Baupost Group as of Dec. 31, 2019
Portfolio Holdings for Baupost Group
Baupost Group holds 31 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Global Inc C | 12.6 | $1.1B | 52M | 21.79 | |
| Fox Corp (FOXA) | 11.2 | $1.0B | 27M | 37.07 | |
| ViaSat (VSAT) | 11.1 | $1.0B | 14M | 73.20 | |
| eBay (EBAY) | 8.0 | $722M | 20M | 36.11 | |
| Viacomcbs (PARA) | 7.9 | $714M | 17M | 41.97 | |
| Cheniere Energy (LNG) | 6.8 | $619M | 10M | 61.07 | |
| Tesla Inc convertible security | 4.7 | $423M | 300M | 1.41 | |
| Qorvo (QRVO) | 3.5 | $320M | 2.8M | 116.23 | |
| Bristol Myers Squibb (BMY) | 2.8 | $257M | 4.0M | 64.19 | |
| Theravance Biopharma (TBPH) | 2.7 | $241M | 9.3M | 25.89 | |
| Colony Cap Inc New cl a | 2.6 | $236M | 50M | 4.75 | |
| Nexstar Broadcasting (NXST) | 2.6 | $235M | 2.0M | 117.25 | |
| Univar | 2.5 | $230M | 9.5M | 24.24 | |
| McKesson Corporation (MCK) | 2.4 | $221M | 1.6M | 138.32 | |
| Fox Corporation (FOX) | 2.3 | $207M | 5.7M | 36.40 | |
| PG&E Corporation (PCG) | 2.3 | $205M | 19M | 10.87 | |
| Hp (HPQ) | 2.3 | $206M | 10M | 20.55 | |
| Liberty Global Inc Com Ser A | 1.9 | $174M | 7.7M | 22.74 | |
| Translate Bio | 1.6 | $141M | 18M | 8.06 | |
| Atara Biotherapeutics (ATRA) | 1.5 | $137M | 8.3M | 16.47 | |
| Akebia Therapeutics (AKBA) | 1.4 | $124M | 20M | 6.32 | |
| Synchrony Financial (SYF) | 1.2 | $108M | 3.0M | 36.01 | |
| AmerisourceBergen (COR) | 1.1 | $99M | 1.2M | 85.02 | |
| Veritiv Corp - When Issued | 0.8 | $70M | 3.6M | 19.67 | |
| Vista Oil & Gas S A B De C V (VIST) | 0.5 | $49M | 6.2M | 7.85 | |
| Nuance Communications | 0.5 | $41M | 2.3M | 17.83 | |
| Cars (CARS) | 0.4 | $33M | 2.7M | 12.22 | |
| Trilogy Metals (TMQ) | 0.3 | $32M | 12M | 2.59 | |
| Theravance Biopharma Inc note 3.250%11/0 | 0.3 | $31M | 30M | 1.04 | |
| Eldorado Resorts | 0.3 | $23M | 389k | 59.64 | |
| Mcdermott International Inc mcdermott intl | 0.0 | $532k | 806k | 0.66 |
