Seth Klarman Holdings Activity
Baupost Group Portfolio 13F
Baupost Group has disclosed a total of 39 changes to the portfolio in the latest (2022 Q4) SEC report(s): increased the number of shares of 6, bought 3 totally new, decreased the number of shares of 14 and completely sold out 16 position(s).
What stocks is Seth Klarman buying now?
In the recent quarter Seth Klarman has bought 9 securities out of which top 5 purchases (by % change to portfolio) are (GOOG) ALPHABET INC-CL C (added shares +190.22%), (META) META PLATFORMS INC-CLASS A (added shares +150.83%), (FIS) FIDELITY NATIONAL INFO SERV (added shares +250.41%), (AMZN) AMAZONCOM INC (added shares +299.19%) and (HLF) HERBALIFE NUTRITION LTD (new buy).
What does Seth Klarman invest in?
Seth Klarman's top 5 holdings (by % of portfolio) are (LBTYK) LIBERTY GLOBAL PLC- C (15.1%), (LSXMK) LIBERTY MEDIA COR-SIRIUSXM C (8.74%), (QRVO) QORVO INC (8.5%), (VSAT) VIASAT INC (8.43%) and (VRTV) VERITIV CORP (6.62%).
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.