Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: New AMZN DG UNP CRH positions
Highlights from Q2 2023 filing as compared to Q1 2023:
- New positions in: AMZN (~964K), DG (242K), UNP (175K), CRH (~57K)
- Increased positions in: FIS (to ~6.8 mln shares from ~4.8 mln shares), ATRA (to ~9.8 mln from ~9.1 mln), STX (to 600K from ~137K), SSNC (to ~3.7 mln from ~3.3 mln), JAZZ (to ~674K from ~479K) WTW (to ~902K from ~859K)
- Maintained positions: VSAT (~16.3 mln shares), LSXMK (~14.9 mln), VRTV (~3.3 mln)
- Closed positions in: DBRG (from ~1.2 mln shares), SWKS (from ~0.7 mln), FI (from ~0.5 mln), LAD (from ~0.07 mln)
- Decreased positions in: TBPH (to ~7.4 mln shares from ~10.4 mln shares), LBTYK (to ~45 mln from ~47.5 mln), QRVO (to ~2.6 mln from ~4.65 mln), FNCH (to ~0.07 mln from ~2 mln), GOOG (to ~4.1 mln from ~5.85 mln), EDU (to ~4.1 mln from ~5.4 mln), ADV (to ~10.7 mln from ~11 mln)
