Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: New TWX position, Closed out DVMT, CAR
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: TWX (~8.1 mln shares)
- Increased positions in: FOXA (to ~22.29 mln shares from ~19.14 mln shares), FOX (to ~10.53 mln from ~7.38 mln), CAH (to ~5.1 mln from ~2.53 mln), QRVO (to ~11 mln from ~9 mln), PXD (to ~2 mln from ~0.03 mln) AGN (to ~4.5 mln from ~2.96 mln), AMC (to ~5 mln from ~3.57 mln) ABC (to ~1.43 mln from ~0.19 mln),
- Maintained positions in: CLNS (~47.91 mln shares), SYF (~29.3 mln shares), AR (~24.72 mln shares), LNG (~20.73 mln shares), VSAT (~13.16 mln shares), TBPH (~9.31 mln shares)
- Closed positions in: DVMT (from ~3.05 mln shares), CDEV (from ~2.41 mln), SRUN (from ~2.15 mln), CAR (from ~1.04 mln)
- Decreased positions in: PBF (to ~10.92 mln shares from ~15.72 mln shares), FWP (to ~4.18 mln from ~6.46 mln), IMOS (to ~1.47 mln from ~3.05 mln)