Baupost Group discloses updated portfolio positions in 13F filing; new positions in VMW and GNW; closed positions in KOS
Highlights from 2016 Q1 filing as compared to 2015 Q4 filing:
* New positions in: AGN (~1.7 mln shares), GNW (~1.7 mln), LQ (~1.1 mln), VMW (~2.3 mln), INVA (~19.8 mln)
* Increased positions in: OLN (to ~10.7 mln from ~7 mln), FOXA (to ~15 mln from ~10.6 mln), OREX (to ~22.3 mln from ~2.3 mln), EMC (to ~51.9 mln from ~29.2 mln)
* Decreased positions in: PYPL (to ~7.1 mln shares from ~11.1 mln shares), BXE (to ~8.7 mln from ~24 mln)
* Closed positions in: KOS (from ~4.6 mln shares), OCN (from ~5.2 mln), SN (from ~2 mln), MU (from ~1 mln)