David and Greenlight had a very busy quarter with the addition of several companies to their stock portfolio.
The new companies were:
Anadarko Pete Corp. - Oil and gas exploration and production company.
BP - British Petroleum the UK oil giant that I am shareholder in.
Chicos Fas Inc - A fashion company for women 30+.
E M C Mass Corp - A cloud, big data and service company.
McDermott International - An engineering, construction and installation company for offshore oil and gas installations.
Micron Technology - An advanced memory and semiconductor company.
Penn National Gaming - Running 19 casinos in the US and Canada.
SunEdison - A producer and installer of solar plants.
Take-Two Interactive Software - A computer game producer with well known titles such as Grand Theft Auto, Max Payne and NBA.
Conclusion: It was indeed a very busy quarter with nine new added companies to the portfolio, six companies they added shares into, one was kicked out and ten of them they decided to decrease in. I like that they have decided to step into one of my companies, BP, because then I can easier re-consider my own position when they decide to step out.
For the previous quarter please check here.
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