Sessa Capital discloses updated portfolio positions in 13F filing: New PCG positions
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: PCG (~0.4 mln shares)
- Increased positions in: AMBC (to ~2 mln shares from ~0.6 mln shares), JBGS (to ~2.18 mln from ~1.44 mln)
- Maintained positions in: AHP (~2.21 mln shares), ALLY (~1.99 mln shares), CARS (~1.78 mln shares), PJT (~1.43 mln shares), VSM (~1.37 mln shares), DVMT (~0.58 mln shares), AABA (~0.27 mln shares)
- Closed positions in: CDR (from ~0.52 mln shares), GNC (from ~0.5 mln), NWS (from ~0.31 mln), CFG (from ~0.3 mln), NWSA (from ~0.27 mln), TRCO (from ~0.1 mln), GHL (from ~0.09 mln), EXPE (from ~0.06 mln), WFC (from ~0.05 mln)
- Decreased positions in: BHF (to ~0.63 mln shares from ~1.05 mln shares), SHOS (to ~0.23 mln from ~0.57 mln), APVO (to ~1.63 mln from ~1.92 mln), VEC (to ~0.01 mln from ~0.25 mln), DXCM (to ~0.12 mln from ~0.3 mln), LKSD (to ~0.09 mln from ~0.26 mln)