Seth Klarman

Seth Klarman

The Baupost Group
Last update 2019-02-14 35 Stocks (4 new)
Value $11.13 Bil Turnover 14 %
Top Holdings: FOXA(22.17%) LNG(7.55%) FOX(7.32%) VSAT(7.27%) QRVO(5.83%)
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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 Inc
2018-12-31
New Buy
+5.30%
0 $ 0 0
$36.58
24.89%
New holding
21,000,000
LBTYK
Liberty Global PLC
2018-12-31
Add
+3.52%
0 $ 0 0
$24.82
4.33%
Add 176.19%
29,742,795
TRCO
Tribune Media Co
2018-12-31
Sold Out
-1.81%
0 $ 0 0
$46.43
14.33%
Sold Out
-
AABA
Altaba Inc
2018-12-31
Sold Out
-1.51%
0 $ 0 0
$67.86
10.23%
Sold Out
-
CAH
Cardinal Health Inc
2018-12-31
Reduce
-1.39%
0 $ 0 0
$55.48
6.67%
Reduce -69.03%
1,467,652
PCG
PG&E Corp
2018-12-31
Reduce
-1.27%
0 $ 0 0
$15.48
-55.91%
Reduce -18.47%
15,474,483
UNVR
Univar Inc
2018-12-31
Add
+1.23%
0 $ 0 0
$23.58
3.06%
Add 436.39%
9,500,000
AKBA
Akebia Therapeutics Inc
2018-12-31
New Buy
+1.22%
0 $ 0 0
$6.65
-14.52%
New holding
24,471,453
CBS
CBS Corp
2018-12-31
New Buy
+1%
0 $ 0 0
$50.64
-4.27%
New holding
2,547,059
KERX
Keryx Biopharmaceuticals Inc
2018-12-31
Sold Out
-0.69%
0 $ 0 0
$3.36
9.45%
Sold Out
-
NXST
Nexstar Media Group Inc
2018-12-31
New Buy
+0.67%
0 $ 0 0
$89.01
12.63%
New holding
950,000
PXD
Pioneer Natural Resources Co
2018-12-31
Add
+0.59%
0 $ 0 0
$145.35
-4.26%
Add 12.5%
4,500,000
SHPG
Shire PLC
2018-12-31
Add
+0.57%
0 $ 0 0
$179.20
2.54%
Add 365.44%
460,473
ABC
AmerisourceBergen Corp
2018-12-31
Reduce
-0.54%
0 $ 0 0
$86.66
0.86%
Reduce -26.78%
2,014,299
MCK
McKesson Corp
2018-12-31
Reduce
-0.48%
0 $ 0 0
$135.56
9.06%
Reduce -20.94%
1,720,011
SYF
Synchrony Financial
2018-12-31
Reduce
-0.43%
0 $ 0 0
$31.75
18.21%
Reduce -10.89%
14,553,557
NG
Novagold Resources Inc
2018-12-31
Sold Out
-0.39%
0 $ 0 0
$3.79
-4.05%
Sold Out
-
GTYHU
GTY Technology Holdings Inc
2018-12-31
Sold Out
-0.37%
0 $ 0 0
$10.40
-0.95%
Sold Out
-
AGN
Allergan PLC
2018-12-31
Reduce
-0.29%
0 $ 0 0
$139.07
-14.51%
Reduce -3.93%
4,755,495
FOXA
Twenty-First Century Fox Inc
2018-12-31
Reduce
-0.26%
0 $ 0 0
$50.40
6.22%
Reduce -1.38%
51,281,167
AMC
AMC Entertainment Holdings Inc
2018-12-31
Reduce
-0.21%
0 $ 0 0
$13.79
-14.77%
Reduce -46.62%
1,458,002
QRVO
Qorvo Inc
2018-12-31
Reduce
-0.19%
0 $ 0 0
$65.16
-2.50%
Reduce -2.9%
10,681,181
SCAC
Saban Capital Acquisition Corp
2018-12-31
Sold Out
-0.19%
0 $ 0 0
$10.23
0.99%
Sold Out
-
AR
Antero Resources Corp
2018-12-31
Add
+0.17%
0 $ 0 0
$9.61
-34.18%
Add 7.52%
28,587,791
FOX
Twenty-First Century Fox Inc
2018-12-31
Reduce
-0.10%
0 $ 0 0
$50.02
6.15%
Reduce -1.62%
17,040,922
PCG
PG&E Corp
2018-09-30
Add
+5.24%
0 $ 0 0
$15.48
-65.24%
Add 321.77%
18,979,790
FOXA
Twenty-First Century Fox Inc
2018-09-30
Add
+4.59%
0 $ 0 0
$50.40
9.92%
Add 31.93%
52,001,167
SYF
Synchrony Financial
2018-09-30
Reduce
-3.90%
0 $ 0 0
$31.75
-0.35%
Reduce -44.25%
16,332,929
T
AT&T Inc
2018-09-30
Sold Out
-2.74%
0 $ 0 0
$30.47
-6.04%
Sold Out
-
LBTYK
Liberty Global PLC
2018-09-30
New Buy
+2.39%
0 $ 0 0
$24.82
-8.01%
New holding
10,768,870
AABA
Altaba Inc
2018-09-30
New Buy
+1.51%
0 $ 0 0
$67.86
-3.73%
New holding
2,810,775
FOX
Twenty-First Century Fox Inc
2018-09-30
Add
+1.34%
0 $ 0 0
$50.02
10.20%
Add 27.30%
17,320,922
LBTYA
Liberty Global PLC
2018-09-30
New Buy
+1.13%
0 $ 0 0
$25.66
-8.03%
New holding
4,957,205
TRCO
Tribune Media Co
2018-09-30
Add
+0.91%
0 $ 0 0
$46.43
28.76%
Add 100.13%
5,996,042
YPF
YPF SA
2018-09-30
New Buy
+0.73%
0 $ 0 0
$15.47
-0.64%
New holding
6,000,000
ABC
AmerisourceBergen Corp
2018-09-30
Add
+0.64%
0 $ 0 0
$86.66
0.10%
Add 46.84%
2,751,056
MCK
McKesson Corp
2018-09-30
Add
+0.57%
0 $ 0 0
$135.56
3.93%
Add 33.67%
2,175,700
UNVR
Univar Inc
2018-09-30
New Buy
+0.43%
0 $ 0 0
$23.58
-15.18%
New holding
1,771,100
TBIO
Translate Bio Inc
2018-09-30
Add
+0.34%
0 $ 0 0
$9.35
-19.74%
Add 237.55%
6,491,287
AMC
AMC Entertainment Holdings Inc
2018-09-30
Reduce
-0.33%
0 $ 0 0
$13.79
-23.77%
Reduce -45.37%
2,731,300
Total 545