Senator Investment Group (Alexander Klabin and Douglas Silverman) discloses updated portfolio positions in 13F filing: new FCE.A NE TRQ MGM PYPL positions
Highlights from 2017 Q1 filing as compared to 2016 Q4 filing:
- New positions in: FCE.A (~15.5 mln shares), NE (~10 mln), TRQ (~9 mln), MGM (~8.75 mln), PYPL (~7.75 mln), DAL (~6 mln), CTSH (~4.3 mln), SBLK (~4 mln), GT (~3.58 mln), SALT (~3.15 mln), SCHW (~3 mln), STAY (~2.34 mln), JBLU (~2.11 mln), SABR (~2.1 mln)
- Increased positions in: CSX (to ~5 mln shares from ~0.7 mln shares), AXTA (to ~4.7 mln from ~1.4 mln), TWX (to ~4.13 mln from ~2.04 mln), SBAC (to ~3.38 mln from ~2.63 mln), AERI (to ~0.8 mln from ~0.4 mln) ACAD (to ~2 mln from ~1.65 mln), ALXN (to ~0.75 mln from ~0.4 mln) STZ (to ~2 mln from ~1.65 mln),
- Closed positions in: BKD (from ~13.7 mln shares), INFO (from ~5 mln), MO (from ~4.1 mln), LUV (from ~2.75 mln), FIS (from ~2.25 mln), NSC (from ~1.7 mln), APD (from ~1.4 mln), QGEN (from ~1.3 mln), ABY (from ~1.27 mln), CSRA (from ~1.25 mln)
- Decreased positions in: BLL (to ~2.08 mln shares from ~5 mln shares), WLL (to ~5 mln from ~7 mln), CHTR (to ~1.71 mln from ~2.65 mln), AVGO (to ~1.5 mln from ~2.3 mln), DLPH (to ~2.48 mln from ~3.25 mln), AGN (to ~0.9 mln from ~1.5 mln), V (to ~2.25 mln from ~2.75 mln), HD (to ~1.25 mln from ~1.5 mln), GOOG (to ~0.32 mln from ~0.5 mln)