Seth Klarman - Baupost Group

History Stock Activity Share change % change to portfolio
Q1  2017
SYF - Synchrony Financial Reduce 14.52% 3,000,000 1.22
DVMT - Dell Technologies Inc. Reduce 15.03% 1,000,000 0.76
INVA - Innoviva Inc. Reduce 22.49% 3,357,820 0.55
AGN - Allergan Plc Reduce 29.13% 1,000,000 2.83
SYT - Syngenta Reduce 29.14% 217,168 0.23
BATRK - Liberty Braves Group C Reduce 33.40% 1,000,000 0.28
AIG.WS - American Intl. Grp. WTS Reduce 51.47% 1,335,305 0.34
NSAM - Northstar Asset Management Grp Sell 100.00% 18,705,000 3.67
NRF - NorthStar Realty Finance Corp. Sell 100.00% 14,577,134 2.91
CLNY - Colony Capital Inc. Sell 100.00% 6,959,017 1.85
BATRA - Liberty Braves Group A Sell 100.00% 800,000 0.22
LEXIA - Liberty Expedia Holdings A Sell 100.00% 395,613 0.21
C.WS.A - Citigroup WTS A Sell 100.00% 62,903,207 0.13
Q4  2016
IMOS - ChipMOS TECH Reduce 6.45% 241,995 0.04
LNG - Cheniere Energy Inc. Reduce 21.97% 6,116,617 3.34
C.WS.A - Citigroup WTS A Reduce 38.66% 39,650,000 0.08
LVNTA - Liberty Ventures Reduce 40.00% 987,814 0.48
PYPL - PayPal Holdings Inc. Sell 100.00% 5,000,000 2.93
OLN - Olin Corp. Sell 100.00% 6,181,302 1.81
VMW - VMware Inc. Sell 100.00% 1,603,889 1.68
KLXI - KLX Inc. Sell 100.00% 2,000,000 1.01
SRAQ - Silver Run Acquisition Corp. Sell 100.00% 3,750,000 0.84
ODP - Office Depot Sell 100.00% 13,000,000 0.66
KIN - Kindred Biosciences Inc. Sell 100.00% 3,011,584 0.21
TBRA - Tobira Therapeutics Inc. Sell 100.00% 160,829 0.09
SRAQ.WS - Silver Run Acquisition Corp. WTS Sell 100.00% 950,000 0.08
Q3  2016
OREX - Orexigen Therapeutics Inc. Reduce 0.00% 1 0.00
KIN - Kindred Biosciences Inc. Reduce 0.08% 2,264 0.00
LNG - Cheniere Energy Inc. Reduce 6.70% 1,998,217 1.25
PYPL - PayPal Holdings Inc. Reduce 11.72% 664,087 0.39
INVA - Innoviva Inc. Reduce 15.21% 2,678,608 0.42
SRAQ.WS - Silver Run Acquisition Corp. WTS Reduce 24.00% 300,000 0.03
VMW - VMware Inc. Reduce 28.80% 648,805 0.68
OLN - Olin Corp. Reduce 42.44% 4,557,900 1.33
EMC - EMC Corp. Sell 100.00% 56,961,725 21.12
C - Citigroup Inc. Sell 100.00% 5,167,000 2.99
CAR - Avis Budget Group Inc. Sell 100.00% 1,787,227 0.79
SEMI - SunEdison Semiconductor Ltd. Sell 100.00% 8,372,979 0.68
OZM - Och Ziff Capital Mgmt Grp LLC Sell 100.00% 3,373,891 0.17
NCQ - NovaCopper Inc. Sell 100.00% 10,600,758 0.07