Seth Klarman - Baupost Group

History Stock Activity ▼ Share change % change to portfolio
Q2  2014
≡ TBPH - Theravance Biopharma Inc. Buy 6,061,228 3.20
≡ SEMI - SunEdison Semiconductor Ltd. Buy 4,145,379 1.16
≡ KOS - Kosmos Energy Ltd. Buy 4,750,000 0.88
≡ BYD - Boyd Gaming Corp. Buy 2,794,630 0.56
Q1  2014
≡ PBF - PBF Energy Inc. Add 174.04% 3,440,000 2.18
≡ IDIX - Idenix Pharmaceuticals Inc. Add 44.49% 16,420,241 2.30
≡ INVA - Innoviva Inc. Add 2.79% 561,500 0.43
≡ VSAT - Viasat Inc. Add 2.40% 266,700 0.45
≡ LNG - Cheniere Energy Inc. Buy 5,660,000 7.72
≡ KERX - Keryx Biopharmaceuticals Inc. Buy 6,310,850 2.65
≡ RFMD - RF Micro Devices Inc. Buy 6,585,000 1.28
≡ TQNT - TriQuint Semiconductor Buy 3,825,000 1.26
Q4  2013
≡ PBF - PBF Energy Inc. Add 106.94% 1,021,466 0.93
≡ IDIX - Idenix Pharmaceuticals Inc. Add 24.42% 7,245,175 1.26
≡ INVA - Innoviva Inc. Add 8.83% 1,633,930 1.69
≡ BP - BP plc Add 1.23% 68,931 0.10
≡ VSAT - Viasat Inc. Add 1.17% 129,200 0.23
≡ FNF - Fidelity National Financial Inc. Buy 1,974,400 1.86
≡ KIN - Kindred Biosciences Inc. Buy 2,900,000 0.94
≡ ALDW - Alon USA Partners LP Buy 329,188 0.16
Q3  2013
≡ MU - Micron Technology Inc. Add 54.22% 22,500,000 11.57
≡ IMOS - ChipMOS TECH Add 18.81% 519,705 0.28
≡ INVA - Innoviva Inc. Add 11.92% 1,971,394 2.37
≡ IDIX - Idenix Pharmaceuticals Inc. Add 10.83% 2,898,693 0.44
≡ PBF - PBF Energy Inc. Buy 955,140 0.63
Q2  2013
≡ INVA - Innoviva Inc. Add 22.02% 2,985,177 2.99
≡ BP - BP plc Add 8.59% 1,470,624 1.60
≡ IDIX - Idenix Pharmaceuticals Inc. Add 2.78% 725,000 0.07
≡ MU - Micron Technology Inc. Buy 41,500,000 15.48
≡ IMOS - ChipMOS TECH Buy 2,763,530 1.39
≡ AUY-OLD - Yamana Gold Inc. Buy 3,255,500 0.81
≡ KGC - Kinross Gold Corp. Buy 2,102,700 0.28
≡ PVG-OLD - Pretium Resources Inc. Buy 155,700 0.03
Q1  2013
≡ ROVI - Rovi Corp. Add 97.34% 4,025,026 2.94
≡ AIG - American International Group Add 69.29% 4,850,200 6.42
≡ BP - BP plc Add 56.73% 6,198,900 8.95
≡ IDIX - Idenix Pharmaceuticals Inc. Add 25.78% 5,337,300 0.64
≡ ELN - Elan Corp. Plc Buy 9,126,227 3.67
≡ DTV - DIRECTV Group Inc. Buy 207,300 0.40
Q4  2012
≡ IDIX - Idenix Pharmaceuticals Inc. Add 72.54% 8,704,700 1.41
≡ NWS - News Corp. CL B Add 34.81% 3,362,277 2.95
≡ NCQ - NovaCopper Inc. Add 8.81% 405,298 0.02
≡ NG - NovaGold Resources Add 3.28% 688,300 0.10
≡ VSAT - Viasat Inc. Add 2.33% 250,000 0.33
≡ AIG - American International Group Buy 7,000,000 8.27
Q3  2012
≡ NCQ - NovaCopper Inc. Add 46.02% 1,449,682 0.09
≡ NG - NovaGold Resources Add 31.25% 5,000,000 0.86
≡ IDIX - Idenix Pharmaceuticals Inc. Add 20.00% 2,000,000 0.28
≡ VSAT - Viasat Inc. Add 1.05% 111,512 0.13
≡ ROVI - Rovi Corp. Buy 4,134,974 1.84
Q2  2012
≡ NG - NovaGold Resources Add 60.00% 6,000,000 0.84
≡ HPQ - HP Inc. Add 55.66% 9,600,601 5.11
≡ BP - BP plc Add 44.36% 4,135,000 4.43
≡ ANV - Allied Nevada Gold Corp. Add 25.94% 1,040,800 0.78
≡ IDIX - Idenix Pharmaceuticals Inc. Add 21.23% 1,751,000 0.48
≡ VSAT - Viasat Inc. Add 1.32% 138,496 0.14
≡ ORCL - Oracle Corp. Buy 15,800,000 12.41
≡ GNW - Genworth Financial Inc. Buy 15,000,000 2.24
≡ HES - Hess Corp. Buy 1,000,000 1.15
≡ NCQ - NovaCopper Inc. Buy 3,150,318 0.17
Q1  2012
≡ IDIX - Idenix Pharmaceuticals Inc. Add 45.61% 2,584,000 0.87
≡ NG - NovaGold Resources Add 33.94% 2,533,725 0.63
≡ INVA - Innoviva Inc. Add 2.30% 327,839 0.22
Q4  2011
≡ NWS - News Corp. CL B Add 148.84% 6,375,160 3.53
≡ IDIX - Idenix Pharmaceuticals Inc. Add 126.60% 3,165,000 0.72
≡ NG - NovaGold Resources Add 49.33% 2,466,275 0.64
≡ ANV - Allied Nevada Gold Corp. Add 14.65% 512,750 0.47
≡ AVEO-OLD - AVEO Pharmaceuticals Inc. Add 1.69% 84,652 0.04
≡ CBIO-OLD - Catalyst Biosciences Buy 6,000,000 1.02
Q3  2011
≡ BP - BP plc Add 149.84% 8,240,950 10.02
≡ SCMR - Sycamore Networks Inc. Add 135.94% 305,871 0.18
≡ IDIX - Idenix Pharmaceuticals Inc. Add 99.09% 1,244,300 0.21
≡ PDLI - PDL BioPharma Inc. Add 68.81% 6,373,675 1.19
≡ AVEO-OLD - AVEO Pharmaceuticals Inc. Add 12.79% 566,990 0.29
≡ NWSA - News Corp. Add 10.45% 1,991,665 1.04
≡ INVA - Innoviva Inc. Add 9.76% 1,264,861 0.86
≡ VSAT - Viasat Inc. Add 4.46% 448,500 0.50
≡ ELOS - Syneron Medical Ltd. Add 4.27% 163,929 0.05
≡ ANV - Allied Nevada Gold Corp. Add 3.60% 121,700 0.15
≡ HPQ - HP Inc. Buy 20,750,000 15.70
≡ NWS - News Corp. CL B Buy 4,283,175 2.25
≡ GNW - Genworth Financial Inc. Buy 10,000,000 1.93
≡ NG - NovaGold Resources Buy 5,000,000 1.09
Q2  2011
≡ ELOS - Syneron Medical Ltd. Add 155.74% 2,336,071 1.21
≡ SCMR - Sycamore Networks Inc. Add 125.00% 125,000 0.12
≡ ANV - Allied Nevada Gold Corp. Add 37.53% 921,902 1.39
≡ AVEO-OLD - AVEO Pharmaceuticals Inc. Add 25.76% 908,010 0.79
≡ MSFT - Microsoft Corp. Buy 12,000,000 13.26
≡ BP - BP plc Buy 5,500,000 10.35
≡ CPF - Central Pacific Financial Buy 1,800,000 1.07
≡ IDIX - Idenix Pharmaceuticals Inc. Buy 1,255,700 0.27
Q1  2011
≡ PDLI - PDL BioPharma Inc. Add 87.30% 4,891,825 1.66
≡ AVEO-OLD - AVEO Pharmaceuticals Inc. Add 76.25% 1,525,000 1.19
≡ ANV - Allied Nevada Gold Corp. Buy 2,456,398 5.10
≡ SCMR - Sycamore Networks Inc. Buy 100,000 0.14
Q4  2010
≡ ALR-OLD - Alere Inc. Add 106.67% 1,600,000 3.49
≡ PDLI - PDL BioPharma Inc. Buy 5,603,400 2.08
≡ AVEO-OLD - AVEO Pharmaceuticals Inc. Buy 2,000,000 1.74
Q3  2010
≡ STRZA - Starz Add 136.85% 577,784 2.33
≡ ENZN - Enzon Pharmaceuticals Inc. Add 2.03% 206,800 0.14