Soroban Capital Partners (Eric Mandelblatt) discloses updated portfolio positions in 13F filing: New NWL GOOGL positions
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: NWL (~3.87 mln shares), GOOGL (~0.17 mln)
- Increased positions in: CHTR (to ~2.75 mln shares from ~1.31 mln shares)
- Maintained positions in: NXPI (~16.68 mln shares), BUD (~12.89 mln shares), FWONK (~12 mln shares), LBRDK (~8.89 mln shares), STZ (~2.9 mln shares), GOOG (~0.78 mln shares)
- Closed positions in: AAP (from ~2.4 mln shares), WLK (from ~1.4 mln)
- Decreased positions in: SBAC (to ~0.43 mln shares from ~1.27 mln shares), CRC (to ~1.36 mln from ~2.05 mln