Seth Klarman - Baupost Group 13F Activity & Position Changes (Q3 2013)

As of Sep 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 Q3 2013, the filing reported:

New Buys - PBF Energy Inc.

Increases - Micron Technology, Inc.

Reductions - BP p.l.c., Central Pacific Financial Corp , Ituran

Complete Exits - American International Group, I, Kinross Gold Corporation

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
Q3 2013	AIG American International Group, I	American International Group, I	Sell - Position Exit	-10,120,227	-100.0%	$0.00	-
Q3 2013	BP BP p.l.c.	BP p.l.c.	Sell	-13,000,000	-69.9%	$235.26K	5,597,482
Q3 2013	CPF Central Pacific Financial Corp	Central Pacific Financial Corp	Sell	-712,016	-47.7%	$13.80K	779,715
Q3 2013	KGC Kinross Gold Corporation	Kinross Gold Corporation	Sell - Position Exit	-2,102,700	-100.0%	$0.00	-
Q3 2013	M6158M104 Ituran	Ituran	Sell	-562,001	-54.1%	$8.79K	476,341
Q3 2013	MU Micron Technology, Inc.	Micron Technology, Inc.	Buy	+22,500,000	+54.2%	$1.12M	64,000,000
Q3 2013	PBF PBF Energy Inc.	PBF Energy Inc.	Buy - Position Entry	+955,140	-	$21.44K	955,140