Seth Klarman - Baupost Group

History Stock Activity ▲ Share change % change to portfolio
Q3  2013
≡ IMOS - ChipMOS TECH Add 18.81% 519,705 0.28
≡ MU - Micron Technology Inc. Add 54.22% 22,500,000 11.57
≡ PBF - PBF Energy Inc. Buy 955,140 0.63
Q2  2013
≡ IDIX - Idenix Pharmaceuticals Inc. Add 2.78% 725,000 0.07
≡ BP - BP plc Add 8.59% 1,470,624 1.60
≡ INVA - Innoviva Inc. Add 22.02% 2,985,177 2.99
≡ PVG-OLD - Pretium Resources Inc. Buy 155,700 0.03
≡ KGC - Kinross Gold Corp. Buy 2,102,700 0.28
≡ AUY-OLD - Yamana Gold Inc. Buy 3,255,500 0.81
≡ IMOS - ChipMOS TECH Buy 2,763,530 1.39
≡ MU - Micron Technology Inc. Buy 41,500,000 15.48
Q1  2013
≡ IDIX - Idenix Pharmaceuticals Inc. Add 25.78% 5,337,300 0.64
≡ BP - BP plc Add 56.73% 6,198,900 8.95
≡ AIG - American International Group Add 69.29% 4,850,200 6.42
≡ ROVI - Rovi Corp. Add 97.34% 4,025,026 2.94
≡ DTV - DIRECTV Group Inc. Buy 207,300 0.40
≡ ELN - Elan Corp. Plc Buy 9,126,227 3.67
Q4  2012
≡ VSAT - Viasat Inc. Add 2.33% 250,000 0.33
≡ NG - NovaGold Resources Add 3.28% 688,300 0.10
≡ NCQ - NovaCopper Inc. Add 8.81% 405,298 0.02
≡ NWS - News Corp. CL B Add 34.81% 3,362,277 2.95
≡ IDIX - Idenix Pharmaceuticals Inc. Add 72.54% 8,704,700 1.41
≡ AIG - American International Group Buy 7,000,000 8.27
Q3  2012
≡ VSAT - Viasat Inc. Add 1.05% 111,512 0.13
≡ IDIX - Idenix Pharmaceuticals Inc. Add 20.00% 2,000,000 0.28
≡ NG - NovaGold Resources Add 31.25% 5,000,000 0.86
≡ NCQ - NovaCopper Inc. Add 46.02% 1,449,682 0.09
≡ ROVI - Rovi Corp. Buy 4,134,974 1.84
Q2  2012
≡ VSAT - Viasat Inc. Add 1.32% 138,496 0.14
≡ IDIX - Idenix Pharmaceuticals Inc. Add 21.23% 1,751,000 0.48
≡ ANV - Allied Nevada Gold Corp. Add 25.94% 1,040,800 0.78
≡ BP - BP plc Add 44.36% 4,135,000 4.43
≡ HPQ - HP Inc. Add 55.66% 9,600,601 5.11
≡ NG - NovaGold Resources Add 60.00% 6,000,000 0.84
≡ NCQ - NovaCopper Inc. Buy 3,150,318 0.17
≡ HES - Hess Corp. Buy 1,000,000 1.15
≡ GNW - Genworth Financial Inc. Buy 15,000,000 2.24
≡ ORCL - Oracle Corp. Buy 15,800,000 12.41
Q1  2012
≡ INVA - Innoviva Inc. Add 2.30% 327,839 0.22
≡ NG - NovaGold Resources Add 33.94% 2,533,725 0.63
≡ IDIX - Idenix Pharmaceuticals Inc. Add 45.61% 2,584,000 0.87
Q4  2011
≡ AVEO-OLD - AVEO Pharmaceuticals Inc. Add 1.69% 84,652 0.04
≡ ANV - Allied Nevada Gold Corp. Add 14.65% 512,750 0.47
≡ NG - NovaGold Resources Add 49.33% 2,466,275 0.64
≡ IDIX - Idenix Pharmaceuticals Inc. Add 126.60% 3,165,000 0.72
≡ NWS - News Corp. CL B Add 148.84% 6,375,160 3.53
≡ CBIO-OLD - Catalyst Biosciences Buy 6,000,000 1.02
Q3  2011
≡ ANV - Allied Nevada Gold Corp. Add 3.60% 121,700 0.15
≡ ELOS - Syneron Medical Ltd. Add 4.27% 163,929 0.05
≡ VSAT - Viasat Inc. Add 4.46% 448,500 0.50
≡ INVA - Innoviva Inc. Add 9.76% 1,264,861 0.86
≡ NWSA - News Corp. Add 10.45% 1,991,665 1.04
≡ AVEO-OLD - AVEO Pharmaceuticals Inc. Add 12.79% 566,990 0.29
≡ PDLI - PDL BioPharma Inc. Add 68.81% 6,373,675 1.19
≡ IDIX - Idenix Pharmaceuticals Inc. Add 99.09% 1,244,300 0.21
≡ SCMR - Sycamore Networks Inc. Add 135.94% 305,871 0.18
≡ BP - BP plc Add 149.84% 8,240,950 10.02
≡ NG - NovaGold Resources Buy 5,000,000 1.09
≡ GNW - Genworth Financial Inc. Buy 10,000,000 1.93
≡ NWS - News Corp. CL B Buy 4,283,175 2.25
≡ HPQ - HP Inc. Buy 20,750,000 15.70
Q2  2011
≡ AVEO-OLD - AVEO Pharmaceuticals Inc. Add 25.76% 908,010 0.79
≡ ANV - Allied Nevada Gold Corp. Add 37.53% 921,902 1.39
≡ SCMR - Sycamore Networks Inc. Add 125.00% 125,000 0.12
≡ ELOS - Syneron Medical Ltd. Add 155.74% 2,336,071 1.21
≡ IDIX - Idenix Pharmaceuticals Inc. Buy 1,255,700 0.27
≡ CPF - Central Pacific Financial Buy 1,800,000 1.07
≡ BP - BP plc Buy 5,500,000 10.35
≡ MSFT - Microsoft Corp. Buy 12,000,000 13.26
Q1  2011
≡ AVEO-OLD - AVEO Pharmaceuticals Inc. Add 76.25% 1,525,000 1.19
≡ PDLI - PDL BioPharma Inc. Add 87.30% 4,891,825 1.66
≡ SCMR - Sycamore Networks Inc. Buy 100,000 0.14
≡ ANV - Allied Nevada Gold Corp. Buy 2,456,398 5.10
Q4  2010
≡ ALR-OLD - Alere Inc. Add 106.67% 1,600,000 3.49
≡ AVEO-OLD - AVEO Pharmaceuticals Inc. Buy 2,000,000 1.74
≡ PDLI - PDL BioPharma Inc. Buy 5,603,400 2.08
Q3  2010
≡ VSAT - Viasat Inc. Add 0.79% 79,117 0.20
≡ ENZN - Enzon Pharmaceuticals Inc. Add 2.03% 206,800 0.14
≡ STRZA - Starz Add 136.85% 577,784 2.33
≡ REGN - Regeneron Pharmaceuticals Buy 1,000,000 1.71
≡ ALR-OLD - Alere Inc. Buy 1,500,000 2.89
Q2  2010
≡ ENZN - Enzon Pharmaceuticals Inc. Add 10.57% 972,798 0.78
≡ ADCT - ADC Telecommunications Add 13.25% 662,469 0.37
≡ VSAT - Viasat Inc. Add 14.54% 1,265,675 3.09
≡ EGC - Energy XXI Gulf Coast Inc. Buy 265,000 0.31
Q1  2010
≡ ENZN - Enzon Pharmaceuticals Inc. Add 13.87% 1,120,700 0.70
≡ INVA - Innoviva Inc. Add 28.71% 2,900,000 2.36
≡ VSAT - Viasat Inc. Add 77.11% 3,790,799 8.02
≡ STRZA - Starz Buy 422,216 1.41
≡ ADCT - ADC Telecommunications Buy 5,000,000 2.24
≡ SLRC - Solar Capital Ltd. Buy 2,010,973 2.47
Q4  2009
≡ INVA - Innoviva Inc. Add 11.80% 1,066,259 1.03
≡ CSE - CapitalSource Inc. Add 15.41% 2,707,300 0.79
≡ VSAT - Viasat Inc. Add 61.36% 1,869,385 4.38
≡ ENZN - Enzon Pharmaceuticals Inc. Add 290.19% 6,011,018 4.67
≡ DTV - DIRECTV Group Inc. Buy 1,617,471 3.98
≡ CIT - CIT Group Buy 2,582,186 5.26
Q3  2009
≡ VSAT - Viasat Inc. Add 147.87% 1,817,459 4.27
≡ ENZN - Enzon Pharmaceuticals Inc. Buy 2,071,382 1.51
Q2  2009
≡ LMDIA - Liberty Media Ent. OLD Add 1.42% 59,259 0.15