updated 13 f filings - thetradexchange

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Updated 13 F Filings APPALOOSA MANAGEMENT New Positions: FB, AAPL, YHOO, TPX, BAC, CFG, QCOM, PNC, VMW, DAL Increase stake: KMI, GT, GLBL, HCA, ETP, HDS Reduces Stake: LUV, NXPI, GOOG, SYF, GM, WHR, MHK, HAIN, WMIH, ALL Removed Positions: FOXA, CYH, TGI, IR, FOX, PPG, QHC BAUPOST GROUP New Positions: SYF, NSAM, ODP, CPAA Increase stake: PBF, FOXA Reduces Stake: OLN, INVA, VMW, OREX, PYPL, KIN, LNG Removed Positions: C, CAR, OZM Tuesday November 15, 2016

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Page 1: Updated 13 F Filings - TheTradeXchange

Updated 13 F Filings

APPALOOSA MANAGEMENT

New Positions: FB, AAPL, YHOO, TPX, BAC, CFG, QCOM, PNC, VMW, DAL Increase stake: KMI, GT, GLBL, HCA, ETP, HDS Reduces Stake:

LUV, NXPI, GOOG, SYF, GM, WHR, MHK, HAIN, WMIH, ALL Removed Positions: FOXA, CYH, TGI, IR, FOX, PPG, QHC

BAUPOST GROUP

New Positions: SYF, NSAM, ODP, CPAA Increase stake: PBF, FOXA Reduces Stake: OLN, INVA, VMW, OREX, PYPL, KIN, LNG Removed Positions: C, CAR, OZM

Tuesday November 15, 2016

Page 2: Updated 13 F Filings - TheTradeXchange

BLUEMOUNTAIN New Positions: KLAC, SHPG, NXST, SAEX, XPO, TWNK, MRO Increase Stake: SYMC, CI, LRCX, MYGN, TV, KSS, ALSN, WST, URI Reduce State MBLY, ARMK, AVGO, APD, BBY, TPX, AGN, IAC Removed Positions MDVN, WLTW, VRNT, FNG, JWN, CCE, BIOS

BERKSHIRE HATHAWAY New Positions AAL, QSR, DAL, UAL Increase Stake: CHTR, PSX, LBTYA, V, WBC, BK Reduce Stake: WMT, KMI, DE Removed Positions: SU, QSR, MEG

BRIDGEWATER ASSOCIATES

New Positions: SWN, ENDP, IBM, RCI, CAG, TU, UPS, LB, JCP Increase Stake: AAPL, INTC, MSFT, CSCO, CPB, AMAT

Page 3: Updated 13 F Filings - TheTradeXchange

Removed Positions: ABX, MET, MRK, PH, CVS, PEP, LNC, NTAP, RCL, PVH Reduce Stake: GG, ABC, ADS, AEM, SPLS, LYB, BIIB, FDX, JNJ, TOL

CORVEX MANAGEMENT

New Positions:

JCI, CCE, JPM, HAIN, TMUS, BAC, CSOD, BIIB Increase Stake: ZAYO, PAH, MPC, COMM, TMH, SIG Reduce Stake: WMB, BEAV, BLL Removed Positions: VER, GOOGL, KSU

ELLIOTT MANAGEMENT

New Positions: MPC, ECA, GEO, CXW, RAD, GPI, ABG Increase Stake: AA, SYMC, MENT, IMPV, LOCK, BBL, MITL, HLF, IPG Reduce Stake: FTNT, NE, FBIO, CAB Removed Positions: CNP, SBS, PAY, NBHC, QLYS, CYBR, SPSC, RNG, QEP, EGN

Page 4: Updated 13 F Filings - TheTradeXchange

EMINENCE CAPITAL

New Positions: DNKN, CBG, EXPE, CTRP, FTNT, COMM, MENT Increase Stake: ADSK, HUM, CF, WEN, YHOO, ARRS, MS, ANTM, ZNGA, GPI Reduce Stake: BIDU, TTWO, CAA, FCE/A, SPGI, BERY, CCE, ICE, PTC, KAR Removed Positions: FOSL, DLTR, TRIP, LGF, AMBA, SJM

ETON PARK CAPITAL

New Positions: FANG, TWTR, GOOG, KMI, CAB, IMPV Increase Stake: MSFT, CLR, MHK, AMZN Reduce Stake: SYT, WB, SBAC, AFI, SINA, ADBE Removed Positions: CRTO, ODP, ECR

GLENVIEW CAPITAL MANAGEMENT

New Positions: UHS, TWX, ENDP, PAH, AAPL, HPE, CCE, BEAV, TLRD, WLTW Increase Stake: CBS, ANTM, Q, HUM, WMB, HCA, FDC, CSC, ESRX Reduce Stake:

Page 5: Updated 13 F Filings - TheTradeXchange

ABBV, LH, HTZ, TEVA, CHTR, FLEX, MAN, VER, FMC, CI Removed Positions: WOOF, FIS, SBAC, TMUS, SYT

GREENLIGHT CAPITAL

New Positions: X, GEO Increase Stake: AER, CPN, UHAL, MYL, VOYA, RAD Reduce Stake: KORS, AAPL, TTWO, TWX, ACM, TPH, AGR, DSW, QHC Removed Positions: FOXA, HUM, PRGO, ABC, HTZ, CYH, LAMR, VOD

HAYMAN CAPITAL MANAGEMENT

Reduce Stake: NMIH

HIGHFIELDS CAPITAL MANAGEMENT

New Positions: RAD, HSY, LBTYA, COST, SYT, HRI, PDCE, TRU, AA Increase Stake: HLT, BEN, MAR, APC, SU, CF, MIK Reduce Stake: TEVA, WBA, WMB, MSFT, HTZ, PFE, CBS, TRIP, TSLA Removed Positions:

Page 6: Updated 13 F Filings - TheTradeXchange

PEP, BP, RDS/B, GG, GS, SWN, VRX, CC

ICAHN ASSOCIATES

Increase Stake: LF, HTZ, IEP Reduce Stake: AGN, NUAN, CVRR Removed Positions: CHK, RIG

ICONIQ CAPITAL

New Positions: ADSK, RH Increase Stake: JD Reduce Stake FB Removed Positions: TSLA

JANA PARTNERS New Positions: UHS, PCLN, MDLZ, VIAB, TWTR, SEM, VVV, KATE Increase Stake: HDS, JCI, WLTW, CSC, HPE, MPC, HRS Reduce Stake: GOOG, LBRDK, CCE, CAG, USFD, CSRA, GPK

Page 7: Updated 13 F Filings - TheTradeXchange

Removed Positions: WBA, MSFT, EXPE, PF, AN, ADS, SYF, BERY, ASH, RACE

LONE PINE CAPITAL

New Positions: EBAY, EXPE, BABA, TV, AVGO, HLT, ICE, KMI, WMB, ALGN Increase Stake: EA, ATVI, CHTR, VMC, COMM, DLTR, MNST Reduce Stake: PCLN, FB, V, LULU, YUM, EQIX, STZ, SHPG, ULTA, MHK Removed Positions: NOC, BUD, MA, PYPL, SHW, PXD, ANET, GOOGL, AXP

LONG POND CAPITAL

New Positions: WFC, GGP, SHW, CAA, CZR, MPW Increase Stake: EQR, ESS, LEN, MAR, INXN, MSG, BYD Reduce Stake: TCO, H, FCE/A, MTH, LQ, PGRE, BXMT, HLT Removed Positions: CBG, KEY, SFR, BPOP, CFG, BLDR, SRC, PFSI

MARCATO CAPITAL

New Positions: BWLD, IAC, ADS, TEX, AIRM, FC, PNK, RH, HMTV

Page 8: Updated 13 F Filings - TheTradeXchange

Increase Stake: CSC, VRTS, ABTL, BLDR, LIND Reduce Stake: BK, SIG, URI, LBRDK, M, CBPX, LBRDA, HZN, GT, BID

MAVERICK CAPITAL

New Positions: DG, QCOM, SUM, SWFT, TMUS Increase Stake: AAPL, BUD, LVLT, ORLY, UHS Reduce Stake: ADBE, AXP, CMCSA, FB, MYL Removed Positions: AGN, ARMK, CL, JACK, TSN

MELVIN CAPITAL

New Positions: GOOGL, YY, EA, BABA, MA, MGM, COST, AVP, MAS, CALM Increase Stake: FB, LOW, CASY, SHW, ZTS, DE, STZ, ADBE, SUM, PLAY Reduce Stake: DLTR, NFLX, AMZN, PCLN, SBUX, BURL, MHK, MNST, KATE, V Removed Positions: WMT, CRM, NWL, SIG, CMG, JACK, USFD, GRUB, PLKI

MOORE CAPITAL

New Positions:

Page 9: Updated 13 F Filings - TheTradeXchange

GOOGL, MA, PCLN, AVGO, FL, SIVB, GXP, TWX, CPAA Increase Stake: FB, BABA, STZ, EA, HD, V, CL, APC Reduce Stake: BAC, PPG, WLK, AME, EQIX, M, HUBB, GIS, AMZN Removed Positions: C, JPM, ABX, CMA, WBC, CONE, CAG, JCP, CQH, ICE

OMEGA ADVISORS

New Positions: HES, P, WMB, SSNC, TIME, PE, RICE, TSE, VVV Increase Stake: SHPG, PVH, BERY, ASPS, NBR, EPD, TCRD, GPOR, MDCA, MVC Reduce Stake: GOOGL, CIM, NRZ, AGN, TRCO, DOW, MSFT, ASH, EA, ETFC Removed Positions: UNH, TRGP, C, NFLX, SLW, FCB, TJX, CP, AZO, RLGY

PASSPORT CAPITAL

New Positions: CX, MRVL, PE, SINA, SYMC Increase Stake: BABA, CXO, JCI, RICE, WDC Reduce Stake: AGN, CF, LBTYA, SRE, TAP Removed Positions:

Page 10: Updated 13 F Filings - TheTradeXchange

CHTR, CSCO, EQT, GE, YHOO

PAULSON & CO

New Positions: HPE, STE, EBAY, HUM, HCA, MAR, CVS Increase Stake: BIIB, LOXO, FB, FDX, BSX, ETSY, LIVN, BCRX Reduce Stake: MYL, TEVA, GRFS, SHPG, AU, AGN, NG, CIE, AKRX Removed Positions: BEAV, Q, CI, RAD, PCLN, PRGO, EGRX, KTWO

PERRY CORP. Reduce Stake: ALLY, AER Removed Positions: AIG, BLL, TWX, JNJ

POINT72 ASSET MANAGEMENT

New Positions: GOOGL, CMCSA, GOOG, MCD, AME, HON, FTV, LUV, BCR, WFM Increase Stake: FB, BG, SRPT, AAPL, YHOO, SHW, LOW, WNR, HAL, V Reduce Stake:

Page 11: Updated 13 F Filings - TheTradeXchange

AMZN, KAR, TSO, SBH, SIG, LLY, INTC, LNCE, SLB, CMG Removed Positions: GLW, KORS, RLGY, CRM, SWN, UTX, VMW, MXIM, BLL, WCC

POINTSTATE CAPITAL

New Positions: BAC, VRX, HUM, MRK, CFG, ATVI, MPC, CXO, CHK, APC Increase Stake: AVGO, ADBE, ECA, CLVS, UNP, AMZN, COG, PH, GOOGL, APD Reduce Stake: TEVA, CELG, CHTR, STZ, XEC, SWN, BHI, EOG Removed Positions: AGN, CPN, EGN, DYN, RRC, AET, FDC, DVN, SGEN, SPB

SANDELL ASSET

New Positions: SVU Increase Stake: KLAC Reduce Stake: AKRX

SOROS FUND MANAGEMENT

New Positions: WMB, HPE, INTC, UBNT, FHB, SYMC Increase Stake: LBRDK, VMW, ABX, AMZN, TIVO, WUBA, AMAT, SUPV, VIAV,

Page 12: Updated 13 F Filings - TheTradeXchange

Reduce Stake: DISH, ZTS, EBAY, KHC, EXAR, MDLZ, ATVI, AAL, EXA, MJN Removed Positions: GLPI, CIT, ESNT, CBPO, JD, W, SYNA, CMCSA, HUM, POWI

STARBOARD VALUE

New Positions: PRGO, HPE, STC, CAB, TRNC, FRGI, IMPV Increase Stake: MRVL, M, AAP Reduce Stake: WRK, CW, BAX, PNK Removed Positions: DRI, DK, NXST, FCPT

TEMASEK

New Positions: ACIU, RDS/B, CTRP Increase Stake: EROS Reduce Stake: BABA Removed Positions: Q

TIGER GLOBAL

Page 13: Updated 13 F Filings - TheTradeXchange

New Positions: BABA, GOOG, CMCSA, VIPS, V, AWI, WUBA Increase Stake: PCLN, AAPL, MA Reduce Stake: CHTR, JD, FLT, ONDK, ETSY, AMZN Removed Positions: XRS, SQ

THIRD POINT

New Positions: AAPL, BABA, HUM, V, CAG, WMB, KDMN Increase Stake: FB, GOOGL, GD, TAP, SPGI, BID, DHR, LBTYA, SHW Reduce Stake: AGN, YUM, MHK, CB, AME, CHTR, BUD, SHPG, UNP Removed Positions: LOW, SEE, ATVI, CCE, HRS, WLL, MRO, TSO, DVN

TRIAN FUND

Increase Stake: BK, SYY Reduce Stake: GE

Page 14: Updated 13 F Filings - TheTradeXchange

TUDOR INVESTMENT

New Positions: SHW, JCI, FLT, HUM, WEX, RJF Increase Stake: MRK, BIIB, ADS, PEP, FB, GOOGL, BCR, MA, UNH Reduce Stake ESRX, LH, POST, FICO, IAC, PX, DPS, MDLZ, KLAC, V Removed Positions shows PG, ARMK, PNR, NWL, HR, AMAG, NSA, RCL, ADP, LII

VIKING GLOBAL

New Positions: BAC, LYB, UHS, CRM, LOW, AZN, LBTYA, LBTYK, MET, AMSG Increase Stake: MSFT, CP, STZ, GOOGL, ECA, GOOG, JD, MA, APC, RICE Reduce Stake AVGO, TEVA, NFLX, LLY, APD, BABA, WBA, WUBA, KITE Removed Positions NWL, AGN, DVA, ICE, CTRP, PXD, MMC, HIG, AET, HCA