Scopia Capital discloses updated portfolio positions in 13F filing with new AR, CNX positions, increased WMB TRN ACOR positions
Highlights from 2016 Q3 filing as compared to 2016 Q2 filing:
- New positions in: AR (~3.21 mln shares), CNX (~1.41 mln), WAB (~0.12 mln), TSCO (~0.08 mln)
- Increased positions in: WMB (to ~4.9 mln shares from ~2.7 mln shares), TRN (to ~1.57 mln from ~1.03 mln), ACOR (to ~4.2 mln from ~3.17 mln), GWPH (to ~1.89 mln from ~1.48 mln), RTRX (to ~4.25 mln from ~3.81 mln) NFLX (to ~1.93 mln from ~1.89 mln),
- Maintained positions in: FCE.A (~17.96 mln shares), SPR (~12.68 mln shares), JD (~8.69 mln shares), ITRI (~4.56 mln shares)
- Decreased positions in: MYGN (to ~3.66 mln shares from ~4.65 mln shares), DST (to ~0.95 mln from ~1.54 mln), FICO (to ~0.71 mln from ~1.2 mln), GBX (to ~0.29 mln from ~0.46 mln), UTHR (to ~4.09 mln from ~4.3 mln), BIDU (to ~1.95 mln from ~2.15 mln)
- Closed positions in: SABR (from ~6.86 mln shares), MPEL (from ~3.53 mln), IBKR (from ~2.8 mln), LUK (from ~1.47 mln), BNCL (from ~1.25 mln)