Seth Klarman - Baupost Group 13F Activity & Position Changes (Q2 2022)

As of Jun 30, 2022, the Baupost Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 12, 2022. 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 2022, the filing reported:

New Buys - Amazon.com, Inc., New Oriental Education & Techno, Warner Bros. Discovery, Inc. -

Increases - Gray Television, Inc., Qorvo, Inc.

Reductions - Advantage Solutions Inc., Dropbox, Inc., Encompass Health Corporation, Fiserv, Inc., Alphabet Inc., and 9 more

Complete Exits - Joby Aviation, Post Holdings, Inc.

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 2022	ADV Advantage Solutions Inc.	Advantage Solutions Inc.	Sell	-198,625	-1.6%	$43.64K	11,841,327
Q2 2022	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy - Position Entry	+598,000	-	$63.51K	598,000
Q2 2022	DBX Dropbox, Inc.	Dropbox, Inc.	Sell	-2,751,122	-26.0%	$164.14K	7,819,924
Q2 2022	EDU New Oriental Education & Techno	New Oriental Education & Techno	Buy - Position Entry	+8,000,000	-	$162.88K	8,000,000
Q2 2022	EHC Encompass Health Corporation	Encompass Health Corporation	Sell	-50,000	-1.7%	$165.35K	2,950,000
Q2 2022	FI Fiserv, Inc.	Fiserv, Inc.	Sell	-456,000	-11.4%	$314.28K	3,532,391
Q2 2022	G65163100 Joby Aviation	Joby Aviation	Sell - Position Exit	-1,967,244	-100.0%	$0.00	-
Q2 2022	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-75,076	-30.8%	$369.27K	168,814
Q2 2022	GTN Gray Television, Inc.	Gray Television, Inc.	Buy	+969,084	+75.1%	$38.17K	2,260,000
Q2 2022	INTC Intel Corporation	Intel Corporation	Sell	-7,868,000	-47.4%	$326.38K	8,724,431
Q2 2022	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-281,060	-29.0%	$111.08K	688,851
Q2 2022	MU Micron Technology, Inc.	Micron Technology, Inc.	Sell	-375,000	-12.1%	$151.25K	2,735,974
Q2 2022	NUVB Nuvation Bio Inc.	Nuvation Bio Inc.	Sell	-25,300	-0.2%	$33.76K	10,418,194
Q2 2022	NXST Nexstar Media Group, Inc.	Nexstar Media Group, Inc.	Sell	-869,881	-75.8%	$45.25K	277,811
Q2 2022	POST Post Holdings, Inc.	Post Holdings, Inc.	Sell - Position Exit	-378,284	-100.0%	$0.00	-
Q2 2022	QRVO Qorvo, Inc.	Qorvo, Inc.	Buy	+321,324	+4.8%	$657.13K	6,967,036
Q2 2022	SSNC SS&C Technologies Holdings, Inc	SS&C Technologies Holdings, Inc	Sell	-804,700	-21.4%	$172.05K	2,962,749
Q2 2022	TMQ Trilogy Metals Inc.	Trilogy Metals Inc.	Sell	-611,000	-5.5%	$7.96K	10,514,566
Q2 2022	VRNT Verint Systems Inc.	Verint Systems Inc.	Sell	-2,008,045	-91.0%	$8.45K	199,531
Q2 2022	WBD Warner Bros. Discovery, Inc. -	Warner Bros. Discovery, Inc. -	Buy - Position Entry	+18,000,000	-	$241.56K	18,000,000
Q2 2022	WTW Willis Towers Watson	Willis Towers Watson	Sell	-304,000	-24.7%	$182.97K	926,966