Blue Harbour Group (Clifton Robbins) discloses updated portfolio positions in 13F filing: New ON, ZAYO, AXTA, positions... Closed AGCO, FFIV, LAZ
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: ON (~2.57 mln shares), ZAYO (~1.71 mln), AXTA (~1.21 mln), MIC (~0.92 mln), LOGM (~0.41 mln)
- Increased positions in: MD (to ~4.11 mln shares from ~2.52 mln shares), FCE.A (to ~5.21 mln from ~3.72 mln), COMM (to ~5.31 mln from ~4.1 mln), ADNT (to ~6.55 mln from ~5.91 mln), THS (to ~1.01 mln from ~0.86 mln)
- Maintained positions in: ISBC (~29.58 mln shares), OTEX (~9.33 mln shares), RDC (~8.75 mln shares), XLNX (~4.29 mln shares), IWM (~0.96 mln shares)
- Closed positions in: AGCO (from ~1.54 mln shares), FFIV (from ~1.48 mln), LAZ (from ~0.45 mln), DNB (from ~0.4 mln)
- Decreased positions in: CLNS (to ~2.52 mln shares from ~7.33 mln shares), MDRX (to ~0.4 mln from ~3.87 mln), SPY (to ~0.31 mln from ~0.42 mln), WCC (to ~0.12 mln from ~0.15 mln)