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

As of Jun 30, 2013, the Baupost Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 2026. 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