Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: Increased SYF AR QRVO ESRX CAH FWP PRTK positions
Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- New positions in: SRC (~9 mln shares) CAR (~4 mln)
- Increased positions in: SYF (to ~29.3 mln shares from ~17.67 mln shares), AR (to ~21.17 mln from ~14.51 mln), QRVO (to ~9 mln from ~7.19 mln), ESRX (to ~2.56 mln from ~1.23 mln), CAH (to ~2.03 mln from ~1.03 mln) FWP (to ~6.36 mln from ~5.58 mln), PRTK (to ~2.39 mln from ~2.04 mln)
- Maintained positions in: CLNS (~47.91 mln shares), LNG (~20.73 mln shares), FOXA (~19.14 mln shares), PBF (~15.72 mln shares), VSAT (~13.16 mln shares), TBPH (~9.27 mln shares), DVMT (~5.65 mln shares), QCOM (~5.22 mln shares), AGN (~2.43 mln shares),
- Closed positions in: INVA (from ~11.57 mln shares) LVNTA (from ~1.48 mln), MCK (from ~1 mln), SYT (from ~0.53 mln), ABC (from ~0.5 mln)
- Decreased positions in: BATRK (to ~1.3 mln shares from ~1.99 mln shares), CACC (to ~0.1 mln from ~0.24 mln)