Brahman Capital Corp discloses updated portfolio positions in 13F filing: New positions in SEE, ORCL, GDDY; deceased position in INFO, TWX
Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- New positions in: SEE (~2.51 mln shares), ORCL (~2.4 mln), GDDY (~0.85 mln), LVNTA (~0.63 mln), TIF (~0.4 mln)
- Maintained positions in: SIRI (~55.42 mln shares), NRG (~9.59 mln shares), CSX (~5.54 mln shares), HLT (~2.17 mln shares), CMCSA (~2.11 mln shares)
- Decreased positions in: INFO (to ~4.83 mln shares from ~5.68 mln shares), TWX (to ~1.6 mln from ~2.42 mln), Q (to ~4.53 mln from ~5.25 mln), SPB (to ~0.77 mln from ~1.03 mln)