Rivulet Capital, Llc Buys Liberty Global Group, Houghton Mifflin Harcourt Co, The Advisory ...
- New Purchases: LBTYA , HMHC ,
- Added Positions: ABCO , DVMT, NOMD, EVTC,
- Reduced Positions:LBTYK, COMM, NICE, AXTA,
- Sold Out:CCOI,
For the details of RIVULET CAPITAL, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=RIVULET+CAPITAL%2C+LLC
These are the top 5 holdings of RIVULET CAPITAL, LLC
- InterXion Holding NV ( INXN ) - 2,514,480 shares, 17.53% of the total portfolio. Shares added by 0.50%
- NICE Ltd ( NICE ) - 954,220 shares, 13.05% of the total portfolio. Shares reduced by 4.21%
- CommScope Holding Co Inc ( COMM ) - 1,732,232 shares, 12.81% of the total portfolio. Shares reduced by 23.59%
- Evertec Inc ( EVTC ) - 2,879,905 shares, 10.16% of the total portfolio. Shares added by 2.97%
- Axalta Coating Systems Ltd ( AXTA ) - 1,730,602 shares, 9.36% of the total portfolio. Shares reduced by 1.05%
New Purchase: Liberty Global Group (LBTYA)
Rivulet Capital, Llc initiated holdings in Liberty Global Group. The purchase prices were between $29.55 and $34.19, with an estimated average price of $31.6. The stock is now traded at around $35.46. The impact to the portfolio due to this purchase was 7.91%. The holdings were 1,300,900 shares as of 2016-12-31.
New Purchase: Houghton Mifflin Harcourt Co (HMHC)
Rivulet Capital, Llc initiated holdings in Houghton Mifflin Harcourt Co. The purchase prices were between $9.35 and $13.4, with an estimated average price of $11.71. The stock is now traded at around $10.10. The impact to the portfolio due to this purchase was 5.56%. The holdings were 2,579,134 shares as of 2016-12-31.
Added: The Advisory Board Co (ABCO)
Rivulet Capital, Llc added to the holdings in The Advisory Board Co by 69.72%. The purchase prices were between $31.95 and $43.76, with an estimated average price of $36.96. The stock is now traded at around $47.00. The impact to the portfolio due to this purchase was 2.22%. The holdings were 817,178 shares as of 2016-12-31.
Sold Out: Cogent Communications Holdings Inc (CCOI)
Rivulet Capital, Llc sold out the holdings in Cogent Communications Holdings Inc. The sale prices were between $34.44 and $42.2, with an estimated average price of $38.14.
Reduced: Liberty Global Group (LBTYK)
Rivulet Capital, Llc reduced to the holdings in Liberty Global Group by 73.63%. The sale prices were between $28.47 and $33.06, with an estimated average price of $30.72. The stock is now traded at around $34.40. The impact to the portfolio due to this sale was -8.48%. Rivulet Capital, Llc still held 450,000 shares as of 2016-12-31.
Reduced: CommScope Holding Co Inc ( COMM )
Rivulet Capital, Llc reduced to the holdings in CommScope Holding Co Inc by 23.59%. The sale prices were between $30.19 and $37.37, with an estimated average price of $34.08. The stock is now traded at around $38.75. The impact to the portfolio due to this sale was -3.29%. Rivulet Capital, Llc still held 1,732,232 shares as of 2016-12-31.
- Warning! GuruFocus has detected 4 Warning Signs with ABCO. Click here to check it out.
- ABCO 15-Year Financial Data
- The intrinsic value of ABCO
- Peter Lynch Chart of ABCO
This article first appeared on GuruFocus .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
