Lansdowne Partners (Alex Snow) discloses updated portfolio positions in 13F filing: New Positions in WFC; closed position in V
Highlights from 2017 Q1 filing as compared to 2016 Q4 filing:
- New positions in: WFC (~9.78 mln shares), SNAP (~0.51 mln), GE (~0.27 mln), TGP (~0.2 mln), TGS (~0.19 mln), HON (~0.06 mln).
- Increased positions in: BAC (to ~47.77 mln shares from ~30.5 mln shares), HAS (to ~2.4 mln from ~1.4 mln), FB (to ~6.31 mln from ~5.41 mln), JCI (to ~0.72 mln from ~0.42 mln), IR (to ~0.16 mln from ~0.07 mln).
- Maintained positions in: DAL (~28.1 mln shares), JPM (~22.28 mln shares), C (~6.62 mln shares), AMZN (~1.5 mln shares).
- Closed positions in: V (from ~1.42 mln shares), COG (from ~0.24 mln), FIT (from ~0.17 mln), MTCH (from ~0.11 mln), FSLR (from ~0.08 mln), ECA (from ~0.05 mln), NEE (from ~0.05 mln).
- Decreased positions in: NKE (to ~3.22 mln shares from ~17.05 mln shares), LB (to ~1.87 mln from ~10.42 mln), DIS (to ~5.52 mln from ~8.11 mln).