0.00Open0.00Pre Close0 Volume0 Open Interest14.00Strike Price0.00Turnover144.72%IV-34.43%PremiumAug 16, 2024Expiry Date7.35Intrinsic Value100Multiplier8DDays to Expiry0.00Extrinsic Value100Contract SizeAmericanOptions Type0.9794Delta0.0105Gamma2.87Leverage Ratio-0.0146Theta0.0031Rho2.81Eff Leverage0.0016Vega
Liberty SiriusXM Series C Stock Discussion
• 3.7 million shares of $Liberty SiriusXM Series A (LSXMA.US)$
• 5.9 million shares of $Liberty SiriusXM Series C (LSXMK.US)$
Total price tag of $288 million. $Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$
Baupost Group increased Alphabet and Fidelity National Information Services while dropping Meta Platforms, Micron Technology, and Amazon.com.
The portfolio continues to be heavily concentrated with the top three positions accounting for ~40% of the 13F portfolio.
New Stakes:
$Skyworks Solutions (SWKS.US)$ and $Jazz Pharmaceuticals (JAZZ.US)$
Stake Disposals:
$Meta Platforms (META.US)$