Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: New GTN BRBR POST positions
Highlights from 2022 Q1 filing as compared to Q4 2021:
- New positions in: GTN (~1.29 mln shares), BRBR (~0.48 mln), POST (~0.38 mln)
- Increased positions in: IS (to ~7.94 mln shares from ~4 mln shares), DBX (to ~10.57 mln from ~8.1 mln), EHC (to ~3 mln from ~0.72 mln), NUVB (to ~10.44 mln from ~8.62 mln), FISV (to ~3.99 mln from ~3.05 mln) QRVO (to ~6.65 mln from ~5.95 mln), LSXMK (to ~11.16 mln from ~10.51 mln) LSXMA (to ~5.62 mln from ~4.98 mln), GOOG (to ~0.24 mln from ~0.23 mln),
- Maintained positions in: LBTYK (~53.97 mln shares VSAT (~16.29 mln shares), TBPH (~13.64 mln shares), LBTYA (~7.66 mln shares), SSNC (~3.77 mln shares), VRTV (~3.56 mln shares), WTW (~1.23 mln shares), FB (~0.97 mln shares),
- Closed positions in: PSTH (from ~9.55 mln shares), NLOK (from ~5.78 mln)
- Decreased positions in: JOBY (to ~1.97 mln shares from ~9.62 mln shares), DBRG (to ~18.37 mln from ~22.88 mln), VRNT (to ~2.21 mln from ~3.75 mln), INTC (to ~16.59 mln from ~18.04 mln), TUMQ (to ~11.13 mln from ~11.71 mln), NXST (to ~1.15 mln from ~1.71 mln), LFG (to ~3.12 mln from ~3.5 mln), ATRA (to ~8.12 mln from ~8.48 mln), GRAB (to ~6.11 mln from ~6.4 mln), MU (to ~3.11 mln from ~3.25 mln)