Lansdowne Partners discloses updated portfolio positions in 13F filing: New position in IBN; increased stake in AXP, LB, V; cut stake in GOOG, BABA; closed position in LUK
Highlights from 2014 Q4 filing as compared to 2014 Q3 filing:
* New positions in: IBN (~1.3 mln shares)
* Increased positions in: AXP (to ~6.5 mln shares from ~1.9 mln shares), LB (to ~6.6 mln from ~5 mln), V (to ~1.2 mln from ~0.2 mln)
* Decreased positions in: GOOG (to ~8k shares from ~1.8 mln shares), BABA (to ~0.4 mln from ~1.7 mln)
* Closed positions in: LUK (from ~3.7 mln shares)