Odey Asset Management discloses updated portfolio positions in 13F filing; closed GDP, MU positions
Highlights from 2014 Q3 filing as compared to 2014 Q2 filing:
* New positions in: SLW (~124K), DFS (~78K) * Decreased positions in: ALDW (to ~490K shares from ~1.1 mln shares), LPX (to ~30K shares from ~ 773K shares), POL (to ~84K shares from ~1.2 mln shares), RYL (to ~1.4 mln shares from ~4 mln shares), UAL (546K from 1.9 mln) * Closed positions in: GDP (from ~1.3 mln shares), MU (from ~1.6 mln)