Omega Advisors (Leon Cooperman) discloses updated portfolio positions in 13F filing: New MGY NRG LEN positions, Closed NAVI, NYCB, BMY, CLF, WFC
Highlights from 2018 Q2 filing as compared to 2018 Q1 filing:
- New positions in: MGY (~1.5 mln shares), NRG (~1.27 mln), LEN (~0.63 mln), CZR (~0.53 mln), FGP (~0.43 mln), MPC (~0.43 mln), CVS (~0.41 mln), IMMU (~0.4 mln), WRD (~0.4 mln), IQV (~0.38 mln)
- Increased positions in: NBR (to ~9.79 mln shares from ~8.34 mln shares), FTSI (to ~1.35 mln from ~0.27 mln), FRAC (to ~3.79 mln from ~2.97 mln), SBGI (to ~2.65 mln from ~1.89 mln), TRN (to ~1.89 mln from ~1.43 mln), TMHC (to ~0.75 mln from ~0.47 mln), C (to ~0.94 mln from ~0.68 mln) MU (to ~0.52 mln from ~0.27 mln), ASH (to ~1.21 mln from ~1.01 mln), CDEV (to ~0.6 mln from ~0.47 mln)
- Maintained positions in: FDC (~7.74 mln shares), UAL (~2.69 mln shares), PE (~2.37 mln shares), DWDP (~1.18 mln shares), MSFT (~1.04 mln shares), GOOG.L (~0.15 mln shares)
- Closed positions in: NAVI (from ~1.5 mln shares), NYCB (from ~0.75 mln), BMY (from ~0.47 mln), CLF (from ~0.47 mln), WFC (from ~0.41 mln), FOLD (from ~0.37 mln), IQ (from ~0.25 mln), NINE (from ~0.23 mln), GLPI (from ~0.2 mln)
- Decreased positions in: AMCX (to ~2.74 mln shares from ~3.1 mln shares), HK (to ~0.35 mln from ~0.7 mln), VVV (to ~1.73 mln from ~2.07 mln), MXL (to ~2.04 mln from ~2.37 mln), HES (to ~1.05 mln from ~1.36 mln), SHPG (to ~0.12 mln from ~0.41 mln), ANDV (to ~0.11 mln from ~0.39 mln), AER (to ~1.13 mln from ~1.38 mln), DISH (to ~1.04 mln from ~1.22 mln)
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