- New Purchases: FDC, WP, FTDR, ELAN, FOXA, NTNX, KAR, FNF, DBD, WAGE,
- Added Positions: AIZ, RHT, BATRK, FBHS, JNJ, LOGM, PCG,
- Reduced Positions: CAG, BIO, SEE,
- Sold Out: FOXA, COT, LLL, DXC, REZI,
For the details of One Fin Capital Management LP's stock buys and sells, go to https://www.gurufocus.com/guru/one+fin+capital+management+lp/current-portfolio/portfolio
These are the top 5 holdings of One Fin Capital Management LP- First Data Corp (FDC) - 540,000 shares, 9.57% of the total portfolio. New Position
- Worldpay Inc (WP) - 122,000 shares, 9.34% of the total portfolio. New Position
- Frontdoor Inc (FTDR) - 341,874 shares, 7.94% of the total portfolio. New Position
- Sealed Air Corp (SEE) - 246,779 shares, 7.67% of the total portfolio. Shares reduced by 1.36%
- Red Hat Inc (RHT) - 60,000 shares, 7.40% of the total portfolio. Shares added by 20.00%
One Fin Capital Management LP initiated holding in First Data Corp. The purchase prices were between $16.21 and $26.27, with an estimated average price of $23.66. The stock is now traded at around $25.44. The impact to a portfolio due to this purchase was 9.57%. The holding were 540,000 shares as of .
New Purchase: Worldpay Inc (WP)One Fin Capital Management LP initiated holding in Worldpay Inc. The purchase prices were between $72.47 and $113.5, with an estimated average price of $90.32. The stock is now traded at around $118.86. The impact to a portfolio due to this purchase was 9.34%. The holding were 122,000 shares as of .
New Purchase: Frontdoor Inc (FTDR)One Fin Capital Management LP initiated holding in Frontdoor Inc. The purchase prices were between $25.49 and $37.07, with an estimated average price of $30.42. The stock is now traded at around $40.79. The impact to a portfolio due to this purchase was 7.94%. The holding were 341,874 shares as of .
New Purchase: Elanco Animal Health Inc (ELAN)One Fin Capital Management LP initiated holding in Elanco Animal Health Inc. The purchase prices were between $29 and $32.83, with an estimated average price of $30.78. The stock is now traded at around $32.75. The impact to a portfolio due to this purchase was 6.66%. The holding were 308,000 shares as of .
New Purchase: Fox Corp (FOXA)One Fin Capital Management LP initiated holding in Fox Corp. The purchase prices were between $36.4 and $41.7, with an estimated average price of $38.89. The stock is now traded at around $37.71. The impact to a portfolio due to this purchase was 5.02%. The holding were 202,864 shares as of .
New Purchase: Nutanix Inc (NTNX)One Fin Capital Management LP initiated holding in Nutanix Inc. The purchase prices were between $33.51 and $54.14, with an estimated average price of $45.91. The stock is now traded at around $38.39. The impact to a portfolio due to this purchase was 3.92%. The holding were 154,000 shares as of .
Added: Assurant Inc (AIZ)One Fin Capital Management LP added to a holding in Assurant Inc by 84.20%. The purchase prices were between $88.66 and $104.14, with an estimated average price of $96.71. The stock is now traded at around $95.65. The impact to a portfolio due to this purchase was 2.7%. The holding were 92,100 shares as of .
Added: Fortune Brands Home & Security Inc (FBHS)One Fin Capital Management LP added to a holding in Fortune Brands Home & Security Inc by 30.00%. The purchase prices were between $37.66 and $48.65, with an estimated average price of $44.82. The stock is now traded at around $53.17. The impact to a portfolio due to this purchase was 0.96%. The holding were 130,000 shares as of .
Sold Out: Fox Corp (FOXA)One Fin Capital Management LP sold out a holding in Fox Corp. The sale prices were between $34.63 and $49.69, with an estimated average price of $36.46.
Sold Out: Cott Corp (COT)One Fin Capital Management LP sold out a holding in Cott Corp. The sale prices were between $13.86 and $15.77, with an estimated average price of $15.02.
Sold Out: L3 Technologies Inc (LLL)One Fin Capital Management LP sold out a holding in L3 Technologies Inc. The sale prices were between $167.99 and $213.85, with an estimated average price of $197.7.
Sold Out: DXC Technology Co (DXC)One Fin Capital Management LP sold out a holding in DXC Technology Co. The sale prices were between $53.17 and $69.21, with an estimated average price of $63.78.
Sold Out: Resideo Technologies Inc (REZI)One Fin Capital Management LP sold out a holding in Resideo Technologies Inc. The sale prices were between $18.96 and $26.21, with an estimated average price of $22.18.
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