Centerstone Investors, LLC Buys United Breweries Co Inc, Brunswick Corp, Covetrus Inc, Sells Versum Materials Inc, 3M Co, NOW Inc

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Feb 17, 2020
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Investment company Centerstone Investors, LLC (Current Portfolio) buys United Breweries Co Inc, Brunswick Corp, Covetrus Inc, Ventas Inc, sells Versum Materials Inc, 3M Co, NOW Inc, Tapestry Inc, O'Reilly Automotive Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Centerstone Investors, LLC. As of 2019Q4, Centerstone Investors, LLC owns 24 stocks with a total value of $140 million. These are the details of the buys and sells.

For the details of Centerstone Investors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/centerstone+investors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Centerstone Investors, LLC
  1. SPDR Gold Trust (GLD) - 160,661 shares, 16.45% of the total portfolio.
  2. The Mosaic Co (MOS) - 646,391 shares, 10.02% of the total portfolio. Shares added by 8.84%
  3. Perrigo Co PLC (PRGO) - 237,615 shares, 8.79% of the total portfolio. Shares added by 5.36%
  4. United Breweries Co Inc (CCU) - 541,933 shares, 7.36% of the total portfolio. Shares added by 210.56%
  5. Mohawk Industries Inc (MHK) - 67,391 shares, 6.58% of the total portfolio.
New Purchase: Brunswick Corp (BC)

Centerstone Investors, LLC initiated holding in Brunswick Corp. The purchase prices were between $50.38 and $61.57, with an estimated average price of $58.01. The stock is now traded at around $64.93. The impact to a portfolio due to this purchase was 1.41%. The holding were 32,743 shares as of .

Added: United Breweries Co Inc (CCU)

Centerstone Investors, LLC added to a holding in United Breweries Co Inc by 210.56%. The purchase prices were between $17.98 and $22.37, with an estimated average price of $19.79. The stock is now traded at around $18.18. The impact to a portfolio due to this purchase was 4.99%. The holding were 541,933 shares as of .

Added: Covetrus Inc (CVET)

Centerstone Investors, LLC added to a holding in Covetrus Inc by 82.19%. The purchase prices were between $8.8 and $14.93, with an estimated average price of $12.16. The stock is now traded at around $12.73. The impact to a portfolio due to this purchase was 1.33%. The holding were 311,217 shares as of .

Added: Ventas Inc (VTR)

Centerstone Investors, LLC added to a holding in Ventas Inc by 31.73%. The purchase prices were between $55.15 and $74.56, with an estimated average price of $62.5. The stock is now traded at around $59.75. The impact to a portfolio due to this purchase was 0.69%. The holding were 69,746 shares as of .

Sold Out: Versum Materials Inc (VSM)

Centerstone Investors, LLC sold out a holding in Versum Materials Inc. The sale prices were between $52.97 and $52.99, with an estimated average price of $52.98.

Sold Out: NOW Inc (DNOW)

Centerstone Investors, LLC sold out a holding in NOW Inc. The sale prices were between $10.05 and $12.49, with an estimated average price of $11.17.

Sold Out: Tapestry Inc (TPR)

Centerstone Investors, LLC sold out a holding in Tapestry Inc. The sale prices were between $24.66 and $27.23, with an estimated average price of $26.1.



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