aupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: New positions include AMC, MCK, PXD. Closed; QCOM, CACC
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: AMC (~3.57 mln shares), MCK (~0.5 mln), ABC (~0.19 mln), PXD (~0.03 mln)
- Increased positions in: AR (to ~23.91 mln shares from ~21.17 mln shares), AGN (to ~2.96 mln from ~2.43 mln), CAH (to ~2.53 mln from ~2.03 mln)
- Maintained positions in: CLNS (~47.91 mln shares), SYF (~29.3 mln shares), LNG (~20.73 mln shares), FOXA (~19.14 mln shares), PBF (~15.72 mln shares), VSAT (~13.16 mln shares), TBPH (~9.31 mln shares), QRVO (~9 mln shares)
- Closed positions in: SRC (from ~9 mln shares), QCOM (from ~5.22 mln), BATRK (from ~1.3 mln) CACC (from ~0.1 mln)
- Decreased positions in: SRUN (to ~2.15 mln shares from ~6.62 mln shares), CAR (to ~1.04 mln from ~4 mln), DVMT (to ~3.05 mln from ~5.65 mln), IMOS (to ~3.05 mln from ~3.51 mln