JNE Partners LLP Buys Charles Schwab Corp, Host Hotels & Resorts Inc, Sells Novagold ...

- By insider

Investment company JNE Partners LLP (Current Portfolio) buys Charles Schwab Corp, Host Hotels & Resorts Inc, sells Novagold Resources Inc, Coty Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, JNE Partners LLP. As of 2020Q3, JNE Partners LLP owns 6 stocks with a total value of $115 million. These are the details of the buys and sells.

• New Purchases: SCHW, HST,

• Reduced Positions: NG, COTY,

• Warning! GuruFocus has detected 5 Warning Signs with SCHW. Click here to check it out.

• SCHW 15-Year Financial Data

• The intrinsic value of SCHW

• Peter Lynch Chart of SCHW

For the details of JNE Partners LLP's stock buys and sells,
go to https://www.gurufocus.com/guru/jne+partners+llp/current-portfolio/portfolio

These are the top 5 holdings of JNE Partners LLP

1. Amerco Inc (UHAL) - 71,826 shares, 22.32% of the total portfolio.

2. Novagold Resources Inc (NG) - 2,135,519 shares, 22.16% of the total portfolio. Shares reduced by 29.53%

3. Charles Schwab Corp (SCHW) - 561,000 shares, 17.74% of the total portfolio. New Position

4. Host Hotels & Resorts Inc (HST) - 1,802,200 shares, 16.97% of the total portfolio. New Position

5. Comcast Corp (CMCSA) - 357,902 shares, 14.45% of the total portfolio.

New Purchase: Charles Schwab Corp (SCHW)

JNE Partners LLP initiated holding in Charles Schwab Corp. The purchase prices were between $33.02 and $36.28, with an estimated average price of $34.79. The stock is now traded at around $49.10. The impact to a portfolio due to this purchase was 17.74%. The holding were 561,000 shares as of .

New Purchase: Host Hotels & Resorts Inc (HST)

JNE Partners LLP initiated holding in Host Hotels & Resorts Inc. The purchase prices were between $10.19 and $12.06, with an estimated average price of $11.06. The stock is now traded at around $14.28. The impact to a portfolio due to this purchase was 16.97%. The holding were 1,802,200 shares as of .

Here is the complete portfolio of JNE Partners LLP. Also check out:

1. JNE Partners LLP's Undervalued Stocks

2. JNE Partners LLP's Top Growth Companies, and

3. JNE Partners LLP's High Yield stocks

4. Stocks that JNE Partners LLP keeps buyingThis article first appeared on GuruFocus.