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Baupost Group Files Quarterly Report

Seth Klarman’s Baupost Group has filed it latest quarterly report.

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Here are the holdings:

Full Filing


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2 replies on “Baupost Group Files Quarterly Report”

Looks like he reduced most of his portfolio. Taxes, redemptions or cash strategy?

He also filled several SC 13G/A indicating he reestablished most of this positions. Did I read right?

13G/A essentially display who owns what portion of the total..

13D are buying and selling.

As far as the “why”, i would guess a combination of the three, no one is immune from redemptions now

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