0.17Open0.20Pre Close10 Volume1.94K Open Interest20.00Strike Price170.00Turnover46.90%IV11.71%PremiumAug 16, 2024Expiry Date0.00Intrinsic Value100Multiplier21DDays to Expiry0.17Extrinsic Value100Contract SizeAmericanOptions Type-0.1299Delta0.0827Gamma128.34Leverage Ratio-0.0122Theta-0.0016Rho-16.67Eff Leverage0.0115Vega
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:
$Meta Platforms(META.US)$