Investment Manager:
Seth Klarman

Investment Style:

  • Value Investing
  • Special Situations

Address:
The Baupost Group, L.L.C.
10 Saint James Avenue, Suite 1700
Boston, MA 02116
Tel: 617-210-8300

Q3 2020 Transactions

Buys:

  • Applied Materials Inc.
  • Broadstone Acquisition Corp
  • Healthpeak Properties Inc.
  • Howmet Aerospace Inc.
  • Pershing Square
  • Redball Acquisition
  • Reinvent Technology Partners
  • Vesper Healthcare Acquisition Corp.

Sells:

  • Akebia Therapeutics Inc.
  • Amerisource Bergen Corp.
  • HCA Healthcare Inc.
  • Univar Solutions Inc.
  • Ventas Inc.
  • Vista Oil and Gas.

Q2 2020 Transactions

Buys:

  • eBay Inc.
  • HCA Healthcare
  • SS&C Technologies Holdings Inc.
  • Ventas Inc.
  • Verint System Inc.

Sells:

  • Cars.com Inc.
  • Cheniere Energy Inc.
  • eBay Inc.
  • Energy Transfer LP
  • Spirit Aerosystems Holdings Inc.
  • XPO Logistics Inc.

Q1 2020 Transactions

Buys:

  • Alphabet Inc.
  • Energy Transfer LP.
  • Facebook Inc.
  • HD Supply Holdings Inc.
  • Liberty Media Corp.
  • Spirit Aerosystems Holdings Inc.
  • XPO Logistics Inc.

Sells:

  • Bristol Myers Squibb Co.
  • Eldorado Resorts Inc.
  • Mcdermott International Inc.
  • Nuance Communications Inc.
  • Synchrony Financial
  • Tesla Inc.

Q4 2019 Transactions

Buys:

  • Eldorado Resorts Inc.
  • HP Inc.
  • Mcdermott International Inc.
  • Viacom CBS Inc.

Sells:

  • Gossamer Bio Inc.
  • Paratek Pharmaceuticals Inc.
  • Takeda Pharmaceutical Co Ltd.
ALPHABET INC
APPLIED MATLS INC
ATARA BIOTHERAPEUTICS INC
BROADSTONE ACQUISITION CORP
COLONY CAP INC NEW
EBAY INC.
FACEBOOK INC
FOX CORP
FOX CORP
HEALTHPEAK PROPERTIES INC
HD SUPPLY HLDGS INC
HOWMET AEROSPACE INC
HP INC
LIBERTY GLOBAL PLC
LIBERTY GLOBAL PLC
LIBERTY MEDIA CORP DEL
LIBERTY MEDIA CORP DEL
MCKESSON CORP
MICRON TECHNOLOGY INC
NEXSTAR MEDIA GROUP INC
PERSHING SQUARE TONTINE HLDG
PERSHING SQUARE TONTINE HLDG
PG&E CORP
QORVO INC
REDBALL ACQUISITION CORP
REINVENT TECHNOLOGY PARTNERS
SS&C TECHNOLOGIES HLDGS INC
THERAVANCE BIOPHARMA INC
THERAVANCE BIOPHARMA INC
TRANSLATE BIO INC
TRILOGY METALS INC NEW
VERINT SYS INC
VERITIV CORP
VESPER HEALTHCARE ACQSTN COR
VIACOMCBS INC
VIASAT INC
VISTA OIL & GAS S A B DE C V
ALPHABET INC
APPLIED MATLS INC
ATARA BIOTHERAPEUTICS INC
BROADSTONE ACQUISITION CORP
COLONY CAP INC NEW
EBAY INC.
FACEBOOK INC
FOX CORP
FOX CORP
HEALTHPEAK PROPERTIES INC
HD SUPPLY HLDGS INC
HOWMET AEROSPACE INC
HP INC
LIBERTY GLOBAL PLC
LIBERTY GLOBAL PLC
LIBERTY MEDIA CORP DEL
LIBERTY MEDIA CORP DEL
MCKESSON CORP
MICRON TECHNOLOGY INC
NEXSTAR MEDIA GROUP INC
PERSHING SQUARE TONTINE HLDG
PERSHING SQUARE TONTINE HLDG
PG&E CORP
QORVO INC
REDBALL ACQUISITION CORP
REINVENT TECHNOLOGY PARTNERS
SS&C TECHNOLOGIES HLDGS INC
THERAVANCE BIOPHARMA INC
THERAVANCE BIOPHARMA INC
TRANSLATE BIO INC
TRILOGY METALS INC NEW
VERINT SYS INC
VERITIV CORP
VESPER HEALTHCARE ACQSTN COR
VIACOMCBS INC
VIASAT INC
AKEBIA THERAPEUTICS INC
ALPHABET INC
AMERISOURCEBERGEN CORP
ATARA BIOTHERAPEUTICS INC
COLONY CAP INC NEW
EBAY INC.
FACEBOOK INC
FOX CORP
FOX CORP
HCA HEALTHCARE INC
HD SUPPLY HLDGS INC
HP INC
LIBERTY GLOBAL PLC
LIBERTY GLOBAL PLC
LIBERTY MEDIA CORP DEL
MCKESSON CORP
NEXSTAR MEDIA GROUP INC
PG&E CORP
QORVO INC
SS&C TECHNOLOGIES HLDGS INC
THERAVANCE BIOPHARMA INC
THERAVANCE BIOPHARMA INC
TRANSLATE BIO INC
TRILOGY METALS INC NEW
UNIVAR SOLUTIONS INC
VENTAS INC
VERINT SYS INC
VERITIV CORP
VIACOMCBS INC
VIASAT INC
VISTA OIL & GAS S A B DE C V
AKEBIA THERAPEUTICS INC
ALPHABET INC
AMERISOURCEBERGEN CORP
ATARA BIOTHERAPEUTICS INC
CARS COM INC
CHENIERE ENERGY INC
COLONY CAP INC NEW
EBAY INC
ENERGY TRANSFER LP
FACEBOOK INC
FOX CORP
FOX CORP
HD SUPPLY HLDGS INC
HP INC
LIBERTY GLOBAL PLC
LIBERTY GLOBAL PLC
LIBERTY MEDIA CORP DEL
LIBERTY MEDIA CORP DEL
MCKESSON CORP
NEXSTAR MEDIA GROUP INC
PG&E CORP
QORVO INC
SPIRIT AEROSYSTEMS HLDGS INC
THERAVANCE BIOPHARMA INC
THERAVANCE BIOPHARMA INC
TRANSLATE BIO INC
TRILOGY METALS INC NEW
UNIVAR SOLUTIONS INC
VERITIV CORP
VIACOMCBS INC
VIASAT INC
VISTA OIL & GAS S A B DE C V
XPO LOGISTICS INC
AKEBIA THERAPEUTICS INC
AMERISOURCEBERGEN CORP
ATARA BIOTHERAPEUTICS INC
BRISTOL MYERS SQUIBB CO
CARS COM INC
CHENIERE ENERGY INC
COLONY CAP INC NEW
EBAY INC
ELDORADO RESORTS INC
FOX CORP
FOX CORP
HP INC
LIBERTY GLOBAL PLC
LIBERTY GLOBAL PLC
MCDERMOTT INTL INC
MCKESSON CORP
NEXSTAR MEDIA GROUP INC
NUANCE COMMUNICATIONS INC
PG&E CORP
QORVO INC
SYNCHRONY FINL
TESLA INC
THERAVANCE BIOPHARMA INC
THERAVANCE BIOPHARMA INC
TRANSLATE BIO INC
TRILOGY METALS INC NEW
UNIVAR SOLUTIONS INC
VERITIV CORP
VIACOMCBS INC
VIASAT INC
VISTA OIL & GAS S A B DE C V
AKEBIA THERAPEUTICS INC
AMERISOURCEBERGEN CORP
ANTERO RES CORP
ATARA BIOTHERAPEUTICS INC
BRISTOL MYERS SQUIBB CO
CARS COM INC
CBS CORP NEW
CHENIERE ENERGY INC
COLONY CAP INC NEW
EBAY INC
FOX CORP
FOX CORP
GOSSAMER BIO INC
LIBERTY GLOBAL PLC
LIBERTY GLOBAL PLC
MCKESSON CORP
NEXSTAR MEDIA GROUP INC
NUANCE COMMUNICATIONS INC
PARATEK PHARMACEUTICALS INC
PG&E CORP
QORVO INC
SYNCHRONY FINL
TAKEDA PHARMACEUTICAL CO LTD
TESLA INC
THERAVANCE BIOPHARMA INC
THERAVANCE BIOPHARMA INC
TRANSLATE BIO INC
TRILOGY METALS INC NEW
UNIVAR SOLUTIONS INC
VERITIV CORP
VIASAT INC
VISTA OIL & GAS S A B DE C V