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Baupost Group and Seth Klarman’s Top Stock Picks

Baupost Group’s Seth Klarman nearly doubled his stake in BP Plc (BP) and initiated a gigantic position in Hewlett-Packard during the third quarter. Here are Baupost Group’s other stock picks:


Seth Klarman also initiated new positions in financial services and life insurance company Genworth Financial (GNW) and in gold exploration company NovaGold Resources (NG). Klarman also upped his stake in media giant News Corp (NWSA) Class A, while initiating a new position in News Corp Class B shares. Klarman also increased his holdings of Indenix Pharmaceuticals (IDIX), a biopharmaceutical company focusing on viral and infectious diseases, Sycamore Networks (SCMR), a network and communications company, and Theravance (THRX), a biopharmaceutical company dealing in small molecule medicines, amongst others. He sold out of only two positions – electronics manufacturer Audoiovox (VOXX) and financial services company CapitalSource (CSE).