Sirios Capital Management LP Has Decreased By $788,055 Its Lauder Estee Cos (EL) Position; Miura Global Management Lowered Vail Resorts (MTN) Holding

February 17, 2018 - By Pete Kolinski

Miura Global Management Llc decreased Vail Resorts Inc (MTN) stake by 20.59% reported in 2017Q3 SEC filing. Miura Global Management Llc sold 35,000 shares as Vail Resorts Inc (MTN)’s stock rose 12.22%. The Miura Global Management Llc holds 135,000 shares with $30.80M value, down from 170,000 last quarter. Vail Resorts Inc now has $8.74 billion valuation. The stock increased 0.86% or $1.84 during the last trading session, reaching $216.04. About 364,912 shares traded. Vail Resorts, Inc. (NYSE:MTN) has risen 61.08% since February 17, 2017 and is uptrending. It has outperformed by 44.38% the S&P500.

Sirios Capital Management LP decreased Lauder Estee Cos Inc (EL) stake by 3.61% reported in 2017Q3 SEC filing. Sirios Capital Management LP sold 7,365 shares as Lauder Estee Cos Inc (EL)’s stock rose 8.67%. The Sirios Capital Management LP holds 196,451 shares with $21.19 million value, down from 203,816 last quarter. Lauder Estee Cos Inc now has $51.87B valuation. The stock increased 1.01% or $1.41 during the last trading session, reaching $141.04. About 2.09 million shares traded or 18.17% up from the average. The Estée Lauder Companies Inc. (NYSE:EL) has risen 1.49% since February 17, 2017 and is uptrending. It has underperformed by 15.21% the S&P500.

Investors sentiment decreased to 1.03 in Q3 2017. Its down 0.18, from 1.21 in 2017Q2. It worsened, as 49 investors sold EL shares while 211 reduced holdings. 86 funds opened positions while 183 raised stakes. 190.23 million shares or 2.24% less from 194.59 million shares in 2017Q2 were reported. World Asset Mngmt accumulated 0.08% or 21,811 shares. United Automobile Association holds 0.02% in The Estée Lauder Companies Inc. (NYSE:EL) or 74,356 shares. Bancorp Of Montreal Can holds 0.01% in The Estée Lauder Companies Inc. (NYSE:EL) or 143,920 shares. Oakworth Capital Inc holds 3,808 shares or 0.1% of its portfolio. Regions Corp holds 0.03% of its portfolio in The Estée Lauder Companies Inc. (NYSE:EL) for 25,661 shares. Highbridge Cap Mngmt Llc holds 0.01% in The Estée Lauder Companies Inc. (NYSE:EL) or 7,866 shares. Cibc World Corp invested 0.07% of its portfolio in The Estée Lauder Companies Inc. (NYSE:EL). Bp Pcl holds 51,000 shares or 0.19% of its portfolio. Blackrock reported 14.85M shares. Moreover, Argent Cap Mgmt Ltd Llc has 0.01% invested in The Estée Lauder Companies Inc. (NYSE:EL). 3,765 were reported by Intrust Bank Na. Cohen & Steers invested in 0.01% or 22,685 shares. Dupont Corp accumulated 163,806 shares. Regents Of The University Of California holds 7.5% of its portfolio in The Estée Lauder Companies Inc. (NYSE:EL) for 33,400 shares. Moreover, Cipher Limited Partnership has 0.3% invested in The Estée Lauder Companies Inc. (NYSE:EL) for 36,809 shares.

Sirios Capital Management LP increased Berkshire Hathaway Inc Del (BRKB) stake by 74,865 shares to 129,184 valued at $23.68M in 2017Q3. It also upped Select Med Hldgs Corp (NYSE:SEM) stake by 70,058 shares and now owns 277,206 shares. Netapp Inc (NASDAQ:NTAP) was raised too.

Among 30 analysts covering Estee Lauder (NYSE:EL), 22 have Buy rating, 1 Sell and 7 Hold. Therefore 73% are positive. Estee Lauder had 98 analyst reports since July 21, 2015 according to SRatingsIntel. Stifel Nicolaus maintained The Estée Lauder Companies Inc. (NYSE:EL) on Friday, August 18 with “Buy” rating. The firm has “Hold” rating by Jefferies given on Monday, August 22. BMO Capital Markets maintained the stock with “Market Perform” rating in Thursday, November 2 report. The stock of The Estée Lauder Companies Inc. (NYSE:EL) earned “Buy” rating by Oppenheimer on Wednesday, August 9. Jefferies maintained it with “Buy” rating and $148.0 target in Wednesday, January 17 report. Oppenheimer upgraded the stock to “Outperform” rating in Thursday, January 26 report. The stock of The Estée Lauder Companies Inc. (NYSE:EL) earned “Hold” rating by Societe Generale on Friday, May 5. The stock of The Estée Lauder Companies Inc. (NYSE:EL) has “Hold” rating given on Wednesday, April 19 by Jefferies. The stock has “Buy” rating by RBC Capital Markets on Tuesday, August 8. The firm has “Overweight” rating given on Monday, May 1 by Piper Jaffray.

Since August 21, 2017, it had 0 insider purchases, and 17 insider sales for $66.68 million activity. $2.75M worth of The Estée Lauder Companies Inc. (NYSE:EL) was sold by Polcer Gregory on Wednesday, October 4. 32,640 shares were sold by FRIBOURG PAUL J, worth $3.47 million. $4.43 million worth of The Estée Lauder Companies Inc. (NYSE:EL) was sold by O’HARE MICHAEL on Monday, August 21. PROUVE CEDRIC sold 47,351 shares worth $4.99 million. Demsey John sold $1.53M worth of stock or 11,179 shares. Freda Fabrizio had sold 300,000 shares worth $31.73M on Tuesday, August 22. Another trade for 38,274 shares valued at $4.13 million was made by Haney Carl P. on Friday, September 1.

Among 15 analysts covering Vail Resorts Inc. (NYSE:MTN), 13 have Buy rating, 0 Sell and 2 Hold. Therefore 87% are positive. Vail Resorts Inc. had 37 analyst reports since July 27, 2015 according to SRatingsIntel. On Friday, June 10 the stock rating was maintained by Janney Capital with “Buy”. As per Thursday, October 20, the company rating was upgraded by Wells Fargo. The rating was maintained by JMP Securities with “Outperform” on Friday, October 2. The firm has “Hold” rating given on Friday, December 8 by Stifel Nicolaus. The stock has “Buy” rating by Goldman Sachs on Tuesday, December 8. Bank of America maintained the stock with “Buy” rating in Tuesday, December 8 report. The stock has “Outperform” rating by Macquarie Research on Monday, July 27. The firm has “Hold” rating given on Wednesday, September 6 by Stifel Nicolaus. The rating was maintained by Janney Capital on Friday, September 29 with “Buy”. Stephens maintained the stock with “Overweight” rating in Thursday, March 17 report.

Investors sentiment increased to 1.08 in Q3 2017. Its up 0.07, from 1.01 in 2017Q2. It improved, as 28 investors sold MTN shares while 103 reduced holdings. 45 funds opened positions while 97 raised stakes. 35.01 million shares or 2.56% less from 35.93 million shares in 2017Q2 were reported. Great Lakes Advsrs Lc owns 0.02% invested in Vail Resorts, Inc. (NYSE:MTN) for 3,032 shares. Kansas-based Intrust Bank & Trust Na has invested 0.1% in Vail Resorts, Inc. (NYSE:MTN). Aperio Lc stated it has 9,746 shares or 0.01% of all its holdings. Ls Inv Advsr owns 1,081 shares for 0.01% of their portfolio. 17,788 are owned by Driehaus Capital Ltd Llc. Deutsche Natl Bank Ag holds 0.03% or 179,452 shares in its portfolio. Utah Retirement holds 0.04% or 7,300 shares in its portfolio. Parkside Commercial Bank Tru has invested 0.01% in Vail Resorts, Inc. (NYSE:MTN). Pictet Asset Mngmt Ltd has invested 0.01% in Vail Resorts, Inc. (NYSE:MTN). Smithfield reported 1,196 shares. Tocqueville Asset Mngmt LP owns 2,902 shares for 0.01% of their portfolio. Wells Fargo Communication Mn holds 605,833 shares. Pnc Financial Svcs Grp Inc holds 9,117 shares. Fjarde Ap holds 12,092 shares or 0.05% of its portfolio. Credit Agricole S A accumulated 77,557 shares.

Since October 4, 2017, it had 0 insider purchases, and 4 insider sales for $29.73 million activity. Campbell Patricia A had sold 5,515 shares worth $1.23 million on Wednesday, October 18. On Wednesday, October 4 the insider KATZ ROBERT A sold $25.35 million. $1.43 million worth of Vail Resorts, Inc. (NYSE:MTN) was sold by SORTE JOHN F on Friday, October 6. $1.72 million worth of Vail Resorts, Inc. (NYSE:MTN) shares were sold by Barkin Michael Z.

Analysts await Vail Resorts, Inc. (NYSE:MTN) to report earnings on March, 9. They expect $4.00 earnings per share, up 10.19% or $0.37 from last year’s $3.63 per share. MTN’s profit will be $161.86M for 13.50 P/E if the $4.00 EPS becomes a reality. After $-2.00 actual earnings per share reported by Vail Resorts, Inc. for the previous quarter, Wall Street now forecasts -300.00% EPS growth.

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