Finally, Baupost’s biggest closed positions included Hewlett-Packard Company (NYSE:HPQ) and Microsoft. HP has been one of the worst performers in both the Dow and the S&P 500. Some lament that HP missed the boat on smartphones and tablets, but all might not be lost, as the company seems to be working on an Android tablet. With former eBay Inc (NASDAQ:EBAY) CEO Meg Whitman relatively new at the helm, it remains to be seen whether HP will be able to turn itself around.
We should never blindly copy any investor’s moves, no matter how talented the investor. But it can be useful to keep an eye on what smart folks are doing. 13-F forms can be great places to find intriguing candidates for our portfolios.
The article Here’s What Super-Investor Seth Klarman Has Been Buying originally appeared on Fool.com and is written by Selena Maranjian.
Longtime Fool contributor Selena Maranjian, whom you can follow on Twitter, owns shares of Microsoft, Google, Johnson & Johnson, and eBay. The Motley Fool recommends Acme Packet, American International Group, eBay, Google, and Johnson & Johnson. The Motley Fool owns shares of American International Group, eBay, Google, Johnson & Johnson, Microsoft, and Oracle. and has the following options: Long Jan 2014 $25 Calls on American International Group.
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