The Baupost Group generated $21.5 billion in returns over its history. The recent 13F filing revealed that its 4Q14 portfolio declined more to $5.09 billion.
Baupost ups position in eBay The Baupost Group raised its position in eBay Inc. (EBAY) that accounted for 6.01% of the fund’s total third-quarter portfolio. The fund owns 6,096,707 shares, up from 4,436,300 shares in 2Q14. The position was initiated in 2Q14. The stock price is up ~ 9% since the second quarter. JANA Partners, as well […]
Baupost raises position in Keryx Biopharmaceuticals The Baupost Group raised its position in Keryx Biopharmaceuticals (KERX) that accounted for 4.38% of the fund’s total third-quarter portfolio. The fund owns 18,300,000 shares, up from 10,539,986 shares in 2Q14. The position was initiated in 1Q14. The stock price is up ~ 26% year-to-date, as of November 28. Overview of Keryx Biopharmaceuticals […]
Baupost adds position in Veritiv Corp The Baupost Group added a stake in Veritiv Corporation (VRTV) that accounted for 2.06% of the fund’s total third-quarter portfolio. Overview of Veritiv Corporation Veritiv is a North American business-to-business distribution company with approximately 9,500 team members in more than 170 distribution centers across North America. Its business is organized […]
Baupost adds position in Antero Resources The Baupost Group added a stake in Antero Resources Corp. (AR) that accounted for 2.64% of the fund’s total third-quarter portfolio. Overview of Antero Resources Antero Resources Corporation is an independent oil and natural gas company engaged in the exploitation, development, and acquisition of natural gas, NGLs, and oil properties. It […]
Baupost adds position in Ocwen Financial Seth Klarman’s The Baupost Group, LLC, added a significant stake in Ocwen Financial Corp. (OCN) that accounted for 3.19% of the fund’s total third-quarter portfolio. Ocwen Financial Corporation overview Ocwen Financial is a financial services holding company that, through its subsidiaries, is one of the largest mortgage companies in the […]
The Baupost Group initiated a position in RF Micro Devices Inc. (RFMD) that accounted for 1.25% of the fund’s total portfolio. Baupost also started a new position in RFMD’s peer and merger partner, TriQuint Semiconductor (TQNT).
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.
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.
