12.52. The stock is now traded at around $14.50. The impact to a portfolio due to this purchase was 0.96%. The holding were 358,900 shares as of .

Sold Out: Fox Corp (FOX)

Steamboat Capital Partners, LLC sold out a holding in Fox Corp. The sale prices were between $34.59 and $49.61, with an estimated average price of $36.43.

Sold Out: Johnson Outdoors Inc (JOUT)

Steamboat Capital Partners, LLC sold out a holding in Johnson Outdoors Inc. The sale prices were between $58.74 and $71.36, with an estimated average price of $65.29.

Sold Out: Johnson & Johnson (JNJ)

Steamboat Capital Partners, LLC sold out a holding in Johnson & Johnson. The sale prices were between $125.72 and $139.79, with an estimated average price of $133.86.

Sold Out: GreenSky Inc (GSKY)

Steamboat Capital Partners, LLC sold out a holding in GreenSky Inc. The sale prices were between $9.55 and $13.53, with an estimated average price of $11.35.

Sold Out: Ituran Location and Control Ltd (ITRN)

Steamboat Capital Partners, LLC 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: Telaria Inc (TLRA)

Steamboat Capital Partners, LLC sold out a holding in Telaria Inc. The sale prices were between $2.73 and $6.5, with an estimated average price of $4.12.



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