Seth Klarman - Baupost Group

History Stock Activity ▲ Share change % change to portfolio
Q1  2016
≡ VMW-OLD - VMware Inc. Buy 2,252,694 1.72
≡ AGN - Allergan Plc Buy 1,721,587 6.72
Q4  2015
≡ PYPL - PayPal Holdings Inc. Add 1.87% 204,426 0.14
≡ VRTV-OLD - Veritiv Corp. Add 3.22% 89,989 0.06
≡ BITI - Biotie Therapies Corp. Add 11.07% 138,994 0.04
≡ LNG - Cheniere Energy Inc. Add 15.09% 3,419,939 2.34
≡ AR - Antero Resources Add 19.06% 3,068,181 1.23
≡ KLXI - KLX Inc. Add 33.33% 500,000 0.28
≡ SN - Sanchez Energy Corp. Add 100.00% 1,000,000 0.08
≡ RUN - Sunrun Inc. Add 143.24% 1,677,172 0.37
≡ OREX - Orexigen Therapeutics Inc. Add 176.17% 144,703 0.04
≡ EMC - EMC Corp. Buy 29,248,619 13.79
Q3  2015
≡ SEMI - SunEdison Semiconductor Ltd. Add 0.90% 75,000 0.01
≡ PXD - Pioneer Natural Resources Add 1.77% 72,000 0.15
≡ BXE - Bellatrix Exploration Ltd. Add 9.84% 430,000 0.05
≡ ATRA - Atara Biotherapeutics Inc. Add 11.44% 550,000 0.29
≡ VRTV-OLD - Veritiv Corp. Add 12.63% 313,536 0.20
≡ IMOS - ChipMOS TECH Add 14.27% 468,618 0.13
≡ BITI - Biotie Therapies Corp. Add 44.43% 386,363 0.09
≡ LNG - Cheniere Energy Inc. Add 47.54% 7,304,500 5.94
≡ SN - Sanchez Energy Corp. Add 61.42% 380,495 0.04
≡ AR - Antero Resources Add 100.67% 8,076,900 2.87
≡ OREX - Orexigen Therapeutics Inc. Buy 82,136 0.03
≡ RUN - Sunrun Inc. Buy 1,170,910 0.20
≡ LOCK - LifeLock Inc. Buy 4,460,760 0.66
≡ AER - AerCap Holdings N.V. Buy 2,450,000 1.58
≡ FOXA - Fox Corporation Buy 4,097,500 1.86
≡ OLN - Olin Corp. Buy 7,000,000 1.98
≡ FOX - Fox Corporation CL B Buy 6,527,500 2.97
≡ PYPL - PayPal Holdings Inc. Buy 10,904,852 5.70
≡ AA - Alcoa Corp. Buy 52,270,000 8.50
Q2  2015
≡ TBPH - Theravance Biopharma Inc. Add 0.84% 53,451 0.01
≡ ATRA - Atara Biotherapeutics Inc. Add 0.97% 46,367 0.04
≡ SEMI - SunEdison Semiconductor Ltd. Add 5.06% 400,000 0.12
≡ VRTV-OLD - Veritiv Corp. Add 9.14% 207,772 0.13
≡ LNG - Cheniere Energy Inc. Add 11.28% 1,558,000 1.82
≡ KERX - Keryx Biopharmaceuticals Inc. Add 15.24% 3,411,478 0.58
≡ PBF - PBF Energy Inc. Add 27.26% 2,361,886 1.13
≡ PXD - Pioneer Natural Resources Add 28.36% 898,063 2.10
≡ NCQ - NovaCopper Inc. Add 76.52% 4,595,460 0.03
≡ SN - Sanchez Energy Corp. Buy 619,505 0.10
≡ BITI - Biotie Therapies Corp. Buy 869,643 0.29
≡ FTR - Frontier Communications Corp. Buy 900,000 1.13
Q1  2015
≡ TBPH - Theravance Biopharma Inc. Add 5.04% 305,349 0.09
≡ AR - Antero Resources Add 19.11% 1,499,869 0.91
≡ BXE - Bellatrix Exploration Ltd. Add 20.64% 747,357 0.16
≡ KERX - Keryx Biopharmaceuticals Inc. Add 22.30% 4,080,200 0.90
≡ OCN - Ocwen Financial Corp. Add 31.29% 124,455 0.26
≡ SEMI - SunEdison Semiconductor Ltd. Add 90.52% 3,752,600 1.67
≡ ATRA - Atara Biotherapeutics Inc. Add 90.84% 2,267,352 1.58
≡ KLXI - KLX Inc. Buy 1,500,000 1.00
≡ PXD - Pioneer Natural Resources Buy 3,166,937 8.92
Q4  2014
≡ PBF - PBF Energy Inc. Add 21.24% 1,517,696 0.82
≡ LNG - Cheniere Energy Inc. Add 23.29% 2,608,200 3.71
≡ KOS - Kosmos Energy Ltd. Add 52.47% 2,492,354 0.42
≡ EBAY - eBay Inc. Add 52.79% 3,218,293 3.65
≡ AR - Antero Resources Add 184.39% 5,088,321 4.18
≡ ALDW - Alon USA Partners LP Add 189.86% 625,000 0.16
≡ ATRA - Atara Biotherapeutics Inc. Buy 2,495,913 1.20
≡ PRTK-OLD - Paratek Pharmaceuticals Buy 1,735,218 1.25
≡ BXE - Bellatrix Exploration Ltd. Buy 3,620,742 1.33
≡ FWP-OLD - Forward Pharma A/S Buy 5,367,300 2.26
Q3  2014
≡ KIN - Kindred Biosciences Inc. Add 9.05% 250,000 0.04
≡ NCQ - NovaCopper Inc. Add 19.98% 1,000,000 0.02
≡ PBF - PBF Energy Inc. Add 27.70% 1,550,132 0.67
≡ EBAY - eBay Inc. Add 37.43% 1,660,407 1.68
≡ KERX - Keryx Biopharmaceuticals Inc. Add 73.62% 7,760,014 1.91
≡ LNG - Cheniere Energy Inc. Add 87.03% 5,211,100 7.46
≡ VRTV-OLD - Veritiv Corp. Buy 2,362,885 2.12
≡ AR - Antero Resources Buy 2,759,510 2.71
≡ OCN - Ocwen Financial Corp. Buy 466,780 3.28
Q2  2014
≡ VSAT - Viasat Inc. Add 1.20% 137,237 0.13
≡ PBF - PBF Energy Inc. Add 3.30% 178,680 0.08
≡ LNG - Cheniere Energy Inc. Add 5.79% 327,930 0.39
≡ RFMD - RF Micro Devices Inc. Add 48.20% 3,174,185 0.50
≡ TQNT - TriQuint Semiconductor Add 53.74% 2,055,696 0.54
≡ KERX - Keryx Biopharmaceuticals Inc. Add 67.01% 4,229,136 1.08
≡ BYD - Boyd Gaming Corp. Buy 2,794,630 0.56
≡ KOS - Kosmos Energy Ltd. Buy 4,750,000 0.88
≡ SEMI - SunEdison Semiconductor Ltd. Buy 4,145,379 1.16
≡ TBPH - Theravance Biopharma Inc. Buy 6,061,228 3.20
≡ EBAY - eBay Inc. Buy 4,436,300 3.67
Q1  2014
≡ VSAT - Viasat Inc. Add 2.40% 266,700 0.45
≡ INVA - Innoviva Inc. Add 2.79% 561,500 0.43
≡ IDIX - Idenix Pharmaceuticals Inc. Add 44.49% 16,420,241 2.30
≡ PBF - PBF Energy Inc. Add 174.04% 3,440,000 2.18
≡ TQNT - TriQuint Semiconductor Buy 3,825,000 1.26
≡ RFMD - RF Micro Devices Inc. Buy 6,585,000 1.28
≡ KERX - Keryx Biopharmaceuticals Inc. Buy 6,310,850 2.65
≡ LNG - Cheniere Energy Inc. Buy 5,660,000 7.72
Q4  2013
≡ VSAT - Viasat Inc. Add 1.17% 129,200 0.23
≡ BP - BP plc Add 1.23% 68,931 0.10
≡ INVA - Innoviva Inc. Add 8.83% 1,633,930 1.69
≡ IDIX - Idenix Pharmaceuticals Inc. Add 24.42% 7,245,175 1.26
≡ PBF - PBF Energy Inc. Add 106.94% 1,021,466 0.93
≡ ALDW - Alon USA Partners LP Buy 329,188 0.16
≡ KIN - Kindred Biosciences Inc. Buy 2,900,000 0.94
≡ FNF - Fidelity National Financial Inc. Buy 1,974,400 1.86
Q3  2013
≡ IDIX - Idenix Pharmaceuticals Inc. Add 10.83% 2,898,693 0.44
≡ INVA - Innoviva Inc. Add 11.92% 1,971,394 2.37