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

CompanyValueActionChangePriceLast Price
Jacobs Engineering Group IncJ$-23.1KTrimQ3 2024 13F$23k--$115.94
Seth Klarman (Baupost Group) exit Unmapped 13F securityPORTFOLIO$-18.8KExitQ3 2024 13F$19k----
Herbalife Nutrition LtdHLF$-16.4KTrimQ3 2024 13F$16k--$12.29
Seth Klarman (Baupost Group) exit Unmapped 13F securityPORTFOLIO$-13.3KExitQ3 2024 13F$13k----
Liberty Broadband CorpLBRDK$13.2KOtherQ3 2024 13F$13k--$34.43
Seth Klarman (Baupost Group) other Unmapped 13F securityPORTFOLIO$13k17.1M sharesOtherQ3 2024 13F$13k$0.0007--
Tamboran Resources CorpTBN$11.6KOtherQ3 2024 13F$12k--$34.40
Restaurant Brands International IncQSR$2.0KOtherQ3 2024 13F$2.0k--$74.72
Liberty Broadband CorpLBRDA$581OtherQ3 2024 13F$581--$34.49
Alphabet Cl CGOOG$-254.1KTrimQ2 2024 13F$254k$170.10$356.18
Humana IncHUM$156.9KOtherQ2 2024 13F$157k--$355.98
Fidelity National Information Services IncFIS$-149.4KTrimQ2 2024 13F$149k--$39.54
Liberty Media Corporation - Series C Liberty SiriusXM (LSXMK)LSXMK$-105.8KTrimQ2 2024 13F$106k--$22.29
Viasat, Inc.VSAT$-97.2KTrimQ2 2024 13F$97k$15.95$85.57
SOLVENTUM CORPSOLV$96.2KOtherQ2 2024 13F$96k--$75.89
WillScot Holdings CorporationWSC$93.0KOtherQ2 2024 13F$93k$39.57$25.63
WESCO International, Inc. (WCC)WCC$92.1KAddQ2 2024 13F$92k--$368.57
CRH plcCRH.L$83.2KAddQ2 2024 13F$83k----
Seth Klarman (Baupost Group) trim Unmapped 13F securityPORTFOLIO$13k600.2k sharesTrimQ2 2024 13F$66k$0.0221--
FORTREA HOLDINGS INCFTRE$61.1KAddQ2 2024 13F$61k--$13.42
Jazz Pharmaceuticals plcJAZZ$35.6KAddQ2 2024 13F$36k--$237.56
Capri Holdings LimitedCPRI$33.1KOtherQ2 2024 13F$33k--$19.73
Warner Bros. Discovery, Inc. - Series A Common StockWBD$-32.4KExitQ2 2024 13F$32k$8.01$27.20
Herbalife Nutrition LtdHLF$30.7KAddQ2 2024 13F$31k--$12.29
Theravance Biopharma, Inc.TBPH$-23.5KTrimQ2 2024 13F$24k--$16.20
GDS Holdings LimitedGDS$22.2KAddQ2 2024 13F$22k--$33.76
Seth Klarman (Baupost Group) other Unmapped 13F securityPORTFOLIO$19k105.8k sharesOtherQ2 2024 13F$19k$0.1778--
Altice USA, Inc. Class AATUS$-12.5KExitQ2 2024 13F$12k--$1.80
Seth Klarman (Baupost Group) add Unmapped 13F securityPORTFOLIO$755k42.3M sharesAddQ2 2024 13F$8.9k$0.0179--
Jacobs Engineering Group IncJ$-8.9KTrimQ2 2024 13F$8.9k--$115.94
Clarivate PLCCLVT$-5.8KTrimQ2 2024 13F$5.8k--$2.59
SOUNDHOUND AI INCSOUN$-5.6KExitQ2 2024 13F$5.6k--$8.08
Willis Towers Watson Public Limited Company - Ordinary SharesWTW$5.4KAddQ2 2024 13F$5.4k--$258.12
Seth Klarman (Baupost Group) add Unmapped 13F securityPORTFOLIO$125k7.2M sharesAddQ2 2024 13F$3.7k$0.0174--
Eagle Materials Inc.EXP$3.2KAddQ2 2024 13F$3.2k--$206.79
Seth Klarman (Baupost Group) add Unmapped 13F securityPORTFOLIO$103k118M sharesAddQ2 2024 13F$717$0.0009--
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