- New Purchases: BC,
- Added Positions: CCU, CVET, MOS, VTR, CL, PRGO, MCD,
- Reduced Positions: MMM, ORLY, CSL, EMR, KMX, TJX,
- Sold Out: VSM, DNOW, TPR,
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- SPDR Gold Trust (GLD) - 160,661 shares, 16.45% of the total portfolio.
- The Mosaic Co (MOS) - 646,391 shares, 10.02% of the total portfolio. Shares added by 8.84%
- Perrigo Co PLC (PRGO) - 237,615 shares, 8.79% of the total portfolio. Shares added by 5.36%
- United Breweries Co Inc (CCU) - 541,933 shares, 7.36% of the total portfolio. Shares added by 210.56%
- Mohawk Industries Inc (MHK) - 67,391 shares, 6.58% of the total portfolio.
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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