Corvex Management (Keith Meister) discloses updated portfolio positions in 13F filing: Maintains P BLL positions
Highlights from 2016 Q4 filing as compared to 2016 Q3 filing:
- New positions in: YUMC (~14.63 mln shares - YUM spinoff),CRM (~3.45 mln), LVLT (~1.14 mln), BK (~1.01 mln), MO(~0.98 mln), ETFC (~0.76 mln), AMTD (~0.61 mln), TWX(~0.56 mln), GOOGL (~0.17 mln)
- Increased positions in: BAC (to ~9.47 mln shares from ~2.37 mln shares), TMUS (to ~3.14 mln from ~0.86 mln), NOMD(to ~17.43 mln from ~15.43 mln)
- Maintained positions in: YUM (~21.04 mln shares), P(~11.65 mln shares), BLL (~2.93 mln shares)
- Closed positions in: CCE (from ~1.77 mln shares), HAIN(from ~1.44 mln), BEAV (from ~1.27 mln), CSOD (from ~0.75 mln), BIIB (from ~0.05 mln)
- Decreased positions in: FNF (to ~4.92 mln shares from ~10.77 mln shares), WMB (to ~14.12 mln from ~18.63 mln),SIG (to ~2.91 mln from ~6.92 mln), COMM (to ~3.37 mln from ~5.62 mln), PAH (to ~16.7 mln from ~18.67 mln), EVHC(to ~0.92 mln from ~2.74 mln), JCI (to ~1.17 mln from ~2.96 mln), MPC (to ~0.58 mln from ~0.7 mln