Maverick Capital discloses updated portfolio positions in 13F filing with new USFD EVHC KHC WBA WYNN STZ positions
Highlights from 2017 Q1 filing as compared to 2016 Q4 filing:
- New positions in: USFD (~4.75 mln shares), EVHC (~3.07 mln), KHC (~1.15 mln), WBA (~1.01 mln), WYNN (~0.92 mln), STZ (~0.77 mln), SBAC (~0.62 mln), LVS (~0.51 mln), SLM (~0.24 mln), AXL (~0.14 mln), FCAU (~0.12 mln), CSFL (~0.11 mln), IPXL (~0.11 mln), TER (~0.1 mln)
- Increased positions in: TSO (to ~3.41 mln shares from ~0.04 mln shares), USB (to ~3.65 mln from ~0.87 mln), BUD (to ~1.63 mln from ~0.21 mln), DLTR (to ~4.36 mln from ~3.5 mln), VMC (to ~2.62 mln from ~2.05 mln), ADBE (to ~4.26 mln from ~3.79 mln), CI (to ~2.46 mln from ~2.01 mln) MLM (to ~0.77 mln from ~0.45 mln), SHPG (to ~1.62 mln from ~1.43 mln), GOOG (to ~0.37 mln from ~0.27 mln)
- Closed positions in: CNC (from ~1.4 mln shares), TMUS (from ~0.81 mln), TDG (from ~0.78 mln), INSY (from ~0.27 mln), SC (from ~0.24 mln), MYGN (from ~0.19 mln), EXPR (from ~0.11 mln), FTI (from ~0.09 mln), SEE (from ~0.07 mln)
- Decreased positions in: NWL (to ~3.26 mln shares from ~6.39 mln shares), PFE (to ~19.83 mln from ~22.85 mln), SABR (to ~18.21 mln from ~20.75 mln), AXP (to ~0.01 mln from ~2.34 mln), MYL (to ~1.55 mln from ~3.8 mln), LRCX (to ~0.02 mln from ~1.8 mln), FLT (to ~0.43 mln from ~1.74 mln), AET (to ~0.99 mln from ~2.23 mln), UHS (to ~4.95 mln from ~6.13 mln)
