Seth Klarman - Baupost Group

History Stock Activity ▼ Share change % change to portfolio
Q3  2015
≡ AER - AerCap Holdings N.V. Buy 2,450,000 1.58
≡ LOCK - LifeLock Inc. Buy 4,460,760 0.66
≡ RUN - Sunrun Inc. Buy 1,170,910 0.20
≡ OREX - Orexigen Therapeutics Inc. Buy 82,136 0.03
≡ PYX - Pyxus International Inc. Reduce 28.20% 180,000 0.06
≡ OCN - Ocwen Financial Corp. Reduce 32.07% 163,686 0.28
≡ ALDW - Alon USA Partners LP Reduce 42.28% 266,000 0.10
≡ MU - Micron Technology Inc. Reduce 94.93% 18,706,035 4.68
Q2  2015
≡ NCQ - NovaCopper Inc. Add 76.52% 4,595,460 0.03
≡ PXD - Pioneer Natural Resources Add 28.36% 898,063 2.10
≡ PBF - PBF Energy Inc. Add 27.26% 2,361,886 1.13
≡ KERX - Keryx Biopharmaceuticals Inc. Add 15.24% 3,411,478 0.58
≡ LNG - Cheniere Energy Inc. Add 11.28% 1,558,000 1.82
≡ VRTV-OLD - Veritiv Corp. Add 9.14% 207,772 0.13
≡ SEMI - SunEdison Semiconductor Ltd. Add 5.06% 400,000 0.12
≡ ATRA - Atara Biotherapeutics Inc. Add 0.97% 46,367 0.04
≡ TBPH - Theravance Biopharma Inc. Add 0.84% 53,451 0.01
≡ FTR - Frontier Communications Corp. Buy 900,000 1.13
≡ BITI - Biotie Therapies Corp. Buy 869,643 0.29
≡ SN - Sanchez Energy Corp. Buy 619,505 0.10
≡ OCN - Ocwen Financial Corp. Reduce 2.27% 11,879 0.03
≡ PRTK-OLD - Paratek Pharmaceuticals Reduce 10.99% 190,720 0.08
≡ AR - Antero Resources Reduce 14.17% 1,324,837 0.77
≡ KOS - Kosmos Energy Ltd. Reduce 17.15% 1,242,354 0.18
≡ ALDW - Alon USA Partners LP Reduce 34.06% 325,000 0.11
≡ PYX - Pyxus International Inc. Reduce 90.00% 5,745,277 2.34
Q1  2015
≡ ATRA - Atara Biotherapeutics Inc. Add 90.84% 2,267,352 1.58
≡ SEMI - SunEdison Semiconductor Ltd. Add 90.52% 3,752,600 1.67
≡ OCN - Ocwen Financial Corp. Add 31.29% 124,455 0.26
≡ KERX - Keryx Biopharmaceuticals Inc. Add 22.30% 4,080,200 0.90
≡ BXE - Bellatrix Exploration Ltd. Add 20.64% 747,357 0.16
≡ AR - Antero Resources Add 19.11% 1,499,869 0.91
≡ TBPH - Theravance Biopharma Inc. Add 5.04% 305,349 0.09
≡ PXD - Pioneer Natural Resources Buy 3,166,937 8.92
≡ KLXI - KLX Inc. Buy 1,500,000 1.00
≡ VRTV-OLD - Veritiv Corp. Reduce 1.72% 39,808 0.03
≡ ELOS - Syneron Medical Ltd. Sell 100.00% 2,416,310 0.46
Q4  2014
≡ ALDW - Alon USA Partners LP Add 189.86% 625,000 0.16
≡ AR - Antero Resources Add 184.39% 5,088,321 4.18
≡ EBAY - eBay Inc. Add 52.79% 3,218,293 3.65
≡ KOS - Kosmos Energy Ltd. Add 52.47% 2,492,354 0.42
≡ LNG - Cheniere Energy Inc. Add 23.29% 2,608,200 3.71
≡ PBF - PBF Energy Inc. Add 21.24% 1,517,696 0.82
≡ FWP-OLD - Forward Pharma A/S Buy 5,367,300 2.26
≡ BXE - Bellatrix Exploration Ltd. Buy 3,620,742 1.33
≡ PRTK-OLD - Paratek Pharmaceuticals Buy 1,735,218 1.25
≡ ATRA - Atara Biotherapeutics Inc. Buy 2,495,913 1.20
≡ VRTV-OLD - Veritiv Corp. Reduce 2.06% 48,692 0.05
≡ OCN - Ocwen Financial Corp. Reduce 14.78% 68,977 0.32
≡ ELOS - Syneron Medical Ltd. Reduce 19.31% 578,300 0.11
≡ MU - Micron Technology Inc. Reduce 61.85% 31,949,399 22.60
≡ RFMD - RF Micro Devices Inc. Sell 100.00% 9,759,185 2.01
≡ TQNT - TriQuint Semiconductor Sell 100.00% 5,880,696 2.01
≡ BYD - Boyd Gaming Corp. Sell 100.00% 979,476 0.18
≡ AVEO-OLD - AVEO Pharmaceuticals Inc. Sell 100.00% 3,829,350 0.08
Q3  2014
≡ LNG - Cheniere Energy Inc. Add 87.03% 5,211,100 7.46
≡ KERX - Keryx Biopharmaceuticals Inc. Add 73.62% 7,760,014 1.91
≡ EBAY - eBay Inc. Add 37.43% 1,660,407 1.68
≡ PBF - PBF Energy Inc. Add 27.70% 1,550,132 0.67
≡ NCQ - NovaCopper Inc. Add 19.98% 1,000,000 0.02
≡ KIN - Kindred Biosciences Inc. Add 9.05% 250,000 0.04
≡ OCN - Ocwen Financial Corp. Buy 466,780 3.28
≡ AR - Antero Resources Buy 2,759,510 2.71
≡ VRTV-OLD - Veritiv Corp. Buy 2,362,885 2.12
≡ INVA - Innoviva Inc. Reduce 2.84% 579,073 0.18
≡ ELOS - Syneron Medical Ltd. Reduce 25.13% 1,005,390 0.18
≡ BYD - Boyd Gaming Corp. Reduce 64.95% 1,815,154 0.33
≡ IDIX - Idenix Pharmaceuticals Inc. Sell 100.00% 53,331,109 21.00
Q2  2014
≡ KERX - Keryx Biopharmaceuticals Inc. Add 67.01% 4,229,136 1.08
≡ TQNT - TriQuint Semiconductor Add 53.74% 2,055,696 0.54
≡ RFMD - RF Micro Devices Inc. Add 48.20% 3,174,185 0.50
≡ LNG - Cheniere Energy Inc. Add 5.79% 327,930 0.39
≡ PBF - PBF Energy Inc. Add 3.30% 178,680 0.08
≡ VSAT - Viasat Inc. Add 1.20% 137,237 0.13
≡ EBAY - eBay Inc. Buy 4,436,300 3.67
≡ TBPH - Theravance Biopharma Inc. Buy 6,061,228 3.20
≡ SEMI - SunEdison Semiconductor Ltd. Buy 4,145,379 1.16
≡ KOS - Kosmos Energy Ltd. Buy 4,750,000 0.88
≡ BYD - Boyd Gaming Corp. Buy 2,794,630 0.56
≡ INVA - Innoviva Inc. Reduce 1.50% 310,745 0.15
≡ BP - BP plc Sell 100.00% 3,166,413 3.75
Q1  2014
≡ PBF - PBF Energy Inc. Add 174.04% 3,440,000 2.18
≡ IDIX - Idenix Pharmaceuticals Inc. Add 44.49% 16,420,241 2.30
≡ INVA - Innoviva Inc. Add 2.79% 561,500 0.43
≡ VSAT - Viasat Inc. Add 2.40% 266,700 0.45
≡ LNG - Cheniere Energy Inc. Buy 5,660,000 7.72
≡ KERX - Keryx Biopharmaceuticals Inc. Buy 6,310,850 2.65
≡ RFMD - RF Micro Devices Inc. Buy 6,585,000 1.28
≡ TQNT - TriQuint Semiconductor Buy 3,825,000 1.26
≡ KIN - Kindred Biosciences Inc. Reduce 4.69% 136,152 0.06
≡ BP - BP plc Reduce 44.12% 2,500,000 2.96
≡ FNF - Fidelity National Financial Inc. Sell 100.00% 1,974,400 1.86
≡ ROVI - Rovi Corp. Sell 100.00% 2,160,000 1.23
≡ ENZN - Enzon Pharmaceuticals Inc. Sell 100.00% 4,337,858 0.15
Q4  2013
≡ PBF - PBF Energy Inc. Add 106.94% 1,021,466 0.93
≡ IDIX - Idenix Pharmaceuticals Inc. Add 24.42% 7,245,175 1.26
≡ INVA - Innoviva Inc. Add 8.83% 1,633,930 1.69
≡ BP - BP plc Add 1.23% 68,931 0.10
≡ VSAT - Viasat Inc. Add 1.17% 129,200 0.23
≡ FNF - Fidelity National Financial Inc. Buy 1,974,400 1.86