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13_F Day


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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. 

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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:



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