Soroban Capital Partners (Eric Mandelblatt) discloses updated portfolio positions in 13F filing: New positions in STZ and LOW; closed position in AXTA
Highlights from 2017 Q1 filing as compared to 2016 Q4 filing:
- New positions in: FWONK (~12 mln shares), STZ (~4.63 mln), LOW (~4.5 mln)
- Increased positions in: NXPI (to ~9.75 mln shares from ~8.16 mln shares), AAP (to ~1.74 mln from ~1.04 mln), SBAC (to ~3.32 mln from ~2.89 mln), AVGO (to ~2.45 mln from ~2.16 mln)
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Closed positions in: AXTA (from ~4.17 mln), YUMC (from ~1.65 mln), FLT (from ~0.79 mln)
- Decreased positions in: PCLN (to ~0.11 mln shares from ~0.12 mln shares)