Conatus Capital discloses updated portfolio positions in 13F filing - new positions in APD, APC, INTU, NKE, TWX
Highlights from 2014 Q3 filing as compared to 2014 Q2 filing:
- New positions in: APD (~1.2 mln shares), APC (~1.05 mln), INTU (~1.7 mln), NKE (~1.3 mln), TWX (~1.5 mln)
- Increased positions in: TIF (to ~1.7 mln shares from 894K shares)
- Closed positions in: CBOE (from 674K shares), MON (from ~1.3 mln), CRM (from ~1.38 mln), DVN (from ~1.1 mln)