Soros Fund (George Soros) discloses updated portfolio positions in 13F filing: New GRFS ATUS CDAY positions
Highlights from 2019 Q1 filing as compared to 2018 Q4 filing:
- New positions in: GRFS (~2.13 mln shares), ATUS (~1.65 mln), CDAY (~1.65 mln), BGCP (~1.48 mln), FDC (~1.22 mln), CMCSA (~1.1 mln), DHI (~0.97 mln), VIAB (~0.85 mln), KDP (~0.5 mln), SC (~0.5 mln), TWNK (~0.2 mln), LYFT (~0.2 mln), NAVI (~0.2 mln), ETSY (~0.14 mln), ADBE (~0.13 mln), TWLO (~0.13 mln), WP (~0.12 mln)
- Increased positions in: SIRI (to ~4.21 mln shares from ~1.96 mln shares), DNR (to ~2.5 mln from ~1 mln), MRVL (to ~1.4 mln from ~0.17 mln), CAG (to ~1.85 mln from ~1.13 mln), VNOM (to ~0.95 mln from ~0.29 mln) FLMN (to ~1.17 mln from ~0.64 mln), SYF (to ~0.5 mln from ~0.05 mln) ADM (to ~0.7 mln from ~0.33 mln),
- Maintained positions in: LBRDK (~7.29 mln shares), COUP (~0.61 mln shares), LPLA (~0.57 mln shares)
- Closed positions in: ALLT (from ~3.27 mln shares), OKE (from ~0.2 mln), T (from ~0.73 mln), WPX (from ~0.7 mln), VZ (from ~0.61 mln), PM (from ~0.59 mln), CF (from ~0.34 mln), KHC (from ~0.3 mln), GSKY (from ~0.23 mln), HSY (from ~0.22 mln)
- Decreased positions in: CZR (to ~24.82 mln shares from ~33.16 mln shares), VICI (to ~19.64 mln from ~20.9 mln), XLF (to ~0.92 mln from ~2.03 mln), LGFA (to ~1.05 mln from ~1.5 mln), NRG (to ~0.3 mln from ~0.58 mln), CMA (to ~0.01 mln from ~0.27 mln), ZION (to ~0.06 mln from ~0.27 mln), AABA (to ~2.35 mln from ~2.56 mln), BUD (to ~0.02 mln from ~0.15 mln), COTY (to ~1 mln from ~1.13 mln)