SK
Seth Klarman (Baupost Group) disclosed new in PAGSEGURO DIGITAL LTD
Seth Klarman (Baupost Group) filed a 13F change in PAGSEGURO DIGITAL LTD (G68707101) on 2025-08-13, covering period end 2025-06-30.
Action
New
Capital
$24,100 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 2025-08-13 for period end 2025-06-30.
$4.1M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
337738108 FISERV INC | New | $154,307 | $154,307 | 3.74% |
02079K107 ALPHABET INC | Increased | $142,599 | $467,243 | 3.45% |
36752103 ELEVANCE HEALTH INC | Increased | $132,599 | $239,599 | 3.21% |
256677105 DOLLAR GEN CORP NEW | Increased | $119,955 | $305,037 | 2.90% |
G25508105 CRH PLC | Increased | $114,145 | $351,171 | 2.76% |
G96629103 WILLIS TOWERS WATSON PLC LTD | Reduced | -$112,802 | $402,797 | 2.73% |
95082P105 WESCO INTL INC | Increased | $97,378 | $408,848 | 2.36% |
83444M101 SOLVENTUM CORP | Sold out | -$80,088 | $0 | 1.94% |
26969P108 EAGLE MATLS INC | Reduced | -$65,197 | $136,678 | 1.58% |
31488V107 FERGUSON ENTERPRISES INC | Increased | $65,113 | $246,493 | 1.58% |
530307305 LIBERTY BROADBAND CORP | Increased | $58,843 | $73,353 | 1.42% |
G0250X107 AMCOR PLC | New | $50,545 | $50,545 | 1.22% |
31620M106 FIDELITY NATL INFORMATION SV | Increased | $47,667 | $308,520 | 1.15% |
G21810109 CLARIVATE PLC | Sold out | -$42,357 | $0 | 1.03% |
88023U101 SOMNIGROUP INTERNATIONAL INC | Sold out | -$42,117 | $0 | 1.02% |
G61188127 LIBERTY GLOBAL LTD | Reduced | -$40,932 | $254,222 | 0.99% |
92552V100 VIASAT INC | Increased | $27,998 | $134,185 | 0.68% |
G68707101 PAGSEGURO DIGITAL LTD | New | $24,100 | $24,100 | 0.58% |
G4705A100 ICON PLC | Reduced | -$11,964 | $58,907 | 0.29% |
76131D103 RESTAURANT BRANDS INTL INC | Increased | $9,445 | $268,445 | 0.23% |
36165L108 GDS HLDGS LTD | Reduced | -$8,300 | $99,351 | 0.20% |
G61188101 LIBERTY GLOBAL LTD | Reduced | -$7,616 | $50,818 | 0.18% |
87507T101 TAMBORAN RES CORP | Reduced | -$1,524 | $12,170 | 0.04% |
G4412G101 HERBALIFE LTD | Increased | $1,297 | $66,890 | 0.03% |
42703MAF0 HERBALIFE LTD | Increased | $789 | $15,623 | 0.02% |
530307107 LIBERTY BROADBAND CORP | Increased | $97 | $740 | 0.00% |