Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New CTL NMRK DISCK positions
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: CTL (~2 mln shares), NMRK (~1.6 mln), DISCK (~1 mln), VIAB (~1 mln), FOX (~0.8 mln), HAIN (~0.52 mln), SNI (~0.5 mln), MGI (~0.22 mln), CAVM (~0.12 mln)
- Increased positions in: CZR (to ~18.75 mln shares from ~14.42 mln shares), HZNP (to ~7.87 mln from ~5.58 mln), NXPI (to ~1.45 mln from ~0.01 mln), MON (to ~0.42 mln from ~0.22 mln), COL (to ~0.26 mln from ~0.11 mln) TWX (to ~2.57 mln from ~2.43 mln),
- Maintained positions in: VRX (~20.84 mln shares), AU (~12.78 mln shares), GLD (~4.36 mln shares)
- Closed positions in: TEVA (from ~2.45 mln shares), S (from ~2.37 mln), CPN (from ~1.68 mln), RLGY (from ~1 mln), EQT (from ~0.29 mln), LOXO (from ~0.02 mln), IEF (from ~0.02 mln)
- Decreased positions in: SGYP (to ~4 mln shares from ~24.06 mln shares), SES (to ~1.25 mln from ~10 mln), MNK (to ~3.67 mln from ~6.63 mln), MYL (to ~12.43 mln from ~14.72 mln), AABA (to ~1.67 mln from ~3.8 mln), VST (to ~10 mln from ~11.53 mln), TMUS (to ~4.47 mln from ~5.2 mln), DISH (to ~4.18 mln from ~4.68 mln), SHPG (to ~3.05 mln from ~3.15 mln)