Blue Ridge Capital discloses updated portfolio positions in 13F filing
Highlights from 2016 Q1 filing as compared to 2015 Q4 filing:
- New positions in: CHK (~7.1 mln shares), COMM (~3.8 mln), CNX (~3.4 mln), ECA (~4.3 mln), OAS (~4.6 mln), SWN (~8.2 mln)
- Increased positions in: AMBA (to ~1 mln shares from ~0.4 mln shares), CP (to ~1.5 mln from ~1.2 mln)
- Decreased positions in: ALLE (to ~2.3 mln shares from ~3.4 mln shares), BMRN (to ~1 mln from ~1.5 mln), PBF (to ~1.1 mln from ~2.4 mln), PCLN (to ~0.2 mln from ~0.3 mln)
- Closed positions in: ENDP (from ~2.1 mln shares), ETFC (from ~4.4 mln), LC (from ~0.8 mln), MPC (from ~3.5 mln), MTG (from ~2.9 mln), SIRI (from ~30.7 mln