Tremblant Capital disclosed updated portfolio positions in 13F filing earlier today: New 5.1 mln share position in SPLS, closed 4.9 mln share position in Sprint (S)
Highlights from 2014 Q1 filing as compared to 2013 Q4 filing:
- New positions in: SPLS (~5.1 mln shares), LGF (~1.4 mln)
- Increased positions in: RHT (to ~2.4 mln shares from ~1.3 mln shares)
- Decreased positions in: PG (to ~3.5 mln shares form ~7.8 mln shares), KMI (to ~255k from ~2.1 mln), FTNT (to ~3.0 mln from ~4.5 mln)
- Closed positions in: S (from ~4.9 mln), ADT (from ~1.8 mln)