Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New VIAC PVG TIF LOGM TECD positions
Highlights from 2019 Q4 filing as compared to Q3 2019:
- New positions in: VIAC (~6 mln shares), PVG (~2.59 mln), TIF (~0.13 mln), TECD (~0.13 mln), LOGM (~0.12 mln)
- Increased positions in: S (to ~16.02 mln shares from ~12.59 mln shares), SES (to ~0.17 mln from ~0.16 mln)
- Maintained positions in: NG (~21.99 mln shares), BHC (~20.84 mln shares), BSIG (~20 mln shares), TAK (~13.24 mln shares), AU (~12.78 mln shares), MYL (~12.01 mln shares), DISCK (~10.92 mln shares), HZNP (~8.17 mln shares)
- Closed positions in: PCG (from ~2.62 mln shares) INSW (from ~0.72 mln) UTX (from ~0.2 mln), LYFT (from ~0.15 mln), TMUS (from ~0.04 mln)
- Decreased positions in: CZR (to ~1.21 mln shares from ~3 mln shares), NMRK (to ~1.55 mln from ~2 mln), AGN (to ~2.66 mln from ~2.93 mln), QEP (to ~0.81 mln from ~1.01 mln)