Blue Harbour Group (Clifton Robbins) discloses updated portfolio positions in 13F filing: Notable new positions include THS, DNB... Closed out AXTA, INCR, AVT
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: FCE.A (~3.72 mln shares), THS (~0.86 mln), DNB (~0.4 mln), WCC (~0.15 mln)
- Increased positions in: CLNS (to ~7.33 mln shares from ~1.33 mln shares), ADNT (to ~5.91 mln from ~3.42 mln),COMM (to ~4.1 mln from ~1.75 mln), OTEX (to ~8.66 mln from ~6.99 mln), MD (to ~2.52 mln from ~1.54 mln) FFIV(to ~1.48 mln from ~1.01 mln), IWM (to ~0.94 mln from ~0.71 mln) SPY (to ~0.42 mln from ~0.23 mln),
- Maintained positions in: ISBC (~29.58 mln shares), XLNX (~4.58 mln)
- Closed positions in: AXTA (from ~2.81 mln shares), BWXT (from ~1.99 mln), INCR (from ~1.98 mln), AVT (from ~1.34 mln)
- Decreased positions in: MDRX (to ~3.87 mln shares from ~9.31 mln shares), RDC (to ~8.75 mln from ~11.08 mln),LAZ (to ~0.45 mln from ~1.45 mln), AGCO (to ~1.54 mln from ~1.77 mln)