Seth Klarman - Baupost Group

History Stock Activity Share change % change to portfolio ▼
Q4  2017
≡ MCK - McKesson Corp. Add 172.00% 860,000 1.33
≡ QRVO - Qorvo Inc. Add 22.22% 2,000,000 1.32
≡ COR - Cencora Inc. Add 659.63% 1,245,715 1.14
≡ FOXA - Fox Corporation Add 16.47% 3,151,262 1.08
≡ FOX - Fox Corporation CL B Add 42.61% 3,146,716 1.06
≡ AMC - AMC Entertainment Hldgs Inc. Add 40.24% 143,463 0.22
≡ VRTV-OLD - Veritiv Corp. Add 19.25% 587,761 0.17
≡ STNLU - Sentinel Energy Services Inc. Units Buy 1,600,000 0.16
≡ AR - Antero Resources Add 3.39% 809,930 0.15
≡ NG - NovaGold Resources Add 13.08% 1,242,835 0.05
Q3  2017
≡ AGN - Allergan Plc Add 21.85% 531,600 1.36
≡ MCK - McKesson Corp. Buy 500,000 0.96
≡ AR - Antero Resources Add 12.95% 2,741,261 0.68
≡ AMC - AMC Entertainment Hldgs Inc. Buy 356,536 0.66
≡ CAH - Cardinal Health Inc. Add 24.63% 500,000 0.42
≡ COR - Cencora Inc. Buy 188,850 0.20
≡ PXD - Pioneer Natural Resources Buy 28,895 0.05
≡ FOX - Fox Corporation CL B Add 1.46% 106,442 0.03
≡ SMPL.WS - Simply Good Foods Co WTS Buy 1,035,146 0.03
≡ TBPH - Theravance Biopharma Inc. Add 0.38% 35,177 0.02
≡ FWP-OLD - Forward Pharma A/S Add 1.56% 99,206 0.01
≡ VRTV-OLD - Veritiv Corp. Add 0.31% 9,339 0.00
Q2  2017
≡ 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
≡ CAR - Avis Budget Group Inc. Buy 4,000,000 1.25
≡ ESRX - Express Scripts Add 108.11% 1,328,272 0.98
≡ CAH - Cardinal Health Inc. Add 97.09% 1,000,000 0.90
≡ SRAQ - Silver Run Acquisition Corp. Buy 6,615,552 0.77
≡ SRC-OLD - Spirit Realty Capital Inc. Buy 1,800,000 0.77
≡ FWP-OLD - Forward Pharma A/S Add 14.15% 788,652 0.18
≡ PRTK-OLD - Paratek Pharmaceuticals Add 17.12% 350,000 0.10
≡ SRAQ.WS - Silver Run Acquisition Corp. WTS Buy 2,205,184 0.05
Q1  2017
≡ 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
≡ CASC - Cascadian Therapeutics Inc. Add 109.31% 4,554,413 0.22
≡ FWP-OLD - Forward Pharma A/S Add 3.88% 208,107 0.05
Q4  2016
≡ AGN - Allergan Plc Add 71.46% 1,430,625 3.96
≡ FOXA - Fox Corporation Add 50.14% 6,391,000 2.36
≡ MCK - McKesson Corp. Buy 1,000,000 1.85
≡ NRF - NorthStar Realty Finance Corp. Add 165.12% 9,078,873 1.81
≡ NSAM - Northstar Asset Management Grp Add 88.68% 8,791,346 1.72
≡ SYF - Synchrony Financial Add 17.65% 3,100,000 1.48
≡ VSAT - Viasat Inc. Add 14.09% 1,625,000 1.42
≡ CAH - Cardinal Health Inc. Buy 1,030,000 0.98
≡ TBPH - Theravance Biopharma Inc. Add 26.16% 1,923,000 0.81
≡ SYT - Syngenta Buy 745,136 0.78
≡ DBRG - DigitalBridge Group Inc. Add 56.53% 628,270 0.67
≡ GTYHU - Gty Technology Hldgs Inc. Unit Buy 4,400,000 0.61
≡ PR - Permian Resources Corp. Buy 2,407,153 0.57
≡ COR - Cencora Inc. Buy 502,474 0.52
≡ CACC - Credit Acceptance Corp. Add 144.40% 144,400 0.41
≡ LEXIA - Liberty Expedia Holdings A Buy 395,613 0.21
≡ SCACW - Saban Capital Acquisition Corp. WTS Buy 1,163,250 0.01
Q3  2016
≡ SYF - Synchrony Financial Buy 17,565,000 7.03
≡ DVMT-OLD - Dell Technologies Inc. old Buy 6,652,459 4.55
≡ NSAM - Northstar Asset Management Grp Buy 9,913,654 1.83
≡ FOXA - Fox Corporation Add 65.60% 5,049,547 1.75
≡ PBF - PBF Energy Inc. Add 47.77% 5,083,000 1.65
≡ DBRG - DigitalBridge Group Inc. Buy 1,111,484 1.16
≡ NRF - NorthStar Realty Finance Corp. Buy 5,498,261 1.04
≡ ODP - ODP Corp. Buy 1,300,000 0.66
≡ CPAA-OLD - Conyers Park Acquisition Corp. Buy 3,712,500 0.53
≡ SCAC - Saban Capital Acquisition Corp. Buy 2,326,500 0.34
≡ TBRA - Tobira Therapeutics Inc. Buy 160,829 0.09
≡ TMQ - Trilogy Metals Inc. Buy 10,600,758 0.08
≡ CPAAW-OLD - Conyers Park Acquisition Corp. WTS Buy 1,237,500 0.02
≡ AIG.WS - American Intl. Grp. WTS Add 1.70% 43,400 0.01
Q2  2016
≡ C - Citigroup Inc. Buy 5,167,000 2.99
≡ EMC - EMC Corp. Add 9.86% 5,110,225 1.89
≡ LVNTA - Liberty Ventures Buy 2,469,533 1.25
≡ AGN - Allergan Plc Add 16.29% 280,391 0.88
≡ CAR - Avis Budget Group Inc. Buy 1,787,227 0.79
≡ BATRK - Atlanta Braves Holdings Inc. Series C Buy 2,994,010 0.60
≡ SRAQ - Silver Run Acquisition Corp. Buy 3,750,000 0.50
≡ CASC - Cascadian Therapeutics Inc. Buy 4,166,666 0.32
≡ TBPH - Theravance Biopharma Inc. Add 13.07% 850,000 0.26
≡ CACC - Credit Acceptance Corp. Buy 100,000 0.25
≡ OZM - Och Ziff Capital Mgmt Grp LLC Buy 337,389 0.17
≡ BATRA - Atlanta Braves Holdings Inc. Series A Buy 800,000 0.16
≡ AIG.WS - American Intl. Grp. WTS Add 20.07% 426,366 0.11
≡ PRTK-OLD - Paratek Pharmaceuticals Add 32.37% 500,000 0.10
≡ SRAQ.WS - Silver Run Acquisition Corp. WTS Buy 1,250,000 0.02
≡ OREX - Orexigen Therapeutics Inc. Add 0.00% 1 0.00
Q1  2016
≡ EMC - EMC Corp. Add 77.28% 22,602,881 8.77
≡ AGN - Allergan Plc Buy 1,721,587 6.72
≡ LNG - Cheniere Energy Inc. Add 14.38% 3,751,505 1.85
≡ VMW-OLD - VMware Inc. Buy 2,252,694 1.72
≡ FOXA - Fox Corporation Add 87.84% 3,599,422 1.46
≡ OLN - Olin Corp. Add 53.42% 3,739,202 0.95
≡ AR - Antero Resources Add 12.20% 2,337,937 0.85
≡ SRAQU - Silver Run Acquisition Buy 3,750,000 0.57
≡ FOX - Fox Corporation CL B Add 11.50% 750,600 0.31
≡ AIG.WS - American Intl. Grp. WTS Add 68.82% 866,055 0.24
≡ LQ - La Quinta Holdings Inc. Buy 1,111,000 0.20
≡ OREX - Orexigen Therapeutics Inc. Add 881.68% 2,000,000 0.16
≡ VRTV-OLD - Veritiv Corp. Add 5.50% 158,703 0.09