Scopia Capital discloses updated portfolio positions in 13F filing: New MNK ZGNX RDUS positions
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: MNK (~4.09 mln shares), ZGNX (~3.42 mln), RDUS (~0.23 mln)
- Increased positions in: WFT (to ~25.57 mln shares from ~14.1 mln shares), ISBC (to ~12.67 mln from ~6.7 mln), PAGP (to ~9.28 mln from ~5.42 mln), PTCT (to ~4.14 mln from ~1.19 mln), JCI (to ~7.92 mln from ~6.64 mln) ITRI (to ~5.21 mln from ~4.56 mln), GWPH (to ~3.46 mln from ~2.99 mln) TRGP (to ~2.22 mln from ~1.91 mln),
- Maintained positions in: SRC (~27.65 mln shares), HZNP (~16.37 mln shares), ACOR (~8.47 mln shares), RTRX (~6.66 mln shares), CNMD (~2.77 mln shares)
- Closed positions in: MNKD (from ~0.98 mln shares), FOSL (from ~0.4 mln), PSEC (from ~0.1 mln), AMSC (from ~0.02 mln)
- Decreased positions in: SPR (to ~5.79 mln shares from ~7.97 mln shares), JD (to ~5 mln from ~6.38 mln), BIDU (to ~0.71 mln from ~1.33 mln), ATUS (to ~3.58 mln from ~4.04 mln), NFLX (to ~2.04 mln from ~2.35 mln)