Scopia Capital discloses updated portfolio positions in 13F filing: New positions in WFT, ISBC, PAGP; increased position in SRC; closed position in CNDT
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: WFT (~14.1 mln shares), ISBC (~6.7 mln), PAGP (~5.42 mln), PTCT (~1.19 mln), EFX (~0.52 mln)
- Increased positions in: SRC (to ~27.28 mln shares from ~21.3 mln shares), ACOR (to ~8.47 mln from ~7.22 mln), ETM (to ~2.25 mln from ~1.25 mln), AAAP (to ~1.89 mln from ~1.07 mln), JCI (to ~6.64 mln from ~5.89 mln) RTRX (to ~6.66 mln from ~5.97 mln), GWPH (to ~2.99 mln from ~2.49 mln) ATUS (to ~4.04 mln from ~3.63 mln),
- Maintained positions in: FCE.A (~23.25 mln shares), HZNP (~16.12 mln shares), SPR (~7.97 mln shares), JD (~6.38 mln shares),ITRI (~4.56 mln shares), CNMD (~2.77 mln shares), NFLX (~2.35 mln shares)
- Closed positions in: CNDT (from ~6.98 mln shares), AR (from ~4.64 mln), I (from ~1.49 mln), AMGP (from ~0.94 mln), LGND(from ~0.73 mln), UTHR (from ~0.71 mln), OMI (from ~0.39 mln), MRSN (from ~0.2 mln)
- Decreased positions in: FNF (to ~1.63 mln shares from ~2.9 mln shares)