The Baupost Group Buys Fox Corp, Celgene Corp, eBay Inc, Sells Fox Corp, Fox Corp, Pioneer Natural Resources Co

Investment company The Baupost Group buys Fox Corp, Celgene Corp, eBay Inc, CBS Corp, Liberty Global PLC, Takeda Pharmaceutical Co, Fox Corp, Bristol-Myers Squibb Company, PG&E Corp, McKesson Corp, The Walt Disney Co, Gossamer Bio Inc, sells Fox Corp, Fox Corp, Pioneer Natural Resources Co, Shire PLC, YPF SA, Cardinal Health Inc, AMC Entertainment Holdings Inc, Sentinel Energy Services Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, The Baupost Group. As of 2019Q1, The Baupost Group owns 33 stocks with a total value of $11.5 billion. These are the details of the buys and sells.

For the details of Seth Klarman's stock buys and sells, go to https://www.gurufocus.com/guru/seth+klarman/current-portfolio/portfolio

These are the top 5 holdings of Seth Klarman
  1. eBay Inc (EBAY) - 29,286,000 shares, 9.42% of the total portfolio. Shares added by 39.46%
  2. Viasat Inc (VSAT) - 13,732,068 shares, 9.22% of the total portfolio.
  3. Fox Corp (FOXA) - 27,322,720 shares, 8.69% of the total portfolio. New Position
  4. Liberty Global PLC (LBTYK) - 39,092,995 shares, 8.20% of the total portfolio. Shares added by 31.44%
  5. Cheniere Energy Inc (LNG) - 12,618,308 shares, 7.47% of the total portfolio. Shares reduced by 11.11%
New Purchase: Fox Corp (FOXA)

The Baupost Group initiated holding in Fox Corp. The purchase prices were between $36.4 and $41.7, with an estimated average price of $38.89. The stock is now traded at around $37.71. The impact to a portfolio due to this purchase was 8.69%. The holding were 27,322,720 shares as of .

New Purchase: Celgene Corp (CELG)

The Baupost Group initiated holding in Celgene Corp. The purchase prices were between $64.09 and $94.34, with an estimated average price of $87.12. The stock is now traded at around $94.96. The impact to a portfolio due to this purchase was 3.27%. The holding were 4,000,000 shares as of .

New Purchase: Takeda Pharmaceutical Co Ltd (TAK)

The Baupost Group initiated holding in Takeda Pharmaceutical Co Ltd. The purchase prices were between $16.7 and $21.52, with an estimated average price of $20.07. The stock is now traded at around $18.03. The impact to a portfolio due to this purchase was 1.88%. The holding were 10,669,021 shares as of .

New Purchase: Fox Corp (FOX)

The Baupost Group initiated holding in Fox Corp. The purchase prices were between $35.67 and $41.02, with an estimated average price of $38.11. The stock is now traded at around $37.23. The impact to a portfolio due to this purchase was 1.77%. The holding were 5,680,307 shares as of .

New Purchase: Bristol-Myers Squibb Company (BMY)

The Baupost Group initiated holding in Bristol-Myers Squibb Company. The purchase prices were between $45.12 and $53.8, with an estimated average price of $49.88. The stock is now traded at around $46.63. The impact to a portfolio due to this purchase was 1.65%. The holding were 4,000,000 shares as of .

New Purchase: The Walt Disney Co (DIS)

The Baupost Group initiated holding in The Walt Disney Co. The purchase prices were between $106.33 and $115.25, with an estimated average price of $111.74. The stock is now traded at around $134.68. The impact to a portfolio due to this purchase was 0.38%. The holding were 399,151 shares as of .

Added: eBay Inc (EBAY)

The Baupost Group added to a holding in eBay Inc by 39.46%. The purchase prices were between $28.07 and $37.58, with an estimated average price of $34.56. The stock is now traded at around $37.04. The impact to a portfolio due to this purchase was 2.67%. The holding were 29,286,000 shares as of .

Added: CBS Corp (CBS)

The Baupost Group added to a holding in CBS Corp by 235.37%. The purchase prices were between $43.72 and $51.69, with an estimated average price of $48.68. The stock is now traded at around $47.84. The impact to a portfolio due to this purchase was 2.47%. The holding were 8,542,016 shares as of .

Added: Liberty Global PLC (LBTYK)

The Baupost Group added to a holding in Liberty Global PLC by 31.44%. The purchase prices were between $19.79 and $25.77, with an estimated average price of $23.63. The stock is now traded at around $24.75. The impact to a portfolio due to this purchase was 1.96%. The holding were 39,092,995 shares as of .

Added: PG&E Corp (PCG)

The Baupost Group added to a holding in PG&E Corp by 58.33%. The purchase prices were between $6.36 and $24.4, with an estimated average price of $16.19. The stock is now traded at around $18.06. The impact to a portfolio due to this purchase was 1.39%. The holding were 24,500,000 shares as of .

Added: McKesson Corp (MCK)

The Baupost Group added to a holding in McKesson Corp by 63.66%. The purchase prices were between $110.47 and $136.3, with an estimated average price of $123.47. The stock is now traded at around $126.31. The impact to a portfolio due to this purchase was 1.11%. The holding were 2,815,011 shares as of .

Sold Out: Fox Corp (FOXA)

The Baupost Group sold out a holding in Fox Corp. The sale prices were between $34.63 and $49.69, with an estimated average price of $36.46.

Sold Out: Fox Corp (FOX)

The Baupost Group sold out a holding in Fox Corp. The sale prices were between $34.59 and $49.61, with an estimated average price of $36.43.

Sold Out: Shire PLC (SHPG)

The Baupost Group sold out a holding in Shire PLC. The sale prices were between $172.15 and $179.2, with an estimated average price of $176.08.

Sold Out: YPF SA (YPF)

The Baupost Group sold out a holding in YPF SA. The sale prices were between $12.65 and $16.6, with an estimated average price of $14.66.

Sold Out: Cardinal Health Inc (CAH)

The Baupost Group sold out a holding in Cardinal Health Inc. The sale prices were between $44.16 and $56.79, with an estimated average price of $50.08.

Sold Out: AMC Entertainment Holdings Inc (AMC)

The Baupost Group sold out a holding in AMC Entertainment Holdings Inc. The sale prices were between $12.28 and $16, with an estimated average price of $14.2.



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