Perry Corp discloses updated portfolio positions in 13F filing: New 700k share position in SHPG, closed 5.3 mln share position in LAMR
Highlights from 2014 Q2 filing as compared to 2014 Q1 filing:
- New positions in: SHPG (~0.7 mln shares)
- Increased positions in: HLF (to ~5.6 mln from ~4 mln)
- Decreased positions in: NMIH (to ~2.2 mln shares from ~4.5 mln shares)
- Closed positions in: LAMR (from ~5.3 mln shares), STNG (from ~3.3 mln), AGN (from ~1.7 mln), CTXS (from ~1.5 mln)