Seth Klarman - Baupost Group Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 14, 2025 | |
| Total Stocks | 23 | |
| Portfolio Value | $3.50M |
Baupost Group Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2019Jun 30, 2019 | NXST Nexstar Media Group, Inc. | Buy | +397,755+39.8% |
Q2 2019Jun 30, 2019 | COR Cencora, Inc. | Sell | -190,107-7.9% |
Q2 2019Jun 30, 2019 | MCK McKesson Corporation | Sell | -220,000-7.8% |
Q2 2019Jun 30, 2019 | DIS Walt Disney Company (The) | Sell - Position Exit | -399,151-100.0% |
Q2 2019Jun 30, 2019 | TAK Takeda Pharmaceutical Company L | Sell | -1,231,018-11.5% |
Q2 2019Jun 30, 2019 | QRVO Qorvo, Inc. | Sell | -1,907,901-18.0% |
Q2 2019Jun 30, 2019 | LNG Cheniere Energy, Inc. | Sell | -1,944,173-15.4% |
Q2 2019Jun 30, 2019 | SYF Synchrony Financial | Sell | -5,000,000-35.1% |
Q2 2019Jun 30, 2019 | EBAY eBay Inc. | Sell | -5,140,000-17.6% |
Q1 2019Mar 31, 2019 | FOXA Fox Corporation | Buy - Position Entry | +27,322,720 |
Q1 2019Mar 31, 2019 | TAK Takeda Pharmaceutical Company L | Buy - Position Entry | +10,669,021 |
Q1 2019Mar 31, 2019 | PCG Pacific Gas & Electric Co. | Buy | +9,025,517+58.3% |
Q1 2019Mar 31, 2019 | EBAY eBay Inc. | Buy | +8,286,000+39.5% |
Q1 2019Mar 31, 2019 | FOX Fox Corporation | Buy - Position Entry | +5,680,307 |
Q1 2019Mar 31, 2019 | BMY Bristol-Myers Squibb Company | Buy - Position Entry | +4,000,000 |
Q1 2019Mar 31, 2019 | GOSS Gossamer Bio, Inc. | Buy - Position Entry | +1,267,171 |
Q1 2019Mar 31, 2019 | MCK McKesson Corporation | Buy | +1,095,000+63.7% |
Q1 2019Mar 31, 2019 | DIS Walt Disney Company (The) | Buy - Position Entry | +399,151 |
Q1 2019Mar 31, 2019 | COR Cencora, Inc. | Buy | +390,000+19.4% |
Q1 2019Mar 31, 2019 | NXST Nexstar Media Group, Inc. | Buy | +50,000+5.3% |
Q1 2019Mar 31, 2019 | QRVO Qorvo, Inc. | Sell | -92,099-0.9% |
Q1 2019Mar 31, 2019 | SYF Synchrony Financial | Sell | -293,000-2.0% |
Q1 2019Mar 31, 2019 | CAH Cardinal Health, Inc. | Sell - Position Exit | -1,467,652-100.0% |
Q1 2019Mar 31, 2019 | LNG Cheniere Energy, Inc. | Sell | -1,577,827-11.1% |
Q1 2019Mar 31, 2019 | YPF YPF Sociedad Anonima | Sell - Position Exit | -6,000,000-100.0% |
Q4 2018Dec 31, 2018 | AKBA Akebia Therapeutics, Inc. | Buy - Position Entry | +24,471,453 |
Q4 2018Dec 31, 2018 | EBAY eBay Inc. | Buy - Position Entry | +21,000,000 |
Q4 2018Dec 31, 2018 | AR Antero Resources Corporation | Buy | +2,000,000+7.5% |
Q4 2018Dec 31, 2018 | NXST Nexstar Media Group, Inc. | Buy - Position Entry | +950,000 |
Q4 2018Dec 31, 2018 | QRVO Qorvo, Inc. | Sell | -318,819-2.9% |