Paulson & Co discloses updated portfolio positions in 13F filing: New position in AIG, CSC; increased stake in ACT, TMUS; cut stake in CVC, S; closed position in BABA, EQIX
Highlights from 2015 Q1 filing as compared to 2014 Q4 filing:
- New positions in: AIG (~14.6 mln shares), CSC (~4.2 mln) OUT (~3.3 mln), SGYP (~2.1 mln)
- Increased positions in: ACT (to ~5.6 mln shares from ~1.6 mln shares), TMUS (to ~23.8 mln from ~15.3 mln), TSU (to ~6 mln from ~3.3 mln), VRX (to ~2.1 mln from ~0.5 mln)
- Decreased positions in: CVC (to ~8.4 mln shares from ~13.7 mln shares), FCH (to ~3.3 mln from ~5 mln), BPOP (to ~4.7 mln from ~7.6 mln), S (to ~5.2 mln from ~30.1 mln)
- Closed positions in: BABA (from ~1.9 mln shares), EQIX (from ~1.8 mln), GFI (from ~3.9 mln), SBGL (from ~1 mil)