Seth Klarman Holdings Activity
Baupost Group Portfolio 13F
Baupost Group has disclosed a total of 26 changes to the portfolio in the latest (2023 Q3) SEC report(s): increased the number of shares of 3, bought 8 totally new, decreased the number of shares of 10 and completely sold out 5 position(s).
What stocks is Seth Klarman buying now?
In the recent quarter Seth Klarman has bought 11 securities out of which top 5 purchases (by % change to portfolio) are (LSXMK) LIBERTY MEDIA CORP-LIBER-NEW (new buy), (LSXMA) LIBERTY MEDIA CORP-CL A NEW (new buy), (CRH) CRH PLC (new buy), (CLVT) CLARIVATE PLC (new buy) and (WLTW) WILLIS TOWERS WATSON PLC (added shares +72.4%).
What does Seth Klarman invest in?
Seth Klarman's top 5 holdings (by % of portfolio) are (LBTYK) LIBERTY GLOBAL PLC- C (15.27%), (VRTV) VERITIV CORP (10.92%), (GOOG) ALPHABET INC-CL C (9.82%), (FIS) FIDELITY NATIONAL INFO SERV (7.48%) and (LSXMK) LIBERTY MEDIA CORP-LIBER-NEW (7.35%).
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.