Soroban Capital Partners discloses updated portfolio positions in 13F filing: Exited MOS X NTR
Highlights from Q2 2023 filing as compared to Q1 2023:
- Increased positions in: MA (to ~0.36 mln shares from ~0.25 mln shares)
- Maintained positions in: CSX (~52.59 mln shares), UNP (~8.26 mln shares), MSFT (~4.11 mln shares), GOOG (~3.58 mln shares), LOW (~1.71 mln shares), GOOGL (~1.57 mln shares), V (~1.28 mln shares)
- Closed positions in: MOS (from ~2.39 mln shares), X (from ~1.41 mln), NTR (from ~0.49 mln)
- Decreased positions in: CVE (to ~13.99 mln shares from ~34.17 mln shares), TECK (to ~10.06 mln from ~11.08 mln), EQT (to ~5.67 mln from ~6.26 mln), WLK (to ~0.9 mln from ~1.35 mln)