Omega Advisors (Leon Cooperman) discloses updated portfolio positions in 13F filing: New HK TMHC BMY positions
Highlights from 2018 Q1 filing as compared to 2017 Q4 filing:
- New positions in: HK (~0.7 mln shares), TMHC (~0.47 mln), BMY (~0.47 mln), CDEV(~0.47 mln), CLF (~0.47 mln), ANDV (~0.39 mln), DHCP (~0.31 mln), CBAY (~0.28 mln), FTSI (~0.27 mln), MU (~0.27 mln)
- Increased positions in: OCN (to ~14.74 mln shares from ~11.05 mln shares), NBR (to ~8.34 mln from ~6.7 mln), ETE (to ~2.36 mln from ~1.04 mln), HRG (to ~2.05 mln from ~0.86 mln), C (to ~0.68 mln from ~0.13 mln), MXL (to ~2.37 mln from ~1.86 mln), FRAC (to ~2.97 mln from ~2.48 mln) UAL (to ~2.72 mln from ~2.25 mln), SYF(to ~1.69 mln from ~1.24 mln), PE (to ~2.19 mln from ~1.77 mln)
- Maintained positions in: FDC (~7.8 mln shares), AMCX (~3.1 mln shares), DWDP(~1.18 mln shares), MSFT (~1.06 mln shares), GOOGL (~0.16 mln shares)
- Closed positions in: ZNGA (from ~10.23 mln shares), CX (from ~1.7 mln), MGM (from ~0.83 mln), DVMT (from ~0.64 mln), BLL (from ~0.5 mln), CBS (from ~0.32 mln), I(from ~0.31 mln), KRE (from ~0.25 mln), MYL (from ~0.24 mln), EXPE (from ~0.2 mln)
- Decreased positions in: ALLY (to ~0.27 mln shares from ~0.87 mln shares), SHPG (to ~0.41 mln from ~0.98 mln), HES (to ~1.36 mln from ~1.67 mln), NAVI (to ~1.5 mln from ~1.8 mln), ASPS (to ~1.02 mln from ~1.23 mln), WFC (to ~0.41 mln from ~0.61 mln), AER (to ~1.38 mln from ~1.54 mln), EMN (to ~0.34 mln from ~0.46 mln), GLPI(to ~0.2 mln from ~0.28 mln