orvex Management (Keith Meister) discloses updated portfolio positions in 13F filing: New FLMN DLTR TSGI positionsHighlights from 2018 Q3 filing as compared to 2018 Q2 filing:
- New positions in: FLMN (~3.63 mln shares), DLTR (~0.91 mln), TSGI (~0.56 mln), VMC (~0.36 mln)
- Increased positions in: MGM (to ~3.9 mln shares from ~3.14 mln shares), MHK (to ~0.84 mln from ~0.13 mln), GOOGL (to ~0.08 mln from ~0.06 mln)
- Closed positions in: T (from ~0.6 mln shares), CTL (from ~0.5 mln), CRM (from ~0.26 mln), FOXA (from ~0.24 mln), CHTR (from ~0.09 mln)
- Decreased positions in: FG (to ~0.17 mln shares from ~1.63 mln shares), BAC (to ~3.08 mln from ~4.54 mln), JBLU (to ~3.1 mln from ~4.36 mln), EGN (to ~6.9 mln from ~7.71 mln), TMUS (to ~1.47 mln from ~2.05 mln), VNO (to ~0.14 mln from ~0.53 mln), MDB (to ~0.45 mln from ~0.78 mln), MDCO (to ~0.56 mln from ~0.86 mln) FB (to ~0.63 mln from ~0.68 mln)