ValueAct discloses updated portfolio positions in 13F filing: New ADS Stake, Liquidated HAL stake
Highlights from 2016 Q1 filing as compared to 2015 Q4 filing:
- New positions in: ADS (~0.5 mln shares)
- Decreased positions in: ADBE (to ~6k shares from ~14 mln shares), AGU (to ~3.2 mln from ~10 mln), MSI (to ~8.2 mln from ~17.6 mln), MSCI (to ~4.1 mln from ~6.3 mln)
- Closed positions in: HAL (from ~16.5 mln shares)