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Daruma Capital Management Buys Children's Place Inc, Synovus Financial Corp, Cloudera Inc, Sells Hortonworks Inc, Atlas Air Worldwide Holdings Inc, Texas Capital Bancshares Inc

Investment company Daruma Capital Management buys Children's Place Inc, Synovus Financial Corp, Cloudera Inc, Minerals Technologies Inc, Brooks Automation Inc, Bloomin Brands Inc, Bottomline Technologies Inc, Kemet Corp, Aerie Pharmaceuticals Inc, II-VI Inc, At Home Group Inc, Chart Industries Inc, Brunswick Corp, WPX Energy Inc, Lumentum Holdings Inc, sells Hortonworks Inc, Atlas Air Worldwide Holdings Inc, Texas Capital Bancshares Inc, Pacira BioSciences Inc, Pros Holdings Inc, Kratos Defense & Security Solutions Inc, Novanta Inc, Planet Fitness Inc, MACOM Technology Solutions Holdings Inc, Evercore Inc, Entegris Inc, Select Energy Services Inc, Tandem Diabetes Care Inc, Aramark, Leidos Holdings Inc, PVH Corp, Align Technology Inc, MasTec Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Daruma Capital Management. As of 2019Q1, Daruma Capital Management owns 50 stocks with a total value of $879 million. These are the details of the buys and sells.

For the details of Mariko Gordon's stock buys and sells, go to https://www.gurufocus.com/guru/mariko+gordon/current-portfolio/portfolio

These are the top 5 holdings of Mariko Gordon
  1. Planet Fitness Inc (PLNT) - 544,379 shares, 4.25% of the total portfolio. Shares reduced by 24.14%
  2. CoStar Group Inc (CSGP) - 79,138 shares, 4.20% of the total portfolio. Shares reduced by 10.5%
  3. Aerie Pharmaceuticals Inc (AERI) - 747,221 shares, 4.04% of the total portfolio. Shares added by 60.35%
  4. TherapeuticsMD Inc (TXMD) - 7,111,035 shares, 3.94% of the total portfolio. Shares added by 11.79%
  5. Kratos Defense & Security Solutions Inc (KTOS) - 2,087,640 shares, 3.71% of the total portfolio. Shares reduced by 26.95%
New Purchase: Children's Place Inc (PLCE)

Daruma Capital Management initiated holding in Children's Place Inc. The purchase prices were between $84.82 and $98.2, with an estimated average price of $91.16. The stock is now traded at around $104.37. The impact to a portfolio due to this purchase was 3.26%. The holding were 294,810 shares as of .

New Purchase: Synovus Financial Corp (SNV)

Daruma Capital Management initiated holding in Synovus Financial Corp. The purchase prices were between $31.99 and $39.98, with an estimated average price of $36.65. The stock is now traded at around $34.35. The impact to a portfolio due to this purchase was 3.11%. The holding were 795,633 shares as of .

New Purchase: Minerals Technologies Inc (MTX)

Daruma Capital Management initiated holding in Minerals Technologies Inc. The purchase prices were between $49.47 and $61.01, with an estimated average price of $57.06. The stock is now traded at around $57.84. The impact to a portfolio due to this purchase was 2.54%. The holding were 379,562 shares as of .

New Purchase: Brooks Automation Inc (BRKS)

Daruma Capital Management initiated holding in Brooks Automation Inc. The purchase prices were between $24.38 and $33.75, with an estimated average price of $30.05. The stock is now traded at around $38.27. The impact to a portfolio due to this purchase was 2.34%. The holding were 700,377 shares as of .

New Purchase: Bloomin Brands Inc (BLMN)

Daruma Capital Management initiated holding in Bloomin Brands Inc. The purchase prices were between $17.89 and $21.97, with an estimated average price of $19.89. The stock is now traded at around $20.30. The impact to a portfolio due to this purchase was 2.16%. The holding were 927,381 shares as of .

New Purchase: Bottomline Technologies Inc (EPAY)

Daruma Capital Management initiated holding in Bottomline Technologies Inc. The purchase prices were between $42.21 and $51.65, with an estimated average price of $48.3. The stock is now traded at around $44.81. The impact to a portfolio due to this purchase was 2.14%. The holding were 375,219 shares as of .

Added: Cloudera Inc (CLDR)

Daruma Capital Management added to a holding in Cloudera Inc by 1088.55%. The purchase prices were between $10.37 and $15.15, with an estimated average price of $12.84. The stock is now traded at around $10.61. The impact to a portfolio due to this purchase was 2.86%. The holding were 2,504,752 shares as of .

Added: Aerie Pharmaceuticals Inc (AERI)

Daruma Capital Management added to a holding in Aerie Pharmaceuticals Inc by 60.35%. The purchase prices were between $36.1 and $49.25, with an estimated average price of $43.86. The stock is now traded at around $40.16. The impact to a portfolio due to this purchase was 1.52%. The holding were 747,221 shares as of .

Added: II-VI Inc (IIVI)

Daruma Capital Management added to a holding in II-VI Inc by 49.61%. The purchase prices were between $29.74 and $42.86, with an estimated average price of $36.89. The stock is now traded at around $36.33. The impact to a portfolio due to this purchase was 1.17%. The holding were 836,407 shares as of .

Added: At Home Group Inc (HOME)

Daruma Capital Management added to a holding in At Home Group Inc by 44.90%. The purchase prices were between $17.83 and $24.5, with an estimated average price of $22.12. The stock is now traded at around $22.30. The impact to a portfolio due to this purchase was 0.95%. The holding were 1,515,512 shares as of .

Added: WPX Energy Inc (WPX)

Daruma Capital Management added to a holding in WPX Energy Inc by 65.43%. The purchase prices were between $11.35 and $13.41, with an estimated average price of $12.56. The stock is now traded at around $12.84. The impact to a portfolio due to this purchase was 0.15%. The holding were 247,766 shares as of .

Added: Lumentum Holdings Inc (LITE)

Daruma Capital Management added to a holding in Lumentum Holdings Inc by 26.72%. The purchase prices were between $39.01 and $56.54, with an estimated average price of $47.84. The stock is now traded at around $56.75. The impact to a portfolio due to this purchase was 0.11%. The holding were 80,682 shares as of .

Sold Out: Hortonworks Inc (HDP)

Daruma Capital Management sold out a holding in Hortonworks Inc. The sale prices were between $14.42 and $14.68, with an estimated average price of $14.59.

Sold Out: Atlas Air Worldwide Holdings Inc (AAWW)

Daruma Capital Management sold out a holding in Atlas Air Worldwide Holdings Inc. The sale prices were between $40.61 and $60.31, with an estimated average price of $50.53.

Sold Out: Texas Capital Bancshares Inc (TCBI)

Daruma Capital Management sold out a holding in Texas Capital Bancshares Inc. The sale prices were between $51.09 and $61.95, with an estimated average price of $57.88.

Sold Out: Select Energy Services Inc (WTTR)

Daruma Capital Management sold out a holding in Select Energy Services Inc. The sale prices were between $6.32 and $12.02, with an estimated average price of $9.35.

Sold Out: Aramark (ARMK)

Daruma Capital Management sold out a holding in Aramark. The sale prices were between $28.68 and $33.81, with an estimated average price of $31.01.

Sold Out: Leidos Holdings Inc (LDOS)

Daruma Capital Management sold out a holding in Leidos Holdings Inc. The sale prices were between $51.33 and $64.98, with an estimated average price of $60.23.

Reduced: Pacira BioSciences Inc (PCRX)

Daruma Capital Management reduced to a holding in Pacira BioSciences Inc by 61.43%. The sale prices were between $36.47 and $43.02, with an estimated average price of $39.13. The stock is now traded at around $45.60. The impact to a portfolio due to this sale was -1.62%. Daruma Capital Management still held 177,242 shares as of .

Reduced: Pros Holdings Inc (PRO)

Daruma Capital Management reduced to a holding in Pros Holdings Inc by 36.45%. The sale prices were between $29.59 and $43.05, with an estimated average price of $37.82. The stock is now traded at around $51.09. The impact to a portfolio due to this sale was -1.56%. Daruma Capital Management still held 649,585 shares as of .

Reduced: Kratos Defense & Security Solutions Inc (KTOS)

Daruma Capital Management reduced to a holding in Kratos Defense & Security Solutions Inc by 26.95%. The sale prices were between $13.03 and $17.85, with an estimated average price of $15.71. The stock is now traded at around $20.46. The impact to a portfolio due to this sale was -1.44%. Daruma Capital Management still held 2,087,640 shares as of .



Here is the complete portfolio of Mariko Gordon. Also check out:

1. Mariko Gordon's Undervalued Stocks
2. Mariko Gordon's Top Growth Companies, and
3. Mariko Gordon's High Yield stocks
4. Stocks that Mariko Gordon keeps buying

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