From: LAURENT CHEKROUN (MAKOR SECURITIES LO) At: 02/15/19 07:44:00
Subject: >>> Paulson & Co (John Paulson) discloses updated portfolio positions Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New TVPT S positions
Highlights from 2018 Q4 filing as compared to 2018 Q3 filing:
- New positions in: TVPT (~3.55 mln shares), S (~2.8 mln), STC (~0.6 mln), TRCO (~0.56 mln), IDTI (~0.43 mln), RHT (~0.38 mln), NSU (~0.25 mln), FOXA (~0.15 mln)
- Increased positions in: BSIG (to ~5.21 mln shares from ~0.61 mln shares), AKRX (to ~3.27 mln from ~0.52 mln), FOX (to ~2.64 mln from ~1.5 mln), AABA (to ~2.12 mln from ~1.73 mln)
- Maintained positions in: NG (~21.99 mln shares), BHC (~20.84 mln shares), AU (~12.78 mln shares), ENDP (~8.63 mln shares), HZNP (~7.17 mln shares), TSU (~5 mln shares), DISH (~4.97 mln shares)
- Closed positions in: T (from ~2.1 mln shares), CME (from ~0.05 mln), TGNA (from ~0.78 mln)
- Decreased positions in: ODP (to ~5 mln shares from ~10 mln shares), NLSN (to ~1.36 mln from ~3.5 mln), MNK (to ~0.6 mln from ~2 mln), VIAB (to ~1.32 mln from ~2.57 mln), DISCK (to ~11.72 mln from ~12.23 mln), MYL (to ~11.01 mln from ~11.51 mln), TMUS (to ~1.96 mln from ~2.43 mln), AGN (to ~1.55 mln from ~1.62 mln), NXPI (to ~2.33 mln from ~2.58 mln), CZR (to ~3 mln from ~3.14 mln)