Serengeti Asset Management discloses updated portfolio positions in 13F filing: New position in JCP, SUNE, GLNG; cut stake in BAC, VALE, EXXI, CDNS
Highlights from 2015 Q1 filing as compared to 2014 Q4 filing:
- New positions in: JCP (~0.8 mln shares), SUNE (~0.4 mln), GLNG (~0.4 mln)
- Decreased positions in: BAC (to ~0.4 mln shares from ~3.1 mln shares), VALE (to ~1.8 mln from ~6 mln), EXXI (to ~1.7 mln from ~3.6 mln), CDNS (to ~0.1 mln from ~2 mln)