Brahman Capital Corp discloses updated portfolio positions in 13F filing: new NRG CSX positions
Highlights from 2017 Q1 filing as compared to 2016 Q4 filing:
- New positions in: NRG (~9.99 mln shares), CSX (~5.53 mln), JELD (~2.17 mln), ARD (~1.34 mln)
- Increased positions in: TWX (to ~2.42 mln shares from ~1.77 mln shares)
- Maintained positions in: SIRI (~55.42 mln shares), INFO (~5.68 mln shares), Q (~5.25 mln shares), CHTR (~1.59 mln shares), EXPE (~1.29 mln shares), SPB (~1.03 mln shares)
- Closed positions in: LVLT (from ~3.95 mln shares), EBAY (from ~2.82 mln)
- Decreased positions in: HLT (to ~2.17 mln shares from ~6.51 mln shares)