Aramark (ARMK) Shareholder Global Thematic Partners Has Increased Position; As Builders Firstsource (BLDR) Share Price Rose, Lonestar Capital Management Has Upped by $13.52 Million Its Position

February 19, 2018 - By Richard Conner

Jerome L. Simon increased its stake in Builders Firstsource Inc (BLDR) by 387.8% based on its latest 2017Q3 regulatory filing with the SEC. Lonestar Capital Management Llc bought 795,000 shares as the company’s stock rose 13.67% with the market. The hedge fund run by Jerome L. Simon held 1.00 million shares of the consumer services company at the end of 2017Q3, valued at $17.99 million, up from 205,000 at the end of the previous reported quarter. Lonestar Capital Management Llc who had been investing in Builders Firstsource Inc for a number of months, seems to be bullish on the $2.32 billion market cap company. The stock increased 3.37% or $0.67 during the last trading session, reaching $20.55. About 1.11M shares traded. Builders FirstSource, Inc. (NASDAQ:BLDR) has risen 24.30% since February 19, 2017 and is uptrending. It has outperformed by 7.60% the S&P500.

Global Thematic Partners Llc increased its stake in Aramark (ARMK) by 3.02% based on its latest 2017Q3 regulatory filing with the SEC. Global Thematic Partners Llc bought 55,189 shares as the company’s stock rose 2.38% with the market. The institutional investor held 1.88M shares of the restaurants company at the end of 2017Q3, valued at $76.44 million, up from 1.83 million at the end of the previous reported quarter. Global Thematic Partners Llc who had been investing in Aramark for a number of months, seems to be bullish on the $10.32 billion market cap company. The stock decreased 1.25% or $0.53 during the last trading session, reaching $41.98. About 759,388 shares traded. Aramark (NYSE:ARMK) has risen 13.66% since February 19, 2017 and is uptrending. It has underperformed by 3.04% the S&P500.

Global Thematic Partners Llc, which manages about $12.76B and $3.13 billion US Long portfolio, decreased its stake in Jpmorgan Chase & Co (NYSE:JPM) by 174,137 shares to 596,174 shares, valued at $56.94M in 2017Q3, according to the filing. It also reduced its holding in 58 Com Inc (NYSE:WUBA) by 454,912 shares in the quarter, leaving it with 97,308 shares, and cut its stake in Nomad Foods Ltd.

Investors sentiment decreased to 0.84 in 2017 Q3. Its down 0.38, from 1.22 in 2017Q2. It worsened, as 32 investors sold ARMK shares while 104 reduced holdings. 29 funds opened positions while 85 raised stakes. 228.50 million shares or 0.02% more from 228.44 million shares in 2017Q2 were reported. Moreover, C Worldwide Grp Incorporated A S has 0.01% invested in Aramark (NYSE:ARMK) for 15,400 shares. Legal And General Public Limited Company accumulated 1.13 million shares. Mufg Americas Holdings Corporation reported 9,450 shares. M&T Bankshares Corporation holds 18,698 shares. Monetary Mgmt Gp holds 0.15% or 8,600 shares in its portfolio. First Mercantile Trust reported 11,637 shares. Td Asset Mngmt has 0.01% invested in Aramark (NYSE:ARMK). 20,682 are held by Comerica National Bank. Meiji Yasuda Life has 0.24% invested in Aramark (NYSE:ARMK). 1.76M are owned by Bank Of America Corp De. 358,193 are owned by Bnp Paribas Asset Management Hldg Sa. Baring Asset Management Limited reported 39,135 shares. Raymond James Financial Ser Advsrs stated it has 0.01% of its portfolio in Aramark (NYSE:ARMK). Amp Cap Investors has invested 0.01% in Aramark (NYSE:ARMK). Pub Sector Pension Board invested 0% in Aramark (NYSE:ARMK).

Among 14 analysts covering Aramark Holdings Corporation (NYSE:ARMK), 11 have Buy rating, 0 Sell and 3 Hold. Therefore 79% are positive. Aramark Holdings Corporation had 38 analyst reports since August 13, 2015 according to SRatingsIntel. Nomura maintained Aramark (NYSE:ARMK) on Thursday, August 11 with “Buy” rating. The company was maintained on Monday, June 26 by RBC Capital Markets. The rating was maintained by RBC Capital Markets with “Buy” on Tuesday, October 3. Robert W. Baird maintained it with “Buy” rating and $45.0 target in Monday, September 11 report. The rating was upgraded by Robert W. Baird on Thursday, August 13 to “Outperform”. Stifel Nicolaus initiated the shares of ARMK in report on Tuesday, December 19 with “Buy” rating. Barclays Capital downgraded the shares of ARMK in report on Tuesday, January 10 to “Equal Weight” rating. RBC Capital Markets maintained Aramark (NYSE:ARMK) on Wednesday, August 9 with “Buy” rating. RBC Capital Markets maintained Aramark (NYSE:ARMK) rating on Friday, November 6. RBC Capital Markets has “Top Pick” rating and $37 target. The company was maintained on Thursday, August 13 by RBC Capital Markets.

Lonestar Capital Management Llc, which manages about $452.36M US Long portfolio, decreased its stake in Apollo Global Mgmt Llc (NYSE:APO) by 60,000 shares to 340,000 shares, valued at $10.23M in 2017Q3, according to the filing.

Since September 6, 2017, it had 1 buying transaction, and 4 insider sales for $207.80 million activity. 36,000 shares valued at $599,760 were sold by CHRISTOPHE CLEVELAND A on Monday, September 11. 17,655 shares were sold by GRIFFIN ROBERT C, worth $297,134 on Friday, September 8. $1.83 million worth of Builders FirstSource, Inc. (NASDAQ:BLDR) was sold by SHERMAN FLOYD F. 13.48M shares valued at $218.01 million were sold by JLL Building Holdings – LLC on Wednesday, September 6.

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