Seth Klarman

Seth Klarman

The Baupost Group
Last update 2018-10-31 31 Stocks (5 new)
Value $11.10 Bil Turnover 13 %
Top Holdings: FOXA(17.64%) SYF(8.81%) LNG(8.34%) VSAT(8.13%) QRVO(7.94%)
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Price change from average %
Market Cap

Seth Klarman Latest Trades

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
$48.16
21.86%
Add 48.24%
39,415,829
LNG
Cheniere Energy Inc
2018-06-30
Reduce
-3.39%
0 $ 0 0
$62.35
1.42%
Reduce -31.51%
14,196,135
T
AT&T Inc
2018-06-30
New Buy
+2.74%
0 $ 0 0
$30.69
-7.70%
New holding
9,480,700
PBF
PBF Energy Inc
2018-06-30
Sold Out
-2.61%
0 $ 0 0
$40.45
-3.14%
Sold Out
-
TRCO
Tribune Media Co
2018-06-30
New Buy
+1.03%
0 $ 0 0
$39.25
3.45%
New holding
2,996,042
FOX
Twenty-First Century Fox Inc
2018-06-30
Add
+0.96%
0 $ 0 0
$47.71
21.99%
Add 19.00%
13,606,260
SBGI
Sinclair Broadcast Group Inc
2018-06-30
New Buy
+0.74%
0 $ 0 0
$31.40
4.77%
New holding
2,571,302
PCG
PG&E Corp
2018-06-30
Add
+0.52%
0 $ 0 0
$39.92
-7.93%
Add 42.86%
4,500,000
ABC
AmerisourceBergen Corp
2018-06-30
Add
+0.43%
0 $ 0 0
$88.86
1.03%
Add 42.24%
1,873,565
AGN
Allergan PLC
2018-06-30
Add
+0.30%
0 $ 0 0
$165.52
3%
Add 4.21%
4,950,000
TBIO
Translate Bio Inc
2018-06-30
New Buy
+0.22%
0 $ 0 0
$6.50
-46.24%
New holding
1,923,076
SHPG
Shire PLC
2018-06-30
New Buy
+0.15%
0 $ 0 0
$180.31
11.77%
New holding
98,932
IMOS
ChipMOS TECHNOLOGIES Inc
2018-06-30
Sold Out
-0.14%
0 $ 0 0
$16.62
-4.54%
Sold Out
-
FWP
Forward Pharma A/S
2018-06-30
Sold Out
-0.06%
0 $ 0 0
$1.53
-37.80%
Sold Out
-
TMQ
Trilogy Metals Inc
2018-06-30
Add
+0.04%
0 $ 0 0
$2.18
60.29%
Add 23.11%
13,050,758
VSAT
Viasat Inc
2018-06-30
Add
+0.04%
0 $ 0 0
$71.22
11.63%
Add 0.54%
13,732,068
MCK
McKesson Corp
2018-06-30
Add
+0.01%
0 $ 0 0
$130.81
-10.60%
Add 0.74%
1,627,700
OREXQ
Orexigen Therapeutics Inc
2018-06-30
Sold Out
-%
0 $ 0 0
$-
-100%
Sold Out
-
PXD
Pioneer Natural Resources Co
2018-03-31
Add
+3.34%
0 $ 0 0
$159.82
-9.30%
Add 100.00%
4,000,000
ESRX
Express Scripts Holding Co
2018-03-31
Sold Out
-1.71%
0 $ 0 0
$98.48
29.09%
Sold Out
-
FOXA
Twenty-First Century Fox Inc
2018-03-31
Add
+1.53%
0 $ 0 0
$48.16
30.44%
Add 19.29%
26,588,731
PCG
PG&E Corp
2018-03-31
New Buy
+1.35%
0 $ 0 0
$39.92
-5.92%
New holding
3,149,972
PBF
PBF Energy Inc
2018-03-31
Reduce
-1.05%
0 $ 0 0
$40.45
25.31%
Reduce -27.46%
7,924,175
AGN
Allergan PLC
2018-03-31
Add
+0.41%
0 $ 0 0
$165.52
-1.32%
Add 5.56%
4,750,000
AR
Antero Resources Corp
2018-03-31
Add
+0.36%
0 $ 0 0
$15.70
-18.99%
Add 7.55%
26,587,791
MCK
McKesson Corp
2018-03-31
Add
+0.35%
0 $ 0 0
$130.81
-16.05%
Add 18.80%
1,615,700
ATRA
Atara Biotherapeutics Inc
2018-03-31
Add
+0.34%
0 $ 0 0
$36.23
0.14%
Add 16.70%
6,254,632
FOX
Twenty-First Century Fox Inc
2018-03-31
Add
+0.32%
0 $ 0 0
$47.71
30.86%
Add 8.57%
11,433,358
VSAT
Viasat Inc
2018-03-31
Add
+0.32%
0 $ 0 0
$71.22
-2.34%
Add 3.80%
13,658,137
CASC
Cascadian Therapeutics Inc
2018-03-31
Sold Out
-0.32%
0 $ 0 0
$10.02
28.30%
Sold Out
-
RUN
Sunrun Inc
2018-03-31
Sold Out
-0.17%
0 $ 0 0
$12.30
82.76%
Sold Out
-
NG
Novagold Resources Inc
2018-03-31
Add
+0.12%
0 $ 0 0
$3.90
-2.74%
Add 25.36%
13,467,145
ABC
AmerisourceBergen Corp
2018-03-31
Reduce
-0.11%
0 $ 0 0
$88.86
-7.50%
Reduce -8.18%
1,317,216
CLNY
Colony Capital Inc
2018-03-31
Add
+0.10%
0 $ 0 0
$6.13
-24.69%
Add 3.72%
49,687,370
IMOS
ChipMOS TECHNOLOGIES Inc
2018-03-31
Reduce
-0.09%
0 $ 0 0
$16.62
-18.49%
Reduce -36.50%
933,658
VRTV
Veritiv Corp
2018-03-31
Add
+0.07%
0 $ 0 0
$31.56
3.92%
Add 5.02%
3,824,385
FWP
Forward Pharma A/S
2018-03-31
Reduce
-0.05%
0 $ 0 0
$1.53
-56.03%
Reduce -31.86%
2,848,003
TWX
Time Warner Inc
2017-12-31
New Buy
+7.35%
0 $ 0 0
$98.77
4.50%
New holding
8,100,000
PXD
Pioneer Natural Resources Co
2017-12-31
Add
+3.38%
0 $ 0 0
$159.82
3.77%
Add 6821.61%
2,000,000
Total 502