This article is part of a series that provide an ongoing analysis of the changes made to Baupost Group's 13F stock portfolio on a quarterly basis. It is based on Klarman’s regulatory 13F Form filed on 05/14/2018. Please visit our Tracking Seth Klarman’s Baupost Group Holdings article for an idea on how his holdings have progressed over the years and our previous update for the fund's moves during Q4 2017.
Baupost Group’s 13F portfolio value increased ~3% from $10.11B to $10.37B this quarter. The total number of 13F securities decreased from 32 to 31. The