SANDELL discloses updated portfolio positions in 13F filing: New stake in BLT; Increased stake in CVC; Trimmed stake in VIAV, VSLR; Closed position in SUNE, BKD
Highlights from 2015 Q4 filing as compared to 2015 Q3 filing:
- New positions in: BLT (~0.5 mln), PMCS (~1 mln)
- Increased positions in: BRCM (to ~0.3 mln shares from ~0.1 mln shares), CVC (to ~0.5 mln from ~0.3 mln)
- Decreased positions in: VIAV (to ~3.6 mln shares from ~11.6 mln shares), VSLR (to ~0.1 mln from ~0.9 mln), ALLY (to ~0.5 mln from ~0.7 mln)
- Closed positions in: BKD (from ~2.5 mln shares), DK (from ~0.4 mln), SUNE (from ~1.6 mln), WIN (from ~2.4 mln)