>>> TCI Fund (Christopher Hohn) discloses updated portfolio positions in 13F fil

TCI Fund (Christopher Hohn) discloses updated portfolio positions in 13F filing: New MSFT FOXA FOX positions
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
  • New positions in: MSFT (~8.07 mln shares), FOXA (~7.42 mln), FOX (~1.16 mln),GOOGL (~0.39 mln)
  • Increased positions in: GOOG (to ~1.92 mln shares from ~0.49 mln shares), TWX (to ~0.32 mln from ~0.2 mln), NSC (to ~0.59 mln from ~0.51 mln), UNP (to ~0.64 mln from ~0.58 mln)
  • Closed positions in: AABA (from ~85.92 mln shares), AMBC (from ~1.99 mln)
  • Decreased positions in: CMCSA (to ~70.86 mln shares from ~91.94 mln shares), CHTR(to ~9.93 mln from ~11.74 mln

>>> Lone Pine Capital (Stephen Mandel) discloses updated portfolio positions in

Lone Pine Capital (Stephen Mandel) discloses updated portfolio positions in 13F filing: Notable new positions include PYPL, EA, WYNN, VNTV, MELI, BUD, PCLN
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: PYPL (~6.71 mln shares), EA (~4.23 mln), WYNN (~2.68 mln), VNTV (~2.29 mln), MELI (~1.63 mln), BUD (~0.72 mln), PCLN (~0.41 mln)
  • Increased positions in: CMCSA (to ~32.6 mln shares from ~20.44 mln shares), CRM (to ~6.27 mln from ~2.65 mln), TRU (to ~12.35 mln from ~8.91 mln), UNH (to ~4.4 mln from ~1.71 mln), ICE (to ~8.75 mln from ~6.36 mln) NOW (to ~5.27 mln from ~3.22 mln), MSFT (to ~11.33 mln from ~9.69 mln) AAP (to ~2.36 mln from ~2.05 mln),
  • Maintained positions in: TV (~20.84 mln shares), ATVI (~19.84 mln shares), Q (~10.06 mln shares), STZ (~7.08 mln shares), AVGO (~5.09 mln shares), EXPE (~4.66 mln shares),MA (~4.49 mln shares), ADBE (~3.93 mln shares), EQIX (~1.27 mln shares),
  • Closed positions in: SYMC (from ~21.09 mln shares), CSX (from ~10.31 mln), ATUS (from ~8.4 mln), SNAP (from ~7.6 mln), LNG (from ~5.19 mln), FWONK (from ~2.92 mln),ORLY (from ~2.84 mln), ANET (from ~1.85 mln), ULTA (from ~1.44 mln), ALB (from ~1.16 mln)
  • Decreased positions in: FLT (to ~0.8 mln shares from ~6.56 mln shares), BABA (to ~8.82 mln from ~11.67 mln), TMUS (to ~4.56 mln from ~7.12 mln), FB (to ~5.03 mln from ~6.17 mln), VXX (to ~0.25 mln from ~1 mln

>>> Glenview Capital (founder-Larry Robbins, Pres Mark Horowitz) discloses updat

Glenview Capital (founder-Larry Robbins, Pres Mark Horowitz) discloses updated portfolio positions in 13F filing: Notable new position include TWTR, CNDT, CMCS.A, MGM
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: TWTR (~4.98 mln shares), CNDT (~4 mln), CMCS.A (~2.3 mln), PNR (~1.77 mln), CVS (~1.37 mln), MGM (~0.99 mln), VNTV (~0.16 mln), FDX (~0.13 mln)
  • Increased positions in: FDC (to ~16.97 mln shares from ~12.22 mln shares), SHPG (to ~5.87 mln from ~1.72 mln), ZBH (to ~3.16 mln from ~0.77 mln), KND (to ~4.22 mln from ~2.37 mln), EBAY (to ~10.46 mln from ~8.91 mln), MCK (to ~2.72 mln from ~1.19 mln), NKE (to ~2.09 mln from ~0.79 mln) WMB (to ~7.53 mln from ~6.37 mln), CBS (to ~6.57 mln from ~5.84 mln), DLPH (to ~2.38 mln from ~1.86 mln)
  • Maintained positions in: FLEX (~39.43 mln shares), HCA (~15.16 mln shares), FMC (~11.72 mln shares), Q (~8.92 mln shares), DXC (~7.82 mln shares), LH (~2.91 mln shares),TMO (~2.73 mln shares), GOOGL (~0.61 mln shares)
  • Closed positions in: CAR (from ~7.8 mln shares), ANTM (from ~4.05 mln), PHH (from ~3.93 mln), MRVL (from ~1.42 mln), DNB (from ~1.01 mln), HAIN (from ~1 mln), HUM (from ~0.72 mln)
  • Decreased positions in: LOW (to ~4.19 mln shares from ~6.62 mln shares), RLGY (to ~3.9 mln from ~6.3 mln), WBA (to ~0.05 mln from ~1.75 mln), ABBV (to ~5.34 mln from ~6.11 mln), ENXTAM:CCE (to ~3.16 mln from ~3.89 mln), CI (to ~3.08 mln from ~3.74 mln), HTZ (to ~5.06 mln from ~5.71 mln), V (to ~2.03 mln from ~2.65 mln)

>>> Highfields Capital (Jonathon Jacobson) discloses updated portfolio positions

Highfields Capital (Jonathon Jacobson) discloses updated portfolio positions in 13F filing: New positions in SRUN, PXD, KR, SUM
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: SRUN (~8.26 mln), PXD (~2.78 mln), KR (~1.65 mln), SUM (~1 mln), PE (~0.5 mln), IVE (~0.19 mln)
  • Increased positions in: RAD (to ~47 mln shares from ~22 mln shares), FOXA (to ~13.75 mln from ~7.78 mln), TEVA (to ~25.58 mln from ~21.38 mln), TV (to ~18.32 mln from ~14.88 mln), HCA (to ~3.89 mln from ~2.37 mln), DLTR (to ~2.34 mln from ~1 mln), HDS (to ~10.64 mln from ~9.48 mln) H (to ~2.53 mln from ~1.45 mln), KO (to ~3.37 mln from ~2.5 mln), FDX (to ~3.79 mln from ~3.03 mln)
  • Maintained positions in: MIK (~16.29 mln shares), HLT (~8.58 mln shares), IVZ (~8.27 mln shares), MAR (~7.67 mln shares), TGT (~5.86 mln shares), TWX (~5.55 mln shares),MON (~5.28 mln shares)
  • Closed positions in: QQQ (from ~7.03 mln shares), PFE (from ~2.86 mln), XLI (from ~2.7 mln), ICE (from ~2.63 mln), AER (from ~0.76 mln), PMT (from ~0.5 mln), WPZ (from ~0.5 mln)
  • Decreased positions in: BEN (to ~11.19 mln shares from ~21.95 mln shares), VZ (to ~0.4 mln from ~3.84 mln), AMT (to ~0.66 mln from ~2.49 mln), PAGP (to ~3.41 mln from ~4.33 mln), SHPG (to ~0.19 mln from ~0.48 mln), AGN (to ~0.04 mln from ~0.17 mln), ICPT (to ~0.34 mln from ~0.39 mln

>>> Paulson & Co (John Paulson) discloses updated portfolio positions in 13F fil

Paulson & Co (John Paulson) discloses updated portfolio positions in 13F filing: New positions in S, CPN, EQT, COL; increased positions in AABA, DISH, HZNP; closed positions in AIG, WLH, VWR
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: S (~2.37 mln shares), CPN (~1.68 mln), EQT (~0.29 mln), COL (~0.11 mln), BOBE (~0.11 mln), IEF (~0.02 mln)
  • Increased positions in: AABA (to ~3.8 mln shares from ~2.68 mln shares), DISH (to ~4.68 mln from ~4 mln), HZNP (to ~5.58 mln from ~4.94 mln), DOVA (to ~0.55 mln from ~0.06 mln), MON (to ~0.22 mln from ~0.16 mln) BCR (to ~0.06 mln from ~0.04 mln),
  • Maintained positions in: VRX (~20.84 mln shares), MYL (~14.72 mln shares), CZR (~14.42 mln shares), VST (~11.53 mln shares), MNK (~6.63 mln shares), GLD (~4.36 mln shares),SHPG (~3.15 mln shares)
  • Closed positions in: AIG (from ~4.14 mln shares), WLH (from ~3.32 mln), VWR (from ~2.68 mln), ARNC (from ~0.9 mln), TIME (from ~0.89 mln), RIGL (from ~0.66 mln), XENT(from ~0.56 mln), DVAX (from ~0.55 mln), TNDM (from ~0.5 mln), MGI (from ~0.44 mln)
  • Decreased positions in: TEVA (to ~2.45 mln shares from ~6.74 mln shares), RLGY (to ~1 mln from ~4 mln), ODP (to ~10 mln from ~12.6 mln), ENZY (to ~2.1 mln from ~4.21 mln),NXPI (to ~0.01 mln from ~1.2 mln), TMUS (to ~5.2 mln from ~6.05 mln), XCRA (to ~1.73 mln from ~2.52 mln), LOXO (to ~0.02 mln from ~0.69 mln), TWX (to ~2.43 mln from ~2.99 mln), AGN (to ~2.18 mln from ~2.7 mln

>>> ValueAct Holdings (Jeffrey Ubben founder, Bradley Singer) discloses updated

ValueAct Holdings (Jeffrey Ubben founder, Bradley Singer) discloses updated portfolio positions in 13F filing: Notable new position in BHGE... Closed out BHGI, NTCT
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: BHGE (~31.41 mln shares)
  • Increased positions in: KKR (to ~45.56 mln shares from ~5 mln shares), STX (to ~21.46 mln from ~13.82 mln), TRN (to ~17.26 mln from ~15.58 mln)
  • Maintained positions in: FOX (~53.33 mln shares), VRX (~18.01 mln shares), MS (~17.88 mln shares), AWI (~9.2 mln shares), ADS (~5.88 mln shares)
  • Closed positions in: BHGI (from ~31.41 mln shares), NTCT (from ~1.75 mln)
  • Decreased positions in: MSFT (to ~9.01 mln shares from ~16.01 mln shares), BIVV (to ~1.27 mln from ~7.16 mln), CBG (to ~28.88 mln from ~34.38 mln), WLTW (to ~2.98 mln from ~6.61 mln)

>>> Elliott Management (Paul Singer) discloses updated portfolio positions in 13

Elliott Management (Paul Singer) discloses updated portfolio positions in 13F filing: Notable new positions include ORIG, TCO, EQT... Closed out PHM, FMSA
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: ORIG (~18.49 mln shares), ISBC (~5.78 mln), GTYH (~4.4 mln), VEAC (~4 mln), MPAC (~2.95 mln), TCO (~2.32 mln), GNTX (~0.52 mln), EQT (~0.4 mln), GRA(~0.29 mln), THRM (~0.03 mln)
  • Increased positions in: NOMD (to ~9.44 mln shares from ~1.09 mln shares), NXPI (to ~16.44 mln from ~12.37 mln), HES (to ~21.12 mln from ~18.8 mln)
  • Maintained positions in: ARNC (~51.1 mln shares), ECA (~37.5 mln shares), BTU (~21.19 mln shares), CDK (~8.11 mln shares), CTXS (~7.09 mln shares), MPC (~4.96 mln shares)
  • Closed positions in: PHM (from ~5 mln shares), FMSA (from ~4.8 mln), GTYHU (from ~4.4 mln), VEACU (from ~4 mln)
  • Decreased positions in: NRG (to ~14 mln shares from ~19.6 mln shares), AA (to ~8.33 mln from ~11.74 mln), DVMT (to ~5.59 mln from ~6.44 mln), ADNT (to ~1.38 mln from ~2.04 mln), ABCO (to ~1.63 mln from ~2.03 mln)

>>> Fairholme Capital (Bruce Berkowitz) discloses updated portfolio positions in

Fairholme Capital (Bruce Berkowitz) discloses updated portfolio positions in 13F filing: Closed out LE / WPG / SHOS
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • Increased positions in: JOE (to ~27 mln shares from ~25.48 mln shares)
  • Maintained positions in: SHLD (~28.51 mln shares)
  • Closed positions in: LE (from ~2.86 mln shares), WPG (from ~1.33 mln), SHOS (from ~0.78 mln)
  • Decreased positions in: SRG (to ~3.77 mln shares from ~3.81 mln shares)

>>> Viking Global Investors (Andreas Halvorsen) discloses updated portfolio posi

Viking Global Investors (Andreas Halvorsen) discloses updated portfolio positions in 13F filing: New positions include TD, PE, BAC, VZ... Closed out RICE, LYB, AFL, BABA
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: TD (~9.64 mln shares), PE (~7.9 mln), BAC (~7.33 mln), UTX (~4.18 mln), VZ (~3.71 mln), NWL (~2.68 mln), DCPH (~2.49 mln), EQT (~2.49 mln), ADSK (~2.43 mln)
  • Increased positions in: ECA (to ~93.38 mln shares from ~72.77 mln shares), LEN (to ~9.51 mln from ~5.37 mln), V (to ~10.22 mln from ~7.87 mln), RJF (to ~3.2 mln from ~0.96 mln), NFLX (to ~3.92 mln from ~1.68 mln) XRAY (to ~3.55 mln from ~1.43 mln), MA (to ~2.15 mln from ~0.21 mln)
  • Maintained positions in: FWONK (~12 mln shares
  • Closed positions in: RICE (from ~12.03 mln shares), LYB (from ~3.87 mln), XOG (from ~2.84 mln), AFL (from ~2.13 mln), DWDP (from ~1.26 mln), BABA (from ~1.1 mln), LOW(from ~0.74 mln)
  • Decreased positions in: FOXA (to ~10.24 mln shares from ~22.35 mln shares), WFC (to ~1.9 mln from ~12.3 mln), COG (to ~4.07 mln from ~14.18 mln), MSFT (to ~10.09 mln from ~19.61 mln), DE (to ~3.07 mln from ~9.58 mln), JD (to ~3.52 mln from ~9.13 mln), DHI (to ~1.53 mln from ~5.1 mln), WBA (to ~0.49 mln from ~3.01 mln), FB (to ~4.4 mln from ~6.19 mln

>>> Soros Fund Management (George Soros) discloses updated portfolio positions i

Soros Fund Management (George Soros) discloses updated portfolio positions in 13F filing: New CMCSA, CPN, FCAU, CPB positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: DNR (~2 mln shares), GSUM (~1.84 mln), CVE (~1.21 mln), CMCSA (~1.08 mln; also has calls), CPN (~0.75 mln), FCAU (~0.74 mln), SEDG (~0.7 mln), PACB(~0.67 mln), CPB (~0.57 mln), CTL (~0.54 mln)
  • Increased positions in: VIAV (to ~5.13 mln shares from ~3.67 mln shares), CRC (to ~1.63 mln from ~0.78 mln), EQT (to ~1.26 mln from ~0.66 mln; also has calls), BV (to ~1.61 mln from ~1.31 mln), SIGM (to ~5.12 mln from ~4.61 mln), TWX (to ~1.02 mln from ~0.6 mln), MDLZ (to ~1.75 mln from ~1.35 mln) CARS (to ~0.81 mln from ~0.48 mln), CL (to ~0.43 mln from ~0.14 mln), AABA (to ~2.8 mln from ~2.54 mln)
  • Maintained positions in: LBRDK (~7.74 mln shares), TIVO (~5.14 mln)
  • Closed positions in: WMB (from ~1.56 mln shares), SNAP (from ~1.55 mln), ABEO (from ~0.9 mln), ATUS (from ~0.7 mln), QTM (from ~0.69 mln), NEP (from ~0.35 mln), RPD(from ~0.25 mln), BTU (from ~0.18 mln)
  • Decreased positions in: NOMD (to ~1.02 mln shares from ~2.16 mln shares), MMYT (to ~0.58 mln from ~1.47 mln), KEG (to ~0.76 mln from ~1.25 mln), MODN (to ~2.16 mln from ~2.61 mln), PYPL (to ~0.29 mln from ~0.71 mln), FB (to ~0.11 mln from ~0.48 mln), CHDN (to ~0.21 mln from ~0.39 mln), ATGE (to ~0.63 mln from ~0.79 mln), BABA (to ~0.07 mln from ~0.19 mln