PointState Capital (Zach Schreiber) discloses updated portfolio positions in 13F filing: Notable new positions include EWCA, WIN, HAL, PLNT... Closed out RICE, SFM, EA
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: ECA (~13.62 mln shares), WIN (~4.42 mln), EQT (~2.55 mln), HAL (~2.51 mln), PTEN (~2.4 mln),ARRY (~1.89 mln), PLNT (~1.87 mln), FOLD (~1.67 mln), PE (~1.59 mln), RSPP (~1.43 mln)
- Increased positions in: ENDP (to ~3.9 mln shares from ~0.07 mln shares), CSX (to ~3.5 mln from ~0.92 mln),AXON (to ~2.32 mln from ~0.35 mln), MGM (to ~8.86 mln from ~7.65 mln), LUV (to ~2.6 mln from ~1.47 mln) FNF(to ~1.87 mln from ~0.76 mln), LYB (to ~1.68 mln from ~0.57 mln)
- Maintained positions in: PAM (~5.07 mln shares), FB (~2.82 mln)
- Closed positions in: RICE (from ~8.52 mln shares), DWDP (from ~3.27 mln), SFM (from ~1.45 mln), ETN (from ~1.13 mln), EA (from ~1.03 mln), DVA (from ~0.82 mln), DKS (from ~0.71 mln), IRTC (from ~0.52 mln)
- Decreased positions in: COG (to ~13.86 mln shares from ~18.01 mln shares), BTU (to ~2.75 mln from ~6.06 mln),SBAC (to ~0.38 mln from ~1.11 mln), TWX (to ~0.46 mln from ~1.14 mln), UPL (to ~4.7 mln from ~5.25 mln), WMB(to ~3.33 mln from ~3.87 mln), OIBR.C (to ~3.02 mln from ~3.52 mln), BABA (to ~0.91 mln from ~1.37 mln)