Omega Advisors (Leon Cooperman) discloses updated portfolio positions in 13F filing: New ZNGA, APC positions, lowered NAVI, FDC, CIM positions
Highlights from 2016 Q4 filing as compared to 2016 Q3 filing:
- New positions in: ZNGA (~1 mln shares), WRD (~0.45 mln), APC (~0.35 mln), OMAM (~0.12 mln), PES (~0.1 mln), TUSK (~0.1 mln), GOLF (~0.07 mln), BLUE (~0.05 mln), SCMP (~0.05 mln), VLY (~0.05 mln)
- Increased positions in: TIME (to ~3.89 mln shares from ~0.9 mln shares), GPOR (to ~1.02 mln from ~0.3 mln), FNF (to ~1.35 mln from ~0.85 mln), DVMT (to ~0.45 mln from ~0.15 mln), P (to ~3.01 mln from ~2.72 mln) FGL (to ~0.33 mln from ~0.07 mln), MDCA (to ~0.3 mln from ~0.19 mln) SHPG (to ~0.45 mln from ~0.36 mln),
- Maintained positions in: HES (~0.94 mln shares
- Closed positions in: CLF (from ~1.14 mln shares), MSI (from ~1.03 mln), EPD (from ~0.79 mln), SSNC (from ~0.7 mln), LILAK(from ~0.54 mln), RICE (from ~0.4 mln), PE (from ~0.32 mln), CHK (from ~0.27 mln), EA (from ~0.27 mln), CTRP (from ~0.19 mln)
- Decreased positions in: NAVI (to ~3.75 mln shares from ~11.32 mln shares), FDC (to ~8.57 mln from ~12.95 mln), CIM (to ~0.06 mln from ~2.94 mln), SNR (to ~0.51 mln from ~3.07 mln), HRG (to ~7.11 mln from ~9.61 mln), OMF (to ~0.86 mln from ~3.11 mln), NRZ (to ~0.75 mln from ~2.94 mln), AER (to ~2.27 mln from ~4.06 mln), TRCO (to ~1.79 mln from ~3.47 mln), NBR (to ~0.29 mln from ~1.65 mln), AIG (to ~1.41 mln shares from ~2.4 mln shares), DAL (to ~0.08 mln from ~0.98 mln), SYF (to ~0.94 mln from ~1.71 mln), PFSI (to ~1.62 mln from ~2.31 mln), MGM (to ~1.58 mln from ~2.25 mln), NAO(to ~0.7 mln from ~1.34 mln), ASPS (to ~1.81 mln from ~2.22 mln), ETP (to ~0.84 mln from ~1.24 mln), LORL (to ~1.21 mln from ~1.59 mln), NBR (to ~0.29 mln from ~1.65 mln)