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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 2026-02-13 for period end 2025-12-31.

$5.3M portfolio value
StockActionChangeCurrentPortfolio Impact
23135106
AMAZON COM INC
New$489,659$489,6599.28%
G25508105
CRH PLC
Reduced-$271,764$133,9055.15%
02079K107
ALPHABET INC
Reduced-$111,393$341,1572.11%
60855R100
MOLINA HEALTHCARE INC
New$108,463$108,4632.05%
40054J109
GRUPO AEROMEXICO SAB DE CV
New$106,620$106,6202.02%
G96629103
WILLIS TOWERS WATSON PLC LTD
Increased$69,890$446,1081.32%
G4412G101
HERBALIFE LTD
Increased$53,866$119,3591.02%
31620M106
FIDELITY NATL INFORMATION SV
Increased$49,429$299,3230.94%
G61188101
LIBERTY GLOBAL LTD
Reduced-$35,004$23,1760.66%
337738108
FISERV INC
Increased$32,382$147,7740.61%
95082P105
WESCO INTL INC
Increased$29,180$347,1030.55%
26969P108
EAGLE MATLS INC
Increased$25,989$244,9670.49%
G68707101
PAGSEGURO DIGITAL LTD
Sold out-$25,000$00.47%
G61188127
LIBERTY GLOBAL LTD
Reduced-$23,911$230,5680.45%
907818108
UNION PAC CORP
Increased$22,758$376,4160.43%
76131D103
RESTAURANT BRANDS INTL INC
Increased$21,988$551,3250.42%
36165L108
GDS HLDGS LTD
Reduced-$19,509$106,2640.37%
36752103
ELEVANCE HEALTH INC FORMERLY
Increased$18,759$444,9540.36%
42703MAF0
HERBALIFE LTD
Sold out-$15,833$00.30%
12685JAG0
CABLE ONE INC
Sold out-$12,068$00.23%
372460105
GENUINE PARTS CO
Reduced-$10,618$182,7290.20%
87507T101
TAMBORAN RES CORP
Reduced-$8,625$7,0040.16%
31488V107
FERGUSON ENTERPRISES INC
Reduced-$6,364$253,1380.12%
256677105
DOLLAR GEN CORP NEW
Reduced-$1,741$273,8810.03%
03064D108
AMERICOLD REALTY TRUST INC
Increased$633$44,6970.01%

Evidence

Related Cards

SK

Seth Klarman

Seth Klarman (Baupost Group) filed a 13F change in AMAZON COM INC (23135106) on 2026-02-13, covering period end 2025-12-31.

MP
Increased93627C101

Mohnish Pabrai

Mohnish Pabrai (Dalal Street) filed a 13F change in WARRIOR MET COAL INC (93627C101) on 2026-02-13, covering period end 2025-12-31.

GS

George Soros

George Soros (Soros Fund Management) filed a 13F change in SPDR SERIES TRUST (78468R556) on 2026-02-13, covering period end 2025-12-31.

Seth Klarman (Baupost Group) disclosed sold out in CABLE ONE INC | TradingNote AI