Jump to content

13_F Day


AzCactus
 Share

Recommended Posts

Some 13f's are already out.  The rest should be out shortly.  Let's use this forum to discuss specific ideas from recent 13-f filings.  I haven't really seen much.  The only 13f that came out that is meaningful to me is Mohnish Pabrai's and there did not appear to be any significant additions. 

Link to comment
Share on other sites

Baupost Group (Klarman) opened new positions in:

 

1. OCN - Ocwen Financial Corp.

 

2. AR - Antero Resources

 

3. VRTV - Veritiv Corp.

 

He added positions largely in:

 

4. LNG - Cheniere Energy Inc.

 

5. KERX - Keryx Biopharmaceuticals Inc.

 

Reduced positions largely in:

 

6. BYD - Boyd Gaming Corp.

 

See below link for more detail:

 

http://www.dataroma.com/m/holdings.php?m=BAUPOST

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

×
×
  • Create New...