Seth Klarman - Baupost Group

History Stock Activity Share change % change to portfolio
Q2  2019
CELG - Celgene Corp. Sell 100.00% 4,000,000 3.27
BMY - Bristol-Myers Squibb Add 225.00% 9,000,000 3.81
Q1  2019
TBIO - Translate Bio Inc. Add 0.00% 0 0.00
SCACW - Saban Capital Acquisition Corp. WTS Sell 100.00% 1,163,250 0.01
AGN - Allergan Plc Add 0.30% 14,200 0.02
SBGI - Sinclair Broadcast Group Inc. Reduce 3.06% 91,904 0.03
NXEO.WS - Nexeo Solutions Inc. WTS Sell 100.00% 10,000,000 0.04
ATRA - Atara Biotherapeutics Inc. Add 2.01% 5,035 0.04
NXST - Nexstar Media Group Add 5.26% 50,000 0.05
QRVO - Qorvo Inc. Reduce 0.86% 92,099 0.06
SYF - Synchrony Financial Reduce 2.01% 293,000 0.08
STNLU - Sentinel Energy Services Inc. Units Sell 100.00% 1,600,000 0.15
AMC - AMC Entertainment Hldgs Inc. Sell 100.00% 145,801 0.16
GOSS - Gossamer Bio Inc. Buy 1,267,171 0.23
COR - Cencora Inc. Add 19.36% 390,000 0.27
DIS - Walt Disney Co. Buy 399,151 0.38
CAH - Cardinal Health Inc. Sell 100.00% 1,467,652 0.59
SHPG - Shire plc Sell 100.00% 460,473 0.72
YPF - YPF S.A. Sell 100.00% 6,000,000 0.72
LNG - Cheniere Energy Inc. Reduce 11.11% 1,577,827 0.93
MCK - McKesson Corp. Add 63.66% 1,095,000 1.11
PCG - PG&E Corp. Add 58.33% 9,025,517 1.39
BMY - Bristol-Myers Squibb Buy 4,000,000 1.65
TAK - Takeda Pharmaceutical Co. Ltd Buy 10,669,021 1.88
LBTYK - Liberty Global Ltd CL C Add 31.44% 9,350,200 1.96
CBS - CBS Corp. Add 235.37% 5,994,957 2.47
EBAY - eBay Inc. Add 39.46% 8,286,000 2.67
CELG - Celgene Corp. Buy 4,000,000 3.27
PXD-OLD - Pioneer Natural Resources Reduce 55.52% 2,498,186 3.29
FOX - Fox Corporation CL B Reduce 66.67% 11,360,615 3.54
FOXA - Fox Corporation Reduce 46.72% 23,958,447 7.62
Q4  2018
GTYH.WS - GTY Technology Holdings Inc WTS Buy 1,466,666 0.01
NXEO.WS - Nexeo Solutions Inc. WTS Add 250.88% 7,150,000 0.03
FOX - Fox Corporation CL B Reduce 1.62% 280,000 0.12
AMC - AMC Entertainment Hldgs Inc. Reduce 46.62% 127,330 0.14
QRVO - Qorvo Inc. Reduce 2.90% 318,819 0.17
AR - Antero Resources Add 7.52% 2,000,000 0.17
SCAC-OLD - Saban Capital Acquisition Corp. Sell 100.00% 2,326,500 0.19
AGN - Allergan Plc Reduce 3.93% 194,505 0.23
FOXA - Fox Corporation Reduce 1.38% 720,000 0.31
GTYHU - Gty Technology Hldgs Inc. Unit Sell 100.00% 4,400,000 0.37
SYF - Synchrony Financial Reduce 10.89% 1,779,372 0.38
NG - NovaGold Resources Sell 100.00% 13,467,145 0.39
MCK - McKesson Corp. Reduce 20.94% 455,689 0.45
COR - Cencora Inc. Reduce 26.78% 736,757 0.49
SHPG - Shire plc Add 365.44% 361,541 0.57
PXD-OLD - Pioneer Natural Resources Add 12.50% 500,000 0.59
NXST - Nexstar Media Group Buy 950,000 0.67
KERX - Keryx Biopharmaceuticals Inc. Sell 100.00% 25,791,678 0.69
PCG - PG&E Corp. Reduce 18.47% 3,505,307 0.75
CBS - CBS Corp. Buy 2,547,059 1.00
AKBA - Akebia Therapeutics Inc. Buy 24,471,453 1.22
UNVR-OLD - Univar Solutions Inc. Add 436.39% 7,728,900 1.23
CAH - Cardinal Health Inc. Reduce 69.03% 3,270,833 1.31
AABA - Altaba Inc. Sell 100.00% 2,810,775 1.51
TRCO - Tribune Media Co. Sell 100.00% 5,996,042 1.81
LBTYK - Liberty Global Ltd CL C Add 176.19% 18,973,925 3.52
EBAY - eBay Inc. Buy 21,000,000 5.30
Q3  2018
NXEO.WS - Nexeo Solutions Inc. WTS Buy 2,850,000 0.02
VRTV-OLD - Veritiv Corp. Reduce 6.80% 259,946 0.07
SBGI - Sinclair Broadcast Group Inc. Add 16.67% 428,698 0.10
CAH - Cardinal Health Inc. Reduce 7.09% 361,515 0.15
TBIO - Translate Bio Inc. Add 237.55% 253,789 0.34
AMC - AMC Entertainment Hldgs Inc. Reduce 45.37% 226,870 0.37
UNVR-OLD - Univar Solutions Inc. Buy 1,771,100 0.43
MCK - McKesson Corp. Add 33.67% 548,000 0.57
COR - Cencora Inc. Add 46.84% 877,491 0.64
YPF - YPF S.A. Buy 6,000,000 0.73
TRCO - Tribune Media Co. Add 100.13% 3,000,000 0.91
LBTYA - Liberty Global Ltd CL A Buy 4,957,205 1.13
FOX - Fox Corporation CL B Add 27.30% 3,714,662 1.34
AABA - Altaba Inc. Buy 2,810,775 1.51
LBTYK - Liberty Global Ltd CL C Buy 10,768,870 2.39
T - AT&T Inc. Sell 100.00% 9,480,700 2.74
SYF - Synchrony Financial Reduce 44.25% 12,962,101 3.17
FOXA - Fox Corporation Add 31.93% 12,585,338 4.59
PCG - PG&E Corp. Add 321.77% 14,479,790 5.24
Q2  2018
OREX - Orexigen Therapeutics Inc. Sell 100.00% 2,226,839 0.00
MCK - McKesson Corp. Add 0.74% 12,000 0.01
VSAT - Viasat Inc. Add 0.54% 73,931 0.04
TMQ - Trilogy Metals Inc. Add 23.11% 2,450,000 0.04
FWP-OLD - Forward Pharma A/S Sell 100.00% 2,848,003 0.06
IMOS - ChipMOS TECH Sell 100.00% 933,658 0.14
SHPG - Shire plc Buy 98,932 0.15
TBIO - Translate Bio Inc. Buy 106,837 0.22
AGN - Allergan Plc Add 4.21% 200,000 0.30
COR - Cencora Inc. Add 42.24% 556,349 0.43
PCG - PG&E Corp. Add 42.86% 1,350,028 0.52
SBGI - Sinclair Broadcast Group Inc. Buy 2,571,302 0.74
FOX - Fox Corporation CL B Add 19.00% 2,172,902 0.96
TRCO - Tribune Media Co. Buy 2,996,042 1.03
PBF - PBF Energy Inc. Sell 100.00% 7,924,175 2.61
CLNS - Colony NorthStar Inc. Sell 100.00% 49,687,370 2.71
T - AT&T Inc. Buy 9,480,700 2.74
DBRG - DigitalBridge Group Inc. Buy 12,421,842 2.79
LNG - Cheniere Energy Inc. Reduce 31.51% 6,530,205 3.84
FOXA - Fox Corporation Add 48.24% 12,827,098 5.74
TWX - Time Warner Inc. Sell 100.00% 8,100,000 7.45
Q1  2018
FWP-OLD - Forward Pharma A/S Reduce 31.86% 1,331,937 0.03
VRTV-OLD - Veritiv Corp. Add 5.02% 182,900 0.07