Apple Inc. (AAPL), Gilead Sciences, Inc. (GILD) & More: Should You Follow Convector Capital’s Top Picks?

Convector Capital also sold shares of Qorvo Inc (NASDAQ:QRVO) in the last two quarter, as it had unloaded 20% in the second quarter and another 36% between July and September, ending the period with a total of 46,663 shares valued at $2.60 million. Meanwhile, the stock returned 0.9% during the third quarter. During the second quarter, the number of funds tracked by us long Qorvo inched up by 5% to 22. Among these funds, Roystone Capital Partners held the most valuable stake in Qorvo Inc (NASDAQ:QRVO), which was worth $68.6 million at the end of the second quarter. On the second spot was Fisher Asset Management which amassed $63.9 million worth of shares. Moreover, Southpoint Capital Advisors, Nokota Management, and Citadel Investment Group were also bullish on Qorvo Inc (NASDAQ:QRVO).

There were 142,630 shares of  Lumber Liquidators Holdings Inc (NYSE:LL) worth $2.81 million in Convector Capital’s portfolio at the end of September, down from 244,000 shares worth $3.76 million at the end of June. The stock advanced by 27.6% during the third quarter. At the end of June, 12 investors followed by our team were bullish on this stock, down by 14% from the end of March. More specifically, D E Shaw was the largest shareholder of Lumber Liquidators Holdings Inc (NYSE:LL), with a stake worth $8.9 million reported as of the end of June. Trailing D E Shaw was Ariel Investments, which amassed a stake valued at $8 million. Selz Capital, Convector Capital, and PAR Capital Management also held valuable positions in the company.

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