SK
Seth Klarman (Baupost Group) disclosed sold out in FIDELITY NATL INFORMATION SV
Seth Klarman (Baupost Group) filed a 13F change in FIDELITY NATL INFORMATION SV (31620M106) on 2025-02-13, covering period end 2024-12-31.
Action
Sold out
Capital
$0 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
25 changes from Seth Klarman (Baupost Group), filed 2025-02-13 for period end 2024-12-31.
$3.4M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
G61188127 LIBERTY GLOBAL LTD | Reduced | -$395,918 | $518,423 | 11.53% |
31488V107 FERGUSON ENTERPRISES INC | New | $196,481 | $196,481 | 5.72% |
76131D103 RESTAURANT BRANDS INTL INC | Increased | $187,092 | $189,133 | 5.45% |
867975104 SUNRISE COMMUNICATIONS AG | New | $100,603 | $100,603 | 2.93% |
G21810109 CLARIVATE PLC | Reduced | -$92,102 | $184,298 | 2.68% |
444859102 HUMANA INC | New | $87,784 | $87,784 | 2.56% |
G61188101 LIBERTY GLOBAL LTD | Reduced | -$85,501 | $66,370 | 2.49% |
31620M106 FIDELITY NATL INFORMATION SV | Sold out | -$81,360 | $0 | 2.37% |
G96629103 WILLIS TOWERS WATSON PLC LTD | Increased | $50,724 | $575,343 | 1.48% |
95082P105 WESCO INTL INC | Increased | $48,480 | $259,799 | 1.41% |
46982L108 JACOBS SOLUTIONS INC | Sold out | -$45,904 | $0 | 1.34% |
34965K107 FORTREA HLDGS INC | Sold out | -$45,863 | $0 | 1.34% |
92552V100 VIASAT INC | Reduced | -$41,924 | $104,014 | 1.22% |
256677105 DOLLAR GEN CORP NEW | Reduced | -$38,582 | $156,250 | 1.12% |
372460105 GENUINE PARTS CO | New | $36,819 | $36,819 | 1.07% |
83444M101 SOLVENTUM CORP | Reduced | -$31,347 | $95,543 | 0.91% |
02079K107 ALPHABET INC | Increased | $26,533 | $271,565 | 0.77% |
36165L108 GDS HLDGS LTD | Increased | $14,280 | $100,979 | 0.42% |
G4412G101 HERBALIFE LTD | Increased | $14,003 | $50,848 | 0.41% |
26969P108 EAGLE MATLS INC | Increased | $13,584 | $157,488 | 0.40% |
42703MAF0 HERBALIFE LTD | Increased | $547 | $13,104 | 0.02% |
530307305 LIBERTY BROADBAND CORP | Reduced | -$431 | $12,755 | 0.01% |
87507T101 TAMBORAN RES CORP | Increased | $383 | $11,982 | 0.01% |
G25508105 CRH PLC | Reduced | -$135 | $244,383 | 0.00% |
530307107 LIBERTY BROADBAND CORP | Reduced | -$19 | $562 | 0.00% |