Seth Klarman - Baupost Group

History Stock Activity Share change % change to portfolio
Q3  2017
CAH - Cardinal Health Inc. Add 24.63% 500,000 0.42
AGN - Allergan Plc Add 21.85% 531,600 1.36
AR - Antero Resources Add 12.95% 2,741,261 0.68
FWP - Forward Pharma A/S Add 1.56% 99,206 0.01
FOX - Twenty-First Century Fox CL B Add 1.46% 106,442 0.03
TBPH - Theravance Biopharma Inc. Add 0.38% 35,177 0.02
VRTV - Veritiv Corp. Add 0.31% 9,339 0.00
MCK - McKesson Corp. Buy 500,000 0.96
AMC - AMC Entertainment Hldgs Inc. Buy 3,565,361 0.66
ABC - AmerisourceBergen Corp. Buy 188,850 0.20
PXD - Pioneer Natural Resources Buy 28,895 0.05
SMPL.WS - Simply Good Foods Co WTS Buy 1,035,146 0.03
Q2  2017
ESRX - Express Scripts Add 108.11% 1,328,272 0.98
CAH - Cardinal Health Inc. Add 97.09% 1,000,000 0.90
SYF - Synchrony Financial Add 65.84% 11,630,030 3.99
AR - Antero Resources Add 45.95% 6,665,115 1.66
QRVO - Qorvo Inc. Add 25.25% 1,814,486 1.32
PRTK - Paratek Pharmaceuticals Add 17.12% 350,000 0.10
FWP - Forward Pharma A/S Add 14.15% 788,652 0.18
CAR - Avis Budget Group Inc. Buy 4,000,000 1.25
SRAQ - Silver Run Acquisition Corp. Buy 6,615,552 0.77
SRC - Spirit Realty Capital Inc. Buy 9,000,000 0.77
SRAQ.WS - Silver Run Acquisition Corp. WTS Buy 2,205,184 0.05
Q1  2017
CASC - Cascadian Therapeutics Inc. Add 109.31% 4,554,413 0.22
FWP - Forward Pharma A/S Add 3.88% 208,107 0.05
CLNS - Colony NorthStar Inc. Buy 47,905,461 7.33
QRVO - Qorvo Inc. Buy 7,185,514 5.84
QCOM - QUALCOMM Inc. Buy 5,216,000 3.55
ESRX - Express Scripts Buy 1,228,619 0.96
SRUNU - Silver Run Acquisition Corp. U Buy 6,615,554 0.82
Q4  2016
NRF - NorthStar Realty Finance Corp. Add 165.12% 9,078,873 1.81
CACC - Credit Acceptance Corp. Add 144.40% 144,400 0.41
NSAM - Northstar Asset Management Grp Add 88.68% 8,791,346 1.72
AGN - Allergan Plc Add 71.46% 1,430,625 3.96
CLNY - Colony Capital Inc. Add 56.53% 2,513,081 0.67
FOXA - Twenty-First Century Fox Add 50.14% 6,391,000 2.36
TBPH - Theravance Biopharma Inc. Add 26.16% 1,923,000 0.81
SYF - Synchrony Financial Add 17.65% 3,100,000 1.48
VSAT - Viasat Inc. Add 14.09% 1,625,000 1.42
MCK - McKesson Corp. Buy 1,000,000 1.85