Maverick Capital discloses updated portfolio positions in 13F filing: New PM WCN MYL CSC positions, Closed out ST HDS positions, Increased PFE AXP positions
Highlights from 2016 Q2 filing as compared to 2016 Q1 filing:
- New positions in: PM (~5.9 mln shares), WCN (~5.6 mln), MYL (~2.3 mln), CSC (~3.1 mln), JACK (~0.7 mln), LILAK (~0.7 mln), LVLT (~0.9 mln), ANF(~0.2 mln), SBS (~0.2 mln)
- Increased positions in: PFE (to ~18.4 mln shares from ~8.2 mln shares), AXP (to ~4.6 mln from ~0 mln), SABR (to ~19.8 mln from ~15.1 mln), UHS (to ~2.8 mln from ~1 mln), LRCX (to ~5.5 mln from ~3 mln) USB (to ~3.6 mln from ~1 mln), FB (to ~2.8 mln from ~1.6 mln) CMCSA (to ~3.4 mln from ~1.7 mln), NOC (to ~1.2 mln from ~0.7 mln)
- Decreased positions in: LBTYK (to ~1.5 mln shares from ~7.2 mln shares), YELP (to ~0.1 mln from ~5.4 mln), ARMK (to ~6.8 mln from ~10.9 mln),NWL (to ~1.4 mln from ~5.4 mln), ADBE (to ~2.6 mln from ~4.4 mln), KSU (to ~0.5 mln from ~2.3 mln), KHC (to ~0 mln from ~1.6 mln)
- Closed positions in: ST (from ~3.5 mln shares), HDS (from ~3.6 mln), PCRX (from ~1.6 mln), HCA (from ~0.4 mln), CIT (from ~0.8 mln)