Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: New HCA VRNT VTR SSNC positions
Highlights from 2020 Q2 filing as compared to Q1 2020:
- New positions in: HCA (~1 mln shares), VRNT (~0.6 mln), VTR (~0.55 mln), SSNC (~0.14 mln)
- Increased positions in: ATRA (to ~9.9 mln shares from ~8.3 mln shares), TBIO (to ~18.04 mln from ~17.54 mln), HDS (to ~6.62 mln from ~6.22 mln)
- Maintained positions in: LBTYK (~54.56 mln shares), EBAY (~32.1 mln shares), FOXA (~27.3 mln shares), VSAT (~13.7 mln shares), TBPH (~9.3 mln shares), LBTYA (~7.66 mln shares), FOX (~5.68 mln shares), QRVO (~3.1 mln shares), NXST (~2.1 mln shares)
- Closed positions in: ET (from ~12.1 mln shares), LNG (from ~8.1 mln), CARS (from ~3 mln), SPR (from ~1.1 mln), XPO (from ~0.85 mln)
- Decreased positions in: CLNY (to ~25.69 mln shares from ~49.7 mln shares), PCG (to ~4.7 mln from ~9.7 mln), UNVR (to ~1.3 mln from ~5.5 mln), VIAC (to ~18.8 mln from ~22.5 mln), AKBA (to ~15 mln from ~17.5 mln), HPQ (to ~18 mln from ~20 mln), FB (to ~0.85 mln from ~1.98 mln), ABC (to ~0.47 mln from ~0.94 mln), VIST (to ~5.96 mln from ~6.18 mln), GOOG (to ~0.2 mln from ~0.3 mln)