For the details of Trinity Street Asset Management LLP's stock buys and sells, go to https://www.gurufocus.com/guru/trinity+street+asset+management+llp/current-portfolio/portfolioportfolio
These are the top 5 holdings of Trinity Street Asset Management LLP- Alibaba Group Holding Ltd (BABA) - 424,626 shares, 13.99% of the total portfolio. Shares reduced by 0.23%
- KB Financial Group Inc (KB) - 1,265,404 shares, 9.71% of the total portfolio. Shares reduced by 0.8%
- Ctrip.com International Ltd (CTRP) - 1,195,773 shares, 8.58% of the total portfolio. Shares reduced by 0.38%
- Hexcel Corp (HXL) - 471,188 shares, 7.41% of the total portfolio. Shares added by 0.04%
- Arconic Inc (ARNC) - 1,342,713 shares, 6.74% of the total portfolio. Shares added by 0.04%
Trinity Street Asset Management LLP initiated holding in The Walt Disney Co. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $141.43. The impact to a portfolio due to this purchase was 6.35%. The holding were 234,077 shares as of .
New Purchase: Charles River Laboratories International Inc (CRL)Trinity Street Asset Management LLP initiated holding in Charles River Laboratories International Inc. The purchase prices were between $123.4 and $148.55, with an estimated average price of $135.54. The stock is now traded at around $135.07. The impact to a portfolio due to this purchase was 3.98%. The holding were 144,375 shares as of .
New Purchase: IHS Markit Ltd (INFO)Trinity Street Asset Management LLP initiated holding in IHS Markit Ltd. The purchase prices were between $54.61 and $63.72, with an estimated average price of $57.39. The stock is now traded at around $65.22. The impact to a portfolio due to this purchase was 1.95%. The holding were 157,182 shares as of .
Sold Out: Owens-Illinois Inc (OI)Trinity Street Asset Management LLP sold out a holding in Owens-Illinois Inc. The sale prices were between $16 and $19.76, with an estimated average price of $17.83.
Here is the complete portfolio of Trinity Street Asset Management LLP. Also check out:
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