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
Liberty Broadband CorpLBRDK$1.8KAddQ1 2025 13F$1.8k--$34.43
Seth Klarman (Baupost Group) add Unmapped 13F securityPORTFOLIO$15k17.1M sharesAddQ1 2025 13F$1.7k$0.0009--
Tamboran Resources CorpTBN$1.7KAddQ1 2025 13F$1.7k--$34.40
Liberty Broadband CorpLBRDA$81AddQ1 2025 13F$81--$34.49
Seth Klarman (Baupost Group) trim Unmapped 13F securityPORTFOLIO$518k39.5M sharesTrimQ4 2024 13F$396k$0.0131--
Ferguson PLCFERG$196.5KOtherQ4 2024 13F$196k--$229.80
Restaurant Brands International IncQSR$187.1KAddQ4 2024 13F$187k--$74.72
Seth Klarman (Baupost Group) other Unmapped 13F securityPORTFOLIO$101k2.3M sharesOtherQ4 2024 13F$101k$0.0431--
Clarivate PLCCLVT$-92.1KTrimQ4 2024 13F$92k--$2.59
Humana IncHUM$87.8KOtherQ4 2024 13F$88k--$355.98
Seth Klarman (Baupost Group) trim Unmapped 13F securityPORTFOLIO$66k5.2M sharesTrimQ4 2024 13F$86k$0.0128--
Fidelity National Information Services IncFIS$-81.4KExitQ4 2024 13F$81k--$39.54
Willis Towers Watson Public Limited Company - Ordinary SharesWTW$50.7KAddQ4 2024 13F$51k--$258.12
WESCO International, Inc. (WCC)WCC$48.5KAddQ4 2024 13F$48k--$368.57
Jacobs Engineering Group IncJ$-45.9KExitQ4 2024 13F$46k--$115.94
FORTREA HOLDINGS INCFTRE$-45.9KExitQ4 2024 13F$46k--$13.42
Viasat, Inc.VSAT$-41.9KTrimQ4 2024 13F$42k$9.62$85.57
Dollar General CorporationDG$-38.6KTrimQ4 2024 13F$39k--$106.82
Genuine Parts CompanyGPC$36.8KOtherQ4 2024 13F$37k--$98.40
SOLVENTUM CORPSOLV$-31.3KTrimQ4 2024 13F$31k--$75.89
Alphabet Cl CGOOG$26.5KAddQ4 2024 13F$27k$176.50$334.69
GDS Holdings LimitedGDS$14.3KAddQ4 2024 13F$14k--$33.76
Herbalife Nutrition LtdHLF$14.0KAddQ4 2024 13F$14k--$12.29
Eagle Materials Inc.EXP$13.6KAddQ4 2024 13F$14k--$206.79
Seth Klarman (Baupost Group) add Unmapped 13F securityPORTFOLIO$13k17.1M sharesAddQ4 2024 13F$547$0.0008--
Liberty Broadband CorpLBRDK$-431TrimQ4 2024 13F$431--$34.43
Tamboran Resources CorpTBN$383AddQ4 2024 13F$383--$34.40
CRH plcCRH.L$-135TrimQ4 2024 13F$135----
Liberty Broadband CorpLBRDA$-19TrimQ4 2024 13F$19--$34.49
Dollar General CorporationDG$194.8KOtherQ3 2024 13F$195k--$106.82
Fidelity National Information Services IncFIS$-183.1KTrimQ3 2024 13F$183k--$39.54
Seth Klarman (Baupost Group) add Unmapped 13F securityPORTFOLIO$914k42.3M sharesAddQ3 2024 13F$159k$0.0216--
Humana IncHUM$-156.9KExitQ3 2024 13F$157k--$355.98
Jazz Pharmaceuticals plcJAZZ$-136.0KExitQ3 2024 13F$136k--$237.56
Seth Klarman (Baupost Group) exit Unmapped 13F securityPORTFOLIO$-103.3KExitQ3 2024 13F$103k----
WillScot Holdings CorporationWSC$-93.0KExitQ3 2024 13F$93k$38.16$25.63
Willis Towers Watson Public Limited Company - Ordinary SharesWTW$91.4KAddQ3 2024 13F$91k--$258.12
WESCO International, Inc. (WCC)WCC$84.0KAddQ3 2024 13F$84k--$368.57
CRH plcCRH.L$-72.4KTrimQ3 2024 13F$72k----
Eagle Materials Inc.EXP$69.5KAddQ3 2024 13F$70k--$206.79
Clarivate PLCCLVT$54.9KAddQ3 2024 13F$55k--$2.59
Alphabet Cl CGOOG$48.8KAddQ3 2024 13F$49k$169.25$334.69
GDS Holdings LimitedGDS$47.2KAddQ3 2024 13F$47k--$33.76
Theravance Biopharma, Inc.TBPH$-35.6KExitQ3 2024 13F$36k--$16.20
Capri Holdings LimitedCPRI$-33.1KExitQ3 2024 13F$33k--$19.73
SOLVENTUM CORPSOLV$30.6KAddQ3 2024 13F$31k--$75.89
Viasat, Inc.VSAT$-28.8KTrimQ3 2024 13F$29k$16.13$85.57
FORTREA HOLDINGS INCFTRE$-27.4KTrimQ3 2024 13F$27k--$13.42
Seth Klarman (Baupost Group) add Unmapped 13F securityPORTFOLIO$152k7.2M sharesAddQ3 2024 13F$26k$0.0211--
Liberty Media Corporation - Series C Liberty SiriusXM (LSXMK)LSXMK$-23.5KExitQ3 2024 13F$23k--$22.29
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