Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: New YPF AABA UNVR positions
Highlights from 2018 Q3 filing as compared to 2018 Q2 filing:
- New positions in: YPF (~6 mln shares), AABA (~2.81 mln), UNVR (~1.77 mln)
- Increased positions in: PCG (to ~18.98 mln shares from ~4.5 mln shares), FOXA (to ~52 mln from ~39.42 mln), FOX (to ~17.32 mln from ~13.61 mln), TRCO (to ~6 mln from ~3 mln), ABC (to ~2.75 mln from ~1.87 mln) MCK (to ~2.18 mln from ~1.63 mln), SBGI (to ~3 mln from ~2.57 mln)
- Maintained positions in: AR (~26.59 mln shares), LNG (~14.2 mln shares), VSAT (~13.73 mln shares), QRVO (~11 mln shares), AGN (~4.95 mln shares), PXD (~4 mln shares)
- Closed positions in: T (from ~9.48 mln shares)
- Decreased positions in: SYF (to ~16.33 mln shares from ~29.3 mln shares), AMC (to ~2.73 mln from ~5 mln)
