Omega Advisors (Leon Cooperman) discloses updated portfolio positions in 13F filing: New TPH FRAC positions, increased TIME MGM FB positions
Highlights from 2017 Q1 filing as compared to 2016 Q4 filing:
- New positions in: TPH (~3.66 mln shares), FRAC (~2.19 mln), WPX (~2.05 mln), CLF (~1 mln), AMCX (~0.83 mln), ALLY (~0.79 mln), CUZ (~0.5 mln), FBM (~0.5 mln), HCLP (~0.5 mln), WFT (~0.4 mln)
- Increased positions in: ZNGA (to ~7.07 mln shares from ~1 mln shares), NRZ (to ~1.27 mln from ~0.75 mln), TIME (to ~4.36 mln from ~3.89 mln), DISH (to ~1.1 mln from ~0.73 mln), ARRS (to ~1.68 mln from ~1.39 mln), HES (to ~1.16 mln from ~0.94 mln), DVMT (to ~0.65 mln from ~0.45 mln) MGM (to ~1.78 mln from ~1.58 mln), FB (to ~0.26 mln from ~0.07 mln), OMF (to ~0.94 mln from ~0.86 mln)
- Maintained positions in: FDC (~8.11 mln shares), AER (~2.14 mln shares), UAL (~1.66 mln shares), AIG (~1.43 mln shares), DOW (~1.36 mln shares), ASH (~0.54 mln shares)
- Closed positions in: GPOR (from ~1.02 mln shares), ETFC (from ~0.96 mln), WMB (from ~0.91 mln), NAO (from ~0.7 mln), ENT (from ~0.65 mln), APC (from ~0.35 mln), OMAM (from ~0.12 mln)
- Decreased positions in: HRG (to ~2.5 mln shares from ~7.11 mln shares), TRCO (to ~0.03 mln from ~1.79 mln), P (to ~1.91 mln from ~3.01 mln), NAVI (to ~2.74 mln from ~3.75 mln), SNR (to ~0.07 mln from ~0.51 mln), MSFT (to ~0.44 mln from ~0.8 mln), MDCA (to ~0.05 mln from ~0.3 mln), PVH (to ~0.4 mln from ~0.64 mln), WBA (to ~0.83 mln from ~0.93 mln)