Seth Klarman - Baupost Group

History Stock Activity Share change % change to portfolio
Q1  2020
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
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
Q3  2019
TBIO - Translate Bio Inc. Add 98.37% 8,700,000 1.01
NXST - Nexstar Media Group Add 43.09% 602,245 0.73
CBS - CBS Corp. Add 20.00% 2,000,000 0.95
ATRA - Atara Biotherapeutics Inc. Add 18.70% 1,308,900 0.22
LBTYK - Liberty Global Ltd CL C Add 4.82% 2,020,621 0.57
LBTYA - Liberty Global Ltd CL A Add 2.91% 216,500 0.06
NUAN-OLD - Nuance Communications Inc. Buy 8,245,456 1.58
VIST - Vista Oil & Gas, S.A.B. de C.V. Buy 6,175,000 0.38
CARS - Cars.com Inc. Buy 3,000,000 0.32
Q2  2019
BMY - Bristol-Myers Squibb Add 225.00% 9,000,000 3.81
LBTYA - Liberty Global Ltd CL A Add 50.10% 2,483,500 0.62
NXST - Nexstar Media Group Add 39.78% 397,755 0.38
TBIO - Translate Bio Inc. Add 36.25% 2,352,941 0.27
CBS - CBS Corp. Add 17.07% 1,457,984 0.68
ATRA - Atara Biotherapeutics Inc. Add 9.71% 619,481 0.12
LBTYK - Liberty Global Ltd CL C Add 7.28% 2,844,679 0.70
TMQ - Trilogy Metals Inc. Add 4.53% 590,610 0.02
XPO - XPO Logistics Buy 1,500,000 0.81
Q1  2019
CBS - CBS Corp. Add 235.37% 5,994,957 2.47
MCK - McKesson Corp. Add 63.66% 1,095,000 1.11
PCG - PG&E Corp. Add 58.33% 9,025,517 1.39
EBAY - eBay Inc. Add 39.46% 8,286,000 2.67
LBTYK - Liberty Global Ltd CL C Add 31.44% 9,350,200 1.96
COR - Cencora Inc. Add 19.36% 390,000 0.27
NXST - Nexstar Media Group Add 5.26% 50,000 0.05
ATRA - Atara Biotherapeutics Inc. Add 2.01% 125,887 0.04
AGN - Allergan Plc Add 0.30% 14,200 0.02
TBIO - Translate Bio Inc. Add 0.00% 11 0.00
CELG - Celgene Corp. Buy 4,000,000 3.27
TAK - Takeda Pharmaceutical Co. Ltd Buy 10,669,021 1.88
BMY - Bristol-Myers Squibb Buy 4,000,000 1.65
DIS - Walt Disney Co. Buy 399,151 0.38
GOSS - Gossamer Bio Inc. Buy 1,267,171 0.23
Q4  2018
UNVR-OLD - Univar Solutions Inc. Add 436.39% 7,728,900 1.23
SHPG - Shire plc Add 365.44% 361,541 0.57
NXEO.WS - Nexeo Solutions Inc. WTS Add 250.88% 7,150,000 0.03
LBTYK - Liberty Global Ltd CL C Add 176.19% 18,973,925 3.52
PXD - Pioneer Natural Resources Add 12.50% 500,000 0.59
AR - Antero Resources Add 7.52% 2,000,000 0.17
EBAY - eBay Inc. Buy 21,000,000 5.30
AKBA - Akebia Therapeutics Inc. Buy 24,471,453 1.22
CBS - CBS Corp. Buy 2,547,059 1.00
NXST - Nexstar Media Group Buy 950,000 0.67
GTYH.WS - GTY Technology Holdings Inc WTS Buy 1,466,666 0.01
Q3  2018
PCG - PG&E Corp. Add 321.77% 14,479,790 5.24
TBIO - Translate Bio Inc. Add 237.55% 4,568,211 0.34
TRCO - Tribune Media Co. Add 100.13% 3,000,000 0.91
COR - Cencora Inc. Add 46.84% 877,491 0.64
MCK - McKesson Corp. Add 33.67% 548,000 0.57
FOXA - Fox Corporation Add 31.93% 12,585,338 4.59
FOX - Fox Corporation CL B Add 27.30% 3,714,662 1.34
SBGI - Sinclair Broadcast Group Inc. Add 16.67% 428,698 0.10
LBTYK - Liberty Global Ltd CL C Buy 10,768,870 2.39
AABA - Altaba Inc. Buy 2,810,775 1.51
LBTYA - Liberty Global Ltd CL A Buy 4,957,205 1.13
YPF - YPF S.A. Buy 6,000,000 0.73
UNVR-OLD - Univar Solutions Inc. Buy 1,771,100 0.43
NXEO.WS - Nexeo Solutions Inc. WTS Buy 2,850,000 0.02
Q2  2018
FOXA - Fox Corporation Add 48.24% 12,827,098 5.74
PCG - PG&E Corp. Add 42.86% 1,350,028 0.52
COR - Cencora Inc. Add 42.24% 556,349 0.43
TMQ - Trilogy Metals Inc. Add 23.11% 2,450,000 0.04
FOX - Fox Corporation CL B Add 19.00% 2,172,902 0.96
AGN - Allergan Plc Add 4.21% 200,000 0.30
MCK - McKesson Corp. Add 0.74% 12,000 0.01
VSAT - Viasat Inc. Add 0.54% 73,931 0.04
DBRG - DigitalBridge Group Inc. Buy 12,421,842 2.79
T - AT&T Inc. Buy 9,480,700 2.74
TRCO - Tribune Media Co. Buy 2,996,042 1.03
SBGI - Sinclair Broadcast Group Inc. Buy 2,571,302 0.74
TBIO - Translate Bio Inc. Buy 1,923,076 0.22
SHPG - Shire plc Buy 98,932 0.15
Q1  2018
PXD - Pioneer Natural Resources Add 100.00% 2,000,000 3.34
NG - NovaGold Resources Add 25.36% 2,724,310 0.12
FOXA - Fox Corporation Add 19.29% 4,300,000 1.53
MCK - McKesson Corp. Add 18.80% 255,700 0.35
ATRA - Atara Biotherapeutics Inc. Add 16.70% 895,000 0.34
FOX - Fox Corporation CL B Add 8.57% 902,100 0.32
AR - Antero Resources Add 7.55% 1,865,604 0.36
AGN - Allergan Plc Add 5.56% 250,000 0.41
VRTV-OLD - Veritiv Corp. Add 5.02% 182,900 0.07
VSAT - Viasat Inc. Add 3.80% 500,000 0.32
CLNS - Colony NorthStar Inc. Add 3.72% 1,781,909 0.10
PCG - PG&E Corp. Buy 3,149,972 1.35
Q4  2017
PXD - Pioneer Natural Resources Add 6821.61% 1,971,105 3.38
COR - Cencora Inc. Add 659.63% 1,245,715 1.14
MCK - McKesson Corp. Add 172.00% 860,000 1.33
CAH - Cardinal Health Inc. Add 101.58% 2,570,000 1.56