Owl Creek (Jeffrey Altman) discloses updated portfolio positions in 13F filing: New CZR BAC CMCSA positions
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: CZR (~4.68 mln shares), BAC (~2.61 mln), CMCSA (~2.2 mln), BC (~1.86 mln), INDU (~1 mln), LGC (~0.5 mln), AGN (~0.39 mln), ADS (~0.34 mln), CMSS (~0.26 mln)
- Increased positions in: NRG (to ~1.45 mln shares from ~0.38 mln shares), NNA (to ~3.81 mln from ~2.76 mln), PDVW (to ~2.38 mln from ~2.13 mln)
- Maintained positions in: AABA (~13.43 mln shares), CIT (~2.51 mln)
- Closed positions in: COT (from ~3.06 mln shares), DAL (from ~1.58 mln), VZ (from ~0.65 mln), TMUS (from ~0.6 mln), S (from ~0.59 mln), KAAC (from ~0.44 mln), HLF (from ~0.35 mln)
- Decreased positions in: SERV (to ~0.85 mln shares from ~2.02 mln shares), C (to ~0.89 mln from ~1.7 mln), LW (to ~0.91 mln from ~1.67 mln), ADNT (to ~0.36 mln from ~0.84 mln)