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  Bristol-Myers Squibb Co. (BMY)
← All BMY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q1 0 0.00 Sell 100.00% 2.98 $45.76–65.34 · VW $56.94i SEC
2019   Q4 4,000,000 2.98 Reduce 60.00% 3.80 $56.37–68.34 · VW $61.26i $256,760,000 SEC
2019   Q3 10,000,000 6.33 Reduce 23.08% 1.33 $47.26–59.18 · VW $54.46i $507,100,000 SEC
2019   Q2 13,000,000 5.76 Add 225.00% 3.99 $42.48–49.55 · VW $46.70i $589,550,000 SEC
2019   Q1 4,000,000 1.71 Buy 1.71 $44.54–54.38 · VW $48.10i $190,840,000 SEC
Price snapshot:
Current price$59.34
52-week low$40.99
52-week high$61.55