Third Point discloses updated portfolio positions in 13F filing; EBAY BBBY BABA new positions, closed out RAX TMUS HTZ
Highlights from 2014 Q3 filing as compared to 2014 Q2 filing:
- New positions in: BABA (~7.2 mln shares), BBBY(~3 mln), EBAY (~4.5 mln), SUNE (~6 mln), PH (~1.3 mln)
- Increased positions in: DOW (to ~29.25 mln shares from ~22 mln shares), ST (to ~5 mln from ~3 mln)
- Decreased positions in: YPF (to ~3.75 mln shares from ~6.25 mln shares), LNG (to 800K from 2.25 mln)
- Closed positions in: RAX (from ~7.25 mln shares), TMUS (from ~8 mln), HTZ (from ~5.75 mln), FNSR (from ~3.5 mln), AIG (from ~6 mln), CTXS (from ~2 mln)