Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: New T, TRCO, SBGI, positions; Closed PBF, FWP, IMOS
Highlights from 2018 Q2 filing as compared to 2018 Q1 filing:
- New positions in: T (~9.48 mln shares), TRCO (~3 mln), SBGI (~2.57 mln), TBIO (~1.92 mln), SHPG (~0.1 mln)
- Increased positions in: FOXA (to ~39.42 mln shares from ~26.59 mln shares), TMQ (to ~13.05 mln from ~10.6 mln), FOX (to ~13.61 mln from ~11.43 mln), PCG (to ~4.5 mln from ~3.15 mln), ABC (to ~1.87 mln from ~1.32 mln)
- Maintained positions in: CLNY (~49.69 mln shares), SYF (~29.3 mln shares), AR (~26.59 mln shares), VSAT (~13.73 mln shares), QRVO (~11 mln shares), AGN (~4.95 mln shares), PXD (~4 mln shares)
- Closed positions in: PBF (from ~7.92 mln shares), FWP (from ~2.85 mln), IMOS (from ~0.93 mln)
- Decreased positions in: LNG (to ~14.2 mln shares from ~20.73 mln shares)