Scopia Capital discloses updated portfolio positions in 13F filing: new positions in SRC, VST, ATUS; closed positions in WMB, SWX
Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- New positions in: SRC (~21.3 mln shares), VST (~6.32 mln), ATUS (~3.63 mln), ETM (~1.25 mln), AMGP (~0.94 mln), OMI (~0.39 mln), MRSN (~0.2 mln)
- Increased positions in: HZNP (to ~15.31 mln shares from ~9.69 mln shares), CNDT (to ~6.98 mln from ~2.96 mln), ACOR (to ~7.22 mln from ~5.57 mln), AR (to ~4.64 mln from ~3.39 mln), CNX (to ~6.36 mln from ~5.48 mln) SPR (to ~7.46 mln from ~6.61 mln), GWPH (to ~2.49 mln from ~1.99 mln) TRGP (to ~1.93 mln from ~1.47 mln),
- Maintained positions in: FCE.A (~23.59 mln shares), RTRX (~5.97 mln shares), ITRI (~4.56 mln shares), NDRM (~4.38 mln shares), CNMD (~2.77 mln shares), NFLX (~2.54 mln shares), BIDU (~1.63 mln shares)
- Closed positions in: WMB (from ~4.76 mln shares), SWX (from ~1 mln), DY (from ~0.59 mln)
- Decreased positions in: JD (to ~6.23 mln shares from ~10.67 mln shares), JCI (to ~5.89 mln from ~7.56 mln), UTHR (to ~0.71 mln from ~2.37 mln), I (to ~1.49 mln from ~2.01 mln), LGND (to ~0.73 mln from ~1.16 mln), FNF (to ~2.9 mln from ~3.22 mln), AAAP (to ~1.07 mln from ~1.23 mln)