Hayman Capital (Kyle Bass) discloses updated portfolio positions in 13F filing: New 2.7 mln share position in EXXI, new 2.6 mln share position in AEO
Highlights from 2014 Q1 filing as compared to 2013 Q4 filing:
- New positions in: EXXI (~2.7 mln shares), AEO (~2.6 mln), VZ (~2.1 mln)
- Increased positions in: GM (to ~7.2 mln shares from ~4.7 mln shares)
- Closed positions in: NRG (~3.0 mln shares)