Fidelity National Financial Inc

The Baupost Group pared almost half of its stake in British Petroleum (BP), which accounted for 7.80% of the fund’s total portfolio in 4Q 2013.

CBS Outdoor Americas is the largest provider of advertising space on out-of-home advertising structures and sites across the US, Canada, and Latin America.

Increased mobile adoption of Xoom’s mobile products led Latin America revenue, which rose 48% YoY. Gross sending volume increased 29% YoY.

Glenview Capital Management added to its position in Fidelity National Financial (FNF) in the third quarter. Currently, the position accounts for 1.70% of the fund’s total portfolio.

The Baupost Group added a stake in Cheniere Energy Inc. (LNG) that accounted for 7.57% of the fund’s total portfolio. Cheniere Energy is a Houston-based energy company.

In 3Q14, Eminence Capital’s portfolio increased slightly to $6.83 billion, compared to $6.05 billion in the second quarter.

Vodafone is one of the world’s largest telecom companies. Its shares were up on fresh rumors in August that AT&T executives were working on a bid for the company.

Founded in 1890 in Monterrey, Mexico, FEMSA is comprised of two complementary business units—Coca-Cola FEMSA, and FEMSA Comercio, a convenience-store operator.

Liberty Media Corporation owns interests in a range of communications and entertainment businesses. Recently, the company completed the previously announced spin-off of its cable business, Liberty Broadband.

TRI Pointe Homes is one of the top ten–largest public homebuilders by equity market capitalization in the US. The company reaffirmed its 2015 outlook for earnings per diluted share in the range of $1.25 to $1.40.

CalPERS is the largest public pension fund in the US. It administers health and retirement benefits on behalf of 3,064 public school, local agency, and state employers.

Idenix Pharmaceuticals (IDIX) accounted for a 6.25% position in Baupost’s fourth quarter portfolio. The hedge fund increased its stock holdings in Idenix last month.

Seth Klarman’s Baupost Group, LLC, returned $4 billion to clients at the end of last year. The fund is one of the best-performing hedge fund managers of all time, generating $21.5 billion in returns over its history.

On December 5, 2014, Vista Equity Partners completed the acquisition of TIBCO for $4.3 billion, or $24 per share, in a cash transaction.

The Baupost Group raised its stake in PBF Energy Inc. (PBF) by 1,021,466 shares to own 1,976,606 shares at the end of the fourth quarter.

The Baupost Group opened a new position in animal health company Kindred Biosciences Inc. (KIN) that accounts for 0.92% of the fund’s $3.5 billion portfolio.