Seth Klarman's Portfolio

Baupost Group 13F holdings

What is Seth Klarman's portfolio?

Baupost Group has disclosed a total of 30 security holdings in their (2020 Q2) SEC 13F filing(s) with portfolio value of $7,981,805,000.

What stocks does Seth Klarman own?

In Seth Klarman's portfolio as of 30 Jun 2020, the top 5 holdings are (EBAY) EBAY INC (21.08%), (LBTYK) LIBERTY GLOBAL PLC- C (14.70%), (FOXA) FOX CORP - CLASS A (9.18%), (VSAT) VIASAT INC (6.60%) and (VIAC) VIACOMCBS INC - CLASS B (5.50%).

To see the historical data of Baupost Group's portfolio holdings please click on the "2020 Q2" dropdown menu and select the date.

To see Baupost Group's original 13F reports (2020 Q2), please click on the "important" button.

Portfolio value: $7,981M+
Period: 2020 Q2
Number of stock: 30
Update: 13 Aug 2020
AKBA
2.55%
15,000,000
$13.58
84.76% $2.07
$203,700,000
-14.42% (-2,527,968)
-0.43%
GOOG
3.80%
4,293,600
$70.68
141.65% $170.80
$303,474,000
-28.56% (-1,716,400)
-1.52%
ABC
0.59%
383,883
$100.77
78.61% $179.98
$38,683,500
-50.00% (-383,882)
-0.59%
ATRA
1.81%
9,922,030
$14.57
16.27% $12.20
$144,564,000
+19.41% (+1,613,130)
+0.29%
CLNY
0.77%
25,687,370
$2.40
254.17% $8.50
$61,650,000
-48.30% (-24,000,000)
-0.72%
EBAY
21.08%
25,829,229
$52.45
21.41% $63.68
$1,354,743,355
FOXA
9.18%
27,322,720
$26.82
76.51% $47.34
$732,795,000
FOX
1.91%
4,487,442
$26.84
67.14% $44.86
$120,442,610
HCA
1.22%
1,000,000
$97.06
237.08% $327.17
$97,060,000
buy
+1.22%
HDS
2.87%
6,621,583
$34.65
-
$229,438,000
+6.49% (+403,653)
+0.18%
HPQ
3.93%
13,950,527
$17.43
103.44% $35.46
$243,157,800
-10.00% (-1,549,472)
-0.44%
LBTYK
14.70%
54,555,407
$21.51
32.08% $14.61
$1,173,487,000
+1.58% (+850,000)
+0.23%
LBTYA
2.10%
7,657,205
$21.86
35.54% $14.09
$167,387,000
LSXMK
0.08%
140,498
$34.45
35.30% $22.29
$4,840,440
-85.26% (-812,617)
-0.46%
MCK
3.21%
1,669,181
$153.42
310.57% $629.90
$256,086,000
META
2.42%
851,500
$227.07
153.31% $575.19
$193,350,000
-57.08% (-1,132,500)
-3.22%
NXST
2.19%
2,085,000
$83.69
104.36% $171.03
$174,494,000
PCG
0.52%
3,503,320
$8.87
143.74% $21.62
$31,074,695
-51.53% (-3,725,000)
-0.56%
QRVO
4.24%
3,065,086
$110.53
37.37% $69.22
$338,784,000
+0.08% (+2,600)
+0.00%
SSNC
0.10%
140,516
$56.48
37.22% $77.50
$7,936,000
buy
+0.10%
20 of 30

Completely sold out

CARS
3,000,000
-0.16%
LNG
7,880,507
-3.41%
ET
11,560,279
-0.70%
LSXMA
625,568
-0.25%
SPR
1,067,781
-0.32%
XPO
706,307
-0.52%

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.