Elliott Management (Paul Singer) discloses updated portfolio positions in 13F filing: New MPC DXC positions, exited SRE BMY SYMCHighlights from 2019 Q2 filing as compared to Q1 2019:
- New positions in: MPC (~4.6 mln shares), DXC (~2.2 mln), HYG (~0.66 mln), TRK (~0.58 mln), USWS (~0.17 mln)
- Increased positions in: DELL (to ~12.86 mln shares from ~11.21 mln shares), FOXA (to ~4.04 mln from ~3.47 mln), ROAN (to ~16.33 mln from ~15.79 mln), ISCA (to ~1.18 mln from ~0.77 mln), VNO (to ~0.51 mln from ~0.43 mln)
- Maintained positions in: ARNC (~51.9 mln shares), BTU (~28.17 mln shares), FE (~25.04 mln shares), DVN (~17.53 mln shares), NLSN (~14 mln shares), ESI (~10.95 mln shares), EBAY (~9.9 mln shares), CTXS (~6.09 mln shares), ACHC (~4.35 mln shares),
- Closed positions in: SRE (from ~11.35 mln shares), BMY (from ~3.25 mln), EQT (from ~2.17 mln), SYMC (from ~1.25 mln), CARB (from ~1.19 mln), CVLT (from ~0.9 mln), HR (from ~0.76 mln)
- Decreased positions in: RRTS (to ~33.99 mln shares from ~848.88 mln shares), HES (to ~16.25 mln from ~21.95 mln), AABA (to ~4.53 mln from ~8.35 mln), SHO (to ~0.72 mln from ~1.47 mln), CXP (to ~0.05 mln from ~0.5 mln), MAC (to ~0.41 mln from ~0.47 mln)