Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: New BMY CELG GOSS positions
Highlights from 2019 Q1 filing as compared to 2018 Q4 filing:
- New positions in: BMY (~4 mln shares), CELG (~4 mln), GOSS (~1.27 mln)
- Increased positions in: LBTYK (to ~39.09 mln shares from ~29.74 mln shares), PCG (to ~24.5 mln from ~15.47 mln), EBAY (to ~29.29 mln from ~21 mln), CBS (to ~8.54 mln from ~2.55 mln), MCK (to ~2.82 mln from ~1.72 mln) ABC (to ~2.4 mln from ~2.01 mln), NXST (to ~1 mln from ~0.95 mln) ATRA (to ~6.38 mln from ~6.25 mln),
- Maintained positions in: CLNY (~49.69 mln shares), AR (~28.59 mln shares), AKBA (~24.47 mln shares), VSAT (~13.73 mln shares), UNVR (~9.5 mln shares), TBPH (~9.31 mln shares), LBTYA (~4.96 mln shares), AGN (~4.77 mln shares)
- Closed positions in: YPF (from ~6 mln shares), CAH (from ~1.47 mln), AMC (from ~1.46 mln)
- Decreased positions in: PXD (to ~2 mln shares from ~4.5 mln shares), LNG (to ~12.62 mln from ~14.2 mln), SBGI (to ~2.91 mln from ~3 mln) SYF (to ~14.26 mln from ~14.55 mln), QRVO (to ~10.59 mln from ~10.68 mln)