Bestinfond Buys Delivery Hero SE, Intesa Sanpaolo, BNP Paribas, Sells Lenta, GlaxoSmithKline PLC, Roche Holding AG

• New Purchases: BKNG, DRLCO, LCA,
• Added Positions: DHER, ISP, BNP, GLE, FLS, JE., UCG, BIG, SLB, ANDR, ZO1, CTEC, DUE, STAN, HOG, INGA, TSCO, COB, EPI A, IMB, FER, BT.A, ITE, ITV, NFC,
• Reduced Positions: NXT, RIO, TKWY, REL, VWS, MAERSK B, SAP, ENO, GOLD, ALB, NOVN, BMW3, KCR, LCAM3, DHT, INF, EO, METN, ABBN, CIR, COF, ARJO B, 4958,
• Sold Out: LNTA, GSK, ROG, TPR, VALMT, KGF, HLAG, HYPE3, TPZ, DIE, PRT, POM,

For the details of Bestinfond's stock buys and sells, go to https://www.gurufocus.com/guru/bestinfond/current-portfolio/portfolioportfolio

1. Informa PLC (INF) - 9,323,196 shares, 5.37% of the total portfolio. Shares reduced by 1.54%
2. Standard Chartered PLC (STAN) - 9,393,250 shares, 4.63% of the total portfolio. Shares added by 2.07%
3. Delivery Hero SE (DHER) - 1,313,913 shares, 3.34% of the total portfolio. Shares added by 57.90%
4. Dassault Aviation SA (AM) - 40,392 shares, 3.25% of the total portfolio.
5. RELX PLC (REL) - 2,199,591 shares, 2.90% of the total portfolio. Shares reduced by 12.36%

Bestinfond initiated holding in Booking Holdings Inc. The purchase prices were between $1650.46 and $1887.73, with an estimated average price of $1795.29. The stock is now traded at around $1941.01. The impact to a portfolio due to this purchase was 0.95%. The holding were 8,928 shares as of .

Bestinfond initiated holding in The Drilling Company of 1972 A/S. The purchase prices were between $424.35 and $555, with an estimated average price of $483.94. The stock is now traded at around $414.00. The impact to a portfolio due to this purchase was 0.16%. The holding were 36,749 shares as of .

Bestinfond initiated holding in Landcadia Holdings II Inc. The purchase prices were between $9.7 and $9.75, with an estimated average price of $9.74. The stock is now traded at around $9.74. The impact to a portfolio due to this purchase was 0.07%. The holding were 129,525 shares as of .

Bestinfond added to a holding in Delivery Hero SE by 57.90%. The purchase prices were between $33.44 and $42.84, with an estimated average price of $38.54. The stock is now traded at around $44.42. The impact to a portfolio due to this purchase was 1.22%. The holding were 1,313,913 shares as of .

Bestinfond added to a holding in Intesa Sanpaolo by 72.16%. The purchase prices were between $1.83 and $2.34, with an estimated average price of $2.08. The stock is now traded at around $1.91. The impact to a portfolio due to this purchase was 1.2%. The holding were 23,939,894 shares as of .

Bestinfond added to a holding in BNP Paribas by 71.15%. The purchase prices were between $40.46 and $48.99, with an estimated average price of $44.28. The stock is now traded at around $39.96. The impact to a portfolio due to this purchase was 1.06%. The holding were 958,894 shares as of .

Bestinfond added to a holding in Societe Generale SA by 142.51%. The purchase prices were between $21.13 and $29.02, with an estimated average price of $25.08. The stock is now traded at around $22.10. The impact to a portfolio due to this purchase was 0.96%. The holding were 1,156,121 shares as of .

Bestinfond added to a holding in FLSmidth & Co. A/S by 66.51%. The purchase prices were between $256.4 and $334, with an estimated average price of $295.6. The stock is now traded at around $245.40. The impact to a portfolio due to this purchase was 0.95%. The holding were 938,653 shares as of .

Bestinfond added to a holding in Just Eat PLC by 61.74%. The purchase prices were between $5.87 and $7.88, with an estimated average price of $6.69. The stock is now traded at around $7.90. The impact to a portfolio due to this purchase was 0.74%. The holding were 4,528,894 shares as of .

Bestinfond sold out a holding in Lenta Ltd. The sale prices were between $3.15 and $3.6, with an estimated average price of $3.49.

Bestinfond sold out a holding in GlaxoSmithKline PLC. The sale prices were between $15.02 and $16.07, with an estimated average price of $15.6.

Bestinfond sold out a holding in Roche Holding AG. The sale prices were between $258.05 and $280.65, with an estimated average price of $269.32.

Bestinfond sold out a holding in Tapestry Inc. The sale prices were between $28.36 and $34.45, with an estimated average price of $31.18.

Bestinfond sold out a holding in Valmet Corp. The sale prices were between $20.66 and $24.7, with an estimated average price of $22.93.

Bestinfond sold out a holding in Kingfisher PLC. The sale prices were between $2.02 and $2.66, with an estimated average price of $2.34.

Bestinfond reduced to a holding in Next PLC by 69.36%. The sale prices were between $54.86 and $59.1, with an estimated average price of $56.99. The stock is now traded at around $58.78. The impact to a portfolio due to this sale was -0.83%. Bestinfond still held 91,228 shares as of .

Bestinfond reduced to a holding in Rio Tinto PLC by 23.25%. The sale prices were between $43.59 and $48.81, with an estimated average price of $46.21. The stock is now traded at around $41.95. The impact to a portfolio due to this sale was -0.44%. Bestinfond still held 454,316 shares as of .

Bestinfond reduced to a holding in Takeaway.com NV by 26.96%. The sale prices were between $69.6 and $82.9, with an estimated average price of $77.18. The stock is now traded at around $79.70. The impact to a portfolio due to this sale was -0.39%. Bestinfond still held 249,879 shares as of .

Bestinfond reduced to a holding in Vestas Wind Systems A/S by 40.87%. The sale prices were between $534.6 and $612.6, with an estimated average price of $578.23. The stock is now traded at around $550.20. The impact to a portfolio due to this sale was -0.37%. Bestinfond still held 112,129 shares as of .

Bestinfond reduced to a holding in A. P. Moller Maersk A/S by 25.84%. The sale prices were between $6922 and $8994, with an estimated average price of $8011.87. The stock is now traded at around $7020.00. The impact to a portfolio due to this sale was -0.34%. Bestinfond still held 15,642 shares as of .

Bestinfond reduced to a holding in SAP SE by 36.61%. The sale prices were between $98.38 and $120.76, with an estimated average price of $110.37. The stock is now traded at around $106.20. The impact to a portfolio due to this sale was -0.33%. Bestinfond still held 88,283 shares as of .