Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: New XPO positions, exited CELG
Highlights from 2019 Q2 filing as compared to Q1 2019:
- New positions in: XPO (~1.5 mln shares)
- Increased positions in: BMY (to ~13 mln shares from ~4 mln shares), LBTYK (to ~41.94 mln from ~39.09 mln), LBTYA (to ~7.44 mln from ~4.96 mln), TBIO (to ~8.84 mln from ~6.49 mln), CBS (to ~10 mln from ~8.54 mln) ATRA (to ~7 mln from ~6.38 mln), TMQ (to ~13.64 mln from ~13.05 mln) NXST (to ~1.4 mln from ~1 mln),
- Maintained positions in: CLNY (~49.69 mln shares), AR (~28.59 mln shares), FOXA (~27.32 mln shares), PCG (~24.5 mln shares), AKBA (~24.47 mln shares), VSAT (~13.73 mln shares), UNVR (~9.5 mln shares), TBPH (~9.31 mln shares), FOX (~5.68 mln shares),
- Closed positions in: CELG (from ~4 mln shares), PXD (from ~2 mln), DIS (from ~0.4 mln)
- Decreased positions in: EBAY (to ~24.15 mln shares from ~29.29 mln shares), SYF (to ~9.26 mln from ~14.26 mln), SBGI (to ~0.55 mln from ~2.91 mln), LNG (to ~10.67 mln from ~12.62 mln), QRVO (to ~8.68 mln from ~10.59 mln), TAK (to ~9.44 mln from ~10.67 mln), AGN (to ~3.68 mln from ~4.77 mln), MCK (to ~2.6 mln from ~2.82 mln), ABC (to ~2.21 mln from ~2.4 mln)
