Odey Asset Management discloses updated portfolio positions in 13F filing: new DHT position, closed out KNX, WFC, LPX
Highlights from 2015 Q1 filing as compared to 2014 Q4 filing:
New positions in: DHT (~2.4 mln shares), VIP (~0.1 mln)
Increased positions in: FRO (to ~1.1 mln shares from ~0.8 mln shares), CTRL (to ~1.4 mln from ~0.7 mln), IPGP (to ~0.4 mln from ~0.1 mln)
Decreased positions in: AAL (to ~1 mln shares from ~1.8 mln shares), BGG (to ~0.4 mln from ~1.6 mln), C (to ~0.9 mln from ~3 mln), DHI (to ~5.2 mln from ~15.6 mln), PCAR (to ~0.6 mln from ~4.3 mln), PHM (to ~1.9 mln from ~4.4 mln)
Closed positions in: KNX (from ~1.3 mln shares), WFC (from ~2.2 mln), LPX (from ~0.9 mln)
Note: Odey Asset Management was one of the 100 Top-Performing large hedge funds in 2013 according to Bloomberg