Corvex Management (Keith Meister ) discloses updated portfolio positions in 13F filing: Lowered P / SIG / JBLU positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: CMCSA (~2.45 mln shares)
- Increased positions in: EVHC (to ~5.61 mln shares from ~0.92 mln shares), CTL (to ~21.85 mln from ~19 mln),EGN (to ~9.79 mln from ~7 mln), BAC (to ~7.02 mln from ~5.2 mln), PAGP (to ~2.81 mln from ~1.89 mln)
- Maintained positions in: FB (~0.83 mln shares)
- Closed positions in: PAH (from ~7.96 mln shares), ZAYO (from ~2.3 mln), RF (from ~1.91 mln), CLGX (from ~1.13 mln), BTU (from ~0.88 mln), TWX (from ~0.72 mln), FDX (from ~0.29 mln), SBNY (from ~0.16 mln)
- Decreased positions in: P (to ~11.41 mln shares from ~20.76 mln shares), SIG (to ~0.34 mln from ~3.21 mln),JBLU (to ~0.94 mln from ~3.09 mln), MDCO (to ~2.41 mln from ~2.94 mln), GOOGL (to ~0.2 mln from ~0.23 mln),NOMD (to ~14.44 mln from ~15.63 mln)