Seth Klarman - Baupost Group 13F Activity & Position Changes (Q2 2014)

As of Jun 30, 2014, 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 2014, the filing reported:

New Buys - Boyd Gaming Corporation, eBay Inc.

Increases - Cheniere Energy, Inc., PBF Energy Inc., ViaSat, Inc.

Reductions - None reported

Complete Exits - BP p.l.c.

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 2014	BP BP p.l.c.	BP p.l.c.	Sell - Position Exit	-3,166,413	-100.0%	$0.00	-
Q2 2014	BYD Boyd Gaming Corporation	Boyd Gaming Corporation	Buy - Position Entry	+2,794,630	-	$33.90K	2,794,630
Q2 2014	EBAY eBay Inc.	eBay Inc.	Buy - Position Entry	+4,436,300	-	$222.08K	4,436,300
Q2 2014	LNG Cheniere Energy, Inc.	Cheniere Energy, Inc.	Buy	+327,930	+5.8%	$429.33K	5,987,930
Q2 2014	PBF PBF Energy Inc.	PBF Energy Inc.	Buy	+178,680	+3.3%	$149.11K	5,595,286
Q2 2014	VSAT ViaSat, Inc.	ViaSat, Inc.	Buy	+137,237	+1.2%	$668.46K	11,533,137