Odey Asset Management discloses updated portfolio positions in 13F filing: Reduces position in BAC and DAL, increased position in UAL and MU
Highlights from 2014 Q2 filing as compared to 2014 Q1 filing:
* New positions in: CRUS (~1.6 mln shares) * Increased positions in: UAL (to ~1.9 mln shares from ~0.6 mln shares), MU (to ~1.6 mln from ~0.4 mln) * Decreased positions in: BAC (to ~5.7 mln shares from ~11.5 mln shares), DAL (to ~7.9 mln from ~12.3 mln) * Closed positions in: MAS (from ~1.5 mln shares)