European Shorting
Number of Stocks: 22
Number of New Stocks: 4
Total Value: $3,109 Mil
Q/Q Turnover: 24%
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Premium Members Only)Ticker | Company | Date
|
Action |
Impact
|
Price Range (Average)*
|
Current Price | Change from Average |
Comment | Current Shares | |
|---|---|---|---|---|---|---|---|---|---|---|
| BP | BP PLC | 2013-03-31 | Add | 8.43% | $40.19 - $45.21 ($42.48) | $ 43.28 | 2% | Add 56.73% | 17,126,858 |  |
| AIG | American Internation... | 2013-03-31 | Add | 6.06% | $34.84 - $39.58 ($37.61) | $ 44.31 | 18% | Add 69.29% | 11,850,200 | |
| ELN | Elan Corp PLC | 2013-03-31 | Buy | 3.5% | $9.4 - $12 ($10.85) | $ 12.04 | 11% | New holding, 9126227 sh. | 9,126,227 | |
| ROVI | Rovi Corp | 2013-03-31 | Add | 2.76% | $15.43 - $21.43 ($18.19) | $ 24.47 | 34% | Add 97.34% | 8,160,000 | |
| IDIX | Idenix Pharmaceutica... | 2013-03-31 | Add | 0.61% | $3.54 - $5.36 ($4.6) | $ 4.15 | -10% | Add 25.78% | 26,042,000 | |
| DTV | Directv | 2013-03-31 | Buy | 0.38% | $47.77 - $57.24 ($51.9) | $ 63.97 | 23% | New holding, 207300 sh. | 207,300 | |
| NWS | News Corporation | 2013-03-31 | Reduce | -7.58% | $26.24 - $31.08 ($28.91) | $ 33.32 | 15% | Reduce -68.92% | 4,047,412 | |
| ORCL | Oracle Corporation | 2013-03-31 | Reduce | -7.57% | $31.25 - $36.34 ($34.76) | $ 34.12 | -2% | Reduce -67.57% | 3,386,890 | |
| NWSA | News Corporation | 2013-03-31 | Sold Out | -6.6% | $25.51 - $30.69 ($28.45) | $ 33.22 | 17% | Sold Out | 0 | |
| GNW | Genworth Financial I... | 2013-03-31 | Sold Out | -3.6% | $7.51 - $10.51 ($9.16) | $ 10.48 | 14% | Sold Out | 0 | |
| ANV | Allied Nevada Gold C... | 2013-03-31 | Sold Out | -2.8% | $16.46 - $30.71 ($22.23) | $ 7.5 | -66% | Sold Out | 0 | |
| ITRN | Ituran Location and ... | 2013-03-31 | Reduce | -0.15% | $13.57 - $16.41 ($14.87) | $ 16.77 | 13% | Reduce -20.68% | 1,337,003 | |
| AIG | American Internation... | 2012-12-31 | Buy | 8% | $30.68 - $37.21 ($34.07) | $ 44.31 | 30% | New holding, 7000000 sh. | 7,000,000 | |
| NWS | News Corporation | 2012-12-31 | Add | 2.84% | $23.57 - $26.14 ($25) | $ 33.32 | 33% | Add 34.81% | 13,020,612 | |
| IDIX | Idenix Pharmaceutica... | 2012-12-31 | Add | 1.35% | $3.52 - $5.3 ($4.51) | $ 4.15 | -8% | Add 72.54% | 20,704,700 | |
| VSAT | Viasat Inc | 2012-12-31 | Add | 0.31% | $35.17 - $40.36 ($37.9) | $ 70.55 | 86% | Add 2.33% | 11,000,000 | |
| HPQ | Hewlett-Packard Co | 2012-12-31 | Sold Out | -7.5% | $11.71 - $17.13 ($13.93) | $ 21.23 | 52% | Sold Out | 0 | |
| NWSA | News Corporation | 2012-12-31 | Reduce | -3.75% | $23.12 - $25.49 ($24.5) | $ 33.22 | 36% | Reduce -38.31% | 8,045,888 | |
| ORCL | Oracle Corporation | 2012-12-31 | Reduce | -2.94% | $29.58 - $34.09 ($31.49) | $ 34.12 | 8% | Reduce -22.64% | 10,444,085 | |
| ANV | Allied Nevada Gold C... | 2012-12-31 | Reduce | -2.66% | $28.96 - $40.71 ($34.28) | $ 7.5 | -78% | Reduce -43.53% | 2,853,550 | |
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Seth Klarman's Profile:Seth Klarman is a value investor and Portfolio Manager of the investment partnership The Baupost Group. Founded in 1983, The Baupost Group now manages $7 billion, and has averaged returns of nearly 20% annually since their inception. Seth Klarman is the author of the book "Margin of Safety" which sells for over $1000. Mr. Klarman attended Cornell University where he received a degree in economics, and later attended Harvard University where he earned an M.B.A. Seth Klarman's Performance:Average Annual Return of Baupost Fund
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