Selz Capital LLC Buys Amazon.com Inc, Mastercard Inc, Sinclair Broadcast Group Inc, Sells Check Point Software Technologies, MSG Networks Inc, Microsoft Corp

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Oct 11, 2019
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New York, NY, based Investment company Selz Capital LLC (Current Portfolio) buys Amazon.com Inc, Mastercard Inc, Sinclair Broadcast Group Inc, RingCentral Inc, Global Payments Inc, sells Check Point Software Technologies, MSG Networks Inc, Microsoft Corp, Crown Holdings Inc, United Rentals Inc during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Selz Capital LLC. As of 2019Q3, Selz Capital LLC owns 45 stocks with a total value of $388 million. These are the details of the buys and sells.

For the details of Selz Capital LLC's stock buys and sells, go to https://www.gurufocus.com/guru/selz+capital+llc/current-portfolio/portfolio

These are the top 5 holdings of Selz Capital LLC
  1. Air Lease Corp (AL) - 1,010,000 shares, 10.89% of the total portfolio.
  2. SPX Corp (SPXC) - 716,444 shares, 7.39% of the total portfolio.
  3. Athene Holding Ltd (ATH) - 589,581 shares, 6.39% of the total portfolio. Shares reduced by 10.75%
  4. Amazon.com Inc (AMZN) - 14,100 shares, 6.31% of the total portfolio. Shares added by 261.54%
  5. Trilogy Metals Inc (TMQ) - 13,587,009 shares, 5.81% of the total portfolio. Shares added by 17.42%
New Purchase: Mastercard Inc (MA)

Selz Capital LLC initiated holding in Mastercard Inc. The purchase prices were between $256.84 and $292.08, with an estimated average price of $275.62. The stock is now traded at around $277.78. The impact to a portfolio due to this purchase was 4.34%. The holding were 62,000 shares as of .

New Purchase: Sinclair Broadcast Group Inc (SBGI)

Selz Capital LLC initiated holding in Sinclair Broadcast Group Inc. The purchase prices were between $41.81 and $59.2, with an estimated average price of $48.49. The stock is now traded at around $41.07. The impact to a portfolio due to this purchase was 2.72%. The holding were 247,000 shares as of .

New Purchase: RingCentral Inc (RNG)

Selz Capital LLC initiated holding in RingCentral Inc. The purchase prices were between $114.81 and $143.09, with an estimated average price of $131.03. The stock is now traded at around $176.73. The impact to a portfolio due to this purchase was 2.04%. The holding were 63,000 shares as of .

New Purchase: Global Payments Inc (GPN)

Selz Capital LLC initiated holding in Global Payments Inc. The purchase prices were between $153.58 and $174.84, with an estimated average price of $163.24. The stock is now traded at around $164.56. The impact to a portfolio due to this purchase was 1.84%. The holding were 45,000 shares as of .

New Purchase: Mimecast Ltd (MIME)

Selz Capital LLC initiated holding in Mimecast Ltd. The purchase prices were between $35.47 and $50.88, with an estimated average price of $43.51. The stock is now traded at around $39.08. The impact to a portfolio due to this purchase was 1.59%. The holding were 173,000 shares as of .

New Purchase: Resideo Technologies Inc (REZI)

Selz Capital LLC initiated holding in Resideo Technologies Inc. The purchase prices were between $13.09 and $21.97, with an estimated average price of $16.8. The stock is now traded at around $14.65. The impact to a portfolio due to this purchase was 1.58%. The holding were 427,200 shares as of .

Added: Amazon.com Inc (AMZN)

Selz Capital LLC added to a holding in Amazon.com Inc by 261.54%. The purchase prices were between $1725.45 and $2020.99, with an estimated average price of $1854.66. The stock is now traded at around $1743.29. The impact to a portfolio due to this purchase was 4.56%. The holding were 14,100 shares as of .

Added: SolarWinds Corp (SWI)

Selz Capital LLC added to a holding in SolarWinds Corp by 39.94%. The purchase prices were between $16.84 and $19.35, with an estimated average price of $18. The stock is now traded at around $18.60. The impact to a portfolio due to this purchase was 0.85%. The holding were 627,351 shares as of .

Added: Benefitfocus Inc (BNFT)

Selz Capital LLC added to a holding in Benefitfocus Inc by 34.23%. The purchase prices were between $23.4 and $27.5, with an estimated average price of $25.65. The stock is now traded at around $24.24. The impact to a portfolio due to this purchase was 0.32%. The holding were 206,996 shares as of .

Added: Netflix Inc (NFLX)

Selz Capital LLC added to a holding in Netflix Inc by 20.48%. The purchase prices were between $254.59 and $381.72, with an estimated average price of $313.64. The stock is now traded at around $287.19. The impact to a portfolio due to this purchase was 0.23%. The holding were 20,000 shares as of .

Sold Out: Check Point Software Technologies Ltd (CHKP)

Selz Capital LLC sold out a holding in Check Point Software Technologies Ltd. The sale prices were between $105.78 and $120.27, with an estimated average price of $111.59.

Sold Out: MSG Networks Inc (MSGN)

Selz Capital LLC sold out a holding in MSG Networks Inc. The sale prices were between $13.82 and $20.9, with an estimated average price of $17.91.

Sold Out: Scientific Games Corp (SGMS)

Selz Capital LLC sold out a holding in Scientific Games Corp. The sale prices were between $16.17 and $23.93, with an estimated average price of $19.7.

Sold Out: Fiserv Inc (FISV)

Selz Capital LLC sold out a holding in Fiserv Inc. The sale prices were between $92.51 and $108.7, with an estimated average price of $102.05.

Sold Out: Oxford Lane Capital (OXLC)

Selz Capital LLC sold out a holding in Oxford Lane Capital. The sale prices were between $9.25 and $10.78, with an estimated average price of $10.1.

Sold Out: Talend SA (TLND)

Selz Capital LLC sold out a holding in Talend SA. The sale prices were between $31.92 and $41.24, with an estimated average price of $37.21.



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