North Run Capital, Lp Buys Invacare Corp, Sells CyberArk Software, MoneyGram International Inc, Limbach Holdings Inc

Feb 18, 2022

Boston, MA, based Investment company North Run Capital, Lp (Current Portfolio) buys Invacare Corp, sells CyberArk Software, MoneyGram International Inc, Limbach Holdings Inc, Dynatronics Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, North Run Capital, Lp. As of 2021Q4, North Run Capital, Lp owns 20 stocks with a total value of $130 million. These are the details of the buys and sells.

New Purchases: IVC,
Added Positions: MX, LNSR, AIRG, SMTI, SQNS,
Reduced Positions: CYBR, MGI, CHRA, PEGA,
Sold Out: LMB, DYNT,

For the details of NORTH RUN CAPITAL, LP's stock buys and sells, go to https://www.gurufocus.com/guru/north+run+capital%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of NORTH RUN CAPITAL, LP

New Relic Inc (NEWR) - 118,000 shares, 9.97% of the total portfolio.
Kaleyra Inc (KLR) - 1,290,000 shares, 9.95% of the total portfolio.
Silicom Ltd (SILC) - 247,500 shares, 9.82% of the total portfolio. Shares reduced by 0.34%
PowerFleet Inc (PWFL) - 2,233,173 shares, 8.13% of the total portfolio.
Charah Solutions Inc (CHRA) - 2,137,500 shares, 7.77% of the total portfolio. Shares reduced by 4.1%

New Purchase: Invacare Corp (IVC)

North Run Capital, Lp initiated holding in Invacare Corp. The purchase prices were between $2.25 and $4.94, with an estimated average price of $3.64. The stock is now traded at around $2.110000. The impact to a portfolio due to this purchase was 2.34%. The holding were 1,121,400 shares as of 2021-12-31.

Sold Out: Limbach Holdings Inc (LMB)

North Run Capital, Lp sold out a holding in Limbach Holdings Inc. The sale prices were between $6.18 and $9.19, with an estimated average price of $7.35.

Sold Out: Dynatronics Corp (DYNT)

North Run Capital, Lp sold out a holding in Dynatronics Corp. The sale prices were between $0.98 and $1.6, with an estimated average price of $1.3.

Here is the complete portfolio of NORTH RUN CAPITAL, LP. Also check out:

1. NORTH RUN CAPITAL, LP's Undervalued Stocks
2. NORTH RUN CAPITAL, LP's Top Growth Companies, and
3. NORTH RUN CAPITAL, LP's High Yield stocks
4. Stocks that NORTH RUN CAPITAL, LP keeps buying

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