Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: Exited EDU, QRVO; Adds to J, JAZZ, CLVT
New positions Highlights from Q4 2023 filing as compared to Q3 2023 (all amounts are approximate):
- Increased positions in: CLVT (to 25.5 mln shares from 22.5 mln shares), J (to 0.73 mln from 0.49 mln), JAZZ (to 0.83 mln from 0.67 mln)
- Maintained positions in: LBTYK (42.31 mln shares), WBD (25.24 mln shares), VSAT (16.17 mln shares), LSXMK (14.85 mln shares), LSXMA (8.18 mln shares), TBPH (7.42 mln shares), LBTYA (7.19 mln shares), CRH (3.35 mln shares), WTW (1.56 mln shares)
- Closed positions in: ATRA (from 9.77 mln shares), ADV (from 6.15 mln), VRTV (from 3.32 mln), TMQ (from 2.33 mln), EDU (from 1.02 mln), QRVO (from 0.94 mln), DG (from 0.93 mln), STX (from 0.6 mln)
- Decreased positions in: GTX (to 2.99 mln shares from 5.99 mln shares), SSNC (to 1.03 mln from 2.3 mln), LLYVK (to 0.72 mln from 1.9 mln), GOOG (to 2.95 mln from 3.83 mln), FIS (to 6.36 mln from 6.96 mln), TSEM (to 2.71 mln from 2.85 mln), LLYVA (to 1.9 mln from 1.98 mln)