Omega Advisors (Leon Cooperman) discloses updated portfolio positions in 13F filing: new positions in OCN, CVA, ETP; closed position in TPH, CLF, WBA
Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- New positions in: OCN (~7.46 mln shares), CVA (~1.21 mln), I (~1 mln), MXL (~0.76 mln), ETE (~0.39 mln), TRN (~0.38 mln), DOC (~0.3 mln), GDI (~0.3 mln), LB (~0.2 mln)
- Increased positions in: NBR (to ~2.54 mln shares from ~0.29 mln shares), ZNGA (to ~9.19 mln from ~7.07 mln), VVV (to ~1.96 mln from ~0.28 mln), WPX (to ~3.67 mln from ~2.05 mln), SBGI (to ~1.41 mln from ~0.15 mln) MSFT (to ~1.16 mln from ~0.44 mln), BLL (to ~1.26 mln from ~0.63 mln) SYF (to ~1.31 mln from ~0.94 mln),
- Maintained positions in: FDC (~8.11 mln shares), TIME (~4.6 mln shares), AER (~2.15 mln shares), UAL (~1.66 mln shares), DOW (~1.37 mln shares), FNF (~1.35 mln shares), AIG (~1.33 mln shares)
- Closed positions in: TPH (from ~3.66 mln shares), CLF (from ~1 mln), WBA (from ~0.83 mln), WPZ (from ~0.75 mln), CUZ (from ~0.5 mln), WFT (from ~0.4 mln), XOP (from ~0.34 mln), FGL (from ~0.26 mln), ECR (from ~0.25 mln), AA (from ~0.2 mln)
- Decreased positions in: HRG (to ~1.13 mln shares from ~2.5 mln shares), ARRS (to ~0.91 mln from ~1.68 mln), NAVI (to ~2.21 mln from ~2.74 mln), DVMT (to ~0.42 mln from ~0.65 mln), WRD (to ~0.27 mln from ~0.5 mln), BERY (to ~0.16 mln from ~0.35 mln), HES (to ~0.98 mln from ~1.16 mln), LOW (to ~0.05 mln from ~0.15 mln), ALLY (to ~0.71 mln from ~0.79 mln)