Notable activity for Q1 2009 vs Q4 2008.:
Added:
Yum! Brands (YUM) : >1.5 million shares
General Growth Properties approx. 3 million more shares
Reduced:
Visa (V), sold almost 5 million shares
Sold out:
Sears Holdings (SHLD)
Dr. Pepper Snapple (DPS)
Disclosure (“none” means no position):
2 replies on “Ackman Files 13-HR: Adds YUM! Brands”
Also a big increase in AIV (from 500K shares to 8.1M, if I’m reading correctly.
Have you seen him make any public comment re AIV or YUM! ?
no…. not yet..