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Charles Bobrinskoy

Ariel Focus Fund

Ariel Focus Fund Portfolio 13F

Charles Bobrinskoy Holdings Activity

Portfolio value:
$56.32M≈
# of changes:
31
New positions:
31
Reported for:
30 Sep 2019 (Q3)
Latest filing date:
25 Nov 2019
Ariel Focus Fund has disclosed a total of 31 changes to the portfolio in the (2019 Q3) SEC report(s): bought 31 totally new position(s).

What stocks did Charles Bobrinskoy buy in 2019 Q3?

During 2019 Q3 Charles Bobrinskoy has bought 31 securities out of which top 5 purchases (by % change to portfolio) were (KKR) KKR & Co Inc (new buy), (ORCL) Oracle Corp (new buy), (SNA) Snap-On Inc (new buy), (HNGR) Hanger Inc (new buy) and (WU) Western Union Co (new buy).

What did Charles Bobrinskoy invest in during 2019 Q3?

Charles Bobrinskoy's top 5 holdings (by % of portfolio) were (KKR) KKR & Co Inc (5.46%), (ORCL) Oracle Corp (5.34%), (SNA) Snap-On Inc (5.17%), (HNGR) Hanger Inc (5.16%) and (WU) Western Union Co (4.89%).
In the 2019 Q3 report(s) the following changes have been made to the top investments: (KKR) KKR & Co Inc (new buy), (ORCL) Oracle Corp (new buy), (SNA) Snap-On Inc (new buy), (HNGR) Hanger Inc (new buy) and (WU) Western Union Co (new buy).
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.