Serengeti Asset Management discloses updated portfolio positions in 13F filing: decreased positions in APO and CELG; closed position in JCP
Highlights from 2015 Q4 filing as compared to 2015 Q3 filing:
- New positions in: BOBE (~0.1 mln shares), CF (~0.1 mln), FDC (~1.4 mln), FCE.A (~0.1 mln), YUM (~0.1 mln)
- Increased positions in: CKEC (to ~0.3 mln shares from ~0.1 mln shares), MLNK (to ~0.6 mln from ~0.4 mln)
- Decreased positions in: APO (to ~0.7 mln shares from ~1.5 mln shares), CELG (to 30k from 470k), KODK (to ~0.9 mln from ~1.5 mln),WMIH (to ~0.7 mln from ~2 mln)
- Closed positions in: AMC (from ~0.1 mln shares), JCP (from ~0.4 mln), FOXA (from ~0.4 mln)