This article is part of a series that provides an ongoing analysis of the changes made to Baupost Group's U.S. stock portfolio on a quarterly basis. It is based on Klarman’s regulatory 13F Form filed on 02/13/2018. 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 Q3 2017.
Baupost Group’s 13F portfolio value increased ~26% from $8.02B to $10.11B this quarter. The total number of 13F securities decreased from 37 to 32. The