Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: New ATUS HLF positions
Highlights from Q4 2022 filing as compared to Q3 2022:
- New positions in: ATUS (~3.88 mln shares), HLF (~2 mln)
- Increased positions in: GOOG (to ~3.99 mln shares from ~1.38 mln shares), WBD (to ~31 mln from ~29 mln), FIS (to ~2.16 mln from ~0.62 mln), META (to ~1.73 mln from ~0.69 mln), AMZN (to ~0.99 mln from ~0.25 mln) GTN (to ~3.51 mln from ~3.26 mln),
- Maintained positions in: LBTYK (~47.5 mln shares VSAT (~16.29 mln shares), LSXMK (~13.65 mln shares), LSXMA (~7.68 mln shares), LBTYA (~7.19 mln shares), SSNC (~3.77 mln shares), MU (~3.29 mln shares), WTW (~1.28 mln shares),
- Closed positions in: DBX (from ~7.82 mln shares), EHC (from ~2.95 mln), EHAB (from ~0.44 mln), CGEM (from ~0.43 mln)
- Decreased positions in: EDU (to ~5.79 mln shares from ~7.69 mln shares), FISV (to ~2 mln from ~3.53 mln), QRVO (to ~5.73 mln from ~6.78 mln), ADV (to ~11 mln from ~11.84 mln), OB (to ~0.15 mln from ~0.79 mln), VRTV (to ~3.32 mln from ~3.44 mln), FNCH (to ~1.02 mln from ~1.12 mln), DBRG (to ~3.2 mln from ~3.29 mln), NUVB (to ~4.81 mln from ~10.42 mln), TBPH (to ~11.42 mln from ~13.42 mln)