Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: new CASC position (previously disclosed), new OZM position, closed out GNW position (KERX position approx unchanged)Highlights from 2016 Q2 filing as compared to 2016 Q1 filing:
- New positions in: CASC (~25 mln shares), OZM (~3.4 mln), CAR (~1.8 mln), LVNTA (~2.5 mln)
- Increased positions in: PRTK (to ~2 mln shares from ~1.5 mln shares)
- Decreased positions in: NG (to ~9.5 mln shares from ~15 mln shares), AR (to ~14.5 mln from ~21.5 mln)
- Closed positions in: BXE (from ~8.7 mln shares), SRAQU (from ~3.8 mln), LQ (from ~1.1 mln), GNW (from ~1.7 mln), BITI (from ~1.4 mln)