Corvex Management (Keith Meister ) discloses updated portfolio positions in 13F filing: New Adds include: CTL, JBLU, CFCO, BTU, TWX, FDX, SBNY; Closes YUMC, YUM, PX, PRXL
Corvex Management (Keith Meister ) discloses updated portfolio positions in 13F filing: Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- New positions in: CTL (~19 mln shares), JBLU (~3.09 mln), CFCO (~1 mln), BTU (~0.88 mln), TWX (~0.72 mln), FDX (~0.29 mln), SBNY (~0.16 mln)
- Increased positions in: SIG (to ~3.21 mln shares from ~1.8 mln shares), GOOGL (to ~0.23 mln from ~0.17 mln)
- Maintained positions in: P (~20.76 mln shares), MDCO (~2.94 mln shares), ZAYO (~2.3 mln shares), FB (~0.82 mln shares)
- Closed positions in: YUMC (from ~10.35 mln shares), YUM (from ~7.95 mln), PX (from ~0.89 mln), PRXL (from ~0.74 mln), JACK (from ~0.56 mln), HUM (from ~0.44 mln), DECK (from ~0.43 mln)
- Decreased positions in: PAH (to ~7.96 mln shares from ~10.63 mln shares), NOMD (to ~15.63 mln from ~17.43 mln), BIO (to ~0 mln from ~0.85 mln)