Seth Klarman Holdings Activity
Baupost Group Portfolio 13F
Baupost Group has disclosed a total of 35 changes to the portfolio in the latest (2022 Q2) SEC report(s): increased the number of shares of 4, bought 3 totally new, decreased the number of shares of 22 and completely sold out 6 position(s).
What stocks is Seth Klarman buying now?
In the recent quarter Seth Klarman has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (WBD) WARNER BROS DISCOVERY INC (new buy), (EDU) NEW ORIENTAL EDUCATIO-SP ADR (new buy), (LSXMK) LIBERTY MEDIA COR-SIRIUSXM C (added shares +18.67%), (AMZN) AMAZONCOM INC (new buy) and (LSXMA) LIBERTY MEDIA COR-SIRIUSXM A (added shares +30.34%).
What does Seth Klarman invest in?
Seth Klarman's top 5 holdings (by % of portfolio) are (LBTYK) LIBERTY GLOBAL PLC- C (15.87%), (QRVO) QORVO INC (9.75%), (VSAT) VIASAT INC (7.4%), (LSXMK) LIBERTY MEDIA COR-SIRIUSXM C (7.08%) and (VRTV) VERITIV CORP (5.74%).
Shares, change to shares, sold shares - 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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.