Farallon Capital discloses updated portfolio positions in 13F filing: New position in ODP, UIL; increased stake in TLM, TRW; cut stake in CCE, DG; closed position in OI
Highlights from 2015 Q1 filing as compared to 2014 Q4 filing:
- New positions in: ODP (~3.7 mln), UIL (~1 mln), HSP (~2.3 mln)
- Increased positions in: TLM (to ~12 mln shares from ~4.8 mln shares), TRW (to ~2.9 mln from ~1.8 mln), KLXI (to ~3.7 mln from ~2 mln), ACT (to ~1 mln from ~0.5 mln)
- Decreased positions in: CCE (to ~1.9 mln shares from ~4.7 mln shares), DG (to ~1.1 mln from ~1.9 mln), LAMR (to ~0.5 mln from ~1.3 mln)
- Closed positions in: OI (from ~4.1 mln)