The Baupost Group Buys PG&E Corp, Twenty-First Century Fox Inc, Liberty Global PLC, Sells Synchrony Financial, AT&T Inc, AMC Entertainment Holdings Inc

Investment company The Baupost Group buys PG&E Corp, Twenty-First Century Fox Inc, Liberty Global PLC, Altaba Inc, Twenty-First Century Fox Inc, Liberty Global PLC, Tribune Media Co, YPF SA, AmerisourceBergen Corp, McKesson Corp, sells Synchrony Financial, AT&T Inc, AMC Entertainment Holdings Inc during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, The Baupost Group. As of 2018-09-30, The Baupost Group owns 36 stocks with a total value of $12.7 billion. These are the details of the buys and sells.

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

These are the top 5 holdings of Seth Klarman
  1. Twenty-First Century Fox Inc (FOXA) - 52,001,167 shares, 19.01% of the total portfolio. Shares added by 31.93%
  2. Cheniere Energy Inc (LNG) - 14,196,135 shares, 7.79% of the total portfolio.
  3. Allergan PLC (AGN) - 4,950,000 shares, 7.44% of the total portfolio.
  4. Viasat Inc (VSAT) - 13,732,068 shares, 6.93% of the total portfolio.
  5. PG&E Corp (PCG) - 18,979,790 shares, 6.89% of the total portfolio. Shares added by 321.77%
New Purchase: Liberty Global PLC (LBTYK)

The Baupost Group initiated holding in Liberty Global PLC. The purchase prices were between $25.22 and $28.51, with an estimated average price of $26.98. The stock is now traded at around $23.21. The impact to a portfolio due to this purchase was 2.39%. The holding were 10,768,870 shares as of 2018-09-30.

New Purchase: Altaba Inc (AABA)

The Baupost Group initiated holding in Altaba Inc. The purchase prices were between $63.8 and $77.53, with an estimated average price of $70.49. The stock is now traded at around $61.21. The impact to a portfolio due to this purchase was 1.51%. The holding were 2,810,775 shares as of 2018-09-30.

New Purchase: Liberty Global PLC (LBTYA)

The Baupost Group initiated holding in Liberty Global PLC. The purchase prices were between $25.9 and $29.47, with an estimated average price of $27.9. The stock is now traded at around $23.69. The impact to a portfolio due to this purchase was 1.13%. The holding were 4,957,205 shares as of 2018-09-30.

New Purchase: YPF SA (YPF)

The Baupost Group initiated holding in YPF SA. The purchase prices were between $13.17 and $17.22, with an estimated average price of $15.57. The stock is now traded at around $14.96. The impact to a portfolio due to this purchase was 0.73%. The holding were 6,000,000 shares as of 2018-09-30.

New Purchase: Univar Inc (UNVR)

The Baupost Group initiated holding in Univar Inc. The purchase prices were between $25.69 and $31, with an estimated average price of $27.8. The stock is now traded at around $22.28. The impact to a portfolio due to this purchase was 0.43%. The holding were 1,771,100 shares as of 2018-09-30.

Added: PG&E Corp (PCG)

The Baupost Group added to a holding in PG&E Corp by 321.77%. The purchase prices were between $41.44 and $47.2, with an estimated average price of $44.53. The stock is now traded at around $32.72. The impact to a portfolio due to this purchase was 5.26%. The holding were 18,979,790 shares as of 2018-09-30.

Added: Twenty-First Century Fox Inc (FOXA)

The Baupost Group added to a holding in Twenty-First Century Fox Inc by 31.93%. The purchase prices were between $44.33 and $49.77, with an estimated average price of $45.85. The stock is now traded at around $47.72. The impact to a portfolio due to this purchase was 4.6%. The holding were 52,001,167 shares as of 2018-09-30.

Added: Twenty-First Century Fox Inc (FOX)

The Baupost Group added to a holding in Twenty-First Century Fox Inc by 27.30%. The purchase prices were between $43.89 and $49.34, with an estimated average price of $45.39. The stock is now traded at around $47.28. The impact to a portfolio due to this purchase was 1.34%. The holding were 17,320,922 shares as of 2018-09-30.

Added: Tribune Media Co (TRCO)

The Baupost Group added to a holding in Tribune Media Co by 100.13%. The purchase prices were between $32.12 and $38.85, with an estimated average price of $36.06. The stock is now traded at around $38.78. The impact to a portfolio due to this purchase was 0.91%. The holding were 5,996,042 shares as of 2018-09-30.

Added: AmerisourceBergen Corp (ABC)

The Baupost Group added to a holding in AmerisourceBergen Corp by 46.84%. The purchase prices were between $78.98 and $92.22, with an estimated average price of $86.57. The stock is now traded at around $91.31. The impact to a portfolio due to this purchase was 0.64%. The holding were 2,751,056 shares as of 2018-09-30.

Added: McKesson Corp (MCK)

The Baupost Group added to a holding in McKesson Corp by 33.67%. The purchase prices were between $123.14 and $138.52, with an estimated average price of $130.44. The stock is now traded at around $130.15. The impact to a portfolio due to this purchase was 0.57%. The holding were 2,175,700 shares as of 2018-09-30.

Sold Out: AT&T Inc (T)

The Baupost Group sold out a holding in AT&T Inc. The sale prices were between $30.25 and $33.91, with an estimated average price of $32.43.

Reduced: Synchrony Financial (SYF)

The Baupost Group reduced to a holding in Synchrony Financial by 44.25%. The sale prices were between $28.94 and $34.86, with an estimated average price of $31.86. The stock is now traded at around $27.65. The impact to a portfolio due to this sale was -3.9%. The Baupost Group still held 16,332,929 shares as of 2018-09-30.

Reduced: AMC Entertainment Holdings Inc (AMC)

The Baupost Group reduced to a holding in AMC Entertainment Holdings Inc by 45.37%. The sale prices were between $15.25 and $21.35, with an estimated average price of $18.09. The stock is now traded at around $15.54. The impact to a portfolio due to this sale was -0.33%. The Baupost Group still held 2,731,300 shares as of 2018-09-30.



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