Henry Ellenbogen - Durable Capital Partners 13F Activity & Position Changes (Q1 2020)
As of Mar 31, 2020, the Durable Capital Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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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