Scopia Capital discloses updated portfolio positions in 13F filing: New positions in FNF, CNDT, and TRGP; closed position in INSY
Highlights from 2017 Q1 filing as compared to 2016 Q4 filing:
- New positions in: FNF (~3.22 mln shares), CNDT (~2.96 mln), TRGP (~1.47 mln), MNKD (~0.98 mln), FOSL (~0.4 mln)
- Increased positions in: HZNP (to ~9.69 mln shares from ~8.08 mln shares), JD (to ~10.67 mln from ~9.16 mln), CNX (to ~5.48 mln from ~4.42 mln), ACOR (to ~5.57 mln from ~4.53 mln), RTRX (to ~5.88 mln from ~5.09 mln) LGND (to ~1.16 mln from ~0.52 mln),
- Maintained positions in: FCE.A (~23.67 mln shares), JCI (~7.56 mln shares), WMB (~4.76 mln shares), ITRI (~4.56 mln shares), NDRM (~4.38 mln shares)
- Closed positions in: INSY (from ~7.13 mln shares), ZBRA (from ~2.2 mln), JUNO (from ~1.78 mln), TRN (from ~1.57 mln), SIG (from ~1.26 mln), NVLN (from ~1.17 mln), GNRC (from ~1.13 mln)
- Decreased positions in: SPR (to ~6.61 mln shares from ~8.11 mln shares), UTHR (to ~2.37 mln from ~3.25 mln), AAAP (to ~1.23 mln from ~1.78 mln), BIDU (to ~1.78 mln from ~2.22 mln), SWX (to ~1 mln from ~1.27 mln)