Seth Klarman

Seth Klarman

The Baupost Group
Last update 2019-01-09 36 Stocks (5 new)
Value $12.71 Bil Turnover 20 %
Top Holdings: FOXA(18.95%) LNG(7.76%) IRL:AGN(7.42%) VSAT(6.91%) PCG(6.87%)
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Seth Klarman Latest Trades

AKBA
Akebia Therapeutics Inc
2018-12-31
New Buy
+1.05%
0 $ 0 0
$6.39
15.55%
New holding
24,471,453
KERX
Keryx Biopharmaceuticals Inc
2018-12-11
Sold Out
-0.69%
0 $ 0 0
$3.36
-2.04%
Sold Out
-
PCG
PG&E Corp
2018-09-30
Add
+5.24%
0 $ 0 0
$7.23
-83.76%
Add 321.77%
18,979,790
FOXA
Twenty-First Century Fox Inc
2018-09-30
Add
+4.59%
0 $ 0 0
$48.74
6.30%
Add 31.93%
52,001,167
SYF
Synchrony Financial
2018-09-30
Reduce
-3.90%
0 $ 0 0
$26.28
-17.51%
Reduce -44.25%
16,332,929
T
AT&T Inc
2018-09-30
Sold Out
-2.74%
0 $ 0 0
$30.96
-4.53%
Sold Out
-
LBTYK
Liberty Global PLC
2018-09-30
New Buy
+2.39%
0 $ 0 0
$21.57
-20.05%
New holding
10,768,870
AABA
Altaba Inc
2018-09-30
New Buy
+1.51%
0 $ 0 0
$64.64
-8.30%
New holding
2,810,775
FOX
Twenty-First Century Fox Inc
2018-09-30
Add
+1.34%
0 $ 0 0
$48.35
6.52%
Add 27.30%
17,320,922
LBTYA
Liberty Global PLC
2018-09-30
New Buy
+1.13%
0 $ 0 0
$22.16
-20.57%
New holding
4,957,205
TRCO
Tribune Media Co
2018-09-30
Add
+0.91%
0 $ 0 0
$45.85
27.15%
Add 100.13%
5,996,042
YPF
YPF SA
2018-09-30
New Buy
+0.73%
0 $ 0 0
$15.40
-1.09%
New holding
6,000,000
ABC
AmerisourceBergen Corp
2018-09-30
Add
+0.64%
0 $ 0 0
$79.86
-7.75%
Add 46.84%
2,751,056
MCK
McKesson Corp
2018-09-30
Add
+0.57%
0 $ 0 0
$126.67
-2.89%
Add 33.67%
2,175,700
UNVR
Univar Inc
2018-09-30
New Buy
+0.43%
0 $ 0 0
$20.44
-26.47%
New holding
1,771,100
TBIO
Translate Bio Inc
2018-09-30
Add
+0.34%
0 $ 0 0
$5.53
-52.53%
Add 237.55%
6,491,287
AMC
AMC Entertainment Holdings Inc
2018-09-30
Reduce
-0.33%
0 $ 0 0
$14.46
-20.07%
Reduce -45.37%
2,731,300
CAH
Cardinal Health Inc
2018-09-30
Reduce
-0.16%
0 $ 0 0
$49.05
-4.16%
Reduce -7.09%
4,738,485
SBGI
Sinclair Broadcast Group Inc
2018-09-30
Add
+0.10%
0 $ 0 0
$30.44
6.77%
Add 16.67%
3,000,000
VRTV
Veritiv Corp
2018-09-30
Reduce
-0.09%
0 $ 0 0
$32.82
-23.50%
Reduce -6.80%
3,564,439
TWX
Time Warner Inc
2018-06-30
Sold Out
-7.45%
0 $ 0 0
$98.77
3.96%
Sold Out
-
FOXA
Twenty-First Century Fox Inc
2018-06-30
Add
+5.74%
0 $ 0 0
$48.74
23.33%
Add 48.24%
39,415,829
LNG
Cheniere Energy Inc
2018-06-30
Reduce
-3.39%
0 $ 0 0
$64.80
5.40%
Reduce -31.51%
14,196,135
T
AT&T Inc
2018-06-30
New Buy
+2.74%
0 $ 0 0
$30.96
-6.89%
New holding
9,480,700
PBF
PBF Energy Inc
2018-06-30
Sold Out
-2.61%
0 $ 0 0
$36.35
-12.95%
Sold Out
-
TRCO
Tribune Media Co
2018-06-30
New Buy
+1.03%
0 $ 0 0
$45.85
20.85%
New holding
2,996,042
FOX
Twenty-First Century Fox Inc
2018-06-30
Add
+0.96%
0 $ 0 0
$48.35
23.63%
Add 19.00%
13,606,260
TBIO
Translate Bio Inc
2018-06-30
New Buy
+0.79%
0 $ 0 0
$5.53
-56.28%
New holding
6,491,287
SBGI
Sinclair Broadcast Group Inc
2018-06-30
New Buy
+0.74%
0 $ 0 0
$30.44
1.57%
New holding
2,571,302
PCG
PG&E Corp
2018-06-30
Add
+0.52%
0 $ 0 0
$7.23
-83.33%
Add 42.86%
4,500,000
ABC
AmerisourceBergen Corp
2018-06-30
Add
+0.43%
0 $ 0 0
$79.86
-9.20%
Add 42.24%
1,873,565
AGN
Allergan PLC
2018-06-30
Add
+0.30%
0 $ 0 0
$160.22
-0.30%
Add 4.21%
4,950,000
TBIO
Translate Bio Inc
2018-06-30
New Buy
+0.22%
0 $ 0 0
$5.53
-54.26%
New holding
1,923,076
SHPG
Shire PLC
2018-06-30
New Buy
+0.15%
0 $ 0 0
$179.20
11.08%
New holding
98,932
IMOS
ChipMOS TECHNOLOGIES Inc
2018-06-30
Sold Out
-0.14%
0 $ 0 0
$16.43
-5.63%
Sold Out
-
FWP
Forward Pharma A/S
2018-06-30
Sold Out
-0.06%
0 $ 0 0
$1.05
-57.32%
Sold Out
-
TMQ
Trilogy Metals Inc
2018-06-30
Add
+0.04%
0 $ 0 0
$2.07
52.21%
Add 23.11%
13,050,758
VSAT
Viasat Inc
2018-06-30
Add
+0.04%
0 $ 0 0
$62.01
-2.81%
Add 0.54%
13,732,068
MCK
McKesson Corp
2018-06-30
Add
+0.01%
0 $ 0 0
$126.67
-13.43%
Add 0.74%
1,627,700
OREXQ
Orexigen Therapeutics Inc
2018-06-30
Sold Out
-%
0 $ 0 0
$0.01
-94.74%
Sold Out
-
Total 577