Hedge fund 13F Filings

Purchases: Frontier Communications Corp., Biotie Therapies Corp., Sanchez Energy Corp.
Adds: Cheniere Energy Inc., Pioneer All-natural Resources, PBF Energy Inc., Keryx Biopharmaceuticals Inc., Atara Biotherapeutics Inc., SunEdison Semiconductor Ltd., Veritiv Corp., Theravance Biopharma Inc., NovaCopper Inc.
Cuts: Antero Resources, Ocwen Financial Corp., Kosmos Energy Ltd., Paratek Pharmaceuticals, Alliance Any International Inc., Alon American Partners LP
Notes: During the quarter Alliance One conducted a 1-for-10 reverse stock split on Monday, June 29, 2015, their typical stock started trading regarding split-adjusted foundation. On a dollar basis, Klarman’s Alliance One place virtually doubled during one-fourth.

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Purchases: Axalta Coating Techniques Ltd.
Adds: Charter Communications (+42.4per cent), U.S. Bancorp (1.5percent)
Cuts: Chicago Bridge & Iron Business (-12.8percent), WABCO Holdings Inc. (-2.2percent), Viacom Inc. (-31.7%)
Exits: Nationwide Oilwell Varco Inc., Phillips 66

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Purchases: Goldman Sachs Group Inc., Metlife Inc., Schwab Charles Corp., Prudential Finl Inc., Intercontinental Hotels
Adds: Jones Lang Lasalle Inc., Polaris Inds Inc., Cbre Group Inc., Acuity Brands Inc., Extra Space Storage Inc., Martin Marietta Matls Inc., Norwegian Cruise Line, Hyatt Resorts Corp.
Cuts: Morgan Stanley, Ford Mtr Co, Home Depot Inc, Skyworks Possibilities Inc, Ameriprise Finl Inc.
Exits: Whirlpool Corp., General Mtrs Corp., Fiat Chrysler Automobiles, Marriott Intl Inc., Hilton Worldwide.

Adds: Sears Canada Inc., Imperial Metals Corp.
Cuts: United States Global Group, Federal Mortgage Loan Mortgage Corp., Federal National Mortgage Association

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Buys: PRGO, MYL, CJES, VRX, PFE, ENDP, MRK, BMRN, REGN, LLY VRTX
Adds: OAS, WLL, NFX, SM, PDCE, FANG, MTDR, BCEI, RES, CXO, SN, CRZO, EOG, PVA, CLR, APC, PXD, PTEN, SPN, SLCA, NBR, HAL, HP
Notes: each of Kyle Bass’ adds during the quarter had been in the power sector. Energy shares now account fully for 24% of Hayman’s complete portfolio. Around 57percent of Hayman’s profile is currently purchased energy and products stocks, along with the rest in health care and financials.