Elliott Management (Paul Singer) discloses updated portfolio positions in 13F filing: New DVN FOX SRE positions; Increased AABA holding; Closed out MOND VICI CZR TER EGN
Highlights from 2018 Q2 filing as compared to 2018 Q1 filing:
- New positions in: DVN (~3.02 mln shares), FOX (~2.08 mln), SRE (~0.75 mln)
- Increased positions in: AABA (to ~22.15 mln shares from ~1.47 mln shares), MFGP (to ~6.25 mln from ~4.23 mln), DISH (to ~2.99 mln from ~1.02 mln), EQT (to ~2.23 mln from ~1.5 mln), QQQ (to ~1.19 mln from ~0.98 mln) ATHN (to ~0.58 mln from ~0.38 mln), HES (to ~21.95 mln from ~21.42 mln) NXPI (to ~17.24 mln from ~16.44 mln), DVMT (to ~8.64 mln from ~8.13 mln),
- Maintained positions in: ARNC (~51.9 mln shares), BTU (~35.34 mln) ORIG (~18.49 mln shares) CTXS (~7.09 mln shares)
- Closed positions in: NOMD (from ~9.44 mln shares), VICI (from ~7.22 mln), CZR (from ~4.56 mln), TER (from ~4 mln), EGN (from ~2.98 mln)
- Decreased positions in: CDK (to ~4.6 mln shares from ~8.11 mln shares), ISBC (to ~7.22 mln from ~9.03 mln), WIT (to ~1.12 mln from ~1.86 mln)