Klarman’s Baupost Buys MSFT, BP, IDIX, CPF

Interesting to see Seth Klarman opening big positions in mega-cap stocks, Microsoft (MSFT) and BP (BP). As you can see from the spreadsheet, MSFT and BP now comprise 2 of Baupost’s top 5 holdings reported in the 13F-HR. Keep in mind, he bought these stocks before the big sell-off this month.

View my quick valuations of Klarman’s new stock buys.

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