Seth Klarman - Baupost Group 13F Activity & Position Changes (Q4 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 Dec 31, 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 Q4 2013, the filing reported:

New Buys - None reported

Increases - BP p.l.c., PBF Energy Inc., ViaSat, Inc.

Reductions - Micron Technology, Inc.

Complete Exits - Central Pacific Financial Corp , Ituran, Oracle 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
Q4 2013	BP BP p.l.c.	BP p.l.c.	Buy	+68,931	+1.2%	$275.44K	5,666,413
Q4 2013	CPF Central Pacific Financial Corp	Central Pacific Financial Corp	Sell - Position Exit	-779,715	-100.0%	$0.00	-
Q4 2013	M6158M104 Ituran	Ituran	Sell - Position Exit	-476,341	-100.0%	$0.00	-
Q4 2013	MU Micron Technology, Inc.	Micron Technology, Inc.	Sell	-12,344,566	-19.3%	$1.12M	51,655,434
Q4 2013	ORCL Oracle Corporation	Oracle Corporation	Sell - Position Exit	-2,386,890	-100.0%	$0.00	-
Q4 2013	PBF PBF Energy Inc.	PBF Energy Inc.	Buy	+1,021,466	+106.9%	$62.18K	1,976,606
Q4 2013	VSAT ViaSat, Inc.	ViaSat, Inc.	Buy	+129,200	+1.2%	$697.24K	11,129,200