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Activist Insight Online kept a running tab on new positions as the deadline for disclosing portfolios for the quarter ended March 31 neared.

BlueMountain Capital Management sold large positions in Wesco and ITT, and took a new stake in GoDaddy in the first quarter. The value of its stock portfolio fell from $1.45 billion at the end of 2019 to around $562 million.

Land & Buildings took a new position in MGM Growth Properties. It sold stakes in Taubman Centers and Marriott, while reducing its position in American Homes 4 Rent, where it recently withdrew board nominations citing COVID-19 market disruption.

Third Point Partners took a new position in The Walt Disney Company and added to its position in Allergan, while selling its entire stake in Campbell Soup, where it won board seats in a 2018 settlement. The fund cut its stake in 2019’s biggest winner Sony by more than 50% as the company resisted calls to sell off assets, and reduced its Saleseforce stake by around 40%. It sold its entire stake in Black Night. Dan Loeb’s stock portfolio value dropped from around $8.7 billion to $6.3 billion, likely reflecting the activist’s stated intention to shift assets to the debt market.

Pershing Square Capital Management added stakes in Blackstone, Hilton real estate spinoff Park Hotels and Resorts, and Starbucks to its portfolio in the first quarter.

David Einhorn’s Greenlight Capital saw its stock portfolio value fall to just over $700 million, down from $1.3 billion three months earlier. It sold its stake in Scientific Games and Medicines, while taking a stake in Paychex. It also took defensive positions in Berkshire Hathaway and Danaher.

Barington Capital Group took new positions in Hannesbrands and Textron, while swapping shares of Avon Products for Natura & Co. as part of the two companies’ merger. Jim Mitaratonda’s firm also added to its stakes in Bow Street target Mack-Cali and plastics manufacturer PolyOne.

ValueAct took a new positions in Comcast and water heater maker A O Smith, while it sold its stakes in FedEx, which it held for only one quarter, and Alliance Data Systems.

Trian Partners sold 20% of its stake in BNY Mellon in the first quarter, and 16% of its stake in Mondelez. There was no sign in Friday’s filing of the two new investments founder Nelson Peltz said on Thursday that Trian had made in recent weeks.

Corvex Management made a big bet on several healthcare insurers and providers before the end of March, also adding dating platform Match Group and Netflix to its portfolio. Keith Meister’s fund sold its shares in Apple and Caterpillar.

J. Daniel Plants’ Voce Capital Management bought nine new positions in the first quarter of 2020, including Avid Technology, Radnet, and Imax. The San Francisco-based hedge fund sold all its shares of Natus Medical. Despite the additions, the value of the portfolio dropped from around $170 million to about $130 million.

Raging Capital Management reduced its equity portfolio from 32 positions to 20 positions, dumping names like Alarm Com, which was held for just one quarter; Cloudera, which is controlled by Carl Icahn; Beyond Meat; and IRobot. The value of the portfolio fell from around $576 million to $132 million.

Sachem Head took a new position in Exact Sciences and sold its position in Sea Ltd.

Starboard Value took new stakes in Resideo Technologies and ACI Worldwide, and doubled its stake in Mednax, where it is running a proxy fight. The fund also sold its stake in MGM Resorts, which was hard hit by the coronavirus pandemic. The value of Jeff Smith’s equity portfolio fell from around $3.4 billion at the end of 2019 to $2.5 billion, although it mostly added to its investments, suggesting the hit was from falling stock prices that may have recovered.

Armistice Capital has taken new positions worth around $40 million in Burlington Stores and new stakes in discount stores Dollar Tree and Dollar General. It increased its stake in Crecor by around 50%. The fund sold its position in Aytu BioScience, where it won a board seat in 2018 as well as Autozone.

Mangrove Partners has taken a new 2.5% stake in Super Micro Computer, ChemoCentryx, and Sierra Oncology, while increasing its stake in Catalyst Pharmaceuticals. It reduced stakes in PDC Energy and Peabody Energy.

Viex Capital sold its entire stake in Red Robin Gourmet Burgers with the exception of some call options and most of its stake in Extreme Networks, which it took in the last quarter of 2019. The value of the equity portfolio fell from $183 million at the end of 2019 to around $82 million as of March 31.

The Children’s Investment Fund Management disclosed an increased stake in Raytheon, as the company completed a merger with United Technologies in March. The fund also disclosed new positions in Amazon and Mastercard, and exited its stake in Transdigm.

Jana Partners exited Wright Medical Group and Zimmer Biomet Holdings, adding new positions in Hillenbrand, a manufacturing roll-up that makes everything from valves to coffins, and cloud computing company New Relic. The value of its portfolio fell from $1.2 billion to $784 million as it sold shares in many positions, suggesting it had either shifted its capital to cash or short positions, or suffered redemptions.

Oasis Management disclosed new positions in Sony, where Third Point Partners disclosed a position in last year, and Starbucks after Pershing Square Capital Management rebuilt a stake in the company earlier this year. Oasis also disclosed a new investment in Jack in the Box, which added two directors proposed by Jana Partners last year.

Legion Partners has taken a new stake in Boingo Wireless worth around $13 million and a smaller stake in restaurant chain Dave & Busters. It increased its stake in Bed Bath & Beyond by a third to around 5.4%. The fund won a proxy fight and replaced most of the board and senior management in 2019. The fund cut its stake in The Chef’s Warehouse by around 40% to just over 3% after the company implemented a poison pill rights plan.

Cove Street Capital has increased its stake in DLH Holding to almost 3% of outstanding shares, and its holding in Avanos Medical to almost 2%, while cutting its stake in Hallmark Financial services by more than 40% to just over 3%.

Osmium Partners closed out its stake telecommunications firm Cincinnati Bell, which it held for just a few months. Osmium cut its stake in Travelzoo and communications company Tucows by around half.

Bandera Partners has increased its stake in South Africa’s MiX Telematics by 30% and sold its entire stake in biotechnology company Dyadic International and Ubiquiti Networks.