Third Point discloses updated portfolio positions in 13F filing
Highlights from 2014 Q1 filing as compared to 2013 Q4 filing:
- New positions in: MAS (4.75 mln shares), VZ (3.5 mln), HRB (3.5 mln),
- Increased positions in: LBTYK (to 5.4 mln shares from 2.7 mln shares), ACT (to 2.5 mln from ~15k shares), CBT (to 4.5 mln from 3 mln)
- Decreased positions in: AIG (to 7 mln shares from 12.5 mln shares)
- Closed positions in: BBRY (from 10 mln shares), YHOO (from 8 mln), ATVI (from 4 mln), ABT (from 3.25 mln), AAPL (from 100k)