Seth Klarman - Baupost Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $5,115,380,000
Holdings Activity Buys Sells    History
Holding/activity history for  Antero Resources Corp. (AR)
← All AR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q4 0 0.00 Sell 100.00% 0.79 $1.86–3.38 · VW $2.57i SEC
2019   Q3 21,087,791 0.79 Reduce 26.23% 0.41 $2.78–5.68 · VW $3.90i $63,685,000 SEC
2019   Q2 28,587,791 1.55 $5.53 $158,090,000 SEC
2019   Q1 28,587,791 2.27 $8.83 $252,430,000 SEC
2018   Q4 28,587,791 2.44 Add 7.52% 0.17 $8.86–19.97 · VW $13.85i $268,439,000 SEC
2018   Q3 26,587,791 3.70 $17.71 $470,870,000 SEC
2018   Q2 26,587,791 5.11 $21.35 $567,649,000 SEC
2018   Q1 26,587,791 5.14 Add 7.55% 0.36 $16.31–21.24 · VW $19.22i $527,768,000 SEC
2017   Q4 24,722,187 4.68 Add 3.39% 0.15 $17.59–21.01 · VW $19.12i $469,722,000 SEC
2017   Q3 23,912,257 6.05 Add 12.95% 0.69 $18.23–22.38 · VW $20.09i $475,854,000 SEC
2017   Q2 21,170,996 5.47 Add 45.95% 1.72 $19.51–23.56 · VW $21.36i $457,505,000 SEC
2017   Q1 14,505,881 4.01 $22.81 $330,879,000 SEC
2016   Q4 14,505,881 4.59 $23.65 $343,064,000 SEC
2016   Q3 14,505,881 5.77 $26.95 $390,933,000 SEC
2016   Q2 14,505,881 5.27 Reduce 32.55% 2.58 $24.26–30.66 · VW $27.59i $376,863,000 SEC
2016   Q1 21,505,881 7.92 Add 12.20% 0.86 $19.00–27.85 · VW $24.45i $534,851,000 SEC
2015   Q4 19,167,944 8.23 Add 19.06% 1.32 $18.50–26.59 · VW $22.24i $417,861,000 SEC
2015   Q3 16,099,763 6.09 Add 100.67% 3.06 $20.00–34.56 · VW $25.97i $340,671,000 SEC
2015   Q2 8,022,863 5.23 Reduce 14.17% 0.86 $33.89–46.06 · VW $39.84i $275,505,000 SEC
2015   Q1 9,347,700 6.07 Add 19.11% 0.97 $33.25–42.42 · VW $37.12i $330,161,000 SEC
2014   Q4 7,847,831 6.84 Add 184.39% 4.43 $37.85–56.81 · VW $46.96i $318,465,000 SEC
2014   Q3 2,759,510 2.82 Buy 2.82 $53.42–66.10 · VW $57.62i $151,470,000 SEC
Price snapshot:
Current price$34.28
52-week low$29.10
52-week high$45.75