Lone Pine discloses updated portfolio positions in 13F filing: new positions in AGN, BXLT, MNST; closed positions in TAP, VRX
Highlights from 2016 Q1 filing as compared to 2015 Q4 filing:
- New positions in: AGN (~1.8 mln shares), BXLT (~10.6 mln), COMM (~0.9 mln), MNST (~1.1 mln), PYPL (~10.4 mln), YUM (~1.5 mln)
- Increased positions in: NOC (to ~3.2 mln shares from ~2.1 mln shares)
- Decreased positions in: PXD (to ~1.3 mln shares from ~2.4 mln shares), V (to ~7.5 mln from ~12.8 mln)
- Closed positions in: HBI (from ~9.3 mln shares), TAP (from ~2.4 mln), VRX (from ~5.8 mln), WMB (from ~28.9 mln)