Sachem Head Capital discloses updated portfolio positions in 13F filing: New VNTV, CARS, NXPI positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: VNTV (~2.13 mln shares), CARS (~2 mln), NXPI (~1.35 mln), CDK (~1.27 mln)
- Increased positions in: ZAYO (to ~5.7 mln shares from ~4 mln shares), CMCSA (to ~5.88 mln from ~4.39 mln),MSFT (to ~4.05 mln from ~3.53 mln), SHPG (to ~1.24 mln from ~0.78 mln), GOOGL (to ~0.25 mln from ~0.21 mln)
- Maintained positions in: DVMT (~3.11 mln shares), CRM (~2.13 mln)
- Closed positions in: SERV (from ~2.86 mln shares), CHTR (from ~0.35 mln)
- Decreased positions in: ADSK (to ~0.35 mln shares from ~6.64 mln shares), TSRO (to ~0.31 mln from ~0.37 mln