Seth Klarman
Baupost Group LLC/MA
·
CIK
1061768
Seth Andrew Klarman is an American billionaire investor, hedge fund manager, and author. He is a proponent of value investing. He is the chief executive and portfolio manager of the Baupost Group, a Boston-based private investment partnership he founded in 1982. He's now an activist manager with over $30 billion in assets.
13 Aug 2024
Last Update
AUM
$3.63BHoldings
26ROI %
8.92%QoQ%
9.36%Avg. Holding Period
2y
Sector Breakdown
Top Investments
Performance
Holdings
S&P 500
Stocks
26
Options
0
Ticker
Name
Shares
Shares value
% Portfolio
Change
Change %
History
Avg. Buy Price
Current price
Report Date
LBTYK
Liberty Global PLC Class C
42.31M
$755.25M
20.78%
-
-
$23.22(-23.13%)
$17.85
30 Jun 2024
WLTW
Willis Towers Watson Public Limited Company
1.65M
$433.23M
11.92%
96.98K
6.23%
$219.73(19.30%)
$262.14
30 Jun 2024
CRHCF
CRH plc
4.23M
$316.91M
8.72%
1.52M
55.99%
$62(20.94%)
$74.98
30 Jun 2024
FIS
Fidelity National Information Services Inc
3.51M
$264.46M
7.28%
-2.07M
-37.10%
$59.33(27.02%)
$75.36
30 Jun 2024
CLVT
CLARIVATE PLC
38.93M
$221.51M
6.10%
8.33M
27.23%
$6.78(-16.08%)
$5.69
30 Jun 2024
GOOG
Alphabet Inc Class C
1.07M
$196.18M
5.40%
-1.89M
-63.84%
$95.01(93.05%)
$183.42
30 Jun 2024
VSAT
ViaSat Inc
13.76M
$174.74M
4.81%
-1.27M
-8.46%
$64.7(-80.37%)
$12.7
30 Jun 2024
HUM
Humana Inc
420K
$156.93M
4.32%
420K
New
$373.65(0.00%)
$373.65
30 Jun 2024
G50871
Jazz pharmaceuticals plc
1.27M
$136M
3.74%
440.55K
52.84%
$126.29(-15.49%)
$106.73
30 Jun 2024
WCC
WESCO International Inc
803K
$127.29M
3.50%
597.28K
290.33%
$161.79(-2.02%)
$158.52
30 Jun 2024
LBTYA
Liberty Global PLC
7.19M
$125.4M
3.45%
-
-
$28.18(-38.15%)
$17.43
30 Jun 2024
SOLV
Solventum Corp.
1.82M
$96.24M
2.65%
1.82M
New
$52.88(0.00%)
$52.88
30 Jun 2024
WSC
Willscot Mobile Mini Holdings Corp A
2.47M
$92.97M
2.56%
2.47M
New
$37.64(0.00%)
$37.64
30 Jun 2024
EXP
Eagle Materials Inc
342.1K
$74.39M
2.05%
80.1K
30.57%
$259.04(-16.05%)
$217.46
30 Jun 2024
FTRE
Fortrea Holdings Inc.
3.14M
$73.3M
2.02%
2.84M
933.70%
$24.97(-6.53%)
$23.34
30 Jun 2024
J
Jacobs Solutions Inc.
494.22K
$69.05M
1.90%
-12.57K
-2.48%
$134.29(4.04%)
$139.71
30 Jun 2024
HLF
Herbalife Nutrition Ltd
5.12M
$53.24M
1.47%
2.88M
128.27%
$11.82(-12.10%)
$10.39
30 Jun 2024
GDS
GDS Holdings Ltd
4.25M
$39.48M
1.09%
1.65M
63.46%
$7.67(21.12%)
$9.29
30 Jun 2024
TBPH
Theravance Biopharma Inc
4.2M
$35.62M
0.98%
-2.39M
-36.31%
$22.68(-62.61%)
$8.48
30 Jun 2024
CPRI
Capri Holdings Ltd
1M
$33.08M
0.91%
1M
New
$33.08(0.00%)
$33.08
30 Jun 2024
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
1.06M
$23.46M
0.65%
-3.29M
-75.67%
$38.41(-42.31%)
$22.16
30 Jun 2024
VRSN
VeriSign Inc
105.76K
$18.8M
0.52%
105.76K
New
$177.8(0.00%)
$177.8
30 Jun 2024
