Disclosure: I am in full compliance with all ethics and other policies for Market Realist research analysts. I am not invested in securities that I cover on Market Realist.
Author: Patricia Garner
In 3Q14, Marcato Capital sold a position in Brookfield Residential Properties Inc. (BRP). The stock accounted for 0.6% of the fund’s portfolio for the second quarter ending in June.
TPG-Axon initiated a brand new position in Baidu Inc. BIDU accounts for 4.17% of the fund's second quarter portfolio.