Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing; new position in CLNS, QRVO, and QCOM
Highlights from 2017 Q1 filing as compared to 2016 Q4 filing:
- New positions in: CLNS (~47.91 mln shares), QRVO (~7.19 mln), QCOM (~5.22 mln), ESRX (~1.23 mln)
- Increased positions in: CASC (to ~8.72 mln shares from ~4.17 mln shares)
- Maintained positions in: LNG (~21.73 mln shares), FOXA (~19.14 mln shares), PBF (~15.72 mln shares), AR (~14.51 mln shares), VSAT (~13.16 mln shares), TBPH (~9.27 mln shares), FOX (~7.28 mln shares)
- Decreased positions in: INVA (to ~11.57 mln shares from ~14.93 mln shares), SYF (to ~17.67 mln from ~20.67 mln), AGN (to ~2.43 mln from ~3.43 mln), DVMT (to ~5.65 mln from ~6.65 mln),BATRK (to ~1.99 mln from ~2.99 mln)