Elliott Management (Paul Singer) discloses updated portfolio positions in 13F filing: New BMRN ETSY CCI positions
Highlights from Q4 2023 filing as compared to Q3 2023 (all amounts are approximate):
- New positions in: BMRN (3 mln shares), MTCH (3 mln, also has calls), ETSY (1.9 mln), CCI (1.23 mln)
- Increased positions in: ETWO (to 27.25 mln shares from 18.92 mln shares)
- Closed positions in: NI (from 1.22 mln shares), ARM (from 0.98 mln) NE (from 0.2 mln)
- Decreased positions in: BTU (to 13.16 mln shares from 21.11 mln shares), HWM (to 2.4 mln from 5.44 mln), SDRL (to 6.23 mln from 7.06 mln), VAL (to 0.2 mln from 0.54 mln), RSVR (to 0.57 mln from 0.88 mln)