0.00Open3.26Pre Close0 Volume120 Open Interest25.00Strike Price0.00Turnover104.32%IV3.23%PremiumAug 16, 2024Expiry Date2.54Intrinsic Value100Multiplier22DDays to Expiry0.73Extrinsic Value100Contract SizeAmericanOptions Type-0.6102Delta0.0666Gamma6.42Leverage Ratio-0.0480Theta-0.0093Rho-3.92Eff Leverage0.0213Vega
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:
$Meta Platforms(META.US)$