Lansdowne Partners discloses updated portfolio positions in 13F filing; New ~13.5 mln share position in VZ, closed ~7.9 mln share position in CL
- Highlights from 2014 Q1 filing as compared to 2013 Q4 filing:
- New positions in: VZ (~13.5 mln shares), BMY (~1.6 mln), MS (~1.6 mln), MTG (~1.6 mln)
- Increased positions in: DIS (to ~7.9 mln from ~4.2 mln shares), ETFC (to ~1.9 mln from ~470k), BAC (to ~5.2 mln from ~3.9 mln)
- Decreased positions in: TWC (to ~1.7 mln from ~3.1 mln shares)
- Closed positions in: CL (from ~7.9 mln shares), ACN (from ~3.3 mln)