Highfields Capital (Jonathon Jacobson) discloses updated portfolio positions in 13F filing: Establishes new positions in IVZ & SYMC, increased positions in ICE & ICPT, closed positions in HTZ & AA
Highfields Capital (Jonathon Jacobson) discloses updated portfolio positions in 13F filing: Highlights from 2016 Q4 filing as compared to 2016 Q3 filing:
- New positions in: IVZ (~9.25 mln shares), SYMC (~5.5 mln),KMI (~4.75 mln), CTSH (~4.52 mln), EWW (~2.22 mln)
- Increased positions in: ICE (to ~3.01 mln shares from ~0.69 mln shares), ICPT (to ~0.46 mln from ~0.28 mln), AGN (to ~0.48 mln from ~0.4 mln)
- Maintained positions in: MAR (~10.92 mln shares), DD(~7.81 mln shares), BEAV (~4.76 mln shares), MON (~3.7 mln shares)
- Closed positions in: HTZ (from ~2.4 mln shares), AA (from ~1.5 mln), HSY (from ~1 mln), ILG (from ~0.74 mln), CERN(from ~0.52 mln)
- Decreased positions in: WMB (to ~3.38 mln shares from ~8.59 mln shares), GOOG (to ~0.33 mln from ~0.62 mln),GOOGL (to ~0.31 mln from ~0.41 mln)