Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: New HPQ position, Increased LBTYK VIAC EBAY MCK holdings
Highlights from 2019 Q4 filing as compared to Q3 2019:
- New positions in: HPQ (~10 mln shares) ERI (~0.39 mln)
- Increased positions in: LBTYK (to ~52.39 mln shares from ~43.96 mln shares), VIAC (to ~17 mln from ~12 mln), EBAY (to ~19.99 mln from ~16.65 mln), MCK (to ~1.6 mln from ~1.31 mln)
- Maintained positions in: CLNY (~49.69 mln shares), FOXA (~27.32 mln shares), TBIO (~17.54 mln shares), VSAT (~13.73 mln shares), LNG (~10.14 mln shares), UNVR (~9.5 mln shares), TBPH (~9.31 mln shares), ATRA (~8.31 mln shares)
- Closed positions in: AR (from ~21.09 mln shares), TAK (from ~9.43 mln), PRTK (from ~2.39 mln), GOSS (from ~0.97 mln)
- Decreased positions in: NUAN (to ~2.3 mln shares from ~8.25 mln shares), PCG (to ~18.89 mln from ~24.5 mln), AKBA (to ~19.57 mln from ~24.47 mln), QRVO (to ~2.75 mln from ~5.68 mln), SYF (to ~3 mln from ~5 mln), CARS (to ~2.71 mln from ~3 mln