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Investors looking for Seth Klarman stock picks need look no further than the long positions filed on form 13F as of 06/30/2019, versus the prior quarter. Comparing the most recent positions versus those of the prior quarter reveals to investors which stock picks are new investments, which prior picks were exited (arguably these could then be termed "stock pans"), and whether prior picks were sold down or the positions increased. Although the data is only updated quarterly, and funds are only required to report long positions (meaning there may be offsetting short positions we don't know about), this information can still be a great jumping-off point for further research.
EntityShares/Amount
Change
Position Value
Change
XPO +1,500,000+$86,715
EntityShares/Amount
Change
Position Value
Change
CELG -4,000,000-$377,360
PXD -2,001,814-$304,836
DIS -399,151-$44,318
GTYHW -1,466,666-$884
EntityShares/Amount
Change
Position Value
Change
BMY +9,000,000+$398,710
LBTYK +2,844,679+$166,165
LBTYA +2,483,500+$77,291
TBIO +2,352,941+$45,433
CBS +1,457,984+$92,998
ATRA +619,481-$112,856
TMQ +590,610+$7,775
NXST +397,755+$32,803
VSAT UNCH+$45,591
FOXAV UNCH-$1,913
EntityShares/Amount
Change
Position Value
Change
EBAY -5,140,000-$133,915
SYF -5,000,000-$133,848
SBGI -2,358,673-$82,438
LNG -1,944,173-$131,943
QRVO -1,907,901-$181,302
TAK -1,231,018-$50,275
AGN -1,090,146-$82,264
MCK -220,000+$19,219
ABC -190,107-$2,408
Size ($ in 1000's)
At 06/30/2019: $11,047,254
At 03/31/2019: $11,901,363

Baupost Group LLC MA holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Baupost Group LLC MA 13F filings. Link to 13F filings: SEC filings

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