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The Baupost Group Buys Bristol-Myers Squibb Company, XPO Logistics Inc, Liberty Global PLC, Sells Celgene Corp, Pioneer Natural Resources Co, Allergan PLC

Investment company The Baupost Group (Current Portfolio) buys Bristol-Myers Squibb Company, XPO Logistics Inc, Liberty Global PLC, Nexstar Media Group Inc, Translate Bio Inc, sells Celgene Corp, Pioneer Natural Resources Co, Allergan PLC, Synchrony Financial, Sinclair Broadcast Group Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, The Baupost Group. As of 2019Q2, The Baupost Group owns 30 stocks with a total value of $10.7 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/portfolioportfolio

These are the top 5 holdings of Seth Klarman
  1. Liberty Global PLC (LBTYK) - 41,937,674 shares, 10.37% of the total portfolio. Shares added by 7.28%
  2. Viasat Inc (VSAT) - 13,732,068 shares, 10.35% of the total portfolio.
  3. Fox Corp (FOXA) - 27,322,720 shares, 9.33% of the total portfolio.
  4. eBay Inc (EBAY) - 24,146,000 shares, 8.89% of the total portfolio. Shares reduced by 17.55%
  5. Cheniere Energy Inc (LNG) - 10,674,135 shares, 6.81% of the total portfolio. Shares reduced by 15.41%
New Purchase: XPO Logistics Inc (XPO)

The Baupost Group initiated holding in XPO Logistics Inc. The purchase prices were between $51.84 and $68.97, with an estimated average price of $58.9. The stock is now traded at around $67.56. The impact to a portfolio due to this purchase was 0.81%. The holding were 1,500,000 shares as of .

Added: Bristol-Myers Squibb Company (BMY)

The Baupost Group added to a holding in Bristol-Myers Squibb Company by 225.00%. The purchase prices were between $44.62 and $49.34, with an estimated average price of $46.57. The stock is now traded at around $46.49. The impact to a portfolio due to this purchase was 3.81%. The holding were 13,000,000 shares as of .

Added: Liberty Global PLC (LBTYA)

The Baupost Group added to a holding in Liberty Global PLC by 50.10%. The purchase prices were between $24.37 and $28.29, with an estimated average price of $26.37. The stock is now traded at around $26.78. The impact to a portfolio due to this purchase was 0.62%. The holding were 7,440,705 shares as of .

Added: Nexstar Media Group Inc (NXST)

The Baupost Group added to a holding in Nexstar Media Group Inc by 39.78%. The purchase prices were between $98.31 and $117.96, with an estimated average price of $107.44. The stock is now traded at around $99.27. The impact to a portfolio due to this purchase was 0.38%. The holding were 1,397,755 shares as of .

Added: Translate Bio Inc (TBIO)

The Baupost Group added to a holding in Translate Bio Inc by 36.25%. The purchase prices were between $8.87 and $13.12, with an estimated average price of $10.51. The stock is now traded at around $8.24. The impact to a portfolio due to this purchase was 0.27%. The holding were 8,844,239 shares as of .

Sold Out: Celgene Corp (CELG)

The Baupost Group sold out a holding in Celgene Corp. The sale prices were between $92.35 and $98.91, with an estimated average price of $94.95.

Sold Out: Pioneer Natural Resources Co (PXD)

The Baupost Group sold out a holding in Pioneer Natural Resources Co. The sale prices were between $141.32 and $175.89, with an estimated average price of $153.57.

Sold Out: The Walt Disney Co (DIS)

The Baupost Group sold out a holding in The Walt Disney Co. The sale prices were between $111.96 and $142.02, with an estimated average price of $132.62.

Reduced: Allergan PLC (AGN)

The Baupost Group reduced to a holding in Allergan PLC by 22.86%. The sale prices were between $115.73 and $167.43, with an estimated average price of $138.45. The stock is now traded at around $159.94. The impact to a portfolio due to this sale was -1.38%. The Baupost Group still held 3,679,549 shares as of .

Reduced: Synchrony Financial (SYF)

The Baupost Group reduced to a holding in Synchrony Financial by 35.06%. The sale prices were between $32.27 and $35.24, with an estimated average price of $33.9. The stock is now traded at around $34.68. The impact to a portfolio due to this sale was -1.38%. The Baupost Group still held 9,260,557 shares as of .

Reduced: Sinclair Broadcast Group Inc (SBGI)

The Baupost Group reduced to a holding in Sinclair Broadcast Group Inc by 81.11%. The sale prices were between $39.28 and $61.81, with an estimated average price of $50.66. The stock is now traded at around $47.50. The impact to a portfolio due to this sale was -0.79%. The Baupost Group still held 549,423 shares as of .



Here is the complete portfolio of Seth Klarman. Also check out:

1. Seth Klarman's Undervalued Stocks
2. Seth Klarman's Top Growth Companies, and
3. Seth Klarman's High Yield stocks
4. Stocks that Seth Klarman keeps buying

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