Omega Advisors (Leon Cooperman) discloses updated portfolio positions in 13F filing: Exited FRAC, MU positions
Highlights from 2018 Q4 filing as compared to 2018 Q3 filing:
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Increased positions in: CVS (to ~0.8 mln shares from ~0.39 mln shares), TCRD (to ~0.2 mln from ~0.19 mln), CI (248K from 107.5K)
- Maintained positions in: ET (~2.24 mln shares), MPC (~0.41 mln)
- Closed positions in: FRAC (from ~4.64 mln shares), SBGI (from ~3.32 mln), DISH (from ~0.74 mln), MXL (from ~0.74 mln), FGP (from ~0.43 mln), MU (from ~0.33 mln), DXC (from ~0.28 mln), BC (from ~0.27 mln), PVH (from ~0.26 mln), EMN (from ~0.17 mln), ADBE(from ~0.11 mln)
- Decreased positions in: COOP (to ~1.66 mln shares from ~9.15 mln shares), FDC (to ~2.39 mln from ~5.14 mln), NEWM (to ~0.03 mln from ~2.28 mln), OCN (to ~12.67 mln from ~14.42 mln), AMCX (to ~0.81 mln from ~2.48 mln), NBR (to ~8.78 mln from ~10.44 mln),UAL (to ~1.16 mln from ~2.62 mln), NLSN (to ~2.63 mln from ~3.63 mln), MSFT (to ~0.25 mln from ~0.92 mln), WPX (to ~3.38 mln from ~3.92 mln