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QRVO - Baupost takes new stakes in Intel exits HP cuts ViacomCBS
Qorvo Inc.
Seth Klarman's Baupost fund takes new positions in Intel (INTC) with 18.18M shares and Marathon Petroleum (MPC) with with 7.69M shares, according to its latest 13F filing.Exits stakes in HP (HPQ), HD Supply (HDS) and McKesson (MCK).Added to holdings in Qorvo (QRVO) to 4.44M shares from 2.96M and Facebook (FB) to 920K shares to 563K shares.Cuts 3/4th of its position in ViacomCBS ([[VIAC]], [[VIACA]]) from 18.8M shares to 4.7M shares.