Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New GG, EGN, MDR positions; Closed OAS, STAY
Highlights from 2018 Q1 filing as compared to 2017 Q4 filing:
- New positions in: GG (~1 mln shares), EGN (~0.76 mln), MDR (~0.62 mln), HAWK (~0.55 mln), VR (~0.15 mln), LEA (~0.01 mln)
- Increased positions in: DISCK (to ~4.21 mln shares from ~1 mln shares), ENDP (to ~9.17 mln from ~7.17 mln), VIAB (to ~2.57 mln from ~1 mln), DISH (to ~4.97 mln from ~4.18 mln), NMRK (to ~2 mln from ~1.6 mln) COL (to ~0.43 mln from ~0.26 mln), AET (to ~0.16 mln from ~0.05 mln) HAIN (to ~0.61 mln from ~0.52 mln),
- Maintained positions in: VRX (~20.84 mln shares), AU (~12.78 mln shares), MYL (~11.54 mln shares), GLD (~4.32 mln shares), SHPG (~2.95 mln shares), TWX (~2.6 mln shares), AGN (~1.9 mln shares), AABA (~1.71 mln shares)
- Closed positions in: OAS (from ~4.86 mln shares), SGYP (from ~4 mln), ENZY (from ~2.1 mln), STAY (from ~1.8 mln), XCRA (from ~1.52 mln)
- Decreased positions in: CZR (to ~5.14 mln shares from ~18.75 mln shares), VST (to ~3.7 mln from ~10 mln), BAC.WSB (to ~2.96 mln from ~8.33 mln), FOX (to ~0.1 mln from ~0.8 mln), IAG (to ~3.17 mln from ~3.86 mln), TMUS (to ~3.8 mln from ~4.47 mln), NXPI (to ~1.22 mln from ~1.45 mln), QCOM (to ~0 mln from ~0.04 mln)
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