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
Amazon.com IncAMZN$489.7KOtherQ4 2025 13F$490k$228.79$232.69
CRH plcCRH.L$-271.8KTrimQ4 2025 13F$272k----
Alphabet Cl CGOOG$-111.4KTrimQ4 2025 13F$111k$286.47$334.69
Molina Healthcare IncMOH$108.5KOtherQ4 2025 13F$108k$141.03$177.87
Seth Klarman (Baupost Group) other Unmapped 13F securityPORTFOLIO$107k4.9M sharesOtherQ4 2025 13F$107k$0.022--
Willis Towers Watson Public Limited Company - Ordinary SharesWTW$69.9KAddQ4 2025 13F$70k--$258.12
Herbalife Nutrition LtdHLF$53.9KAddQ4 2025 13F$54k--$12.29
Fidelity National Information Services IncFIS$49.4KAddQ4 2025 13F$49k$64.53$39.54
Seth Klarman (Baupost Group) trim Unmapped 13F securityPORTFOLIO$23k2.1M sharesTrimQ4 2025 13F$35k$0.0111--
Fiserv IncFISV$32.4KAddQ4 2025 13F$32k$64.21$52.72
WESCO International, Inc. (WCC)WCC$29.2KAddQ4 2025 13F$29k--$368.57
Eagle Materials Inc.EXP$26.0KAddQ4 2025 13F$26k--$206.79
PagSeguro Digital Ltd. Class A Common SharesPAGS$-25.0KExitQ4 2025 13F$25k--$9.27
Seth Klarman (Baupost Group) trim Unmapped 13F securityPORTFOLIO$231k20.9M sharesTrimQ4 2025 13F$24k$0.011--
Union Pacific CorpUNP$22.8KAddQ4 2025 13F$23k$227.66$268.67
Restaurant Brands International IncQSR$22.0KAddQ4 2025 13F$22k--$74.72
GDS Holdings LimitedGDS$-19.5KTrimQ4 2025 13F$20k--$33.76
Elevance Health, Inc. Common StockELV$18.8KAddQ4 2025 13F$19k$348.38$418.15
Seth Klarman (Baupost Group) exit Unmapped 13F securityPORTFOLIO$-15.8KExitQ4 2025 13F$16k----
Seth Klarman (Baupost Group) exit Unmapped 13F securityPORTFOLIO$-12.1KExitQ4 2025 13F$12k----
Genuine Parts CompanyGPC$-10.6KTrimQ4 2025 13F$11k$127.73$98.40
Tamboran Resources CorpTBN$-8.6KTrimQ4 2025 13F$8.6k--$34.40
Ferguson PLCFERG$-6.4KTrimQ4 2025 13F$6.4k$237.83$229.80
Dollar General CorporationDG$-1.7KTrimQ4 2025 13F$1.7k$132.68$106.82
Americold Realty Trust Common Shares (COLD)COLD$633AddQ4 2025 13F$633--$15.33
Union Pacific CorpUNP$353.7KOtherQ3 2025 13F$354k--$268.67
Restaurant Brands International IncQSR$260.9KAddQ3 2025 13F$261k--$74.72
Genuine Parts CompanyGPC$193.3KOtherQ3 2025 13F$193k--$98.40
Elevance Health, Inc. Common StockELV$186.6KAddQ3 2025 13F$187k$313.68$418.15
Viasat, Inc.VSAT$-134.2KExitQ3 2025 13F$134k$23.92$85.57
WESCO International, Inc. (WCC)WCC$-90.9KTrimQ3 2025 13F$91k--$368.57
Eagle Materials Inc.EXP$82.3KAddQ3 2025 13F$82k--$206.79
Liberty Broadband CorpLBRDK$-73.4KExitQ3 2025 13F$73k--$34.43
ICON plc - Ordinary SharesICLR$-58.9KExitQ3 2025 13F$59k--$118.45
Fidelity National Information Services IncFIS$-58.6KTrimQ3 2025 13F$59k--$39.54
CRH plcCRH.L$54.5KAddQ3 2025 13F$54k----
Seth Klarman (Baupost Group) exit Unmapped 13F securityPORTFOLIO$-50.5KExitQ3 2025 13F$51k----
Americold Realty Trust Common Shares (COLD)COLD$44.1KOtherQ3 2025 13F$44k--$15.33
Fiserv IncFISV$-38.9KTrimQ3 2025 13F$39k--$52.72
Dollar General CorporationDG$-29.4KTrimQ3 2025 13F$29k--$106.82
Willis Towers Watson Public Limited Company - Ordinary SharesWTW$-26.6KTrimQ3 2025 13F$27k$340.85$258.12
GDS Holdings LimitedGDS$26.4KAddQ3 2025 13F$26k--$33.76
Alphabet Cl CGOOG$-14.7KTrimQ3 2025 13F$15k$210.20$334.69
Ferguson PLCFERG$13.0KAddQ3 2025 13F$13k--$229.80
Seth Klarman (Baupost Group) other Unmapped 13F securityPORTFOLIO$12k14.1M sharesOtherQ3 2025 13F$12k$0.0009--
Seth Klarman (Baupost Group) add Unmapped 13F securityPORTFOLIO$58k5.1M sharesAddQ3 2025 13F$7.4k$0.0115--
Tamboran Resources CorpTBN$3.5KAddQ3 2025 13F$3.5k--$34.40
Herbalife Nutrition LtdHLF$-1.4KTrimQ3 2025 13F$1.4k--$12.29
PagSeguro Digital Ltd. Class A Common SharesPAGS$900AddQ3 2025 13F$900--$9.27
Liberty Broadband CorpLBRDA$-740ExitQ3 2025 13F$740--$34.49
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