ADYEN NV UNSP/ADR

Atkore Inc.

Napco Security Technologies, Inc

Ulta Beauty, Inc. Common Stock

Bought - AOJ
Sold - Sonova
Added to - $ATKR $ADYEY $ULTA $NSSC
![Image upload](https://cdn.commonstock.com/a1a7f52394a94086be5ca4370548fdbc52729653b96a2b8e78b35ddcab47ff3a-890x652.png)
Details: [https://heavymoatinvestments.substack.com/p/portfolio-update-end-of-august](https://heavymoatinvestments.substack.com/p/portfolio-update-end-of-august)

Love the Ulta add. Don’t understand the reaction to the this recent quarter at all but oh well that’s how money is made. It’s my second favorite company second to only Starbucks. I love the brand, love the financials. Love how they buyback a ton of stock. Once operating margins are in order I genuinely believe they’ll start the position again international. But I’m fine with continuing to focus on the US for now. They got a dominant position here 

Christian

https://heavymoatinvestments.substack.com/p/portfolio-update-end-of-august

Portfolio Update End of August

Portfolio Update

This member is verified by the Commonstock team based on their contributions to the Commonstock community. 