Sandell Asset discloses updated portfolio positions in 13F filing: New CPN, BGC, ATUS... Closed CAG, LW
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: CPN (~3.54 mln shares), BGC (~0.25 mln), ATUS (~0.11 mln), MSFT (~0.08 mln), LNCE (~0.05 mln), AAPL (~0.04 mln), FB (~0.04 mln), AMZN (~0.01 mln), GOOG (~0.01 mln), BDX (~0 mln)
- Increased positions in: AKRX (to ~1.53 mln shares from ~0.83 mln shares), MGI (to ~2.95 mln from ~2.36 mln), SNI (to ~0.66 mln from ~0.2 mln), AVA (to ~0.49 mln from ~0.31 mln), XLF (to ~0.36 mln from ~0.23 mln) NXPI (to ~0.52 mln from ~0.4 mln), MON (to ~0.28 mln from ~0.2 mln)
- Maintained positions in: AABA (~1.08 mln shares), GNCM.A (~0.74 mln shares), ALLY (~0.55 mln shares), TWX (~0.43 mln shares), PCRX (~0.38 mln shares), BABA (~0.17 mln shares)
- Closed positions in: CAG (from ~0.27 mln shares), LW (from ~0.09 mln)
- Decreased positions in: TIVO (to ~0.24 mln shares from ~0.62 mln shares)