Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing:
Highlights from 2016 Q3 filing as compared to 2016 Q2 filing:
- New positions in: SYF (~17.57 mln shares), ODP (~13 mln), NSAM (~9.91 mln), NRF (~5.5 mln), CLNY (~4.45 mln)
- Increased positions in: FOXA (to ~12.75 mln shares from ~7.7 mln shares), PBF (to ~15.72 mln from ~10.64 mln)
- Maintained positions in: AR (~14.51 mln shares), VSAT (~11.53 mln shares), TBPH (~7.35 mln shares), AGN (~2 mln shares)
- Decreased positions in: OREX (to ~2.23 mln shares from ~22.27 mln shares), OLN (to ~6.18 mln from ~10.74 mln), INVA (to ~14.93 mln from ~17.61 mln), PYPL (to ~5 mln from ~5.66 mln), LNG (to ~27.84 mln from ~29.84 mln)
- Closed positions in: SEMI (from ~8.37 mln shares - previously disclosed), C (from ~5.17 mln), IMOS (from ~3.75 mln- previously disclosed), OZM (from ~3.37 mln), CAR (from ~1.79 mln)