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
$37.05
26.49%
New holding
21,000,000
LBTYK
Liberty Global PLC
2018-12-31
Add
+3.52%
0 $ 0 0
$24.81
4.29%
Add 176.19%
29,742,795
TRCO
Tribune Media Co
2018-12-31
Sold Out
-1.81%
0 $ 0 0
$46.34
14.11%
Sold Out
-
AABA
Altaba Inc
2018-12-31
Sold Out
-1.51%
0 $ 0 0
$69.30
12.57%
Sold Out
-
CAH
Cardinal Health Inc
2018-12-31
Reduce
-1.39%
0 $ 0 0
$56.75
9.11%
Reduce -69.03%
1,467,652
PCG
PG&E Corp
2018-12-31
Reduce
-1.27%
0 $ 0 0
$18.16
-48.28%
Reduce -18.47%
15,474,483
UNVR
Univar Inc
2018-12-31
Add
+1.23%
0 $ 0 0
$23.78
3.93%
Add 436.39%
9,500,000
AKBA
Akebia Therapeutics Inc
2018-12-31
New Buy
+1.22%
0 $ 0 0
$6.59
-15.30%
New holding
24,471,453
CBS
CBS Corp
2018-12-31
New Buy
+1%
0 $ 0 0
$50.51
-4.52%
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
$88.60
12.11%
New holding
950,000
PXD
Pioneer Natural Resources Co
2018-12-31
Add
+0.59%
0 $ 0 0
$145.99
-3.83%
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
$86.99
1.25%
Reduce -26.78%
2,014,299
MCK
McKesson Corp
2018-12-31
Reduce
-0.48%
0 $ 0 0
$137.05
10.26%
Reduce -20.94%
1,720,011
SYF
Synchrony Financial
2018-12-31
Reduce
-0.43%
0 $ 0 0
$31.82
18.47%
Reduce -10.89%
14,553,557
NG
Novagold Resources Inc
2018-12-31
Sold Out
-0.39%
0 $ 0 0
$3.86
-2.28%
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
$138.54
-14.83%
Reduce -3.93%
4,755,495
FOXA
Twenty-First Century Fox Inc
2018-12-31
Reduce
-0.26%
0 $ 0 0
$50.55
6.53%
Reduce -1.38%
51,281,167
AMC
AMC Entertainment Holdings Inc
2018-12-31
Reduce
-0.21%
0 $ 0 0
$13.40
-17.18%
Reduce -46.62%
1,458,002
QRVO
Qorvo Inc
2018-12-31
Reduce
-0.19%
0 $ 0 0
$65.14
-2.53%
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
$9.73
-33.36%
Add 7.52%
28,587,791
FOX
Twenty-First Century Fox Inc
2018-12-31
Reduce
-0.10%
0 $ 0 0
$50.16
6.45%
Reduce -1.62%
17,040,922
PCG
PG&E Corp
2018-09-30
Add
+5.24%
0 $ 0 0
$18.16
-59.22%
Add 321.77%
18,979,790
FOXA
Twenty-First Century Fox Inc
2018-09-30
Add
+4.59%
0 $ 0 0
$50.55
10.25%
Add 31.93%
52,001,167
SYF
Synchrony Financial
2018-09-30
Reduce
-3.90%
0 $ 0 0
$31.82
-0.13%
Reduce -44.25%
16,332,929
T
AT&T Inc
2018-09-30
Sold Out
-2.74%
0 $ 0 0
$30.66
-5.46%
Sold Out
-
LBTYK
Liberty Global PLC
2018-09-30
New Buy
+2.39%
0 $ 0 0
$24.81
-8.04%
New holding
10,768,870
AABA
Altaba Inc
2018-09-30
New Buy
+1.51%
0 $ 0 0
$69.30
-1.69%
New holding
2,810,775
FOX
Twenty-First Century Fox Inc
2018-09-30
Add
+1.34%
0 $ 0 0
$50.16
10.51%
Add 27.30%
17,320,922
LBTYA
Liberty Global PLC
2018-09-30
New Buy
+1.13%
0 $ 0 0
$25.64
-8.10%
New holding
4,957,205
TRCO
Tribune Media Co
2018-09-30
Add
+0.91%
0 $ 0 0
$46.34
28.51%
Add 100.13%
5,996,042
YPF
YPF SA
2018-09-30
New Buy
+0.73%
0 $ 0 0
$14.88
-4.43%
New holding
6,000,000
ABC
AmerisourceBergen Corp
2018-09-30
Add
+0.64%
0 $ 0 0
$86.99
0.49%
Add 46.84%
2,751,056
MCK
McKesson Corp
2018-09-30
Add
+0.57%
0 $ 0 0
$137.05
5.07%
Add 33.67%
2,175,700
UNVR
Univar Inc
2018-09-30
New Buy
+0.43%
0 $ 0 0
$23.78
-14.46%
New holding
1,771,100
TBIO
Translate Bio Inc
2018-09-30
Add
+0.34%
0 $ 0 0
$8.40
-27.90%
Add 237.55%
6,491,287
AMC
AMC Entertainment Holdings Inc
2018-09-30
Reduce
-0.33%
0 $ 0 0
$13.40
-25.93%
Reduce -45.37%
2,731,300
Total 545