Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: New EDU AMZN positions, Exited POST
Highlights from 2022 Q2 filing as compared to Q1 2022:
- New positions in: EDU (~8 mln shares), AMZN (~0.6 mln)
- Increased positions in: LSXMK (to ~13.25 mln shares from ~11.16 mln shares), LSXMA (to ~7.32 mln from ~5.62 mln), GTN (to ~2.26 mln from ~1.29 mln), QRVO (to ~6.97 mln from ~6.65 mln)
- Maintained positions in: VSAT (~16.29 mln shares), TBPH (~13.42 mln shares), VRTV (~3.56 mln shares), EHC (~2.95 mln shares)
- Closed positions in: POST (from ~0.38 mln shares)
- Decreased positions in: INTC (to ~8.72 mln shares from ~16.59 mln shares), DBRG (to ~13.16 mln from ~18.37 mln), DBX (to ~7.82 mln from ~10.57 mln), IS (to ~5.85 mln from ~7.94 mln), VRNT (to ~0.2 mln from ~2.21 mln), NXST (to ~0.28 mln from ~1.15 mln), SSNC (to ~2.96 mln from ~3.77 mln), TUMQ (to ~10.51 mln from ~11.13 mln), META (to ~0.69 mln from ~0.97 mln), GOOG (to ~0.17 mln from ~0.24 mln), FISV (to ~3.53 mln from ~3.99 mln)