Seth Klarman

Seth Klarman

The Baupost Group
Last update 2020-06-30 32 Stocks (8 new)
Value $6.75 Bil Turnover 25 %
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Seth Klarman Latest Trades

Ticker Company Date Action Impact % Price Range Price Price Change from Avrg% Comment Current Shares
EBAY eBay Inc2020-03-31Add+5.39%
26.34 ($34.92) 38.49
$59.0869.19%Add 60.47%32,086,000
GOOG Alphabet Inc2020-03-31New Buy+5.18%
1056.62 ($1361.82) 1526.69
$1,520.5811.66%New holding300,500
FB Facebook Inc2020-03-31New Buy+4.91%
146.01 ($196.62) 223.23
$239.7321.93%New holding1,984,000
BMY Bristol-Myers Squibb Company2020-03-31Sold Out-2.98%
46.4 ($61.34) 67.43
$57.89-5.62%Sold Out0
HDS HD Supply Holdings Inc2020-03-31New Buy+2.62%
23.2 ($37.5) 43.02
$34.83-7.12%New holding6,217,930
HPQ HP Inc2020-03-31Add+2.58%
13.11 ($20.3) 23.35
$17.79-12.36%Add 100%20,000,000
LNG Cheniere Energy Inc2020-03-31Reduce-1.43%
29.82 ($51.7) 66
$49.39-4.47%Reduce -19.87%8,124,235
SYF Synchrony Financial2020-03-31Sold Out-1.26%
12.8 ($29.44) 36.42
$22.45-23.74%Sold Out0
PCG PG&E Corp2020-03-31Reduce-1.16%
7.22 ($13.29) 18.03
$9.36-29.57%Reduce -48.63%9,702,443
VIAC ViacomCBS Inc2020-03-31Add+1.14%
11.28 ($29.13) 42.13
$24.25-16.75%Add 32.35%22,500,000
UNVR Univar Solutions Inc2020-03-31Reduce-1.13%
7.08 ($18.78) 24.35
$17.59-6.34%Reduce -42.11%5,500,000
ET Energy Transfer LP2020-03-31New Buy+0.83%
4.53 ($10.77) 13.68
$6.36-40.95%New holding12,105,005
XPO XPO Logistics Inc2020-03-31New Buy+0.61%
40.69 ($77.86) 99.11
$78.711.09%New holding845,877
LSXMK Liberty SiriusXM Group2020-03-31New Buy+0.59%
24.74 ($44.24) 51.14
$33.64-23.96%New holding1,254,100
NUAN Nuance Communications Inc2020-03-31Sold Out-0.48%
14.18 ($19.58) 23.39
$24.8626.97%Sold Out0
SPR Spirit AeroSystems Holdings Inc2020-03-31New Buy+0.38%
18.78 ($55.98) 74.98
$23.10-58.74%New holding1,067,781
QRVO Qorvo Inc2020-03-31Add+0.37%
69.36 ($100.61) 118.68
$112.6211.94%Add 11.36%3,062,486
LBTYK Liberty Global PLC2020-03-31Add+0.31%
14.75 ($18.87) 21.8
$22.7220.40%Add 2.5%53,705,407
LSXMA Liberty SiriusXM Group2020-03-31New Buy+0.29%
23.31 ($43.98) 50.93
$33.70-23.37%New holding625,568
ERI Eldorado Resorts Inc2020-03-31Sold Out-0.27%
7.1 ($47.55) 69.47
$40.11-15.65%Sold Out0
ABC AmerisourceBergen Corp2020-03-31Reduce-0.23%
73.93 ($88.21) 97
$99.3312.61%Reduce -19.72%936,299
AKBA Akebia Therapeutics Inc2020-03-31Reduce-0.15%
4.1 ($7.78) 10.24
$11.9153.08%Reduce -10.44%17,527,968
MCK McKesson Corp2020-03-31Add+0.14%
115.75 ($146.83) 170.96
$147.840.69%Add 4.49%1,669,181
NXST Nexstar Media Group Inc2020-03-31Add+0.07%
46.26 ($106.64) 131.12
$81-24.04%Add 4.25%2,085,000
CARS Cars.com Inc2020-03-31Add+0.02%
3.7 ($9.77) 13.31
$5.55-43.19%Add 10.81%3,000,000
MDRIQ McDermott International Inc2020-03-31Sold Out-0.01%
0.02 ($0.22) 0.93
$0.07-68.18%Sold Out0
BMY Bristol-Myers Squibb Company2019-12-31Reduce-3.58%
49.21 ($57.47) 64.19
$57.890.73%Reduce -60%4,000,000
QRVO Qorvo Inc2019-12-31Reduce-2.56%
71.37 ($97.51) 117.96
$112.6215.50%Reduce -51.59%2,750,000
VIAC ViacomCBS Inc2019-12-31Add+2.44%
35.58 ($38.79) 42.66
$24.25-37.48%Add 41.67%17,000,000
HPQ HP Inc2019-12-31New Buy+2.39%
16.03 ($18.99) 20.69
$17.79-6.32%New holding10,000,000
LBTYK Liberty Global PLC2019-12-31Add+2.14%
20.51 ($22.45) 24.85
$22.721.20%Add 19.19%52,392,995
TAK Takeda Pharmaceutical Co Ltd2019-12-31Sold Out-1.91%
16.88 ($19.19) 20.83
$17.33-9.69%Sold Out0
EBAY eBay Inc2019-12-31Add+1.41%
34.57 ($36.19) 39.26
$59.0863.25%Add 20.12%19,994,970
NUAN Nuance Communications Inc2019-12-31Reduce-1.01%
14.49 ($16.66) 18.05
$24.8649.22%Reduce -72.11%2,299,300
SYF Synchrony Financial2019-12-31Reduce-0.80%
31.4 ($35.86) 37.76
$22.45-37.40%Reduce -39.97%3,003,981
AR Antero Resources Corp2019-12-31Sold Out-0.75%
1.94 ($2.55) 3
$2.664.31%Sold Out0
PCG PG&E Corp2019-12-31Reduce-0.66%
3.8 ($8.57) 12.32
$9.369.22%Reduce -22.91%18,887,403
MCK McKesson Corp2019-12-31Add+0.47%
130.23 ($141.47) 153.27
$147.844.50%Add 22.32%1,597,516
ERI Eldorado Resorts Inc2019-12-31New Buy+0.27%
38.97 ($49.87) 59.64
$40.11-19.57%New holding389,026
AKBA Akebia Therapeutics Inc2019-12-31Reduce-0.23%
3.16 ($4.81) 6.73
$11.91147.61%Reduce -20.02%19,571,453
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Total 662