Elliott Management (Paul Singer) discloses updated portfolio positions in 13F filing: New NLOK LOGM positions
Highlights from 2019 Q4 filing as compared to Q3 2019:
- New positions in: NLOK (~2.67 mln shares; also has calls), LOGM (~1.35 mln), LQD (~1.18 mln), AXE (~0.03 mln)
- Increased positions in: NLSN (to ~16.37 mln shares from ~14 mln shares), DELL (to ~15.13 mln from ~13 mln; also has calls), T (to ~5 mln from ~3.13 mln), MPC (to ~9.65 mln from ~8.6 mln; also has calls), VNO (to ~1.72 mln from ~1.5 mln)
- Maintained positions in: ARNC (~41.57 mln shares), RRTS (~34.16 mln shares), BTU (~28.92 mln shares), ESI (~10.94 mln shares), EBAY (~9.9 mln shares), ACHC (~4.35 mln shares), MINI (~2 mln shares), SAP (~0.75 mln shares)
- Closed positions in: DVN (from ~17.53 mln shares), HES (from ~6.7 mln), FOXA (from ~4.04 mln) COMM (from ~0.64 mln)
- Decreased positions in: OPB (to ~1.9 mln shares from ~4.54 mln shares), CTXS (to ~5.2 mln from ~6.09 mln), RILY (to ~2.18 mln from ~2.31 mln)