SK
Seth Klarman (Baupost Group) disclosed reduced in CLARIVATE PLC
Seth Klarman (Baupost Group) filed a 13F change in CLARIVATE PLC (G21810109) on 2025-05-14, covering period end 2025-03-31.
Action
Reduced
Capital
$42,357 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
26 changes from Seth Klarman (Baupost Group), filed 2025-05-14 for period end 2025-03-31.
$3.5M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
31620M106 FIDELITY NATL INFORMATION SV | New | $260,853 | $260,853 | 7.46% |
G61188127 LIBERTY GLOBAL LTD | Reduced | -$223,269 | $295,154 | 6.39% |
G21810109 CLARIVATE PLC | Reduced | -$141,941 | $42,357 | 4.06% |
36752103 ELEVANCE HEALTH INC | New | $107,000 | $107,000 | 3.06% |
867975104 SUNRISE COMMUNICATIONS AG | Sold out | -$100,603 | $0 | 2.88% |
444859102 HUMANA INC | Sold out | -$87,784 | $0 | 2.51% |
G4705A100 ICON PLC | New | $70,871 | $70,871 | 2.03% |
76131D103 RESTAURANT BRANDS INTL INC | Increased | $69,867 | $259,000 | 2.00% |
G96629103 WILLIS TOWERS WATSON PLC LTD | Reduced | -$59,744 | $515,599 | 1.71% |
02079K107 ALPHABET INC | Increased | $53,079 | $324,644 | 1.52% |
95082P105 WESCO INTL INC | Increased | $51,671 | $311,470 | 1.48% |
26969P108 EAGLE MATLS INC | Increased | $44,387 | $201,875 | 1.27% |
88023U101 SOMNIGROUP INTERNATIONAL INC | New | $42,117 | $42,117 | 1.20% |
372460105 GENUINE PARTS CO | Sold out | -$36,819 | $0 | 1.05% |
256677105 DOLLAR GEN CORP NEW | Increased | $28,832 | $185,082 | 0.82% |
83444M101 SOLVENTUM CORP | Reduced | -$15,455 | $80,088 | 0.44% |
31488V107 FERGUSON ENTERPRISES INC | Reduced | -$15,101 | $181,380 | 0.43% |
G4412G101 HERBALIFE LTD | Increased | $14,745 | $65,593 | 0.42% |
G61188101 LIBERTY GLOBAL LTD | Reduced | -$7,936 | $58,434 | 0.23% |
G25508105 CRH PLC | Reduced | -$7,357 | $237,026 | 0.21% |
36165L108 GDS HLDGS LTD | Increased | $6,672 | $107,651 | 0.19% |
92552V100 VIASAT INC | Increased | $2,173 | $106,187 | 0.06% |
530307305 LIBERTY BROADBAND CORP | Increased | $1,755 | $14,510 | 0.05% |
42703MAF0 HERBALIFE LTD | Increased | $1,730 | $14,834 | 0.05% |
87507T101 TAMBORAN RES CORP | Increased | $1,712 | $13,694 | 0.05% |
530307107 LIBERTY BROADBAND CORP | Increased | $81 | $643 | 0.00% |