Kavi Asset Management, LP Buys T-Mobile US Inc, Aramark, Centene Corp, Sells Xerox Holdings Corp, Heron Therapeutics Inc, Nutanix Inc

Investment company Kavi Asset Management, LP (Current Portfolio) buys T-Mobile US Inc, Aramark, Centene Corp, Celgene Corp, Fair Isaac Corp, sells Xerox Holdings Corp, Heron Therapeutics Inc, Nutanix Inc, Fox Corp, Sea during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Kavi Asset Management, LP. As of 2019Q2, Kavi Asset Management, LP owns 12 stocks with a total value of $116 million. These are the details of the buys and sells.

For the details of Kavi Asset Management, LP's stock buys and sells, go to https://www.gurufocus.com/guru/kavi+asset+management%2C+lp/current-portfolio/portfolioportfolio

These are the top 5 holdings of Kavi Asset Management, LP
  1. Cars.com Inc (CARS) - 1,939,567 shares, 33.03% of the total portfolio. Shares added by 3.86%
  2. T-Mobile US Inc (TMUS) - 176,893 shares, 11.31% of the total portfolio. New Position
  3. Aramark (ARMK) - 348,410 shares, 10.85% of the total portfolio. New Position
  4. Centene Corp (CNC) - 191,281 shares, 8.66% of the total portfolio. New Position
  5. MicroStrategy Inc (MSTR) - 56,802 shares, 7.03% of the total portfolio. Shares added by 2.65%
New Purchase: T-Mobile US Inc (TMUS)

Kavi Asset Management, LP initiated holding in T-Mobile US Inc. The purchase prices were between $69 and $78.29, with an estimated average price of $74.31. The stock is now traded at around $77.52. The impact to a portfolio due to this purchase was 11.31%. The holding were 176,893 shares as of .

New Purchase: Aramark (ARMK)

Kavi Asset Management, LP initiated holding in Aramark. The purchase prices were between $29.53 and $36.06, with an estimated average price of $32.38. The stock is now traded at around $38.12. The impact to a portfolio due to this purchase was 10.85%. The holding were 348,410 shares as of .

New Purchase: Centene Corp (CNC)

Kavi Asset Management, LP initiated holding in Centene Corp. The purchase prices were between $47.01 and $57.88, with an estimated average price of $53.96. The stock is now traded at around $48.78. The impact to a portfolio due to this purchase was 8.66%. The holding were 191,281 shares as of .

New Purchase: Celgene Corp (CELG)

Kavi Asset Management, LP initiated holding in Celgene Corp. The purchase prices were between $92.35 and $98.91, with an estimated average price of $94.95. The stock is now traded at around $95.12. The impact to a portfolio due to this purchase was 5.59%. The holding were 70,000 shares as of .

New Purchase: Fair Isaac Corp (FICO)

Kavi Asset Management, LP initiated holding in Fair Isaac Corp. The purchase prices were between $270.63 and $315.24, with an estimated average price of $289.93. The stock is now traded at around $364.87. The impact to a portfolio due to this purchase was 3.56%. The holding were 13,140 shares as of .

New Purchase: Elanco Animal Health Inc (ELAN)

Kavi Asset Management, LP initiated holding in Elanco Animal Health Inc. The purchase prices were between $31.11 and $34.79, with an estimated average price of $32.44. The stock is now traded at around $30.65. The impact to a portfolio due to this purchase was 3.41%. The holding were 116,755 shares as of .

Sold Out: Xerox Holdings Corp (XRX)

Kavi Asset Management, LP sold out a holding in Xerox Holdings Corp. The sale prices were between $30.61 and $35.45, with an estimated average price of $33.39.

Sold Out: Heron Therapeutics Inc (HRTX)

Kavi Asset Management, LP sold out a holding in Heron Therapeutics Inc. The sale prices were between $16.93 and $26.22, with an estimated average price of $20.

Sold Out: Nutanix Inc (NTNX)

Kavi Asset Management, LP sold out a holding in Nutanix Inc. The sale prices were between $24.72 and $43.3, with an estimated average price of $34.98.

Sold Out: Fox Corp (FOXA)

Kavi Asset 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.

Sold Out: SPDR S&P Oil & Gas Exploration & Production ETF (XOP)

Kavi Asset Management, LP sold out a holding in SPDR S&P Oil & Gas Exploration & Production ETF. The sale prices were between $24.86 and $32.98, with an estimated average price of $28.88.

Sold Out: Yandex NV (YNDX)

Kavi Asset Management, LP sold out a holding in Yandex NV. The sale prices were between $33.97 and $39.42, with an estimated average price of $37.14.



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