Park West Asset Management LLC Buys Nexstar Media Group Inc, Nuance Communications Inc, Frontdoor Inc, Sells SMART Global Holdings Inc, DaVita Inc, Legacy Acquisition Corp

Larkspur, CA, based Investment company Park West Asset Management LLC buys Nexstar Media Group Inc, Nuance Communications Inc, Frontdoor Inc, Eldorado Resorts Inc, Legacy Acquisition Corp, QuinStreet Inc, SVMK Inc, Knight-Swift Transportation Holdings Inc, ViewRay Inc, Berry Global Group Inc, Enphase Energy Inc, Roku Inc, SailPoint Technologies Holdings Inc, The Brink's Co, Children's Place Inc, Avaya Holdings Corp, Eventbrite Inc, ANGI Homeservices Inc, Blucora Inc, Covetrus Inc, Floor & Decor Holdings Inc, Boingo Wireless Inc, Glu Mobile Inc, CURO Group Holdings Corp, Zynga Inc, R1 RCM Inc, Univar Inc, Dolby Laboratories Inc, Lyft Inc, Aptevo Therapeutics Inc, BioLife Solutions Inc, sells SMART Global Holdings Inc, DaVita Inc, Legacy Acquisition Corp, LogMeIn Inc, Marvell Technology Group, Electronic Arts Inc, LKQ Corp, Dollar Tree Inc, Shutterfly Inc, Crown Holdings Inc, GMS Inc, Hortonworks Inc, Rush Enterprises Inc, Stitch Fix Inc, EchoStar Corp, Heska Corp, Gildan Activewear Inc, Henry Schein Inc, Global Payments Inc, Scientific Games Corp, Liberty Braves Group, Career Education Corp, Ellie Mae Inc, Builders FirstSource Inc, Ferroglobe PLC, Federal Street Acquisition Corp, PagSeguro Digital, Quotient, eXp World Holdings Inc, Quanterix Corp, Tilray Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Park West Asset Management LLC. As of 2019Q1, Park West Asset Management LLC owns 90 stocks with a total value of $2.3 billion. These are the details of the buys and sells.

For the details of Park West Asset Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/park+west+asset+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Park West Asset Management LLC
  1. Nexstar Media Group Inc (NXST) - 1,440,802 shares, 6.85% of the total portfolio. Shares added by 83.39%
  2. National General Holdings Corp (NGHC) - 5,110,711 shares, 5.32% of the total portfolio.
  3. Lithia Motors Inc (LAD) - 1,295,742 shares, 5.27% of the total portfolio. Shares reduced by 12.32%
  4. Eldorado Resorts Inc (ERI) - 2,525,000 shares, 5.17% of the total portfolio. Shares added by 46.17%
  5. The Hershey Co (HSY) - 870,000 shares, 4.38% of the total portfolio.
New Purchase: Frontdoor Inc (FTDR)

Park West Asset Management LLC 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 $41.76. The impact to a portfolio due to this purchase was 2.11%. The holding were 1,400,000 shares as of .

New Purchase: Legacy Acquisition Corp (LGC)

Park West Asset Management LLC initiated holding in Legacy Acquisition Corp. The purchase prices were between $9.8 and $10.04, with an estimated average price of $9.95. The stock is now traded at around $10.15. The impact to a portfolio due to this purchase was 1.31%. The holding were 2,970,000 shares as of .

New Purchase: SVMK Inc (SVMK)

Park West Asset Management LLC initiated holding in SVMK Inc. The purchase prices were between $11.72 and $18.21, with an estimated average price of $14.01. The stock is now traded at around $16.28. The impact to a portfolio due to this purchase was 0.92%. The holding were 1,148,800 shares as of .

New Purchase: Knight-Swift Transportation Holdings Inc (KNX)

Park West Asset Management LLC initiated holding in Knight-Swift Transportation Holdings Inc. The purchase prices were between $25.07 and $34.77, with an estimated average price of $31.76. The stock is now traded at around $31.55. The impact to a portfolio due to this purchase was 0.75%. The holding were 525,000 shares as of .

New Purchase: Roku Inc (ROKU)

Park West Asset Management LLC initiated holding in Roku Inc. The purchase prices were between $30.1 and $74.12, with an estimated average price of $52.91. The stock is now traded at around $103.84. The impact to a portfolio due to this purchase was 0.55%. The holding were 195,000 shares as of .

New Purchase: SailPoint Technologies Holdings Inc (SAIL)

Park West Asset Management LLC initiated holding in SailPoint Technologies Holdings Inc. The purchase prices were between $22.77 and $32.05, with an estimated average price of $28.42. The stock is now traded at around $18.94. The impact to a portfolio due to this purchase was 0.54%. The holding were 425,934 shares as of .

Added: Nexstar Media Group Inc (NXST)

Park West Asset Management LLC added to a holding in Nexstar Media Group Inc by 83.39%. The purchase prices were between $78.64 and $110.49, with an estimated average price of $91.86. The stock is now traded at around $100.45. The impact to a portfolio due to this purchase was 3.11%. The holding were 1,440,802 shares as of .

Added: Nuance Communications Inc (NUAN)

Park West Asset Management LLC added to a holding in Nuance Communications Inc by 488.87%. The purchase prices were between $13.23 and $17, with an estimated average price of $15.97. The stock is now traded at around $16.68. The impact to a portfolio due to this purchase was 2.16%. The holding were 3,500,000 shares as of .

Added: Eldorado Resorts Inc (ERI)

Park West Asset Management LLC added to a holding in Eldorado Resorts Inc by 46.17%. The purchase prices were between $36.21 and $50.07, with an estimated average price of $45.49. The stock is now traded at around $53.18. The impact to a portfolio due to this purchase was 1.63%. The holding were 2,525,000 shares as of .

Added: QuinStreet Inc (QNST)

Park West Asset Management LLC added to a holding in QuinStreet Inc by 104.88%. The purchase prices were between $12.79 and $19.72, with an estimated average price of $15.54. The stock is now traded at around $16.33. The impact to a portfolio due to this purchase was 1.26%. The holding were 4,202,105 shares as of .

Added: ViewRay Inc (VRAY)

Park West Asset Management LLC added to a holding in ViewRay Inc by 93.05%. The purchase prices were between $5.7 and $8.73, with an estimated average price of $7.69. The stock is now traded at around $8.95. The impact to a portfolio due to this purchase was 0.64%. The holding were 4,066,070 shares as of .

Added: Berry Global Group Inc (BERY)

Park West Asset Management LLC added to a holding in Berry Global Group Inc by 40.27%. The purchase prices were between $46.75 and $55.64, with an estimated average price of $51.56. The stock is now traded at around $50.77. The impact to a portfolio due to this purchase was 0.63%. The holding were 925,000 shares as of .

Sold Out: SMART Global Holdings Inc (SGH)

Park West Asset Management LLC sold out a holding in SMART Global Holdings Inc. The sale prices were between $19.2 and $31.91, with an estimated average price of $25.95.

Sold Out: DaVita Inc (DVA)

Park West Asset Management LLC sold out a holding in DaVita Inc. The sale prices were between $49.95 and $59.21, with an estimated average price of $55.37.

Sold Out: Legacy Acquisition Corp (LGC.U)

Park West Asset Management LLC sold out a holding in Legacy Acquisition Corp. The sale prices were between $10.17 and $10.3, with an estimated average price of $10.24.

Sold Out: LogMeIn Inc (LOGM)

Park West Asset Management LLC sold out a holding in LogMeIn Inc. The sale prices were between $78.74 and $96.2, with an estimated average price of $85.41.

Sold Out: Marvell Technology Group Ltd (MRVL)

Park West Asset Management LLC sold out a holding in Marvell Technology Group Ltd. The sale prices were between $15.77 and $20.79, with an estimated average price of $18.63.

Sold Out: Electronic Arts Inc (EA)

Park West Asset Management LLC sold out a holding in Electronic Arts Inc. The sale prices were between $78.71 and $106.84, with an estimated average price of $94.69.

Reduced: LKQ Corp (LKQ)

Park West Asset Management LLC reduced to a holding in LKQ Corp by 37.37%. The sale prices were between $22.91 and $29.01, with an estimated average price of $26.86. The stock is now traded at around $26.17. The impact to a portfolio due to this sale was -0.98%. Park West Asset Management LLC still held 1,404,400 shares as of .

Reduced: GMS Inc (GMS)

Park West Asset Management LLC reduced to a holding in GMS Inc by 86.41%. The sale prices were between $14.86 and $20.71, with an estimated average price of $18.06. The stock is now traded at around $18.58. The impact to a portfolio due to this sale was -0.59%. Park West Asset Management LLC still held 125,082 shares as of .

Reduced: Rush Enterprises Inc (RUSHA)

Park West Asset Management LLC reduced to a holding in Rush Enterprises Inc by 47.52%. The sale prices were between $34.07 and $43.56, with an estimated average price of $39.82. The stock is now traded at around $35.52. The impact to a portfolio due to this sale was -0.51%. Park West Asset Management LLC still held 327,923 shares as of .

Reduced: Stitch Fix Inc (SFIX)

Park West Asset Management LLC reduced to a holding in Stitch Fix Inc by 33.48%. The sale prices were between $17.09 and $33.78, with an estimated average price of $24.69. The stock is now traded at around $30.12. The impact to a portfolio due to this sale was -0.5%. Park West Asset Management LLC still held 1,168,285 shares as of .

Reduced: EchoStar Corp (SATS)

Park West Asset Management LLC reduced to a holding in EchoStar Corp by 25.23%. The sale prices were between $35.46 and $43.65, with an estimated average price of $38.92. The stock is now traded at around $42.84. The impact to a portfolio due to this sale was -0.48%. Park West Asset Management LLC still held 785,047 shares as of .

Reduced: Gildan Activewear Inc (GIL)

Park West Asset Management LLC reduced to a holding in Gildan Activewear Inc by 50%. The sale prices were between $29.8 and $36.73, with an estimated average price of $34.13. The stock is now traded at around $39.05. The impact to a portfolio due to this sale was -0.38%. Park West Asset Management LLC still held 250,000 shares as of .



Here is the complete portfolio of Park West Asset Management LLC. Also check out:

1. Park West Asset Management LLC's Undervalued Stocks
2. Park West Asset Management LLC's Top Growth Companies, and
3. Park West Asset Management LLC's High Yield stocks
4. Stocks that Park West Asset Management LLC keeps buying