- Added Positions: DIS, CBS, GTN, LGF.A, VG, TPCO,
- Reduced Positions: DESP, TTWO, FB, CMCSA, APRN, LBRDA, PCTY, OUT, MDCA,
- Sold Out: ULTI, TMUS, MDP, FOXA,
For the details of ACT II MANAGEMENT, LP's stock buys and sells, go to https://www.gurufocus.com/guru/act+ii+management%2C+lp/current-portfolio/portfolioportfolio
These are the top 5 holdings of ACT II MANAGEMENT, LP- Chegg Inc (CHGG) - 305,258 shares, 10.76% of the total portfolio.
- Nexstar Media Group Inc (NXST) - 116,246 shares, 10.73% of the total portfolio. Shares reduced by 0.85%
- Alphabet Inc (GOOG) - 10,245 shares, 10.12% of the total portfolio.
- Facebook Inc (FB) - 52,368 shares, 9.23% of the total portfolio. Shares reduced by 8.72%
- Liberty Broadband Corp (LBRDA) - 85,310 shares, 8.02% of the total portfolio. Shares reduced by 5.54%
Act Ii Management, Lp added to a holding in The Walt Disney Co by 350.75%. 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 $137.54. The impact to a portfolio due to this purchase was 4.27%. The holding were 43,051 shares as of .
Added: Gray Television Inc (GTN)Act Ii Management, Lp added to a holding in Gray Television Inc by 25.42%. The purchase prices were between $15.87 and $24.54, with an estimated average price of $19.84. The stock is now traded at around $15.29. The impact to a portfolio due to this purchase was 0.6%. The holding were 196,495 shares as of .
Sold Out: The Ultimate Software Group Inc (ULTI)Act Ii Management, Lp sold out a holding in The Ultimate Software Group Inc. The sale prices were between $329.94 and $331.36, with an estimated average price of $330.68.
Sold Out: T-Mobile US Inc (TMUS)Act Ii Management, Lp sold out a holding in T-Mobile US Inc. The sale prices were between $69 and $78.29, with an estimated average price of $74.31.
Sold Out: Meredith Corp (MDP)Act Ii Management, Lp sold out a holding in Meredith Corp. The sale prices were between $51.01 and $60.44, with an estimated average price of $56.
Sold Out: Fox Corp (FOXA)Act Ii Management, Lp sold out a holding in Fox Corp. The sale prices were between $34.01 and $39.4, with an estimated average price of $36.78.
Here is the complete portfolio of ACT II MANAGEMENT, LP. Also check out:
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