Renowned value investor Seth Klarman
just reported his third quarter portfolio. He runs a very concentrated portfolio, with top two positions account for more than 50% of the stocks he owns. Seth Klarman
buys Micron Technology, Inc., Theravance, Inc., PBF Energy Inc, Idenix Pharmaceuticals, Inc., Chipmos Technologies Bermuda Ltd., Idenix Pharmaceuticals, Inc., sells BP PLC, American International Group Inc, Yamana Gold Inc, Central Pacific Financial Corporation, Kinross Gold Corporation, Ituran Location and Control, Ltd., Alliance One International Inc, Pretium Resources, Inc. during the 3-months ended 09/30/2013, according to the most recent filings of his investment company, The Baupost Group.
As of 09/30/2013, The Baupost Group owns 20 stocks with a total value of $3.5 billion. These are the details of the buys and sells. Continue Reading »