13F filing recap · Q4 2019

What did Baupost Group LLC buy in Q4 2019?

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

Stock value

$8.60B

Positions

Estimated turnover

35.4%

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

PARAParamount Global$713.49Mreported value+17.00M shares HPQHP Inc.$205.50Mreported value+10.00M shares ERIEldorado Resorts Inc$23.20Mreported value+389.0K shares MDRMcdermott International Inc$535.0Kreported value+805.7K shares

Increased positions

LBTYKLiberty Global Ltd.$1.14Breported value+8.43M shares+19.2%EBAYEbay Inc.$722.02Mreported value+3.35M shares+20.1%MCKMckesson Corporation$220.97Mreported value+291.5K shares+22.3%

Reduced positions

QRVOQorvo, Inc.$319.63Mreported value-2.93M shares-51.6%BMYBristol-Myers Squibb Company$256.76Mreported value-6.00M shares-60.0%PCGPG&E Corp$205.31Mreported value-5.61M shares-22.9%AKBAAkebia Therapeutics, Inc.$123.69Mreported value-4.90M shares

Exited positions

CBSCbs Corp$484.44Mprior reported value-12.00M shares-100.0%TAKTakeda Pharmaceutical Company Limited$162.28Mprior reported value-9.43M shares-100.0%ARAntero Resources Corporation$63.69Mprior reported value-21.09M shares-100.0%GOSSGossamer Bio, Inc.$15.87Mprior reported value-967.2K shares