Seth Klarman Holdings Activity

Baupost Group Portfolio 13F

Baupost Group has disclosed a total of 25 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 9, bought 6 totally new, decreased the number of shares of 4 and completely sold out 6 position(s).

What stocks is Seth Klarman buying now?

In the recent quarter Seth Klarman has bought 15 securities out of which top 5 purchases (by % change to portfolio) are (AON) AON PLC-CLASS A (new buy), (V) VISA INC-CLASS A SHARES (new buy), (AMZN) AMAZONCOM INC (added shares +47.01%), (TFX) TELEFLEX INC (new buy) and (FERG) FERGUSON ENTERPRISES INC (added shares +26.86%).

What does Seth Klarman invest in?

Seth Klarman's top 5 holdings (by % of portfolio) are (AMZN) AMAZONCOM INC (12.7%), (QSR) RESTAURANT BRANDS INTERN (11.67%), (WCC) WESCO INTERNATIONAL INC (7.69%), (UNP) UNION PACIFIC CORP (7.31%) and (ANTM) ANTHEM INC (7.3%).

In the latest report(s) the following changes have been made to the top investments: (AMZN) AMAZONCOM INC (added shares +47.01%), (WCC) WESCO INTERNATIONAL INC (added shares +1.27%), (UNP) UNION PACIFIC CORP (reduced shares -5.3%) and (ANTM) ANTHEM INC (added shares +0.46%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2022 Q1 (43 results)

POST

POST HOLDINGS INC

buy

+378,284

+0.28%

$69.26

30.98% $90.72

0.00%

GTN

GRAY TELEVISION INC

buy

+1,290,916

+0.31%

$22.07

82.01% $3.97

0.31%

BRBR

BELLRING BRANDS INC

buy

+479,583

+0.12%

$23.08

64.08% $8.29

0.12%

EHC

ENCOMPASS HEALTH CORP

+318.94%

+2,283,900

+1.75%

$71.11

43.10% $101.76

2.30%

IRONSOURCE LTD-A

+98.42%

+3,936,988

+0.20%

$4.80

0.41%

FISV

FISERV INC

+30.77%

+938,391

+1.03%

$101.40

47.35% $53.39

4.36%

DBX

DROPBOX INC-CLASS A

+30.59%

+2,476,021

+0.62%

$23.25

16.82% $27.16

2.65%

NUVB

NUVATION BIO INC

+21.11%

+1,820,473

+0.10%

$5.26

6.84% $4.90

0.59%

LSXMA

LIBERTY MEDIA COR-SIRIUSXM A

+12.96%

+644,936

+0.32%

$45.71

2.77%

QRVO

QORVO INC

+11.77%

+699,968

+0.94%

$124.10

17.41% $102.49

8.89%

GOOG

ALPHABET INC-CL C

+6.86%

+313,200

+0.47%

$139.65

157.19% $359.17

7.35%

LSXMK

LIBERTY MEDIA COR-SIRIUSXM C

+6.20%

+651,722

+0.32%

$45.73

5.50%

TBPH

THERAVANCE BIOPHARMA INC

-0.12%

-16,835

-0.00%

$9.56

71.13% $16.36

1.41%

ZGN.WS

ERMENEGILDO ZEGNA HOLD -CW27

-0.26%

-1,801

-0.00%

$2.24

0.02%

HIPO.WS

HIPPO HOLDINGS INC A-CW27

-0.26%

-515

-0.00%

$0.34

0.00%

FNCH

FINCH THERAPEUTICS GROUP INC

-0.81%

-305

-0.00%

$150.89

95.06% $7.45

0.06%

JOBY.WS

JOBY AVIATION INC -CW25

-0.81%

-7,104

-0.00%

$1.65

0.02%

RBAC.WS

REDBALL ACQUISITION -CW22

-0.84%

-13,827

-0.00%

$0.85

0.02%

SVFAW

SVF INVESTMENT CL A -CW27

-1.07%

-2,147

-0.00%

$0.56

0.00%

AGCB

ALTIMETER GROWTH CORP 2-A

-1.07%

-26,820

-0.00%

$9.82

0.00%

SVFA

SVF INVESTMENT CORP-CL A

-1.07%

-10,733

-0.00%

$9.80

0.00%

ADV

ADVANTAGE SOLUTIONS INC

-1.27%

-155,048

-0.01%

$6.17

484.29% $36.05

0.80%

SSNC

SS&C TECHNOLOGIES HOLDINGS

-1.30%

-49,443

-0.04%

$75.02

7.65% $69.28

3.05%

LMACW

LIBERTY MEDIA ACQ CL A -CW27

-1.36%

-8,680

-0.00%

$0.67

0.00%

LMACA

LIBERTY MEDIA ACQUISITION -A

-1.36%

-43,402

-0.00%

$9.91

0.34%