check out his new 13-F
i know Klarman owned convertible bonds in thrx that were called over the summer. he no longer lists those bonds in the 13f. could this be where the additional accumulation came from?
I worked it out, you are exactly correct. Good eye sonoranwm.
Not only that but BP is no longer his largest holding. THRX is. Woe to those who ignore the significance of this.
Sentiment: Strong Buy
correction. the first release I read was inaccurately worded and led to a misunderstanding.
THRX is now Klarman's 2nd. largest holding. His first largest is now MU.