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卡拉曼的鲍波斯特补充说，威尔斯科特、卡普里岛、退出Altice USA等
2024-08-14 22:22
- Seth Klarman's Baupost Group took new positions in WillScot Holdings (NASDAQ:WSC) and Solventum (NYSE:SOLV), while shedding stakes in Altice USA (NYSE:ATUS) and Warner Brother Discovery (NASDAQ:WBD) during Q2, according to its latest 13F filing.
- The hedge fund acquired new stakes in WillScot (WSC) with 2.47M shares, Capri Holdings (NYSE:CPRI) with 1.00M shares and Humana (NYSE:HUM) with 420K shares.
- It increased its holdings in Clarivate (NYSE:CLVT) to 38.9M shares from ~30.6M shares, Herbalife (NYSE:HLF) to 5.12M shares from 2.24M shares and Fortrea Holdings (NASDAQ:FTRE) to 3.14M shares from ~304K shares.
- It reduced its stakes in Liberty Sirius XM Group series C shares (NASDAQ:LSXMK) to 1.06M shares from 4.35M, Theravance Biopharma (NASDAQ:TBPH) to 4.20M shares from 6.59M, Liberty Sirius XM Group series A shares (NASDAQ:LSXMA) to 600K shares from 2.68M, and Fidelity National Information Services (NYSE:FIS) to 3.51M shares from 5.58M, according to the filing.
More on Fortrea, Warner Bros Discovery
- Fortrea Holdings: Continued Troubles
- Fortrea Holdings Inc. (FTRE) Q2 2024 Earnings Call Transcript
- Warner Bros. Discovery: Hollywood Vs. Wall Street Battle Ensues Over Star Analyst's Bad Call
- Bernstein sees a longer road to recovery for Warner Bros. Discovery, cuts rating
- 'Deadpool & Wolverine' surpasses $1B worldwide
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