Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: New GDS SOUN FTRE positions
Highlights from Q1 2024 filing as compared to Q4 2023 (all amounts are approximate):
- New positions in: GDS (2.6 mln shares), SOUN (1.13 mln), FTRE (0.3 mln), EXP (0.26 mln), WCC (0.21 mln)
- Increased positions in: CLVT (to 30.6 mln shares from 25.5 mln shares), HLF (to 2.24 mln from 1.68 mln)
- Maintained positions in: LBTYK (42.31 mln shares)
- Closed positions in: GTN (from 3.76 mln shares), GTX (from 2.99 mln), TSEM (from 2.71 mln), LLYVA (from 1.9 mln), SSNC (from 1.03 mln), FNCH (from 0.07 mln)
- Decreased positions in: WBD (to 3.71 mln shares from 25.24 mln shares), LSXMK (to 4.35 mln from 14.85 mln), LSXMA (to 2.68 mln from 8.18 mln), VSAT (to 15.03 mln from 16.17 mln), TBPH (to 6.59 mln from 7.42 mln), FIS (to 5.58 mln from 6.36 mln), CRH (to 2.71 mln from 3.35 mln), J (to 0.51 mln from 0.73 mln)