13F filing recap · Q4 2018

What did Baupost Group LLC buy in Q4 2018?

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

Stock value

$11.13B

Positions

Estimated turnover

23.0%

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

EBAYEbay Inc.$589.47Mreported value+21.00M shares AKBAAkebia Therapeutics, Inc.$135.33Mreported value+24.47M shares CBSCbs Corp$111.36Mreported value+2.55M shares NXSTNexstar Media Group, Inc.$74.71Mreported value+950.0K shares STNLSentinel Energy Services Inc$16.48Mreported value+1.60M shares GTYHWGty Technology Holdings Inc$1.14Mreported value+1.47M shares

Increased positions

LBTYKLiberty Global Ltd.$613.89Mreported value+18.97M shares+176.2%PXDPioneer Natural Resources Co$591.84Mreported value+500.0K shares+12.5%ARAntero Resources Corporation$268.44Mreported value+2.00M shares+7.5%UNVRUnivar Solutions Inc$168.53Mreported value+7.73M shares

Reduced positions

FOXATwenty-First Century Fox, Inc.$2.47Breported value-720.0K shares-1.4%FOXATwenty-First Century Fox, Inc.$814.22Mreported value-280.0K shares-1.6%QRVOQorvo, Inc.$648.67Mreported value-318.8K shares-2.9%AGNAllergan Plc$635.62Mreported value-194.5K shares

Exited positions

TRCOTribune Media Co$230.43Mprior reported value-6.00M shares-100.0%AABAAltaba Inc$191.47Mprior reported value-2.81M shares-100.0%KERXKeryx Biopharmaceuticals Inc$87.69Mprior reported value-25.79M shares-100.0%NGNovagold Resources Inc.$49.96Mprior reported value-13.47M shares