Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: New WSC SOLV CPRI HUM VRSN positions, Exited ATUS WBD SOUN
Highlights from Q2 2024 filing as compared to Q1 2024 (all amounts are approximate):
- New positions in: WSC (2.47 mln shares), SOLV (1.82 mln), CPRI (1 mln), HUM (0.42 mln), VRSN (0.11 mln)
- Increased positions in: CLVT (to 38.93 mln shares from 30.6 mln shares), HLF (to 5.12 mln from 2.24 mln), FTRE (to 3.14 mln from 0.3 mln), GDS (to 4.25 mln from 2.6 mln), CRH (to 4.23 mln from 2.71 mln), WCC (to 0.8 mln from 0.21 mln), JAZZ (to 1.27 mln from 0.83 mln), WTW (to 1.65 mln from 1.56 mln), EXP (to 0.34 mln from 0.26 mln)
- Maintained positions in: LBTYK (42.31 mln shares)
- Closed positions in: ATUS (from 4.77 mln shares), WBD (from 3.71 mln), SOUN (from 1.13 mln)
- Decreased positions in: LSXMK (to 1.06 mln shares from 4.35 mln shares), TBPH (to 4.2 mln from 6.59 mln), LSXMA (to 0.6 mln from 2.68 mln), FIS (to 3.51 mln from 5.58 mln), GOOG (to 1.07 mln from 2.96 mln), VSAT (to 13.76 mln from 15.03 mln)