Farallon Capital discloses updated portfolio positions in 13F filing: New 11.4 mln share position in CYH, increased position in YHOO to ~5.7 mln shares from ~1.5 mln shares
- Highlights from 2014 Q1 filing as compared to 2013 Q4 filing:
- New positions in: CYH (~11.4 mln shares), STWD (17 mln), SIRI (21.1 mln), FWLT (3.3 mln), GA (3.3 mln)
- Increased positions in: YHOO (to ~5.7 mln shares from ~1.5 mln shares), FOXA (to ~6.4 mln from ~3.2 mln), EDU (to ~2.2 mln from 500k)
- Decreased positions in: TWC (to ~1.8 mln shares from ~2.8 mln shares)
- Closed positions in: SALT (from 2.8 mln shares), SBH (from 2.4 mln)