13F filing recap · Q3 2018

What did Baupost Group LLC buy in Q3 2018?

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

Stock value

$12.71B

Positions

Estimated turnover

27.8%

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

LBTYKLiberty Global Ltd.$303.25Mreported value+10.77M shares AABAAltaba Inc$191.47Mreported value+2.81M shares LBTYALiberty Global Ltd.$143.41Mreported value+4.96M shares YPFYpf Sociedad Anonima$92.70Mreported value+6.00M shares UNVRUnivar Solutions Inc$54.30Mreported value+1.77M shares NXEONexeo Solutions, Inc.$2.93Mreported value+2.85M shares

Increased positions

FOXATwenty-First Century Fox, Inc.$2.41Breported value+12.59M shares+31.9%PCGPG&E Corp$873.26Mreported value+14.48M shares+321.8%FOXATwenty-First Century Fox, Inc.$793.64Mreported value+3.71M shares+27.3%MCKMckesson Corporation$288.61Mreported value+548.0K shares

Reduced positions

SYFSynchrony Financial$507.63Mreported value-12.96M shares-44.2%CAHCardinal Health, Inc.$255.88Mreported value-361.5K shares-7.1%VRTVVeritiv Corporation$129.75Mreported value-259.9K shares-6.8%AMCAmc Entertainment Holdings, Inc.$55.99Mreported value-2.27M shares

Exited positions

TAT&T Inc.$304.43Mprior reported value-9.48M shares-100.0%