Greenlight Capital discloses updated portfolio positions in 13F filing: New position in GM, M; increased stake in CBI, CNX; cut stake in MRVL, TIME; closed position in AET, DOX
Highlights from 2015 Q1 filing as compared to 2014 Q4 filing:
- New positions in: GM (~9.5 mln shares) M (~1.7 mln), SEMI (~2.7 mln), SGMS (~2 mln)
- Increased positions in: CBI (to ~6.8 mln shares from ~2.9 mln shares), CNX (to ~20.6 mln from ~13.3 mln)
- Decreased positions in: MRVL (to ~9 mln shares from ~24.7 mln shares), TIME (to ~0.7 mln from ~3.9 mln), EMC (to ~4.2 mln from ~8 mln), HYH (to ~0.7 mln from ~2.4 mln)
- Closed positions in: AET (from ~1.3 mln shares), DOX (from ~1.3 mln), CRC (from ~2 mln), GDOT (from ~1.3 mln), KMT (from ~2.2 mln)