Seth Klarman - Baupost Group Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current overview of the best yielding stocks from Seth Klarman’s portfolio. He manages 22 stocks of which only five pay dividends. The highest yielding stocks is the electronic wholesale company Ituran Location & Control (ITRN). The current yield of ITRN amounts to 8.38 percent. Within the recent quarter, Seth Klarman bought five companies but among them were no dividend stocks.
Dividend Income orientated Blog. Ideas and Thoughts about Stocks, Dividends and Growth Opportunities.
Showing posts with label Baupost Group. Show all posts
Showing posts with label Baupost Group. Show all posts
Seth Klarman - Baupost Group Q4/2011 Fund Portfolio
Seth Klarman - Baupost Group Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Seth Klarman’s - Baupost Group portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 22 stocks with a total portfolio worth of USD 3,281,638,000.
Seth Klarman - Baupost Group Q3-2011 Fund Portfolio
Seth Klarman - Baupost Group Q3-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Seth Klarman’s - Baupost Group portfolio movements as of Q3/2011 (September 30, 2011). In total, he has 22 stocks with a total portfolio worth of USD 2,967,011,000.
Seth Klarman’s - Baupost Group Q2-2011 fund positions as of Q3/2011 with actual share movements:
Sym - Stock | Portfolio Weight | Recent activity | Reported Price* |
BP - BP plc | 16.7 | Add 149.84% | $36.07 |
HPQ - Hewlett-Packard | 15.7 | Buy | $22.45 |
VSAT - Viasat Inc. | 11.79 | Add 4.46% | $33.31 |
NWSA - News Corp. | 10.98 | Add 10.45% | $15.48 |
MSFT - Microsoft Corp. | 10.07 | 0 | $24.89 |
THRX - Theravance Inc. | 9.66 | Add 9.76% | $20.14 |
ANV - Allied Nevada Gold Corp. | 4.22 | Add 3.60% | $35.81 |
PDLI - PDL BioPharma Inc. | 2.92 | Add 68.81% | $5.55 |
AVEO - AVEO Pharmaceuticals Inc. | 2.59 | Add 12.79% | $15.39 |
NWS - News Corp. CL B | 2.25 | Buy | $15.60 |
ENZN - Enzon Pharmaceuticals Inc. | 2.14 | 0 | $7.04 |
ALR - Alere Inc. | 2.05 | 0 | $19.65 |
GNW - Genworth Financial Inc. | 1.93 | Buy | $5.74 |
BBEP - Breitburn Energy Partners LP | 1.47 | 0 | $17.40 |
ELOS - Syneron Medical Ltd. | 1.34 | Add 4.27% | $9.91 |
NG - NovaGold Resources | 1.09 | Buy | $6.45 |
AOI - Alliance One International Inc. | 0.72 | 0 | $2.44 |
ITRN - Ituran Location & Control Ltd. | 0.66 | 0 | $11.65 |
CPF - Central Pacific Financial | 0.63 | 0 | $10.32 |
IDIX - Idenix Pharmaceuticals Inc. | 0.42 | Add 99.09% | $4.99 |
MGAM - Multimedia Games Inc. | 0.34 | 0 | $4.04 |
SCMR - Sycamore Networks Inc. | 0.32 | Add 135.94% | $18.05 |
Seth Klarman - Baupost Group Q2-2011 Fund Portfolio
Seth Klarman - Baupost Group Q2-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Seth Klarman - Baupost Group’s portfolio movements as of Q2/2011 (June 30, 2011). In total, he held 20 stocks with a total portfolio worth of USD 2,353,338,000.
Seth Klarman - Baupost Group Q2-2011’s fund positions as of Q2/2011 with actual share movements:
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| Seth Klarman - Baupost Group Q2-2011 Fund Portfolio Summary (Click to enlarge) |
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| Seth Klarman - Baupost Group Q2-2011 Top Portfolio Positions (Click to enlarge) |
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| Seth Klarman - Baupost Group Q2-2011 Portfolio Sector Allocation (Click to enlarge) |
Related Stock Ticker of Seth Klarman - Baupost Group:
CHK, DTV, DELL, AON, NWSA, YUM, L, TRV, CX, LINTA, BK, ANK, PHGFF, FDX, LVLT, DIS, CPB, VMC, TDS.S, WSH, PHG, ABT, LMT, GLBC
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