Soroban Capital (Eric Mandelblatt) discloses updated portfolio positions in 13F filing:
Highlights from 2016 Q3 filing as compared to 2016 Q2 filing:
- New positions in: LYB (~5.52 mln shares), CRC (~2.05 mln), WLK (~2.02 mln), MAR (~1.3 mln), AXTA (~0.8 mln), AAP (~0.6 mln), PCLN (~0.15 mln)
- Maintained positions in: WMB (~21 mln shares), MPC (~10.74 mln shares), ADSK (~10.04 mln shares), LBRDK (~8.89 mln shares), NXPI (~5.24 mln shares), UNP (~4.37 mln shares), CHTR (~4.2 mln shares), SBAC (~2.05 mln shares)
- Decreased positions in: FLT (to ~0.97 mln shares from ~1.46 mln shares), AVGO (to ~2.03 mln from ~2.5 mln)
- Closed positions in: PF (from ~2.55 mln shares)