Henry Ellenbogen - Durable Capital Partners 13F Activity & Position Changes (Q1 2020)
According to the SEC 13F filed on Aug 14, 2026, the Durable Capital Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2020. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2020, the filing reported:
New Buys - Angi Inc., Armstrong World Industries Inc, Bright Horizons Family Solution, Burlington Stores, Inc., Cable One, Inc., and 30 more
Increases - iShares Russell 2000 ETF, SPDR S&P 500
Reductions - None reported
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2020
|
ANGI
Angi Inc.
|
Buy - Position Entry |
+2,441,685
|
|
Q1 2020
|
AWI
Armstrong World Industries Inc
|
Buy - Position Entry |
+318,566
|
|
Q1 2020
|
BFAM
Bright Horizons Family Solution
|
Buy - Position Entry |
+1,043,028
|
|
Q1 2020
|
BURL
Burlington Stores, Inc.
|
Buy - Position Entry |
+156,593
|
|
Q1 2020
|
CABO
Cable One, Inc.
|
Buy - Position Entry |
+21,255
|
|
Q1 2020
|
CARG
CarGurus, Inc.
|
Buy - Position Entry |
+2,714,288
|
|
Q1 2020
|
DAY
Dayforce, Inc.
|
Buy - Position Entry |
+1,159,358
|
|
Q1 2020
|
DDOG
Datadog, Inc.
|
Buy - Position Entry |
+534,472
|
|
Q1 2020
|
DSGX
The Descartes Systems Group Inc
|
Buy - Position Entry |
+456,815
|
|
Q1 2020
|
EB
Eventbrite, Inc.
|
Buy - Position Entry |
+852,900
|
|
Q1 2020
|
EXAS
Exact Sciences Corporation
|
Buy - Position Entry |
+99,439
|
|
Q1 2020
|
EYE
National Vision Holdings, Inc.
|
Buy - Position Entry |
+1,090,552
|
|
Q1 2020
|
FSV
FirstService Corporation
|
Buy - Position Entry |
+947,969
|
|
Q1 2020
|
GFL
GFL Environmental Inc. Subordin
|
Buy - Position Entry |
+4,210,424
|
|
Q1 2020
|
GSHD
Goosehead Insurance, Inc.
|
Buy - Position Entry |
+243,616
|
|
Q1 2020
|
IDXX
IDEXX Laboratories, Inc.
|
Buy - Position Entry |
+227,540
|
|
Q1 2020
|
INTU
Intuit Inc.
|
Buy - Position Entry |
+103,807
|
|
Q1 2020
|
IR
Ingersoll Rand Inc.
|
Buy - Position Entry |
+2,569,140
|
|
Q1 2020
|
IT
Gartner, Inc.
|
Buy - Position Entry |
+493,755
|
|
Q1 2020
|
IWM
iShares Russell 2000 ETF
|
Buy |
+1,538,521
|
|
Q1 2020
|
KWR
Quaker Houghton
|
Buy - Position Entry |
+845,994
|
|
Q1 2020
|
LII
Lennox International, Inc.
|
Buy - Position Entry |
+32,914
|
|
Q1 2020
|
MSCI
MSCI Inc.
|
Buy - Position Entry |
+396,073
|
|
Q1 2020
|
MTN
Vail Resorts, Inc.
|
Buy - Position Entry |
+590,814
|
|
Q1 2020
|
ODFL
Old Dominion Freight Line, Inc.
|
Buy - Position Entry |
+543,882
|
|
Q1 2020
|
OUT
OUTFRONT Media Inc.
|
Buy - Position Entry |
+1,751,699
|
|
Q1 2020
|
RBC
RBC Bearings Incorporated
|
Buy - Position Entry |
+399,048
|
|
Q1 2020
|
RDFN
Redfin Corporation
|
Buy - Position Entry |
+9,093,415
|
|
Q1 2020
|
ROL
Rollins, Inc.
|
Buy - Position Entry |
+300,000
|
|
Q1 2020
|
ROP
Roper Technologies, Inc.
|
Buy - Position Entry |
+502,645
|
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