Seth Klarman
Baupost Group
Seth Klarman WESCO International Inc stake
total: 269
Baupost Group WCC trades
- Total transactions:
- 9
- New positions:
- 1
- Added:
- 6
- Reduced:
- 2
- Held since:
- 2024 Q1
- Held for:
- 9 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, Seth Klarman holds 1,436,881 WESCO International Inc (WCC) shares with a market value of roughly $393.16M accounting for 7.69% of the overall portfolio. To date, the estimated cost basis is nearly $165.96 for "buy" trades and estimated average "sell" price is $215.04. Baupost Group first purchased WCC in 2024 Q1, initially acquiring 205,724 shares. Since the initial investment in WESCO International Inc (WCC), Baupost Group has made 8 more transactions.
When did Seth Klarman buy WESCO International Inc (WCC)?
Seth Klarman first invested in WESCO International Inc (WCC) in 2024 Q1 at the reported quarter-end price of $171.28 per share.
What's the cost basis of Baupost Group's WCC stake?
The estimated cost basis for WESCO International Inc (WCC) stake is around $165.96 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $165.96
- Weighted AVG sell price:
- $215.04
Seth Klarman's historical trades in WESCO International Inc
9 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
7.69%
|
1,436,881
|
$273.62
|
$393,159,000
|
+1.27% (+18,050)
|
+0.1%
|
|
2025 Q4
|
6.58%
|
1,418,831
|
$244.64
|
$347,103,000
|
-5.61% (-84,349)
|
-0.43%
|
|
2025 Q3
|
6.64%
|
1,503,180
|
$211.50
|
$317,923,000
|
-31.91% (-704,421)
|
-3.61%
|
|
2025 Q2
|
9.90%
|
2,207,601
|
$185.20
|
$408,848,000
|
+10.07% (+202,000)
|
+0.91%
|
|
2025 Q1
|
8.91%
|
2,005,601
|
$155.30
|
$311,470,000
|
+39.70% (+569,930)
|
+2.53%
|
|
2024 Q4
|
7.56%
|
1,435,671
|
$180.96
|
$259,799,000
|
+14.12% (+177,671)
|
+0.94%
|
|
2024 Q3
|
6.01%
|
1,258,000
|
$167.98
|
$211,319,000
|
+56.66% (+455,000)
|
+2.17%
|
|
2024 Q2
|
3.50%
|
803,000
|
$158.52
|
$127,292,000
|
+290.33% (+597,276)
|
+2.61%
|
|
2024 Q1
|
0.97%
|
205,724
|
$171.28
|
$35,236,000
|
new
|
+0.97%
|
* 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.