Seth Klarman's Baupost Group bought 1.33M shares more of Genuine Parts Co (GPC) in 2026 Q2, according to the 13F-HR filed with the SEC on August 13, 2026, a 89% increase in the share count. Seth Klarman now holds 2.82M shares worth about $332.3M, 6.13% of the portfolio against 3.08% a quarter earlier.
What did the 2026 Q2 filing report for GPC?
As of June 30, 2026, from the 13F-HR filed August 13, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.49M | 2.82M |
| Shares added | +1.33M (89%) | |
| Reported value | $157.6M | $332.3M |
| Portfolio weight | 3.08% | 6.13% |
| Rank in portfolio | 6th of 23 |
How much did Seth Klarman add to GPC?
Seth Klarman added 1.33M shares of GPC during 2026 Q2, taking the stake from 1.49M to 2.82M. The reported value of the position rose by about $174.6M, from about $157.6M to about $332.3M.
Where does GPC sit in the Seth Klarman portfolio?
GPC ranks 6th of 23 stock positions in the Seth Klarman portfolio at 6.13%, above the fund's average stock position of 4%. The GPC addition was the 3rd largest of the quarter's 20 position changes by percent change to portfolio. The largest stock position is AMZN at 16.48%. Next come ELV at 9.11% and QSR at 9.04%. The three largest stocks together are 34.62% of the book. Across the 2026 Q2 portfolio, Seth Klarman reported 23 stock positions, with 3 opened and 2 closed. The total portfolio value is about $5.4B, up 6% from the prior quarter.
How long has Seth Klarman held GPC?
Seth Klarman first reported GPC in the quarter ended December 31, 2024. The fund sold out of the name in 2025 Q1 and came back in 2025 Q3. The current weight is the highest the fund has reported for the name. The share count had been unchanged the quarter before. Every reported trade is on the Seth Klarman GPC trade history page.
Did other funds buy or sell GPC in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 13, 2026, 4 hold GPC. Of those, 1 added to the position this quarter and none trimmed it. The largest buyers of GPC this quarter were Richard Pzena, Harry Burn and Jim Cullen. Every tracked holder of GPC is on the GPC ownership page.
FAQ
How many GPC shares did Seth Klarman buy in 2026 Q2?
Seth Klarman added 1.33M shares of GPC, a 89% increase, to 2.82M shares.
What is the GPC position of Seth Klarman worth now?
The GPC position of Seth Klarman is worth about $332.3M at June 30, 2026 prices, 6.13% of the portfolio.
Is GPC a top holding of Seth Klarman?
GPC ranks 6th of 23 stock positions in the Seth Klarman portfolio, at 6.13%.
Did other funds add to GPC in 2026 Q2?
Among the 4 other tracked funds that hold GPC, 1 added to it in 2026 Q2 and none trimmed it.