Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: New FIS EHAB LAD positions
Highlights from 2022 Q3 filing as compared to Q3 2022:
- New positions in: FIS (~0.62 mln shares), EHAB (~0.44 mln), LAD (~0.25 mln)
- Increased positions in: WBD (to ~29 mln shares from ~18 mln shares), GTN (to ~3.26 mln from ~2.26 mln), SSNC (to ~3.77 mln from ~2.96 mln), MU (to ~3.29 mln from ~2.74 mln), WTW (to ~1.29 mln from ~0.93 mln), LSXMA (to ~7.68 mln from ~7.32 mln)
- Maintained positions in: VSAT (~16.29 mln shares), TBPH (~13.42 mln shares), DBX (~7.82 mln shares), LBTYA (~7.19 mln shares), FISV (~3.53 mln shares), EHC (~2.95 mln shares), META (~0.69 mln shares)
- Closed positions in: INTC (from ~8.72 mln shares) GRAB (from ~6.11 mln) NXST (from ~0.28 mln), VRNT (from ~0.2 mln)
- Decreased positions in: GOOG (to ~1.38 mln shares from ~3.38 mln shares), CGEM (to ~0.43 mln from ~1.54 mln) AMZN (to ~0.25 mln from ~0.6 mln), EDU (to ~7.69 mln from ~8 mln), QRVO (to ~6.78 mln from ~6.97 mln), VRTV (to ~3.44 mln from ~3.56 mln)
