Seth Klarman - Baupost Group 13F Activity & Position Changes (Q2 2013)

According to the SEC 13F filed on Aug 13, 2026, the Baupost Group portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2013. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2013, the filing reported:

New Buys - American International Group, I, BP p.l.c., Central Pacific Financial Corp , Kinross Gold Corporation, Ituran, and 4 more

Increases - None reported

Reductions - None reported

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2013	AIG American International Group, I	American International Group, I	Buy - Position Entry	+10,120,227	-	$452.37K	10,120,227
Q2 2013	BP BP p.l.c.	BP p.l.c.	Buy - Position Entry	+18,597,482	-	$776.26K	18,597,482
Q2 2013	CPF Central Pacific Financial Corp	Central Pacific Financial Corp	Buy - Position Entry	+1,491,731	-	$26.85K	1,491,731
Q2 2013	KGC Kinross Gold Corporation	Kinross Gold Corporation	Buy - Position Entry	+2,102,700	-	$10.72K	2,102,700
Q2 2013	M6158M104 Ituran	Ituran	Buy - Position Entry	+1,038,342	-	$17.52K	1,038,342
Q2 2013	MU Micron Technology, Inc.	Micron Technology, Inc.	Buy - Position Entry	+41,500,000	-	$594.70K	41,500,000
Q2 2013	NG Novagold Resources Inc.	Novagold Resources Inc.	Buy - Position Entry	+21,688,300	-	$45.76K	21,688,300
Q2 2013	ORCL Oracle Corporation	Oracle Corporation	Buy - Position Entry	+2,386,890	-	$73.30K	2,386,890
Q2 2013	VSAT ViaSat, Inc.	ViaSat, Inc.	Buy - Position Entry	+11,000,000	-	$786.06K	11,000,000