JetBlue Airways Corporation (JBLU), Twenty-First Century Fox Inc (FOX): CQS Cayman’s Top Picks for Q2

Next in line is Energizer Holdings, Inc. (NYSE:ENR), one of Hintze’s picks from the industrial sector. CQS Cayman LP boosted its position in the company by more than 390,000 shares to 480,750 shares valued at $66.37 million. Energizer Holdings, Inc. (NYSE:ENR) announced the initiation of a debt offering of $600 million of senior notes till 2025, by its subsidiary, Energizer SpinCo, Inc. Energizer Holdings, Inc. (NYSE:ENR)’s net income decreased by 5.1% to $1.01 billion for the first three months of 2015. Among the funds we track, Kenneth Mario Garschina’s Mason Capital Management, Mario Gabelli’s Gamco Investors and Ken Griffin’s Citadel Investment Group held large positions in Energizer Holdings, Inc. (NYSE:ENR) as of the end of 2014.

Finally, the fourth-largest long position in terms of value is represented by Salix Pharmaceuticals, Ltd. (NASDAQ:SLXP), in which CQS Cayman owns 153,291 shares worth $26.49 million, which represents 1.25% of the fund’s portfolio. The company has a market cap of $10.94 billion and during the last 52 weeks, the stock price of Salix Pharmaceuticals, Ltd. (NASDAQ:SLXP) has fluctuated dramatically, between $86.00 and $172.98 per share, with it currently resting around that 52-week high level and up by 50% year-to-date. The largest shareholders of Salix Pharmaceuticals, Ltd. (NASDAQ:SLXP) among the funds from our database are John Paulson’s Paulson & Co, Jacob Gottlieb’s Visium Asset Management, and Andreas Halvorsen’s Viking Global.

Disclosure: None