Sandell Asset discloses updated portfolio positions in 13F filing: New BRCD position, closed out SVU / XLRE / KLAC positions
Highlights from 2016 Q4 filing as compared to 2016 Q3 filing:
- New positions in: BRCD (~1.28 mln shares), NXPI (~0.2 mln), LVLT (~0.18 mln), HAR (~0.1 mln), WCIC (~0.1 mln), LW(~0.09 mln)
- Increased positions in: BATS (to ~0.68 mln shares from ~0.14 mln shares)
- Maintained positions in: VIAV (~2.53 mln shares), BOBE (~1.26 mln shares), YHOO (~1.08 mln shares), ALLY (~0.55 mln shares), CIT (~0.34 mln shares), CAG (~0.27 mln shares)
- Closed positions in: SVU (from ~1.1 mln shares), XLRE (from ~0.03 mln), KLAC (from ~0.01 mln