Sandell Asset discloses updated portfolio positions in 13F filing: New ABCO, AVA, MON, SNI, CSX positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: ABCO (~0.76 mln shares), AVA (~0.31 mln), MON (~0.2 mln), SNI (~0.2 mln), CSX (~0.09 mln)
- Increased positions in: BRCD (to ~2.94 mln shares from ~2.1 mln shares),MGI (to ~2.36 mln from ~1.53 mln), AKRX (to ~0.83 mln from ~0.02 mln),BKS (to ~1 mln from ~0.19 mln; also has calls), TWX (to ~0.47 mln from ~0.12 mln), PCRX (to ~0.38 mln from ~0.05 mln; also has calls), GNCMA(to ~0.74 mln from ~0.5 mln) NXPI (to ~0.4 mln from ~0.26 mln) BCR (to ~0.14 mln from ~0.04 mln) BABA (to ~0.17 mln from ~0.09 mln)
- Maintained positions in: AABA (~1.08 mln shares