Seth Klarman - Baupost Group 13F Activity & Position Changes (Q4 2019)
As of Dec 31, 2019, 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 Q4 2019, the filing reported:
New Buys - HP Inc., Paramount Global
Increases - eBay Inc., McKesson Corporation
Reductions - Akebia Therapeutics, Inc., Bristol-Myers Squibb Company, Cars.com Inc., Pacific Gas & Electric Co., Qorvo, Inc., and 1 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q4 2019
|
AKBA
Akebia Therapeutics, Inc.
|
Sell |
-4,900,000
|
|
Q4 2019
|
AR
Antero Resources Corporation
|
Sell - Position Exit |
-21,087,791
|
|
Q4 2019
|
BMY
Bristol-Myers Squibb Company
|
Sell |
-6,000,000
|
|
Q4 2019
|
CARS
Cars.com Inc.
|
Sell |
-292,687
|
|
Q4 2019
|
EBAY
eBay Inc.
|
Buy |
+3,348,970
|
|
Q4 2019
|
GOSS
Gossamer Bio, Inc.
|
Sell - Position Exit |
-967,171
|
|
Q4 2019
|
HPQ
HP Inc.
|
Buy - Position Entry |
+10,000,000
|
|
Q4 2019
|
MCK
McKesson Corporation
|
Buy |
+291,505
|
|
Q4 2019
|
PARA
Paramount Global
|
Buy - Position Entry |
+17,000,000
|
|
Q4 2019
|
PCG
Pacific Gas & Electric Co.
|
Sell |
-5,612,597
|
|
Q4 2019
|
QRVO
Qorvo, Inc.
|
Sell |
-2,931,181
|
|
Q4 2019
|
SYF
Synchrony Financial
|
Sell |
-2,000,000
|
|
Q4 2019
|
TAK
Takeda Pharmaceutical Company L
|
Sell - Position Exit |
-9,434,803
|