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  BP p.l.c. (BP)
← All BP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2014   Q2 0 0.00 Sell 100.00% 4.39 $47.14–53.48 · VW $51.12i SEC
2014   Q1 3,166,413 4.39 Reduce 44.12% 4.36 $45.83–51.02 · VW $48.32i $152,304,000 SEC
2013   Q4 5,666,413 9.89 Add 1.23% 0.12 $41.30–48.65 · VW $46.19i $275,444,000 SEC
2013   Q3 5,597,482 8.73 Reduce 69.90% 16.69 $40.51–43.75 · VW $42.10i $235,262,000 SEC
2013   Q2 18,597,482 23.87 Add 8.59% 1.89 $40.12–44.27 · VW $42.04i $776,259,000 SEC
2013   Q1 17,126,858 26.99 Add 56.73% 9.77 $39.99–45.45 · VW $42.60i $725,322,000 SEC
2012   Q4 10,927,958 16.86 Reduce 2.96% 0.49 $39.58–43.90 · VW $41.71i $455,040,000 SEC
2012   Q3 11,261,291 16.65 Reduce 16.31% 2.60 $39.13–44.16 · VW $41.88i $477,028,000 SEC
2012   Q2 13,455,900 15.94 Add 44.36% 4.90 $36.25–45.60 · VW $40.80i $545,502,000 SEC
2012   Q1 9,320,900 16.21 Reduce 22.33% 3.94 $42.84–48.34 · VW $45.39i $419,441,000 SEC
2011   Q4 12,000,000 17.63 Reduce 12.67% 2.36 $33.62–45.84 · VW $40.73i $512,880,000 SEC
2011   Q3 13,740,950 18.64 Add 149.84% 11.18 $35.10–47.09 · VW $39.42i $495,636,000 SEC
2011   Q2 5,500,000 11.99 Buy 11.99 $41.26–47.45 · VW $44.33i $243,595,000 SEC
Price snapshot:
Current price$40.83
52-week low$29.97
52-week high$47.72