Baupost Group MOH trades
Seth Klarman
Seth Klarman Molina Healthcare Inc stake
total: 272
Trades details
- Total transactions:
- 2
- New positions:
- 1
- Added:
- 1
- Held since:
- 2025 Q4
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q2 report, Seth Klarman holds 633,609 Molina Healthcare Inc (MOH) shares with a market value of roughly $144.91M accounting for 2.68% of the overall portfolio. To date, the estimated cost basis is nearly $172.99 for "buy" trades. Baupost Group first purchased MOH in 2025 Q4, initially acquiring 625,000 shares. Since the initial investment in Molina Healthcare Inc (MOH), Baupost Group has made 1 more transaction.
When did Seth Klarman buy Molina Healthcare Inc (MOH)?
Seth Klarman first invested in Molina Healthcare Inc (MOH) in 2025 Q4 at the reported quarter-end price of $173.54 per share.
What's the cost basis of Baupost Group's MOH stake?
The estimated cost basis for Molina Healthcare Inc (MOH) stake is around $172.99 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $172.99
Seth Klarman's historical trades in Molina Healthcare Inc
2 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
1.65%
|
633,609
|
$133.30
|
$84,460,000
|
+1.38% (+8,609)
|
+0.02%
|
|
2025 Q4
|
2.05%
|
625,000
|
$173.54
|
$108,463,000
|
new
|
+2.05%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.