Baupost Group discloses updated portfolio positions in 13F filing: New position in KLXI, PXD; increased stake in SEMI, ATRA; closed position in ELOS
Highlights from 2015 Q1 filing as compared to 2014 Q4 filing:
- New positions in: KLXI (~1.5 mln shares), PXD (~3.2 mln)
- Increased positions in: SEMI (to ~7.9 mln shares from ~4.1 mln shares), OCN (to ~7.8 mln from ~6 mln), ATRA (to ~4.8 mln from ~2.5 mln), AIG (to ~1.3 mln from ~0.9 mln)
- Closed positions in: ELOS (from ~2.4 mln shares)