Posts Tagged ‘Baupost Group’

Richard Perry

Billionaires Richard Perry and Seth Klarman Think Alike On American International Group Inc (AIG), Cheniere Energy Inc (LNG), Micron Technology Inc (MU), More

After compiling and analyzing the most recent 13F filings of hedge funds, we have found that Richard Perry’s Perry Capital and Seth Klarman’s Baupost......(read more)
BAUPOST GROUP

Billionaire Seth Klarman’s Top 3 Micro-Cap Stock Picks ~ Bellatrix Exploration Ltd (BXE), Kindred Biosciences Inc (KIN) and Alliance One International, Inc. (AOI)

The world’s 11th largest hedge fund, Seth Klarman’s Baupost Group, recently filed its 13F with the Securities and Exchange Commission for the end......(read more)
BAUPOST GROUP

Billionaire Klarman’s Top Small-Cap Picks: ViaSat Inc., Theravance Inc., PBF Energy

The Baupost Group is a Boston-based hedge fund founded and operated by billionaire Seth Klarman. Klarman’s fund is one of the biggest and most successful......(read more)
BAUPOST GROUP

Billionaire Seth Klarman’s Top Stock Picks: Pioneer Natural Resources (PXD) , ViaSat Inc. (VSAT), eBay Inc (EBAY)

Seth Klarman’s Baupost Group has disclosed its equity portfolio for the reporting period of March 31 in a new 13F filing with the U.S. Securities and......(read more)
BAUPOST GROUP

eBay Inc (EBAY), Micron Technology, Inc. (MU), Cheniere Energy, Inc. (LNG): Why Billionaire Klarman’s Top Picks Underperformed The Market?

Seth Klarman‘s Baupost Group didn’t have a brilliant first quarter as 12 stocks from its equity portfolio with a market cap of over $1.0......(read more)
BAUPOST GROUP

Billionaire Seth Klarman’s Biotech Stock Picks

Billionaire Seth Klarman is a notorious investor who despite his uncoventional approaches always managed to achieve high returns. He founded Baupost Group......(read more)
BAUPOST GROUP

Cheniere Energy, Inc. (LNG), Micron Technology, Inc. (MU), ViaSat, Inc. (VSAT): Seth Klarman’s Free Tips In Value Investing

Seth Klarman‘s Baupost Group has recently revealed its equity positions in a 13F filing with the Securities and Exchange Comission. Analysing this......(read more)
BLUE RIDGE CAPITAL

Alibaba Group Holding Ltd (BABA), Facebook Inc (FB), Cheniere Energy, Inc. (LNG): Billionaire John Griffin’s Top Picks and New Positions

John Griffin’s Blue Ridge Capital has revealed its equity positions at the end of 2014, and the fund’s portfolio has undergone a number of notable......(read more)
BAUPOST GROUP

eBay Inc. (EBAY), Micron Technology, Inc. (MU), Cheniere Energy, Inc. (LNG): Billionaire Seth Klarman’s Top Picks

Seth Klarman’s Baupost Group has filed a 13F with the SEC revealing its equity positions at the end of 2014. Klarman’s equity portfolio dipped in......(read more)
David Abrams

Microsoft Corporation (MSFT), Wells Fargo & Co (WFC), The Western Union Company (WU): Abrams Capital Management’s Top Picks

David Abrams’ Abrams Capital Management revealed its top five picks at the end of 2014 in its latest 13F filing. According to the information provided......(read more)
Greenlight Capital

Apple Inc. (AAPL), Micron Technology, Inc. (MU), Time Warner Inc (TWX): Big Winners and Top Picks for David Einhorn’s Greenlight Capital

David Einhorn‘s Greenlight Capital has filed its latest 13F with the Securities and Exchange Commission (SEC), disclosing its long equity positions......(read more)
Andreas Halvorsen

Kansas City Southern (KSU), Cheniere Energy Inc. (LNG), Xencor Inc (XNCR): Viking Global Continues to Bet Big; Adage Capital Increase its Stake

Andreas Halvorsen’s Viking Global recently increased its exposure to Kansas City Southern (NYSE:KSU) by 1.3 million shares. According to the 13G Form......(read more)
Harold Levy Iridian Asset Management

Pitney Bowes Inc. (PBI), Graphic Packaging Holding Company (GPK), Theravance Inc (THRX): Iridian Asset Management’s Latest Moves

David Cohen and Harold Levy’s Iridian Asset Management filed several 13G forms with the U.S. Securities and Exchange Commission on Thursday, disclosing......(read more)
David Abrams

Moneygram International Inc (MGI): Abrams Capital Management Discloses New Position

David Abrams’ Abrams Capital Management has recently initiated a new position in Moneygram International Inc (NASDAQ:MGI). According to a 13G Form......(read more)
BAUPOST GROUP

Baupost Group Drops AVEO Pharmaceuticals Inc (AVEO) and Shifts Focus Towards Cheniere Energy (LNG)

Seth Klarman’s Baupost Group shed its entire stake in AVEO Pharmaceuticals Inc (NASDAQ:AVEO), selling off more than 3.82 million Common Shares. Due......(read more)
Apple Inc. (NASDAQ:AAPL)

Apple Inc. (AAPL), Alibaba Group Holding Ltd (BABA), Yahoo! Inc. (YHOO): Top 10 Tech Stock Picks Among Hedge Funds

With the latest round of 13F filings ending last week, it is time to look at some of the data that we can extract from the equity portfolios of over 700......(read more)
BAUPOST GROUP

PBF Energy Inc (PBF), Forward Pharma A/S (FWP), Atara Biotherapeutics Inc (ATRA): Seth Klarman’s Baupost Group Is Bullish on Healthcare and Energy Stocks

Seth Klarman’s Baupost Group disclosed last Monday three big stock purchases. The fund started new stakes in Forward Pharma A/S (NASDAQ:FWP) and Atara......(read more)
ViaSat, Inc. (NASDAQ:VSAT)

ViaSat Inc. (VSAT), Mobile Mini Inc (MINI), Extreme Networks Inc (EXTR): SG Capital Management Loves Small-Caps

As major funds continue to file the Schedule 13F forms for the third quarter of 2014, disclosing their long equity positions as of September 30, I came......(read more)
BAUPOST GROUP

Keryx Biopharmaceuticals (KERX): Baupost Group Boosts Its Stake

Seth Klarman is bullish on Keryx Biopharmaceuticals (NASDAQ:KERX) and his fund, Baupost Group, has recently surged its position in the company. As a......(read more)
CAXTON ASSOCIATES LP

Hedge Fund News: Bruce Kovner, Seth Klarman & Brevan Howard

Caxton Hedge Fund Hires Former BNP Paribas Trader Fourcade (BusinessWeek) Caxton Associates LP, the hedge fund firm co-founded by billionaire Bruce Kovner......(read more)
Micron Technology, Inc. (NASDAQ:MU)

Micron Technology Inc (MU), Twenty-First Century Fox Inc (FOX), 21Vianet Group Inc (VNET): Hong Kong’s Azentus Capital Management is Into Tech and Media Stocks

Azentus Capital Management is one of Hong Kong’s largest hedge funds. Managed by Morgan Sze, the fund had the best returns since inception in 2013.......(read more)
Ocwen Financial Corporation (NYSE:OCN)

Ocwen Financial Corp (OCN), Gildan Activewear Inc (USA) (GIL), Citigroup Inc (C): Cortex Capital’s Top 3 Long Positions

Mark Stupfel launched his own hedge fund, Cortex Capital, using an investment from its former employer, John Kleinheinz. Stupfel worked as a portfolio......(read more)
Ally Financial

Ally Financial Inc (ALLY), Lions Gate Entertainment Corp. (USA) (LGF), Micron Technology, Inc. (MU) Are Top 3 Picks in Napier Park Global Capital’s Equity Portfolio

Napier Park Global Capital is an asset management team founded by Jim O’Brien and Jonathan Dorfman that has around $5.7 billion in assets under......(read more)
Micron Technology, Inc. (NASDAQ:MU)

Micron Technology, Inc. (MU), Delta Air Lines, Inc. (DAL), Intel Corporation (INTC): Stelliam Investment Management Loves These Stocks

Stelliam Investment Management, managed by Ross Margolies, recently filed a 13F, in which it disclosed its equity portfolio for the second quarter of......(read more)
COATUE MANAGEMENT

Apple Inc. (AAPL), Netflix Inc. (NFLX), Micron Technology Inc (MU): Philippe Laffont’s Coatue Management Loves Large-Cap Tech Companies

Philippe Laffont’s Coatue Management recently filed with the SEC its 13F for the second quarter of 2014, disclosing its long equity positions as of......(read more)
Warren Buffett and Billionaires

Hedge Fund News: Warren Buffett, Phil Falcone & Baupost Group

Warren Buffett betrays America (SLTrib) It must have been a bitter moment for President Barack Obama when he got the news that his favorite economic guru......(read more)
BAUPOST GROUP

Micron Technology, Inc. (MU), Idenix Pharmaceuticals Inc (IDIX) ViaSat, Inc. (VSAT): Billionaire Seth Klarman’s Top Picks

Founded in 1982, Baupost Group is one of the largest hedge funds in the world and has generated an average annual return of 19% since its inception.......(read more)
Mason Hawkins

TW Telecom Inc (TWTC), Graham Holdings Co (GHC), and ViaSat, Inc. (VSAT): Billionaire Mason Hawkins Loves These Stocks

In 1975, Mason Hawkins decided to take the next step in his career and founded Southeastern Asset Management. Prior to that, he had worked as director......(read more)
Discovery Capital Management

Apple Inc. (AAPL), The Dow Chemical Company (DOW) And Micron Technology, Inc. (MU) Billionaire Rob Citrone’s Top Stock Picks

A “Tiger Club” member, Discovery Capital Management was founded in 1999 by Rob Citrone, who had previously worked as a portfolio manager......(read more)
GREENLIGHT CAPITAL David Einhorn

Greenlight Capital Outperforming Peers on the Back of These Stocks

David Einhorn‘s Greenlight Capital has been outperforming most other major hedge funds this year. Thru the end of June, the fund has returned......(read more)
BAUPOST GROUP

Hedge Fund News: Seth Klarman, George Soros & Pershing Square

Big hedge fund Baupost takes stake in Perth-based Liquefied Natural Gas Ltd (SMH) Seth Klarman‘s $US27 billion hedge fund Baupost has become the......(read more)
BAUPOST GROUP

Hedge Fund News: Seth Klarman, Andrew Hall & Bill Ackman

Baupost up nearly $1 billion on Merck-Idenix deal (CNBC) Not bad for a single trade: Baupost Group appears to have made nearly $1 billion on just one......(read more)
Jeff Smith

Hedge Fund News: Jeffrey Smith, Julian Robertson & David Abrams

Starboard Value’s Latest Demand Is a Throwback to the ‘80s (InstitutionalInvestorsAlpha) When Jeffrey Smith of New York–based hedge fund firm Starboard......(read more)
AVENUE CAPITAL

Hedge Fund News: Marc Lasry, Seth Klarman & Jonathan Savitz

Bucks owners spend day touring Milwaukee (WISN) The Milwaukee Bucks’ new owners were in town Thursday taking a tour of Brew City. Marc Lasry and......(read more)
hedge fund research

RF Micro Devices (RFMD), Polycom (PLCM), Magnum Hunter Resources (MHR) Among George Soros’ Small-Cap Picks for Q1

Yesterday George Soros’s Soros Fund Management, filed its Form 13F Filing for the first quarter of 2014 with the U.S. Securities and Exchange Commission......(read more)
BAUPOST GROUP

Seth Klarman’s Baupost Group Continues to Bet on Tech

On Wednesday, May 14th, Seth Klarman’s Baupost Group, presented its Form 13F Filing for the first quarter of 2014 at the U.S. Securities and Exchange......(read more)
Greenlight Capital

Avoid David Einhorn’s Large Cap Stock Picks

We analyzed the historical 13F filings of Greenlight Capital, managed by David Einhorn, and our analysis showed that his large-cap stock picks returned......(read more)
Alex Denner Sarissa Capital

Activist Alex Denner’s Sarissa Capital Bets on Ariad Pharmaceuticals Inc (ARIA), Quest Diagnostics Inc (DGX) & Others

Alex Denner’s Sarissa Capital disclosed its holdings in its latest and first 13F filings. The hedge fund has invested $267.02 million in equity portfolio......(read more)
BAUPOST GROUP

Baupost Group and Seth Klarman Are Fond of Micron Technology, Inc. (MU), Theravance Inc (THRX) & Others

Baupost Group, managed by Seth Klarman, in a new 13F filing, reported the holdings from its equity portfolio for the fourth quarter. The value of its......(read more)
best gold ETF

Hedge Fund News: John Paulson, Marc Faber & Warren Buffett

Hedge Funds Dodge Brunt of Selloff as Dalio to Paulson Gain (BusinessWeek) Hedge funds held up better than global stocks last month, falling an average......(read more)
BAUPOST GROUP

Baupost Group Buys Over 16 Mln Shares of Idenix Pharmaceuticals Inc (IDIX)

Baupost Group, a fund managed by Seth Klarman, is a large shareholder of Idenix Pharmaceuticals Inc (NASDAQ:IDIX). The fund disclosed, in a new filing......(read more)
Jeffrey Altman

Hedge Fund Highlights: Jeffrey Altman, Seth Klarman & Ken Griffin

Top hedge fund bets on Danish debt crisis (Irish Independent) Owl Creek Asset Management, one of last year’s best-performing hedge-fund firms,......(read more)
BAUPOST GROUP

Seth Klarman’s Baupost Group Initiates Stake in Kindred Biosciences Inc (KIN); Trims Holding in Enzon Pharmaceuticals Inc (ENZN)

In two filings with the Securities and Exchange Commission, Baupost Group, a hedge fund managed by Seth Klarman, disclosed reducing its position in......(read more)
DUQUESNE CAPITAL

Hedge Fund News: Stanley Druckenmiller, David Tepper & Marc Faber

The Good Guy Hedge Fund Manager – Who Wants a Youth Movement (2Paragraphs) Stan Druckenmiller looks across the table at Charlie Rose, bemused. Rose’......(read more)
ViaSat, Inc. (NASDAQ:VSAT)

Why Are Insiders Betting on These Distressed Communication Equipment Stocks

In an industry dominated by a few giants like QUALCOMM, Inc. (NASDAQ:QCOM) and Cisco Systems, Inc. (NASDAQ:CSCO), news about smaller companies are not......(read more)
Richard Perry

Hedge Fund News: Richard Perry, Seth Klarman & Jim Rogers

Hedge Funder Richard Perry Bought Herbalife And More FedEx During The Third Quarter (SFGate) Hedge fund manager Richard Perry, who runs Perry Capital,......(read more)
Third Point 2014 Q3 Investor Letter

Hedge Fund News: Dan Loeb, George Soros & Seth Klarman

Sony drags down Loeb’s October returns (NYPost) Hedgie Dan Loeb’s long winning streak continued in October — although a 20 percent drop in his high......(read more)
BAUPOST GROUP

Seth Klarman, Baupost Group Raise Stake in Idenix to 27.6%

Seth Klarman’s Baupost Group, one of the largest hedge funds in the world, reported in a new filing with the SEC increasing its exposure at Idenix......(read more)
Kyle Bass

Hedge Fund News: Kyle Bass, Philanthropy, and Steven Cohen Getting Off Easy?

Hedge Fund Manager Kyle Bass Bets on a J.C. Penney Stabilization (InstitutionalInvestor) Expectations for outsize gains on the downtrodden shares of J......(read more)
Hedge Fund Strategies

Icahn Gets Key Board Appointment at Enzon Pharmaceuticals

Icahn, Enzon Pharmaceuticals: In an amended 13D just filed with the SEC, Carl Icahn and Icahn Capital reported that Jonathan Christodoro has been appointed......(read more)
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