Seth Klarman

Baupost Group

Seth Klarman (Baupost Group) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Seth Klarman (Baupost Group) portfolio page tracks Baupost Group holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Baupost Group owns and how disclosed positions change over time. Seth Klarman (Baupost Group)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Fidelity National Information Services Inc (FIS), Dollar General Corporation (DG), Aon PLC (AON), Visa Inc (V), and Teleflex Inc (TFX). Investors use Baupost Group 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

History Trades

CompanyValueActionChangePriceCurrent Price
Seth Klarman (Baupost Group) add Unmapped 13F securityPORTFOLIO$254k21.7M sharesAddQ3 2025 13F$257$0.0117--
Seth Klarman (Baupost Group) add Unmapped 13F securityPORTFOLIO$16k17.1M sharesAddQ3 2025 13F$210$0.0009--
Fiserv IncFISV$154.3KOtherQ2 2025 13F$154k--$52.72
Alphabet Cl CGOOG$142.6KAddQ2 2025 13F$143k$165.11$334.69
Elevance Health, Inc. Common StockELV$132.6KAddQ2 2025 13F$133k--$418.15
Dollar General CorporationDG$120.0KAddQ2 2025 13F$120k--$106.82
CRH plcCRH.L$114.1KAddQ2 2025 13F$114k----
Willis Towers Watson Public Limited Company - Ordinary SharesWTW$-112.8KTrimQ2 2025 13F$113k--$258.12
WESCO International, Inc. (WCC)WCC$97.4KAddQ2 2025 13F$97k--$368.57
SOLVENTUM CORPSOLV$-80.1KExitQ2 2025 13F$80k--$75.89
Eagle Materials Inc.EXP$-65.2KTrimQ2 2025 13F$65k--$206.79
Ferguson PLCFERG$65.1KAddQ2 2025 13F$65k--$229.80
Liberty Broadband CorpLBRDK$58.8KAddQ2 2025 13F$59k$89.91$34.43
Seth Klarman (Baupost Group) other Unmapped 13F securityPORTFOLIO$51k5.5M sharesOtherQ2 2025 13F$51k$0.0092--
Fidelity National Information Services IncFIS$47.7KAddQ2 2025 13F$48k--$39.54
Clarivate PLCCLVT$-42.4KExitQ2 2025 13F$42k--$2.59
Tempur Sealy International IncTPX$-42.1KExitQ2 2025 13F$42k--$65.81
Seth Klarman (Baupost Group) trim Unmapped 13F securityPORTFOLIO$254k24.7M sharesTrimQ2 2025 13F$41k$0.0103--
Viasat, Inc.VSAT$28.0KAddQ2 2025 13F$28k$10.12$85.57
PagSeguro Digital Ltd. Class A Common SharesPAGS$24.1KOtherQ2 2025 13F$24k--$9.27
ICON plc - Ordinary SharesICLR$-12.0KTrimQ2 2025 13F$12k--$118.45
Restaurant Brands International IncQSR$9.4KAddQ2 2025 13F$9.4k--$74.72
GDS Holdings LimitedGDS$-8.3KTrimQ2 2025 13F$8.3k--$33.76
Seth Klarman (Baupost Group) trim Unmapped 13F securityPORTFOLIO$51k5.1M sharesTrimQ2 2025 13F$7.6k$0.01--
Tamboran Resources CorpTBN$-1.5KTrimQ2 2025 13F$1.5k--$34.40
Herbalife Nutrition LtdHLF$1.3KAddQ2 2025 13F$1.3k--$12.29
Seth Klarman (Baupost Group) add Unmapped 13F securityPORTFOLIO$16k17.1M sharesAddQ2 2025 13F$789$0.0009--
Liberty Broadband CorpLBRDA$97AddQ2 2025 13F$97$89.04$34.49
Fidelity National Information Services IncFIS$260.9KOtherQ1 2025 13F$261k$74.33$39.54
Seth Klarman (Baupost Group) trim Unmapped 13F securityPORTFOLIO$295k24.7M sharesTrimQ1 2025 13F$223k$0.012--
Clarivate PLCCLVT$-141.9KTrimQ1 2025 13F$142k--$2.59
Elevance Health, Inc. Common StockELV$107.0KOtherQ1 2025 13F$107k--$418.15
Seth Klarman (Baupost Group) exit Unmapped 13F securityPORTFOLIO$-100.6KExitQ1 2025 13F$101k----
Humana IncHUM$-87.8KExitQ1 2025 13F$88k--$355.98
ICON plc - Ordinary SharesICLR$70.9KOtherQ1 2025 13F$71k--$118.45
Restaurant Brands International IncQSR$69.9KAddQ1 2025 13F$70k$61.93$74.72
Willis Towers Watson Public Limited Company - Ordinary SharesWTW$-59.7KTrimQ1 2025 13F$60k--$258.12
Alphabet Cl CGOOG$53.1KAddQ1 2025 13F$53k$183.12$334.69
WESCO International, Inc. (WCC)WCC$51.7KAddQ1 2025 13F$52k--$368.57
Eagle Materials Inc.EXP$44.4KAddQ1 2025 13F$44k--$206.79
Tempur Sealy International IncTPX$42.1KOtherQ1 2025 13F$42k--$65.81
Genuine Parts CompanyGPC$-36.8KExitQ1 2025 13F$37k--$98.40
Dollar General CorporationDG$28.8KAddQ1 2025 13F$29k--$106.82
SOLVENTUM CORPSOLV$-15.5KTrimQ1 2025 13F$15k$74.78$75.89
Ferguson PLCFERG$-15.1KTrimQ1 2025 13F$15k--$229.80
Herbalife Nutrition LtdHLF$14.7KAddQ1 2025 13F$15k--$12.29
Seth Klarman (Baupost Group) trim Unmapped 13F securityPORTFOLIO$58k5.1M sharesTrimQ1 2025 13F$7.9k$0.0115--
CRH plcCRH.L$-7.4KTrimQ1 2025 13F$7.4k----
GDS Holdings LimitedGDS$6.7KAddQ1 2025 13F$6.7k--$33.76
Viasat, Inc.VSAT$2.2KAddQ1 2025 13F$2.2k$9.64$85.57
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