Dw Partners, LP Q2 2019 vs. Q3 2019 13F Holdings Comparison

It's no secret that the financial market is constantly changing, and staying on top of these changes is crucial for investors. Dw Partners, LP recently filed their 13F form, providing insight into their holdings during Q2 2019 and Q3 2019. Let's take a closer look at some of the notable changes in their portfolio.

TORM PLC - Decrease in Shares, Decrease in Value

During Q2 2019, Dw Partners, LP held 3,486,088 shares of TORM PLC. However, this number decreased to 3,437,985 shares during Q3 2019, representing a 3.9% decrease. This decrease in shares also led to a decrease in value, with Q2 2019's $30,277,000 in value dropping to $29,108,000 during Q3 2019.

SILVERBOW RES INC - Same Shares, Decrease in Value

Dw Partners, LP didn't make any changes to their holdings of SILVERBOW RES INC between Q2 and Q3 2019, holding steady at 1,852,755 shares. However, the value of those shares decreased from $25,661,000 in Q2 to $17,953,000 in Q3, marking a steep 30% drop in value.

AVAYA HLDGS CORP - New Addition to the Portfolio

During Q3 2019, Dw Partners, LP acquired 1,001,488 shares of AVAYA HLDGS CORP, as compared to having no shares during Q2 2019. It's an interesting addition to the portfolio, and investors will be keeping an eye on how the value of these shares develops in the coming months.

TRILOGY METALS INC NEW - Increase in Shares, Decrease in Value

Dw Partners, LP held 1,661,048 shares of TRILOGY METALS INC NEW during Q2 2019, and this number increased to 2,400,000 shares during Q3 2019. However, this increase in share volume didn't translate into increased value. In fact, the value of these shares decreased by 18.7%, falling from $4,900,000 during Q2 2019 to $3,984,000 during Q3 2019.

FTS INTERNATIONAL INC - Decrease in Shares, Steep Decrease in Value

Lastly, Dw Partners, LP reduced their holdings of FTS INTERNATIONAL INC from 653,775 shares during Q2 2019 to 463,775 shares during Q3 2019, marking a 71.5% decrease. On top of that, the value of those shares decreased from $3,648,000 during Q2 2019 to just $1,039,000 during Q3 2019, a steep 71.5% decrease.

In conclusion, Dw Partners, LP made some interesting moves during Q3 2019. While some changes in their portfolio resulted in a decrease in value, the addition of AVAYA HLDGS CORP could prove to be a smart move in the coming months. As always, the market is constantly changing, and investors must stay vigilant when monitoring their holdings.