Pecaut & Co. Buys Cimarex Energy Co, Brookfield Property REIT Inc, Tanger Factory Outlet Centers Inc, Sells Anheuser-Busch InBev SA/NV, Equifax Inc, Casey's General Stores Inc

Sioux City, IA, based Investment company Pecaut & Co. buys Cimarex Energy Co, Brookfield Property REIT Inc, Tanger Factory Outlet Centers Inc, Brookfield Asset Management Inc, Builders FirstSource Inc, Schlumberger, Ladder Capital Corp, Monmouth Real Estate Investment Corp, Southwest Airlines Co, FS Bancorp Inc, Ryman Hospitality Properties Inc, RENN Fund Inc, sells Anheuser-Busch InBev SA/NV, Equifax Inc, Casey's General Stores Inc, Cedar Fair LP, ServiceMaster Global Holdings Inc, Jefferies Financial Group Inc, Ensco Rowan PLC, iShares Russell 2000 Value, iShares Russell 2000 Growth, iShares Russell 2000, Liberty Latin America during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Pecaut & Co.. As of 2019Q1, Pecaut & Co. owns 69 stocks with a total value of $145 million. These are the details of the buys and sells.

For the details of PECAUT & CO.'s stock buys and sells, go to https://www.gurufocus.com/guru/pecaut+%26+co./current-portfolio/portfolio

These are the top 5 holdings of PECAUT & CO.
  1. Berkshire Hathaway Inc (BRK.B) - 111,072 shares, 15.42% of the total portfolio. Shares added by 2.03%
  2. Apple Inc (AAPL) - 59,894 shares, 7.86% of the total portfolio. Shares added by 2.97%
  3. Alphabet Inc (GOOG) - 7,823 shares, 6.34% of the total portfolio. Shares added by 2.29%
  4. Texas Pacific Land Trust (TPL) - 9,316 shares, 4.98% of the total portfolio. Shares reduced by 2.76%
  5. Liberty SiriusXM Group (LSXMA) - 178,639 shares, 4.71% of the total portfolio. Shares added by 3.46%
New Purchase: Cimarex Energy Co (XEC)

Pecaut & Co. initiated holding in Cimarex Energy Co. The purchase prices were between $61.65 and $76.42, with an estimated average price of $71.89. The stock is now traded at around $63.02. The impact to a portfolio due to this purchase was 2.97%. The holding were 61,550 shares as of .

New Purchase: Brookfield Property REIT Inc (BPR)

Pecaut & Co. initiated holding in Brookfield Property REIT Inc. The purchase prices were between $16.09 and $20.71, with an estimated average price of $18.91. The stock is now traded at around $19.50. The impact to a portfolio due to this purchase was 1.49%. The holding were 104,928 shares as of .

New Purchase: Tanger Factory Outlet Centers Inc (SKT)

Pecaut & Co. initiated holding in Tanger Factory Outlet Centers Inc. The purchase prices were between $19.95 and $23.06, with an estimated average price of $21.54. The stock is now traded at around $17.75. The impact to a portfolio due to this purchase was 1.2%. The holding were 83,100 shares as of .

New Purchase: Builders FirstSource Inc (BLDR)

Pecaut & Co. initiated holding in Builders FirstSource Inc. The purchase prices were between $10.91 and $14.57, with an estimated average price of $13.11. The stock is now traded at around $14.73. The impact to a portfolio due to this purchase was 0.71%. The holding were 77,500 shares as of .

New Purchase: Schlumberger Ltd (SLB)

Pecaut & Co. initiated holding in Schlumberger Ltd. The purchase prices were between $36.08 and $45.9, with an estimated average price of $43.16. The stock is now traded at around $36.50. The impact to a portfolio due to this purchase was 0.67%. The holding were 22,178 shares as of .

New Purchase: Ladder Capital Corp (LADR)

Pecaut & Co. initiated holding in Ladder Capital Corp. The purchase prices were between $15.47 and $18.4, with an estimated average price of $17.07. The stock is now traded at around $16.45. The impact to a portfolio due to this purchase was 0.19%. The holding were 16,300 shares as of .

Added: Brookfield Asset Management Inc (BAM)

Pecaut & Co. added to a holding in Brookfield Asset Management Inc by 45.49%. The purchase prices were between $37.89 and $46.65, with an estimated average price of $43.54. The stock is now traded at around $46.72. The impact to a portfolio due to this purchase was 1%. The holding were 99,550 shares as of .

Added: RENN Fund Inc (RCG)

Pecaut & Co. added to a holding in RENN Fund Inc by 31.43%. The purchase prices were between $1.46 and $1.9, with an estimated average price of $1.66. The stock is now traded at around $1.52. The impact to a portfolio due to this purchase was 0.02%. The holding were 78,065 shares as of .

Sold Out: Anheuser-Busch InBev SA/NV (BUD)

Pecaut & Co. sold out a holding in Anheuser-Busch InBev SA/NV. The sale prices were between $65.81 and $83.97, with an estimated average price of $76.67.

Sold Out: Equifax Inc (EFX)

Pecaut & Co. sold out a holding in Equifax Inc. The sale prices were between $91.34 and $118.5, with an estimated average price of $106.54.

Sold Out: Cedar Fair LP (FUN)

Pecaut & Co. sold out a holding in Cedar Fair LP. The sale prices were between $47.15 and $56.03, with an estimated average price of $53.26.

Sold Out: ServiceMaster Global Holdings Inc (SERV)

Pecaut & Co. sold out a holding in ServiceMaster Global Holdings Inc. The sale prices were between $35.41 and $48.85, with an estimated average price of $41.64.

Sold Out: iShares Russell 2000 Value (IWN)

Pecaut & Co. sold out a holding in iShares Russell 2000 Value. The sale prices were between $106.72 and $125.26, with an estimated average price of $119.01.

Sold Out: iShares Russell 2000 Growth (IWO)

Pecaut & Co. sold out a holding in iShares Russell 2000 Growth. The sale prices were between $164 and $201.73, with an estimated average price of $190.01.

Reduced: Casey's General Stores Inc (CASY)

Pecaut & Co. reduced to a holding in Casey's General Stores Inc by 22.47%. The sale prices were between $123.8 and $136.95, with an estimated average price of $130.87. The stock is now traded at around $133.11. The impact to a portfolio due to this sale was -0.29%. Pecaut & Co. still held 9,315 shares as of .

Reduced: Jefferies Financial Group Inc (JEF)

Pecaut & Co. reduced to a holding in Jefferies Financial Group Inc by 44.93%. The sale prices were between $17.36 and $21.02, with an estimated average price of $19.71. The stock is now traded at around $18.30. The impact to a portfolio due to this sale was -0.17%. Pecaut & Co. still held 14,315 shares as of .

Reduced: Ensco Rowan PLC (ESV)

Pecaut & Co. reduced to a holding in Ensco Rowan PLC by 75%. The sale prices were between $14.24 and $19.12, with an estimated average price of $17.43. The stock is now traded at around $8.78. The impact to a portfolio due to this sale was -0.07%. Pecaut & Co. still held 7,500 shares as of .



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