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Elliott Management 13-F: New stake in NCLH, Cuts LUV, Exits BILL

SourceNewsquawk
SectionUS Equities
  • New: Norwegian Cruise (NCLH), Transocean (RIG)
  • Raises: HP Enterprise (HPE), Seadrill (SDRL), HDFC Bank (HDB).
  • Cuts: Southwest Air (LUV), Triple Flag (TFPM)
  • Exits: iShares iBoxx USD High Yield Corporate Bond ETF (HYG), Bill Holdings (BILL), Sensata (ST), FS KKR Capital (FSK)
  • Top: Triple Flag (TFPM), Phillips 66 (PSX), Suncor (SU), Southwest Air (LUV), HP Enterprise (HPE)
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