Question 1

How many shares of VRTV does BAUPOST GROUP LLC/MA own?

Accepted Answer

BAUPOST GROUP LLC/MA previously held 0 shares of VRTV (VERITIV CORP) before exiting the position in 2023-Q4.

Question 2

What is BAUPOST GROUP LLC/MA's VRTV position worth?

Accepted Answer

BAUPOST GROUP LLC/MA's VRTV position was last reported at $0 in 2023-Q4 before the exit.

Question 3

Is BAUPOST GROUP LLC/MA buying or selling VRTV?

Accepted Answer

In 2023-Q4, BAUPOST GROUP LLC/MA exited their VRTV position entirely (-100.0% change in shares).

Question 4

When did BAUPOST GROUP LLC/MA first buy VRTV?

Accepted Answer

Based on available 13F filings, BAUPOST GROUP LLC/MA first reported a position in VRTV in 2018-Q4. They have held the position across 21 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2023-Q4 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2023-Q3	Unchanged	3.3M	0.0%	$561.5M	10.8%	—	0
2023-Q2	Unchanged	3.3M	0.0%	$417.6M	7.4%	—	0
2023-Q1	Unchanged	3.3M	0.0%	$449.2M	7.7%	—	0
2022-Q4	Decreased	3.3M	-3.3%	$404.6M	6.6%	—	0
2022-Q3	Decreased	3.4M	-3.6%	$336M	5.8%	—	0
2022-Q2	Unchanged	3.6M	0.0%	$386.9M	5.7%	—	0
2022-Q1	Unchanged	3.6M	0.0%	$476.2M	5.1%	—	0
2021-Q4	Unchanged	3.6M	0.0%	$436.9M	4.3%	—	0
2021-Q3	Unchanged	3.6M	0.0%	$319.2M	2.9%	—	0
2021-Q2	Unchanged	3.6M	0.0%	$218.9M	1.8%	—	0
2021-Q1	Unchanged	3.6M	0.0%	$151.6M	1.2%	—	0
2020-Q4	Unchanged	3.6M	0.0%	$74.1M	0.7%	—	0
2020-Q3	Unchanged	3.6M	0.0%	$45.1M	0.5%	—	0
2020-Q2	Unchanged	3.6M	0.0%	$60.5M	0.8%	—	0
2020-Q1	Unchanged	3.6M	0.0%	$28M	0.4%	—	0
2019-Q4	Unchanged	3.6M	0.0%	$70.1M	0.8%	—	0
2019-Q3	Unchanged	3.6M	0.0%	$64.4M	0.7%	—	0
2019-Q2	Unchanged	3.6M	0.0%	$69.2M	0.6%	—	0
2019-Q1	Unchanged	3.6M	0.0%	$93.8M	0.8%	—	0
2018-Q4	New	3.6M	-	$89M	0.8%	—	59

VRTV21 quarters

VRTV
21 quarters