Sandell Asset discloses updated portfolio positions in 13F filing: New positions in TIVO, ALR, WFM; closed position in CIT, WGL
Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- New positions in: TIVO (~0.62 mln shares), GNCMA (~0.5 mln), ALR (~0.42 mln), WFM (~0.33 mln), BKS (~0.19 mln), TWX (~0.12 mln), BABA (~0.09 mln)
- Increased positions in: MGI (to ~1.53 mln shares from ~1.21 mln shares)
- Maintained positions in: BRCD (~2.1 mln shares), AABA (~1.08 mln shares), ALLY (~0.55 mln shares), CAG (~0.27 mln shares), NXPI (~0.26 mln shares), LVLT (~0.19 mln shares), WOOF (~0.12 mln shares)
- Closed positions in: CIT (from ~0.34 mln shares), WGL (from ~0.2 mln)