Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New position in EMC; Increased stake in ODP, VRX; Trimmed position in ATVI, GRFS; Closed stake in CIT, WLL
Highlights from 2016 Q2 filing as compared to 2016 Q1 filing:
- New positions in: EMC (~10 mln shares), JNJ (~0.1 mln), Q (~0.2 mln), SNY (~0.4 mln), TTWO (~1 mln), VMW (~2 mln)
- Increased positions in: ODP (to ~15.7 mln shares from ~7.8 mln shares), SGYP (to ~27.8 mln from ~11.1 mln), VRX (to ~19.1 mln from ~13.3 mln)
- Decreased positions in: ATVI (to ~1 mln shares from ~3.1 mln shares), BEAV (to ~1 mln from ~3 mln), FCH (to ~1 mln from ~2 mln), GRFS (to ~7.3 mln from ~17.5 mln), LIVN (to ~0.3 mln from ~2.5 mln), NG (to ~25.7 mln from ~35.5 mln), PRGO (to ~12.5k from ~2.6 mln), TMUS (to ~1 mln from ~14.6 mln)
- Closed positions in: CIT (from ~3.5 mln shares), LRCX (from ~4.5 mln), DPLO (from ~0.2 mln), MTG (from ~2.7 mln), POST (from ~3.7 mln), RDN(from ~3.7 mln), WLL (from ~3.2 mln