Brahman Capital Corp discloses updated portfolio positions in 13F filing: Increased GDDY, ORCL, CMCSA, EXPE positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- Increased positions in: GDDY (to ~3.44 mln shares from ~0.85 mln shares),ORCL (to ~3.87 mln from ~2.4 mln), CMCSA (to ~2.46 mln from ~2.11 mln),EXPE (to ~1.48 mln from ~1.29 mln), NRG (to ~10.24 mln from ~9.59 mln)
- Maintained positions in: HLT (~2.17 mln shares), CHTR (~1.42 mln shares),SPB (~0.77 mln shares)
- Closed positions in: JELD (from ~2.17 mln shares), TWX (from ~1.6 mln),ATH (from ~0.45 mln)
- Decreased positions in: SIRI (to ~45.89 mln shares from ~55.42 mln shares),CSX (to ~4.88 mln from ~5.54 mln), INFO (to ~4.26 mln from ~4.83 mln),ARD (to ~1.02 mln from ~1.34 mln), TIF (to ~0.21 mln from ~0.4 mln), Q (to ~4.3 mln from ~4.53 mln), SEE (to ~2.26 mln from ~2.51 mln)