Third Point discloses updated portfolio positions in 13F filing: New position in FDX, NXPI, MXIM, SJM, CWEI, PCP; increased stake in CIE; closed position in BABA, AAL, HTZ, WMB, EMC
Highlights from 2015 Q1 filing as compared to 2014 Q4 filing:
New positions in: FDX (~0.9 mln shares), NXPI (~1.6 mln), MXIM (~3.5 mln), SJM (~2 mln), CWEI (~1.1 mln), PCP (~0.5 mln)
Increased positions in: CIE (to ~80 mln shares from ~32 mln shares)
Closed positions in: BABA (from ~10 mln shares), AAL (from ~3.8 mln), HTZ (from ~4.3 mln), WMB (from ~4 mln), EMC (from ~7 mln)