NTR - Soroban Capital takes new stake in Mastercard; exits Amazon Suncor

2023-05-15 20:02:41 ET

• Soroban Capital Partners picked up new stakes in Black Knight ( BKI ) and Mastercard ( NYSE: MA ) during Q1, its latest 13F filing showed, and exited Amazon ( NASDAQ: AMZN ), Analog Devices ( ADI ) and Suncor Energy ( NYSE: SU ).
• The hedge fund increased its stake in Alphabet ( GOOGL ) to ~1.6M shares from 240K shares, and Union Pacific ( UNP ) to ~8.3M from ~4.7M.
• Soroban slashed its holdings in Nutrien ( NTR ) to 491.4K shares from 1.2M shares, Visa ( V ) to 1.28M from 1.7M, Canadian Natural Resources ( CNQ ) to 1.15M shares from 3.17M shares, and Mosaic ( MOS ) to ~2.4M from ~6.9M, according to the filing .
• Earlier, Union Pacific searching for new CEO amid activist pressure from Soroban Capital.

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