13F filing recap · Q4 2017

What did Baupost Group LLC buy in Q4 2017?

Reported stock-position changes between this filing and the previous one.

Stock value

$10.08B

Positions

Estimated turnover

30.2%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

TWXTime Warner Inc$740.91Mreported value+8.10M shares STNLSentinel Energy Services Inc$15.95Mreported value+1.60M shares

Increased positions

FOXATwenty-First Century Fox, Inc.$769.63Mreported value+3.15M shares+16.5%AGNAllergan Plc$736.11Mreported value+1.54M shares+51.8%QRVOQorvo, Inc.$732.60Mreported value+2.00M shares+22.2%ARAntero Resources Corporation$469.72Mreported value+809.9K shares

Reduced positions

PBFPbf Energy Inc.$387.26Mreported value-4.80M shares-30.5%ESRXExpress Scripts Holding Co$172.15Mreported value-250.4K shares-9.8%IMOSChipmos Technologies Inc.$25.95Mreported value-1.58M shares-51.8%FWPForward Pharma A/s$15.38Mreported value-2.28M shares

Exited positions

DVMTDell Technologies Inc.$235.68Mprior reported value-3.05M shares-100.0%CDEVCentennial Resource Development Inc$42.09Mprior reported value-2.41M shares-100.0%CARAvis Budget Group, Inc.$39.46Mprior reported value-1.04M shares-100.0%SRUNSilver Run Acquisition Corporation$21.88Mprior reported value