Seth Klarman Holdings Activity
Baupost Group Portfolio 13F
Baupost Group has disclosed a total of 27 changes to the portfolio in the latest (2023 Q1) SEC report(s): increased the number of shares of 8, bought 3 totally new, decreased the number of shares of 11 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 (GOOG) ALPHABET INC-CL C (added shares +46.5%), (FIS) FIDELITY NATIONAL INFO SERV (added shares +124.67%), (SWKS) SKYWORKS SOLUTIONS INC (new buy), (JAZZ) JAZZ PHARMACEUTICALS PLC (new buy) and (LSXMK) LIBERTY MEDIA COR-SIRIUSXM C (added shares +8.79%).
What does Seth Klarman invest in?
Seth Klarman's top 5 holdings (by % of portfolio) are (LBTYK) LIBERTY GLOBAL PLC- C (16.64%), (GOOG) ALPHABET INC-CL C (10.46%), (VSAT) VIASAT INC (9.47%), (QRVO) QORVO INC (8.12%) and (VRTV) VERITIV CORP (7.72%).
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.