Seth Klarman - Baupost Group 13F Activity & Position Changes (Q4 2019)
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, 2019. 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
|