Blue Harbour Group, LP Buys MGM Resorts International, Penn National Gaming Inc, Sells Xilinx Inc, Mednax Inc, Jack In The Box Inc

Greenwich, CT, based Investment company Blue Harbour Group, LP buys MGM Resorts International, Penn National Gaming Inc, sells Xilinx Inc, Mednax Inc, Jack In The Box Inc, iShares Russell 2000, ON Semiconductor Corp, Boyd Gaming Corp during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Blue Harbour Group, LP. As of 2019Q1, Blue Harbour Group, LP owns 14 stocks with a total value of $1.7 billion. These are the details of the buys and sells.

For the details of Blue Harbour Group, LP's stock buys and sells, go to https://www.gurufocus.com/guru/blue+harbour+group%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of Blue Harbour Group, LP
  1. Open Text Corp (OTEX) - 8,985,331 shares, 20.22% of the total portfolio. Shares reduced by 8.83%
  2. Investors Bancorp Inc (ISBC) - 27,908,628 shares, 19.37% of the total portfolio. Shares reduced by 1.93%
  3. WESCO International Inc (WCC) - 3,990,495 shares, 12.39% of the total portfolio. Shares added by 8.29%
  4. Genesee & Wyoming Inc (GWR) - 1,775,934 shares, 9.06% of the total portfolio. Shares added by 10.74%
  5. The Madison Square Garden Co (MSG) - 448,100 shares, 7.69% of the total portfolio. Shares added by 1.82%
Added: MGM Resorts International (MGM)

Blue Harbour Group, LP added to a holding in MGM Resorts International by 172.19%. The purchase prices were between $24.26 and $29.75, with an estimated average price of $27.41. The stock is now traded at around $26.10. The impact to a portfolio due to this purchase was 2.3%. The holding were 2,422,516 shares as of .

Added: Penn National Gaming Inc (PENN)

Blue Harbour Group, LP added to a holding in Penn National Gaming Inc by 36.99%. The purchase prices were between $18.83 and $25.84, with an estimated average price of $23.35. The stock is now traded at around $20.32. The impact to a portfolio due to this purchase was 0.96%. The holding were 3,009,075 shares as of .

Sold Out: Xilinx Inc (XLNX)

Blue Harbour Group, LP sold out a holding in Xilinx Inc. The sale prices were between $83.58 and $130.05, with an estimated average price of $111.73.

Sold Out: iShares Russell 2000 (IWM)

Blue Harbour Group, LP sold out a holding in iShares Russell 2000. The sale prices were between $131.9 and $157.82, with an estimated average price of $149.93.

Reduced: Mednax Inc (MD)

Blue Harbour Group, LP reduced to a holding in Mednax Inc by 69.96%. The sale prices were between $27.12 and $36.86, with an estimated average price of $33.62. The stock is now traded at around $28.49. The impact to a portfolio due to this sale was -5.67%. Blue Harbour Group, LP still held 1,383,000 shares as of .

Reduced: Jack In The Box Inc (JACK)

Blue Harbour Group, LP reduced to a holding in Jack In The Box Inc by 23.75%. The sale prices were between $76.17 and $84.84, with an estimated average price of $79.96. The stock is now traded at around $77.84. The impact to a portfolio due to this sale was -2.07%. Blue Harbour Group, LP still held 1,604,847 shares as of .

Reduced: ON Semiconductor Corp (ON)

Blue Harbour Group, LP reduced to a holding in ON Semiconductor Corp by 26.28%. The sale prices were between $15.65 and $22.97, with an estimated average price of $20.57. The stock is now traded at around $20.24. The impact to a portfolio due to this sale was -1.25%. Blue Harbour Group, LP still held 3,981,218 shares as of .

Reduced: Boyd Gaming Corp (BYD)

Blue Harbour Group, LP reduced to a holding in Boyd Gaming Corp by 33.37%. The sale prices were between $20.78 and $31.12, with an estimated average price of $27.21. The stock is now traded at around $26.52. The impact to a portfolio due to this sale was -0.6%. Blue Harbour Group, LP still held 1,076,000 shares as of .



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