Elliott Management (Paul Singer) discloses updated portfolio positions in 13F filing: Affirms ARNC position, new ECA / PAH positions
Highlights from 2016 Q4 filing as compared to 2016 Q3 filing:
- New positions in: ARNC (~37.54 mln shares), ECA (~12.13 mln), PAH (~10.95 mln), DVMT (~7.13 mln), MPC (~6.2 mln)
- Increased positions in: BBL (to ~2.01 mln shares from ~0.26 mln shares), MENT (to ~4.83 mln from ~4.33 mln)
- Maintained positions in: HES (~18.8 mln shares), SYMC (~12 mln shares), CDK (~8.11 mln shares), CTXS (~6.71 mln shares),AGN (~2.74 mln shares)
- Closed positions in: IPG (from ~11.44 mln shares), SBS (from ~8.1 mln), LOCK (from ~7.15 mln), CAB (from ~6.37 mln), FTNT(from ~2.75 mln), NBHC (from ~2.4 mln), MON (from ~1.36 mln), FCB (from ~1.33 mln)
- Decreased positions in: TSU (to ~7.57 mln shares from ~12.94 mln shares)