Banbury Partners LLC Q1 2021 vs. Q2 2021 13F Holdings Comparison Explained

Are you curious about the changes in holdings of Banbury Partners LLC in Q1 2021 vs. Q2 2021? We have got you covered! In this article, we will dive into the 13F holdings comparison of Banbury Partners LLC, which recently reported its Q2 2021 holdings to the SEC. We will understand what changes occurred in Banbury Partners LLC's portfolio between Q1 2021 and Q2 2021 and discuss some of the notable holdings of the firm.

Banbury Partners LLC is an American hedge fund established in 2008 by Stuart Powers. The firm primarily invests in technology, media, and consumer companies. Banbury Partners LLC's 13F portfolio, filed with the SEC, shows the fund's holdings and transactions in publicly traded equity securities. The 13F filings provide investors with a snapshot of institutional portfolio management and the holdings they have significantly changed.

In this comparison of Q1 2021 vs. Q2 2021, we will analyze the significant changes that took place in the Banbury Partners LLC portfolio.

Some of the significant changes in Banbury Partners LLC's portfolio in this period include:

- Sold out its positions in Facebook Inc (META) completely.

- Sold out its positions in Vulcan Matls Co (VMC) entirely.

- Completely sold out its positions in Eventbrite Inc (EB).

- Completely sold out its positions in Zendesk Inc.

- Sold out its positions in Fleetcor Technologies Inc (FLT) completely.

- Sold out its positions in Clarivate Plc (CLVT) entirely.

- Sold out its positions in New York Times Co (NYT) completely.

- Sold out its positions in Restaurant Brands Intl Inc (QSR) entirely.

- Sold out its positions in Commscope Hldg Co Inc (COMM) completely.

- Sold out its positions in Expedia Group Inc (EXPE) entirely.

- Sold out its positions in Workday Inc (WDAY) entirely.

- Sold out its positions in Black Knight Inc (BKI) entirely.

- Sold out its positions in Smartsheet Inc (SMAR) entirely.

- Sold out its positions in Willsco Mobil Mini Hldng Co (WSC) completely.

- Sold out its positions in Fair Isaac Corp (FICO) entirely.

- Sold out its positions in SS&C Technologies Hldgs Inc (SSNC) entirely.

- Sold out its positions in Charter Communications Inc N (CHTR) completely.

The data shows that the fund sold out its positions in all stocks it held in Q1 2021 completely. This moves Banbury Partners LLC into the category of the funds that have the highest turnover in their portfolios. As a result, the fund portfolio has been changed significantly in the second quarter of the year 2021.

In conclusion, Banbury Partners LLC has completely changed its holdings in Q1 2021 vs. Q2 2021. While this move is a high-risk strategy, it also provides the opportunity for high returns. Hence, it is up to the individual investors to decide if the fund is suitable for investments.