Par Capital Management discloses updated portfolio positions in 13F filing: new positions in CSX and NSC; increased position in GRUB
Highlights from 2015 Q4 filing as compared to 2015 Q3 filing:
- New positions in: CSX (~0.5 mln shares), HCA (~1.1 mln), NSC (~0.5 mln), PAGP (~0.5 mln)
- Increased positions in: CI (to ~1 mln shares from ~0.1 mln shares), ENSG (to ~0.5 mln from ~0.3 mln), GRUB (to ~2.6 mln from ~0.2 mln), IGT (to ~1.7 mln from ~1 mln), ITG (to ~0.6 mln from ~0.3 mln)
- Decreased positions in: APA (to ~0.1 mln shares from ~0.3 mln shares), GBX (to ~0.4 mln from ~0.9 mln), SGY (to ~0.2 mln from ~6 mln), TRUE (to ~4.2 mln from ~8.2 mln)
- Closed positions in: CPA (from ~1.5 mln shares), SAVE (from ~0.3 mln)