- New Purchases: STZ,
- Added Positions: BKNG,
- Reduced Positions: CHTR, CMCSA, AZO, FLT, SHW,
- Sold Out: SCHW, MHK,
For the details of BlueDrive Global Investors LLP's stock buys and sells, go to https://www.gurufocus.com/guru/bluedrive+global+investors+llp/current-portfolio/portfolio
These are the top 5 holdings of BlueDrive Global Investors LLP- Booking Holdings Inc (BKNG) - 36,300 shares, 21.10% of the total portfolio. Shares added by 11.35%
- Comcast Corp (CMCSA) - 1,152,600 shares, 15.35% of the total portfolio. Shares reduced by 27.01%
- Vulcan Materials Co (VMC) - 369,880 shares, 14.59% of the total portfolio.
- Constellation Brands Inc (STZ) - 233,100 shares, 13.61% of the total portfolio. New Position
- AutoZone Inc (AZO) - 25,217 shares, 8.60% of the total portfolio. Shares reduced by 39.67%
BlueDrive Global Investors LLP initiated holding in Constellation Brands Inc. The purchase prices were between $150.94 and $175.33, with an estimated average price of $168.34. The stock is now traded at around $204.99. The impact to a portfolio due to this purchase was 13.61%. The holding were 233,100 shares as of .
Sold Out: Charles Schwab Corp (SCHW)BlueDrive Global Investors LLP sold out a holding in Charles Schwab Corp. The sale prices were between $40.72 and $47.98, with an estimated average price of $45.15.
Sold Out: Mohawk Industries Inc (MHK)BlueDrive Global Investors LLP sold out a holding in Mohawk Industries Inc. The sale prices were between $116.9 and $143.14, with an estimated average price of $130.07.
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