1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Engle Capital Management, L.P. Buys Frontdoor Inc, Smartsheet Inc, Worldpay Inc, Sells Global Payments Inc, Tableau Software Inc, At Home Group Inc

Investment company Engle Capital Management, L.P. (Current Portfolio) buys Frontdoor Inc, Smartsheet Inc, Worldpay Inc, Upland Software Inc, First Data Corp, sells Global Payments Inc, Tableau Software Inc, At Home Group Inc, PagSeguro Digital, ANGI Homeservices Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Engle Capital Management, L.P.. As of 2019Q2, Engle Capital Management, L.P. owns 21 stocks with a total value of $422 million. These are the details of the buys and sells.

For the details of Engle Capital Management, L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/engle+capital+management%2C+l.p./current-portfolio/portfolio

These are the top 5 holdings of Engle Capital Management, L.P.
  1. Frontdoor Inc (FTDR) - 1,430,000 shares, 14.76% of the total portfolio. Shares added by 74.39%
  2. GoDaddy Inc (GDDY) - 665,000 shares, 11.06% of the total portfolio. Shares added by 10.83%
  3. Worldpay Inc (WP) - 375,000 shares, 10.89% of the total portfolio. Shares added by 41.51%
  4. Global Payments Inc (GPN) - 228,000 shares, 8.65% of the total portfolio. Shares reduced by 39.2%
  5. Alteryx Inc (AYX) - 252,000 shares, 6.52% of the total portfolio. Shares added by 31.25%
New Purchase: Upland Software Inc (UPLD)

Engle Capital Management, L.P. initiated holding in Upland Software Inc. The purchase prices were between $40.03 and $52.77, with an estimated average price of $45.72. The stock is now traded at around $41.34. The impact to a portfolio due to this purchase was 2.1%. The holding were 195,000 shares as of .

New Purchase: Repay Holdings Corp (RPAY)

Engle Capital Management, L.P. initiated holding in Repay Holdings Corp. The purchase prices were between $10.19 and $10.5, with an estimated average price of $10.33. The stock is now traded at around $11.72. The impact to a portfolio due to this purchase was 1.59%. The holding were 644,000 shares as of .

New Purchase: Change Healthcare Inc (CHNG)

Engle Capital Management, L.P. initiated holding in Change Healthcare Inc. The purchase prices were between $14.6 and $15, with an estimated average price of $14.8. The stock is now traded at around $14.10. The impact to a portfolio due to this purchase was 1.38%. The holding were 400,000 shares as of .

New Purchase: Avantor Inc (AVTR)

Engle Capital Management, L.P. initiated holding in Avantor Inc. The purchase prices were between $14.5 and $19.09, with an estimated average price of $17.79. The stock is now traded at around $15.97. The impact to a portfolio due to this purchase was 0.79%. The holding were 175,000 shares as of .

Added: Frontdoor Inc (FTDR)

Engle Capital Management, L.P. added to a holding in Frontdoor Inc by 74.39%. The purchase prices were between $33.54 and $43.55, with an estimated average price of $38.38. The stock is now traded at around $49.19. The impact to a portfolio due to this purchase was 6.3%. The holding were 1,430,000 shares as of .

Added: Smartsheet Inc (SMAR)

Engle Capital Management, L.P. added to a holding in Smartsheet Inc by 177.78%. The purchase prices were between $38.03 and $48.87, with an estimated average price of $42.46. The stock is now traded at around $46.33. The impact to a portfolio due to this purchase was 3.67%. The holding were 500,000 shares as of .

Added: Worldpay Inc (WP)

Engle Capital Management, L.P. added to a holding in Worldpay Inc by 41.51%. The purchase prices were between $111.23 and $125.41, with an estimated average price of $118.52. The stock is now traded at around $135.00. The impact to a portfolio due to this purchase was 3.19%. The holding were 375,000 shares as of .

Added: First Data Corp (FDC)

Engle Capital Management, L.P. added to a holding in First Data Corp by 46.95%. The purchase prices were between $24.62 and $27.33, with an estimated average price of $26. The stock is now traded at around $31.69. The impact to a portfolio due to this purchase was 2%. The holding were 977,200 shares as of .

Added: Avalara Inc (AVLR)

Engle Capital Management, L.P. added to a holding in Avalara Inc by 70.97%. The purchase prices were between $54.8 and $74.62, with an estimated average price of $64.49. The stock is now traded at around $84.38. The impact to a portfolio due to this purchase was 1.88%. The holding were 265,000 shares as of .

Added: Alteryx Inc (AYX)

Engle Capital Management, L.P. added to a holding in Alteryx Inc by 31.25%. The purchase prices were between $80.66 and $109.98, with an estimated average price of $90.78. The stock is now traded at around $131.25. The impact to a portfolio due to this purchase was 1.55%. The holding were 252,000 shares as of .

Sold Out: Tableau Software Inc (DATA)

Engle Capital Management, L.P. sold out a holding in Tableau Software Inc. The sale prices were between $108.26 and $171.89, with an estimated average price of $130.93.

Sold Out: At Home Group Inc (HOME)

Engle Capital Management, L.P. sold out a holding in At Home Group Inc. The sale prices were between $6.61 and $24.5, with an estimated average price of $17.84.

Sold Out: PagSeguro Digital Ltd (PAGS)

Engle Capital Management, L.P. sold out a holding in PagSeguro Digital Ltd. The sale prices were between $25.3 and $38.97, with an estimated average price of $30.89.

Sold Out: ANGI Homeservices Inc (ANGI)

Engle Capital Management, L.P. sold out a holding in ANGI Homeservices Inc. The sale prices were between $12.96 and $18.55, with an estimated average price of $15.41.

Sold Out: StoneCo Ltd (STNE)

Engle Capital Management, L.P. sold out a holding in StoneCo Ltd. The sale prices were between $24.69 and $42.93, with an estimated average price of $29.32.



Here is the complete portfolio of Engle Capital Management, L.P.. Also check out:

1. Engle Capital Management, L.P.'s Undervalued Stocks
2. Engle Capital Management, L.P.'s Top Growth Companies, and
3. Engle Capital Management, L.P.'s High Yield stocks
4. Stocks that Engle Capital Management, L.P. keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK