Seth Klarman - Baupost Group

History Stock Activity Share change % change to portfolio
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
Q2  2016
INVA - Innoviva Inc. Reduce 11.13% 2,205,892 0.32
PYPL - PayPal Holdings Inc. Reduce 19.77% 1,395,658 0.69
AR - Antero Resources Reduce 32.55% 7,000,000 2.48
NG - NovaGold Resources Reduce 36.67% 5,500,000 0.46
SRAQU - Silver Run Acquisition Sell 100.00% 3,750,000 0.57
BITI - Biotie Therapies Corp. Sell 100.00% 1,395,000 0.54
LQ - La Quinta Holdings Inc. Sell 100.00% 1,111,000 0.20
BXE - Bellatrix Exploration Ltd. Sell 100.00% 8,653,281 0.13
GNW - Genworth Financial Inc. Sell 100.00% 1,699,195 0.07
Q1  2016
PBF - PBF Energy Inc. Reduce 3.48% 383,825 0.19
NG - NovaGold Resources Reduce 20.96% 3,977,449 0.29
PYPL - PayPal Holdings Inc. Reduce 36.45% 4,049,533 2.28
BXE - Bellatrix Exploration Ltd. Reduce 63.93% 15,337,219 0.23
FTR - Frontier Communications Corp. Sell 100.00% 10,915,236 0.94
OCN - Ocwen Financial Corp. Sell 100.00% 5,200,427 0.67
KOS - Kosmos Energy Ltd. Sell 100.00% 4,618,796 0.44
MU - Micron Technology Sell 100.00% 1,000,000 0.26
SN - Sanchez Energy Corp. Sell 100.00% 2,000,000 0.16
Q4  2015
NG - NovaGold Resources Reduce 12.50% 2,710,851 0.21
FTR - Frontier Communications Corp. Reduce 19.15% 2,584,764 0.22
KOS - Kosmos Energy Ltd. Reduce 23.02% 1,381,204 0.13
AA - Alcoa Inc. Sell 100.00% 52,270,000 8.50
PXD - Pioneer Natural Resources Sell 100.00% 4,137,000 8.47
EBAY - eBay Inc. Sell 100.00% 9,315,000 3.83
AER - AerCap Holdings N.V. Sell 100.00% 2,450,000 1.58
LOCK - LifeLock Inc. Sell 100.00% 4,460,760 0.66