Sandell Asset discloses updated portfolio positions in 13F filing:
Highlights from 2016 Q3 filing as compared to 2016 Q2 filing:
- New positions in: SVU (~1.1 mln shares), STRZA (~0.41 mln), BATS (~0.14 mln)
- Increased positions in: TLN (to ~1.46 mln shares from ~0.95 mln shares), VA (to ~0.61 mln from ~0.42 mln)
- Maintained positions in: VIAV (~2.53 mln shares - active), BOBE (~1.26 mln shares - active ), YHOO (~1.08 mln shares), MEG (~1.03 mln shares), CVT (~0.78 mln shares), ALLY (~0.55 mln shares), CIT (~0.31 mln shares), CAG (~0.27 mln shares)
- Closed positions in: AKRX (from ~0.49 mln shares)
- Several positions from prior quarter have been acquired including: TIVO, FCS, PLCM, CPXX, MDVN, GAS, GWRE