Mr. Mohnish has done some changes in the portfolio during the last quarter... as always nothing too radical but still.
The new holding was:
Aercap Holdings - An aviation leasing company that David Einhorn has been invested in since Q2 2014.
Conclusion: So I started up a new one and then he also kicked out WL Ross Holdings which is a position that he started back in Q3 2014 and he added into the position until as late as Q2 2015. I am not certain that Mohnish made a lot of money on that one...
Source: SEC
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