Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: New PCG position, Increased FOXA holding
Highlights from 2018 Q1 filing as compared to 2017 Q4 filing:
- New positions in: PCG (~3.15 mln shares)
- Increased positions in: FOXA (to ~26.59 mln shares from ~22.29 mln shares), NG (to ~13.47 mln from ~10.74 mln), PXD (to ~4 mln from ~2 mln), ATRA (to ~6.25 mln from ~5.36 mln), MCK (to ~1.62 mln from ~1.36 mln) AR (to ~26.59 mln from ~24.72 mln),
- Maintained positions in: SYF (~29.3 mln shares), LNG (~20.73 mln shares), VSAT (~13.66 mln shares), QRVO (~11 mln shares), TWX (~8.1 mln shares), CAH (~5.1 mln shares), AGN (~4.75 mln shares)
- Closed positions in: RUN (from ~2.85 mln shares), ESRX (from ~2.31 mln)
- Decreased positions in: PBF (to ~7.92 mln shares from ~10.92 mln shares), FWP (to ~2.85 mln from ~4.18 mln), IMOS (to ~0.93 mln from ~1.47 mln)