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 |