Seth Klarman - Baupost Group

History Stock Activity ▼ Share change % change to portfolio
Q4  2020
≡ PARA - Paramount Global CL B Reduce 75.05% 14,137,585 4.87
≡ HDS - HD Supply Holdings Sell 100.00% 6,818,119 3.05
≡ HPQ - HP Inc. Sell 100.00% 13,300,000 2.74
≡ MCK - McKesson Corp. Sell 100.00% 1,669,181 2.69
≡ AMAT - Applied Materials Sell 100.00% 2,306,601 1.49
≡ HWM - Howmet Aerospace Inc. Sell 100.00% 4,603,800 0.83
≡ RBAC.U - RedBall Acquisition Corp. Units Sell 100.00% 4,950,000 0.57
≡ VSPRU - Vesper Healthcare Acquisition Corp. Units Sell 100.00% 3,960,000 0.44
Q3  2020
≡ LSXMK - Liberty SiriusXM Series C Add 3045.65% 5,630,409 2.02
≡ SSNC - SS&C Technologies Holdings Inc. Add 2055.28% 2,887,993 1.90
≡ PCG - PG&E Corp. Add 551.95% 25,955,158 2.64
≡ VRNT - Verint Systems Inc. Add 271.56% 1,673,672 0.88
≡ VSAT - Viasat Inc. Add 18.62% 2,556,891 0.95
≡ HDS - HD Supply Holdings Add 2.97% 196,536 0.09
≡ PSTH-OLD - Pershing Square Tontine Holdings Ltd Buy 17,500,000 4.30
≡ MU - Micron Technology Inc. Buy 5,222,000 2.66
≡ AMAT - Applied Materials Buy 2,306,601 1.49
≡ DOC - Healthpeak Properties Inc. Buy 4,000,000 1.18
≡ LSXMA - Liberty Sirius XM Series A Buy 2,923,048 1.05
≡ HWM - Howmet Aerospace Inc. Buy 4,603,800 0.83
≡ RBAC.U - RedBall Acquisition Corp. Units Buy 4,950,000 0.57
≡ RTP.U - Reinvent Technology Partners Units Buy 3,500,000 0.44
≡ VSPRU - Vesper Healthcare Acquisition Corp. Units Buy 3,960,000 0.44
≡ BSN.U - Broadstone Acquisition Corp. Units Buy 2,970,000 0.32
≡ PSTH.WS - Pershing Square Tontine Holdings WTS Buy 1,944,444 0.15
≡ FOXA - Fox Corporation Reduce 1.28% 350,000 0.11
≡ QRVO - Qorvo Inc. Reduce 3.33% 102,200 0.14
≡ EBAY - eBay Inc. Reduce 6.14% 1,970,777 1.11
≡ TBPH - Theravance Biopharma Inc. Reduce 6.17% 574,000 0.09
≡ DBRG - DigitalBridge Group Inc. Reduce 11.93% 766,217 0.09
≡ VIST - Vista Oil & Gas, S.A.B. de C.V. Reduce 25.91% 1,544,809 0.04
≡ HPQ - HP Inc. Reduce 26.11% 4,700,681 0.97
≡ GOOG - Alphabet Inc. CL C Reduce 28.00% 1,202,000 0.96
≡ META - Meta Platforms Inc. Reduce 33.88% 288,500 0.82
≡ AKBA - Akebia Therapeutics Inc. Sell 100.00% 15,000,000 2.55
≡ HCA - HCA Healthcare Inc. Sell 100.00% 1,000,000 1.22
≡ COR - Cencora Inc. Sell 100.00% 468,150 0.59
≡ UNVR-OLD - Univar Solutions Inc. Sell 100.00% 1,283,248 0.27
≡ VTR - Ventas Inc. Sell 100.00% 550,000 0.25
Q2  2020
≡ ATRA - Atara Biotherapeutics Inc. Add 19.41% 1,613,130 0.29
≡ HDS - HD Supply Holdings Add 6.49% 403,653 0.17
≡ TBIO - Translate Bio Inc. Add 2.85% 500,000 0.11
≡ LBTYK - Liberty Global Ltd CL C Add 1.58% 850,000 0.23
≡ QRVO - Qorvo Inc. Add 0.08% 2,600 0.00
≡ HCA - HCA Healthcare Inc. Buy 1,000,000 1.22
≡ VRNT - Verint Systems Inc. Buy 616,328 0.35
≡ VTR - Ventas Inc. Buy 550,000 0.25
≡ SSNC - SS&C Technologies Holdings Inc. Buy 140,516 0.10
≡ VIST - Vista Oil & Gas, S.A.B. de C.V. Reduce 3.45% 213,291 0.01
≡ HPQ - HP Inc. Reduce 10.00% 1,999,319 0.44
≡ AKBA - Akebia Therapeutics Inc. Reduce 14.42% 2,527,968 0.43
≡ PARA - Paramount Global CL B Reduce 16.28% 3,662,415 1.07
≡ GOOG - Alphabet Inc. CL C Reduce 28.56% 1,716,400 1.52
≡ DBRG - DigitalBridge Group Inc. Reduce 48.30% 6,000,000 0.72
≡ COR - Cencora Inc. Reduce 50.00% 468,149 0.59
≡ PCG - PG&E Corp. Reduce 51.53% 5,000,000 0.55
≡ META - Meta Platforms Inc. Reduce 57.08% 1,132,500 3.22
≡ UNVR-OLD - Univar Solutions Inc. Reduce 76.67% 4,216,752 0.89
≡ LSXMK - Liberty SiriusXM Series C Reduce 85.26% 1,069,233 0.46
≡ LNG - Cheniere Energy Inc. Sell 100.00% 8,124,235 4.03
≡ ETP-OLD - Energy Transfer Partners LP Sell 100.00% 12,105,005 0.83
≡ XPO - XPO Logistics Sell 100.00% 845,877 0.61
≡ SPR - Spirit AeroSystems Holdings Inc. Sell 100.00% 1,067,781 0.38
≡ LSXMA - Liberty Sirius XM Series A Sell 100.00% 625,568 0.29
≡ CARS - Cars.com Inc. Sell 100.00% 3,000,000 0.19
Q1  2020
≡ HPQ - HP Inc. Add 100.00% 10,000,000 2.58
≡ EBAY - eBay Inc. Add 60.47% 12,091,030 5.39
≡ PARA - Paramount Global CL B Add 32.35% 5,500,000 1.14
≡ QRVO - Qorvo Inc. Add 11.36% 312,486 0.37
≡ CARS - Cars.com Inc. Add 10.81% 292,687 0.02
≡ MCK - McKesson Corp. Add 4.49% 71,665 0.14
≡ NXST - Nexstar Media Group Add 4.25% 85,000 0.07
≡ LBTYK - Liberty Global Ltd CL C Add 2.50% 1,312,412 0.31
≡ GOOG - Alphabet Inc. CL C Buy 6,010,000 5.18
≡ META - Meta Platforms Inc. Buy 1,984,000 4.91
≡ HDS - HD Supply Holdings Buy 6,217,930 2.62
≡ ETP-OLD - Energy Transfer Partners LP Buy 12,105,005 0.83
≡ XPO - XPO Logistics Buy 845,877 0.61
≡ LSXMK - Liberty SiriusXM Series C Buy 1,254,100 0.59
≡ SPR - Spirit AeroSystems Holdings Inc. Buy 1,067,781 0.38
≡ LSXMA - Liberty Sirius XM Series A Buy 625,568 0.29
≡ AKBA - Akebia Therapeutics Inc. Reduce 10.44% 2,043,485 0.23
≡ COR - Cencora Inc. Reduce 19.72% 230,000 0.30
≡ LNG - Cheniere Energy Inc. Reduce 19.87% 2,014,898 1.00
≡ UNVR-OLD - Univar Solutions Inc. Reduce 42.11% 4,000,000 0.63
≡ PCG - PG&E Corp. Reduce 48.63% 9,184,960 1.22
≡ BMY - Bristol-Myers Squibb Sell 100.00% 4,000,000 2.98
≡ SYF - Synchrony Financial Sell 100.00% 3,003,981 1.26
≡ NUAN-OLD - Nuance Communications Inc. Sell 100.00% 2,299,300 0.48
≡ ERI - Eldorado Resorts Inc. Sell 100.00% 389,026 0.27
≡ MCDIF - McDermott International Inc. Sell 100.00% 805,693 0.01
Q4  2019
≡ MCK - McKesson Corp. Add 22.32% 291,505 0.47
≡ EBAY - eBay Inc. Add 20.12% 3,348,970 1.41
≡ LBTYK - Liberty Global Ltd CL C Add 19.19% 8,434,700 2.14
≡ PARA - Paramount Global CL B Buy 17,000,000 8.29
≡ HPQ - HP Inc. Buy 10,000,000 2.39
≡ ERI - Eldorado Resorts Inc. Buy 389,026 0.27
≡ MCDIF - McDermott International Inc. Buy 805,693 0.01
≡ CARS - Cars.com Inc. Reduce 9.76% 292,687 0.04
≡ AKBA - Akebia Therapeutics Inc. Reduce 20.02% 4,900,000 0.36