Baupost Group discloses updated portfolio positions in 13F filing with new EMC position; closed out AA and EBAY positions
Highlights from 2015 Q4 filing as compared to 2015 Q3 filing:
- New positions in: EMC (~29.2 mln shares)
- Increased positions in: OREX (to ~2.3 mln shares from ~0.8 mln shares), RUN (to ~2.8 mln from ~1.2 mln), SN (to ~2 mln from ~1 mln), KLXI (to ~2 mln from ~1.5 mln)
- Closed positions in: AA (from ~52.3 mln shares), LOCK (from ~4.5 mln), PXD (from ~4.1 mln), EBAY (from ~9.3 mln)