Henry Ellenbogen - Durable Capital Partners 13F Activity & Position Changes (Q2 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 Jun 30, 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 Q2 2020, the filing reported:
New Buys - BILL Holdings, Inc., Cannae Holdings, Inc., Shift4 Payments, Inc., J.B. Hunt Transport Services, I, RH, and 2 more
Increases - Angi Inc., Bright Horizons Family Solution, Burlington Stores, Inc., Cable One, Inc., CarGurus, Inc., and 22 more
Complete Exits - Armstrong World Industries Inc, Eventbrite, Inc., Gartner, Inc., iShares Russell 2000 ETF, OUTFRONT Media Inc., and 3 more
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 |
|---|---|---|---|
|
Q2 2020
|
ANGI
Angi Inc.
|
Buy |
+2,646,685
|
|
Q2 2020
|
AWI
Armstrong World Industries Inc
|
Sell - Position Exit |
-318,566
|
|
Q2 2020
|
BFAM
Bright Horizons Family Solution
|
Buy |
+3,217,133
|
|
Q2 2020
|
BILL
BILL Holdings, Inc.
|
Buy - Position Entry |
+250,816
|
|
Q2 2020
|
BURL
Burlington Stores, Inc.
|
Buy |
+263,058
|
|
Q2 2020
|
CABO
Cable One, Inc.
|
Buy |
+388
|
|
Q2 2020
|
CARG
CarGurus, Inc.
|
Buy |
+3,929,859
|
|
Q2 2020
|
CNNE
Cannae Holdings, Inc.
|
Buy - Position Entry |
+1,076,773
|
|
Q2 2020
|
DAY
Dayforce, Inc.
|
Buy |
+478,789
|
|
Q2 2020
|
DDOG
Datadog, Inc.
|
Buy |
+1,715,661
|
|
Q2 2020
|
DSGX
The Descartes Systems Group Inc
|
Buy |
+980,379
|
|
Q2 2020
|
EB
Eventbrite, Inc.
|
Sell - Position Exit |
-852,900
|
|
Q2 2020
|
EXAS
Exact Sciences Corporation
|
Buy |
+1,066,753
|
|
Q2 2020
|
EYE
National Vision Holdings, Inc.
|
Buy |
+1,726,148
|
|
Q2 2020
|
FOUR
Shift4 Payments, Inc.
|
Buy - Position Entry |
+1,329,148
|
|
Q2 2020
|
FSV
FirstService Corporation
|
Buy |
+1,957,874
|
|
Q2 2020
|
GFL
GFL Environmental Inc. Subordin
|
Sell |
-718,239
|
|
Q2 2020
|
GSHD
Goosehead Insurance, Inc.
|
Buy |
+268,996
|
|
Q2 2020
|
IDXX
IDEXX Laboratories, Inc.
|
Buy |
+228,294
|
|
Q2 2020
|
INTU
Intuit Inc.
|
Buy |
+793,418
|
|
Q2 2020
|
IR
Ingersoll Rand Inc.
|
Buy |
+2,795,617
|
|
Q2 2020
|
IT
Gartner, Inc.
|
Sell - Position Exit |
-493,755
|
|
Q2 2020
|
IWM
iShares Russell 2000 ETF
|
Sell - Position Exit |
-4,553,535
|
|
Q2 2020
|
JBHT
J.B. Hunt Transport Services, I
|
Buy - Position Entry |
+985,129
|
|
Q2 2020
|
KWR
Quaker Houghton
|
Buy |
+662,336
|
|
Q2 2020
|
LII
Lennox International, Inc.
|
Buy |
+847,451
|
|
Q2 2020
|
MSCI
MSCI Inc.
|
Buy |
+280,909
|
|
Q2 2020
|
MTN
Vail Resorts, Inc.
|
Buy |
+61,804
|
|
Q2 2020
|
ODFL
Old Dominion Freight Line, Inc.
|
Sell |
-236,236
|
|
Q2 2020
|
OUT
OUTFRONT Media Inc.
|
Sell - Position Exit |
-1,751,699
|
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