Omega Advisors (Leon Cooperman) discloses updated portfolio positions in 13F filing: New COOP NLSN CI positions
Highlights from 2018 Q3 filing as compared to 2018 Q2 filing:
- New positions in: COOP (~9.15 mln shares), NLSN (~3.63 mln), CI (~0.11 mln)
- Increased positions in: FRAC (to ~4.64 mln shares from ~3.79 mln shares), SBGI (to ~3.32 mln from ~2.65 mln), MGY (to ~2 mln from ~1.5 mln), NBR (to ~10.44 mln from ~9.79 mln)
- Maintained positions in: WPX (~3.92 mln shares), UAL (~2.62 mln)
- Closed positions in: VVV (from ~1.73 mln shares), SYF (from ~1.69 mln), FTSI (from ~1.35 mln), AER (from ~1.13 mln), KKR (from ~0.99 mln), TMHC (from ~0.75 mln), LEN (from ~0.63 mln), CDEV (from ~0.6 mln), CZR (from ~0.53 mln), PYPL (from ~0.48 mln), IMMU / WRD (400K)
- Decreased positions in: FDC (to ~5.14 mln shares from ~7.74 mln shares), MXL (to ~0.74 mln from ~2.04 mln), HES (to ~0.45 mln from ~1.05 mln), PE (to ~1.97 mln from ~2.37 mln), DISH (to ~0.74 mln from ~1.04 mln), PFSI (to ~1.14 mln from ~1.41 mln), MU(to ~0.33 mln from ~0.52 mln), EMN (to ~0.17 mln from ~0.34 mln), TRN (to ~1.79 mln from ~1.89 mln), AMCX (to ~2.48 mln from ~2.74 mln), DWDP (to 1.05 mln from 1.18 mln), ADBE (to 109K from 236K