Seth Klarman Buys Colony NorthStar Inc, Qorvo Inc, Qualcomm Inc, Sells NorthStar Asset Management Group Inc, NorthStar Realty Finance Corp, Allergan PLC

• New Purchases: QRVO, QCOM, ESRX, SRUNU,
• Added Positions: CLNS, CASC, FWP,
• Reduced Positions: AGN, SYF, DVMT, INVA, BATRK, SYT,
• Sold Out: NSAM, NRF, BATRA, LEXEA,

For the details of Seth Klarman's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Seth+Klarman

1. Cheniere Energy Inc (LNG) - 21,726,340 shares, 12.18% of the total portfolio.
2. Viasat Inc (VSAT) - 13,158,137 shares, 9.96% of the total portfolio.
3. Twenty-First Century Fox Inc (FOXA) - 19,137,469 shares, 7.35% of the total portfolio.
4. Colony NorthStar Inc (CLNS) - 47,905,461 shares, 7.33% of the total portfolio. Shares added by 588.39%
5. Synchrony Financial (SYF) - 17,665,000 shares, 7.18% of the total portfolio. Shares reduced by 14.52%

Seth Klarman initiated holdings in Qorvo Inc. The purchase prices were between $52.9 and $69.08, with an estimated average price of $64.25. The stock is now traded at around $67.78. The impact to the portfolio due to this purchase was 5.84%. The holdings were 7,185,514 shares as of 2017-03-31.

Seth Klarman initiated holdings in Qualcomm Inc. The purchase prices were between $52.66 and $66.88, with an estimated average price of $58.02. The stock is now traded at around $55.32. The impact to the portfolio due to this purchase was 3.55%. The holdings were 5,216,000 shares as of 2017-03-31.

Seth Klarman initiated holdings in Express Scripts Holding Co. The purchase prices were between $63.84 and $73.16, with an estimated average price of $68.81. The stock is now traded at around $59.72. The impact to the portfolio due to this purchase was 0.96%. The holdings were 1,228,619 shares as of 2017-03-31.

Seth Klarman initiated holdings in Silver Run Acquisition Corp II. The purchase prices were between $10.36 and $10.5, with an estimated average price of $10.44. The stock is now traded at around $10.32. The impact to the portfolio due to this purchase was 0.82%. The holdings were 6,615,554 shares as of 2017-03-31.

Seth Klarman added to the holdings in Colony NorthStar Inc by 588.39%. The purchase prices were between $12.87 and $21.77, with an estimated average price of $14.6. The stock is now traded at around $13.13. The impact to the portfolio due to this purchase was 6.27%. The holdings were 47,905,461 shares as of 2017-03-31.

Seth Klarman added to the holdings in Cascadian Therapeutics Inc by 109.31%. The purchase prices were between $3.64 and $5.1, with an estimated average price of $4.2. The stock is now traded at around $4.20. The impact to the portfolio due to this purchase was 0.22%. The holdings were 8,721,079 shares as of 2017-03-31.

Seth Klarman sold out the holdings in NorthStar Asset Management Group Inc. The sale prices were between $15.69 and $16, with an estimated average price of $15.86.

Seth Klarman sold out the holdings in NorthStar Realty Finance Corp. The sale prices were between $16.02 and $16.38, with an estimated average price of $16.2.

Seth Klarman sold out the holdings in Liberty Braves Group. The sale prices were between $19.37 and $23.94, with an estimated average price of $21.38.

Seth Klarman sold out the holdings in Liberty Expedia Holdings Inc. The sale prices were between $39.86 and $47.05, with an estimated average price of $43.97.