Soros Fund Management (George Soros) discloses updated portfolio positions in 13F filing: New TRCO COTY ADM positionsHighlights from 2018 Q3 filing as compared to 2018 Q2 filing:
- New positions in: TRCO (~1.6 mln shares), COTY (~0.85 mln), ADM (~0.72 mln), FLMN (~0.7 mln), KHC (~0.56 mln), MDLZ (~0.54 mln), ELAN (~0.51 mln), FCEA (~0.5 mln), MU (~0.49 mln)
- Increased positions in: EEM (to ~1.28 mln shares from ~0.2 mln shares), I (to ~2.44 mln from ~1.81 mln), GSKY (to ~0.62 mln from ~0.08 mln), MSFT (to ~0.48 mln from ~0.05 mln), TSGI (to ~0.48 mln from ~0.23 mln) CRC (to ~0.25 mln from ~0.05 mln), ESRX (to ~0.27 mln from ~0.09 mln) LGFA (to ~1.31 mln from ~1.13 mln),
- Maintained positions in: CZR (~34.5 mln shares), VICI (~21.5 mln shares), LBRDK (~7.29 mln shares), AABA (~2.67 mln shares)
- Closed positions in: CVE (from ~1.75 mln shares), DISCA (from ~0.85 mln), COL (from ~0.63 mln), COLD (from ~0.55 mln), URBN (from ~0.41 mln), IYR (from ~0.26 mln), BBU (from ~0.26 mln), FHN (from ~0.25 mln), OKTA (from ~0.23 mln), NOW (from ~0.22 mln)
- Decreased positions in: DNR (to ~2 mln shares from ~4.7 mln shares), ALLT (to ~4.47 mln from ~4.99 mln), P (to ~5.35 mln from ~7.12 mln), BAC (to ~0.99 mln from ~2.15 mln), T (to ~1.5 mln from ~2 mln), TIVO (to ~1.62 mln from ~2.33 mln), WFC (to ~0.37 mln from ~0.95 mln), SPOT (to ~0.27 mln from ~0.73 mln), AMD (to ~0.31 mln from ~0.75 mln), JPM (to ~0.27 mln from ~0.66 mln)