13F filing recap · Q3 2019

What did Baupost Group LLC buy in Q3 2019?

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

Stock value

$8.50B

Positions

Estimated turnover

24.6%

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

NUANNuance Communications Inc$134.48Mreported value+8.25M shares VISTVista Energy, S.a.b. De C.v.$31.93Mreported value+6.17M shares CARSCars.com Inc.$26.94Mreported value+3.00M shares

Increased positions

LBTYKLiberty Global Ltd.$1.05Breported value+2.02M shares+4.8%CBSCbs Corp$484.44Mreported value+2.00M shares+20.0%NXSTNexstar Media Group, Inc.$204.62Mreported value+602.2K shares+43.1%LBTYALiberty Global Ltd.$189.52Mreported value+216.5K shares

Reduced positions

EBAYEbay Inc.$648.86Mreported value-7.50M shares-31.1%LNGCheniere Energy, Inc.$639.37Mreported value-535.0K shares-5.0%BMYBristol-Myers Squibb Company$507.10Mreported value-3.00M shares-23.1%QRVOQorvo, Inc.$421.20Mreported value-3.00M shares

Exited positions

AGNAllergan Plc$616.07Mprior reported value-3.68M shares-100.0%XPOXpo, Inc.$86.72Mprior reported value-1.50M shares-100.0%SBGISinclair, Inc.$29.47Mprior reported value-549.4K shares-100.0%