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This page shows the Portfolio Holdings of Seth Klarman at The Baupost Group. It tells us what Seth Klarman holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.
|Ticker||Company||Industry||Shares||Value ($1000)|| % Weighting as of|
| Share # Change|
from Last Period
|Trade Impact (%)||% of Shares Outstanding|
|LNG||Cheniere Energy Inc||Oil & Gas - Midstream||11,199,030||896,258||15.6%||+87.03%||+7.26%||4.73|
|OCN||Ocwen Financial Corp||Banks||7,001,700||183,305||3.2%||New Buy||+3.2%||5.57|
|AR||Antero Resources Corp||Oil & Gas - E&P||2,759,510||151,470||2.6%||New Buy||+2.6%||1.05|
|VRTV||Veritiv Corp||Packaging & Containers||2,362,885||118,286||2.1%||New Buy||+2.1%||14.77|
|KERX||Keryx Biopharmaceuticals Inc||Biotechnology||18,300,000||251,625||4.4%||+73.62%||+1.87%||19.90|
|EBAY||eBay Inc||Retail - Apparel & Specialty||6,096,707||345,257||6%||+37.43%||+1.63%||0.49|
|PBF||PBF Energy Inc||Oil & Gas - Refining & Marketing||7,145,418||171,490||3%||+27.7%||+0.65%||7.70|
|KIN||Kindred Biosciences Inc||Biotechnology||3,013,848||27,878||0.49%||+9.05%||+0.04%||15.29|
|NCQ||NovaCopper Inc||Metals & Mining||6,005,298||5,538||0.096%||+19.98%||+0.02%||9.96|
|AVEO||AVEO Pharmaceuticals Inc||Biotechnology||3,829,350||4,251||0.074%||0||0||7.33|
|ALDW||Alon USA Partners LP||Oil & Gas - Refining & Marketing||329,188||5,830||0.1%||0||0||0.53|
|AOI||Alliance One International Inc||Tobacco Products||6,383,641||12,576||0.22%||0||0||6.64|
|KOS||Kosmos Energy Ltd||Oil & Gas - E&P||4,750,000||47,310||0.82%||0||0||1.23|
|NG||Novagold Resources Inc||Metals & Mining||21,688,300||65,716||1.1%||0||0||6.84|
|IMOS||Chipmos Technologies Bermuda Ltd||Semiconductors||3,283,235||74,267||1.3%||0||0||11.10|
|SEMI||SunEdison Semiconductor Ltd||Semiconductors||4,145,379||80,213||1.4%||0||0||9.99|
|RFMD||RF Micro Devices Inc||Semiconductors||9,759,185||112,621||2%||0||0||3.36|
|Portfolio changes after 2014-09-30 are included for Premium Members only!|
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