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Alpine Associates Management Inc. Buys Cerner Corp, Kirkland Lake Gold, Rogers Corp, Sells , ,

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·6 min read
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Englewood Cliffs, NJ, based Investment company Alpine Associates Management Inc. (Current Portfolio) buys Cerner Corp, Kirkland Lake Gold, Rogers Corp, CyrusOne Inc, Arena Pharmaceuticals Inc, sells , , , Five9 Inc, Covanta Holding Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Alpine Associates Management Inc.. As of 2021Q4, Alpine Associates Management Inc. owns 49 stocks with a total value of $2.7 billion. These are the details of the buys and sells.

  • New Purchases: CERN, KL, ROG, CONE, ARNA, CCMP, NPTN, AZPN, EPAY, VG, PAE, BRG, GSS, MNTV, GCP, FLOW, OCDX, TGP, KOR, KOR, MIME, MCFE, VRS, UMPQ, IWM,

  • Added Positions: SAFM, INFO, ATC, KRA, FBC, ATH, NUAN, AJRD, GSKY, FOE, MGLN, STFC, WBT, MNR, PBCT, XENT, GNOG, ISBC, CIT, MGP,

  • Reduced Positions: XLNX, SPWH, COHR, CHNG,

  • Sold Out: KSU, HRC, PPD, FIVN, CVA, SCR, XLRN, KDMN, STMP, INOV, AEM, UFS, CLDR, VER, XONE, CXP, TRIL, MDLA, CADE, CADE, PNM, RAVN, VEI, RPAI, CSOD, SOLY, VNE,


For the details of ALPINE ASSOCIATES MANAGEMENT INC.'s stock buys and sells,
go to https://www.gurufocus.com/guru/alpine+associates+management+inc./current-portfolio/portfolio

These are the top 5 holdings of ALPINE ASSOCIATES MANAGEMENT INC.

  1. IHS Markit Ltd (INFO) - 1,875,907 shares, 9.33% of the total portfolio. Shares added by 6.36%

  2. Nuance Communications Inc (NUAN) - 4,315,200 shares, 8.94% of the total portfolio. Shares added by 1.43%

  3. Xilinx Inc (XLNX) - 989,252 shares, 7.85% of the total portfolio. Shares reduced by 18.52%

  4. Cerner Corp (CERN) - 2,001,400 shares, 6.96% of the total portfolio. New Position

  5. (ATH) - 1,984,996 shares, 6.19% of the total portfolio. Shares added by 2.07%

New Purchase: Cerner Corp (CERN)

Alpine Associates Management Inc. initiated holding in Cerner Corp. The purchase prices were between $69.89 and $93.19, with an estimated average price of $76.38. The stock is now traded at around $92.040000. The impact to a portfolio due to this purchase was 6.96%. The holding were 2,001,400 shares as of 2021-12-31.

New Purchase: Kirkland Lake Gold Ltd (KL)

Alpine Associates Management Inc. initiated holding in Kirkland Lake Gold Ltd. The purchase prices were between $37.85 and $46.35, with an estimated average price of $42.15. The stock is now traded at around $39.010000. The impact to a portfolio due to this purchase was 3.68%. The holding were 2,346,730 shares as of 2021-12-31.

New Purchase: Rogers Corp (ROG)

Alpine Associates Management Inc. initiated holding in Rogers Corp. The purchase prices were between $182.32 and $273.38, with an estimated average price of $244.94. The stock is now traded at around $272.550000. The impact to a portfolio due to this purchase was 3.56%. The holding were 348,869 shares as of 2021-12-31.

New Purchase: CyrusOne Inc (CONE)

Alpine Associates Management Inc. initiated holding in CyrusOne Inc. The purchase prices were between $75.25 and $90.23, with an estimated average price of $85.12. The stock is now traded at around $89.970000. The impact to a portfolio due to this purchase was 3.34%. The holding were 995,612 shares as of 2021-12-31.

New Purchase: Arena Pharmaceuticals Inc (ARNA)

Alpine Associates Management Inc. initiated holding in Arena Pharmaceuticals Inc. The purchase prices were between $49.55 and $92.95, with an estimated average price of $66.26. The stock is now traded at around $92.900000. The impact to a portfolio due to this purchase was 2.8%. The holding were 806,200 shares as of 2021-12-31.

New Purchase: CMC Materials Inc (CCMP)

Alpine Associates Management Inc. initiated holding in CMC Materials Inc. The purchase prices were between $119.55 and $195.5, with an estimated average price of $145.81. The stock is now traded at around $184.567500. The impact to a portfolio due to this purchase was 2.22%. The holding were 309,400 shares as of 2021-12-31.

Added: Sanderson Farms Inc (SAFM)

Alpine Associates Management Inc. added to a holding in Sanderson Farms Inc by 40.25%. The purchase prices were between $186.19 and $191.5, with an estimated average price of $188.37. The stock is now traded at around $183.300000. The impact to a portfolio due to this purchase was 1.09%. The holding were 533,109 shares as of 2021-12-31.

Added: Atotech Ltd (ATC)

Alpine Associates Management Inc. added to a holding in Atotech Ltd by 105.42%. The purchase prices were between $23.69 and $25.57, with an estimated average price of $24.53. The stock is now traded at around $24.200000. The impact to a portfolio due to this purchase was 0.19%. The holding were 389,895 shares as of 2021-12-31.

Added: Kraton Corp (KRA)

Alpine Associates Management Inc. added to a holding in Kraton Corp by 35.90%. The purchase prices were between $45.45 and $46.38, with an estimated average price of $45.89. The stock is now traded at around $46.430000. The impact to a portfolio due to this purchase was 0.14%. The holding were 307,459 shares as of 2021-12-31.

Sold Out: (KSU)

Alpine Associates Management Inc. sold out a holding in . The sale prices were between $276.49 and $311.4, with an estimated average price of $299.1.

Sold Out: (HRC)

Alpine Associates Management Inc. sold out a holding in . The sale prices were between $150.25 and $156.18, with an estimated average price of $154.26.

Sold Out: (PPD)

Alpine Associates Management Inc. sold out a holding in . The sale prices were between $46.82 and $47.41, with an estimated average price of $47.14.

Sold Out: Five9 Inc (FIVN)

Alpine Associates Management Inc. sold out a holding in Five9 Inc. The sale prices were between $128.25 and $166.52, with an estimated average price of $147.34.

Sold Out: Covanta Holding Corp (CVA)

Alpine Associates Management Inc. sold out a holding in Covanta Holding Corp. The sale prices were between $20.09 and $20.26, with an estimated average price of $20.19.

Sold Out: (SCR)

Alpine Associates Management Inc. sold out a holding in . The sale prices were between $33.99 and $35.6, with an estimated average price of $34.92.



Here is the complete portfolio of ALPINE ASSOCIATES MANAGEMENT INC.. Also check out:

1. ALPINE ASSOCIATES MANAGEMENT INC.'s Undervalued Stocks

2. ALPINE ASSOCIATES MANAGEMENT INC.'s Top Growth Companies, and

3. ALPINE ASSOCIATES MANAGEMENT INC.'s High Yield stocks

4. Stocks that ALPINE ASSOCIATES MANAGEMENT INC. keeps buyingThis article first appeared on GuruFocus.