Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: New SJR NE positions
Highlights from 2021 Q2 filing as compared to Q1 2021:
- New positions in: SJR (~7.53 mln shares) GTX (~3.58 mln), NE (~0.1 mln)
- Increased positions in: MU (to ~7.16 mln shares from ~5.42 mln shares), TBPH (to ~9.91 mln from ~8.74 mln), FB (to ~1.55 mln from ~1.3 mln)
- Maintained positions in: PCG (~30.66 mln shares), TBIO (~18.04 mln shares), VSAT (~16.29 mln shares), ADV (~12.2 mln shares), ATRA (~8.48 mln shares), GOOG (~0.29 mln shares)
- Closed positions in: FOXA (from ~7.61 mln shares), FOX (from ~5.68 mln), PEAK (from ~4.97 mln), FNF (from ~3.04 mln)
- Decreased positions in: EBAY (to ~14.89 mln shares from ~18.32 mln shares), PSTH (to ~10.09 mln from ~12.71 mln), INTC (to ~21.74 mln from ~23.31 mln), DBRG (to ~22.88 mln from ~24.21 mln), AJAX (to ~4.22 mln from ~5 mln), WLTW (to ~1.89 mln from ~2.5 mln), SSNC (to ~3.32 mln from ~3.81 mln)