Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing -- new positions in IMOS, SCAC, CAH, increased positions in FOXA, SYF, TBPH, closed position in ODP
2/14/2017, 4:23:13 PM ET
Highlights from 2016 Q4 filing as compared to 2016 Q3 filing:
- New positions in: IMOS (~3.51 mln shares), SCAC (~2.33 mln), CAH (~1.03 mln), MCK (~1 mln), SYT(~0.75 mln), ABC (~0.5 mln)
- Increased positions in: FOXA (to ~19.14 mln shares from ~12.75 mln shares), SYF (to ~20.67 mln from ~17.57 mln), TBPH (to ~9.27 mln from ~7.35 mln), VSAT (to ~13.16 mln from ~11.53 mln), AGN (to ~3.43 mln from ~2 mln) CACC (to ~0.24 mln from ~0.1 mln),
- Maintained positions in: PBF (~15.72 mln shares), AR (~14.51 mln shares), FOX (~7.28 mln shares), DVMT(~6.65 mln shares)
- Closed positions in: ODP (from ~13 mln shares), OLN (from ~6.18 mln), PYPL (from ~5 mln), KIN (from ~3.01 mln), KLXI (from ~2 mln), VMW (from ~1.6 mln)