Blue Harbour Group (Clifton Robbins) discloses updated portfolio positions in 13F filing: New AXTA INCR COMM CLNS positions
Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- New positions in: AXTA (~2.81 mln shares), INCR (~1.98 mln), COMM (~1.75 mln), CLNS (~1.33 mln)
- Increased positions in: OTEX (to ~6.99 mln shares from ~3.02 mln shares), ADNT (to ~3.42 mln from ~1.68 mln), SPY (to ~0.23 mln from ~0.19 mln)
- Maintained positions in: ISBC (~29.58 mln shares), RDC (~11.08 mln shares), MDRX (~9.31 mln shares), WBMD (~3.36 mln shares), MD (~1.54 mln shares), FFIV (~1.01 mln shares), IWM (~0.71 mln shares)
- Closed positions in: AKAM (from ~2.86 mln shares)
- Decreased positions in: BWXT (to ~1.99 mln shares from ~5.29 mln shares), AVT (to ~1.34 mln from ~4.36 mln), AGCO (to ~1.77 mln from ~3.81 mln), XLNX (to ~5.01 mln from ~6.06 mln), LAZ (to ~1.45 mln from ~1.72 mln)