Seth Klarman - Baupost Group

History Stock Activity Share change % change to portfolio
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
SRC - Spirit Realty Capital Inc. Buy 9,000,000 0.77
SRAQ - Silver Run Acquisition Corp. Buy 6,615,552 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
CAH - Cardinal Health Inc. Buy 1,030,000 0.98
SYT - Syngenta Buy 745,136 0.78
GTYHU - Gty Technology Hldgs Inc. Unit Buy 4,400,000 0.61
CDEV - Centennial Resource Dev. Inc. Buy 2,407,153 0.57
ABC - AmerisourceBergen Corp. Buy 502,474 0.52
LEXIA - Liberty Expedia Holdings A Buy 395,613 0.21
SCACW - Saban Capital Acquisition Corp. WTS Buy 1,163,250 0.01
Q3  2016
FOXA - Twenty-First Century Fox Add 65.60% 5,049,547 1.75
PBF - PBF Energy Inc. Add 47.77% 5,083,000 1.65
AIG.WS - American Intl. Grp. WTS Add 1.70% 43,400 0.01
SYF - Synchrony Financial Buy 17,565,000 7.03
DVMT - Dell Technologies Inc. Buy 6,652,459 4.55