Third Point (Dan Loeb) discloses updated portfolio positions in 13F filing: New positions in ATVI, FB, MRO, SUPV, WLL, PGI, LBTY.A, MON, SPGI; closes position in ROP, FOXA, TRGP, WMB, AMGN
Highlights from 2016 Q2 filing as compared to 2016 Q1 filing:New positions in: ATVI (~3 mln shares), FB (~3.8 mln), MRO (~4 mln), SUPV (~4.5 mln), WLL (~8.2 mln), SPGI (~1.6 mln), LBTY.A (~2 mln) MON (~2 mln) SPGI (~1.6 mln) Decreased positions in: TAP (to ~1 mln shares from ~2.2 mln shares), GOOGL (to ~0.4 mln from ~0.7 mln) Closed positions in: ROP (from ~1.4 mln shares), FOXA (from ~1.5 mln), TRGP (from ~1.8 mln), WMB (from ~2 mln), AMGN (from ~3 mln)