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13_F Day


AzCactus

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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:

 

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

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