From: LAURENT CHEKROUN (MAKOR SECURITIES LO) At: 02/15/19 07:44:46
Subject: >>> Elliott Management (Paul Singer) discloses updated portfolio poElliott Management (Paul Singer) discloses updated portfolio positions in 13F filing: New ROAN ECA EPE ACHC positions
Highlights from 2018 Q4 filing as compared to 2018 Q3 filing:
- New positions in: ROAN (~15.79 mln shares), EPE (~3.97 mln), ACHC (~3.25 mln), ECA (~3.05 mln), ISCA (~0.27 mln), SHO (~1.47 mln), HR (~0.63 mln), KREF (~0.52 mln), PRSP (~0.51 mln), MAC (~0.4 mln)
- Increased positions in: NLSN (to ~14 mln shares from ~5 mln shares), DVN (to ~16.7 mln from ~11.22 mln), RRTS (to ~5.24 mln from ~3.31 mln) AKAM (to ~2.38 mln from ~2 mln)
- Maintained positions in: ARNC (~51.9 mln shares), BTU (~28.17 mln shares), FE (~25.04 mln shares), HES (~21.95 mln shares), SRE (~11.35 mln shares), UNIT (~8.59 mln shares), TVPT (~6.75 mln shares), CVLT (~2.1 mln shares), FOX (~2.08 mln shares),
- Closed positions in: ESI (from ~10.95 mln shares), MFGP (from ~6.25 mln) CDK (from ~0.58 mln)
- Decreased positions in: AABA (to ~22.17 mln shares from ~25.06 mln shares), CTXS (to ~6.09 mln from ~7.09 mln-also has calls) MD (to ~1.7 mln from ~2.04 mln)