Author Topic: Baupost's 13F  (Read 6310 times)

Evolveus

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Baupost's 13F
« on: February 13, 2013, 02:21:34 PM »
http://www.dataroma.com/m/holdings.php?m=BAUPOST

Buys into AIG.

Does anyone remember what percentage of total AUM for Baupost is represented by equities?


Mephistopheles

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Re: Baupost's 13F
« Reply #1 on: February 13, 2013, 03:14:09 PM »
I think the total AUM is $25-30 billion. Equities, here it shows, is just under $3 billion. 7 million shares of AIG is $270 million. So about a 1% position.

indythinker85

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Re: Baupost's 13F
« Reply #2 on: February 13, 2013, 06:47:50 PM »
total aum i hear is about $25B

giofranchi

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Re: Baupost's 13F
« Reply #3 on: February 14, 2013, 12:02:32 AM »
For anyone who might be interested, please find in attachment Baupost's equity portfolio analysis by gurufocus.com

giofranchi

“As time goes on I get more and more convinced that the right method in investment is to put fairly large sums into enterprises which one thinks one knows something about and in the management of which one thoroughly believes. It is a mistake to think that one limits one’s risk by spreading too much between enterprises about which one knows little and has no reason for special confidence.” - John Maynard Keynes
Portfolio: AAPL, AMZN, BABA, BOSS, BRK.B, FB, FFH, FIH.U, FINX, FWONA, GOOG, IBB, JPM, LBRDA, MKL, NKE, QQQ, SFTBF, SMH, TCEHY, V, XBI, XT

educatedidiot

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Re: Baupost's 13F
« Reply #4 on: November 13, 2017, 01:30:03 PM »
Seth Klarman (Baupost)'s Q3 13-F just came out.  He bought McKesson, AMC Entertainment, Amerisourcebergen, Pioneer Natural, and Simply Good Foods warrants:
http://www.rocketfinancial.com/Holdings.aspx?id=376&fC=1

educatedidiot

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Re: Baupost's 13F
« Reply #5 on: February 13, 2018, 01:14:07 PM »
Baupost's Q4 13-F is out.  Bought Time Warner and added to Fox, Cardinal Health, McKesson, AMC Entertainment, among others. Sold out of Dell Technologies.
http://www.rocketfinancial.com/Holdings.aspx?id=376&fC=1

CorpRaider

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Re: Baupost's 13F
« Reply #6 on: February 14, 2018, 11:48:15 AM »
Sup with that Qorvo position?  Man he always has some different stuff.
« Last Edit: February 14, 2018, 11:50:30 AM by CorpRaider »

mwtorock

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Re: Baupost's 13F
« Reply #7 on: February 14, 2018, 12:27:05 PM »
and next quarter he will have another set of different stuff  ;)

AzCactus

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Re: Baupost's 13F
« Reply #8 on: February 14, 2018, 01:26:29 PM »
Not different, just misunderstood :)

Ballinvarosig Investors

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Re: Baupost's 13F
« Reply #9 on: February 14, 2018, 02:14:29 PM »
Does anyone find it interesting that their overall equity position has gone up quite a bit (yes, I am aware that equity is only a part of their portfolio).

http://www.dataroma.com/m/hist/p_hist.php?f=BAUPOST