Canyon Capital discloses updated portfolio positions in 13F filing: New NAVI, ARNC, GNC, positions... Closed TGNA, RAD, AMC
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: NAVI (~15.25 mln shares), ARNC (~3.75 mln), GNC (~2.27 mln), MON (~1.26 mln), IPOA (~0.99 mln), NXPI (~0.91 mln), C (~0.8 mln), GLF (~0.6 mln), L (~0.2 mln), HIG (~0.18 mln)
- Increased positions in: CZR (to ~42.57 mln shares from ~2.2 mln shares), GPK (to ~13.33 mln from ~7.2 mln), TWX (to ~9.05 mln from ~5.66 mln), FG (to ~5.52 mln from ~3.91 mln), EQT (to ~2.34 mln from ~0.83 mln) BAC (to ~1.89 mln from ~1 mln), AGN (to ~0.5 mln from ~0.14 mln)
- Maintained positions in: MGM (~19.37 mln shares), ORIG (~6.72 mln shares), BERY (~5.79 mln shares)
- Closed positions in: TGNA (from ~5.66 mln shares), IPOA.U (from ~2.33 mln), RAD (from ~2 mln), CSTM (from ~1.85 mln), AMC (from ~1.68 mln), GOGL (from ~0.59 mln), TDW (from ~0.07 mln)
- Decreased positions in: AABA (to ~29.43 mln shares from ~51.11 mln shares), KR (to ~2.23 mln from ~5.3 mln), ALLY (to ~5.65 mln from ~8.56 mln), KAAC.U (to ~0.95 mln from ~2 mln), CCO (to ~2.16 mln from ~3.04 mln), SC (to ~1.9 mln from ~2.78 mln), CJ (to ~0.64 mln from ~1.23 mln), DVMT (to ~0.38 mln from ~0.58 mln)