Litespeed Management discloses updated portfolio positions in 13F filing: Opens new ~6.1 mln share position in COT, closes 1.4 mln share position in VICL
Highlights from 2014 Q1 filing as compared to 2013 Q4 filing:
- New positions in: COT (~6.1 mln shares), GM (~1.8 mln)
- Increased positions in: RSH (to ~9.7 mln shares from ~5.0 mln shares), CTB (~4.0 mln from ~2.6 mln shares), MIG (~4.8 mln from ~2.2 mln)
- Closed positions in: VICL (from ~1.4 mln shares)