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  Cardinal Health, Inc. (CAH)
← All CAH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q1 0 0.00 Sell 100.00% 0.59 $44.50–56.88 · VW $50.03i SEC
2018   Q4 1,467,652 0.59 Reduce 69.03% 1.39 $42.17–58.31 · VW $50.15i $65,457,000 SEC
2018   Q3 4,738,485 2.01 Reduce 7.09% 0.16 $48.29–55.63 · VW $51.51i $255,878,000 SEC
2018   Q2 5,100,000 2.24 $48.83 $249,033,000 SEC
2018   Q1 5,100,000 3.11 $62.68 $319,668,000 SEC
2017   Q4 5,100,000 3.11 Add 101.58% 1.57 $54.66–75.75 · VW $67.40i $312,477,000 SEC
2017   Q3 2,530,000 2.15 Add 24.63% 0.42 $60.69–77.94 · VW $66.84i $169,308,000 SEC
2017   Q2 2,030,000 1.89 Add 97.09% 0.93 $71.10–80.37 · VW $76.24i $158,178,000 SEC
2017   Q1 1,030,000 1.02 $81.55 $83,997,000 SEC
2016   Q4 1,030,000 0.99 Buy 0.99 $62.70–75.97 · VW $71.21i $74,129,000 SEC
Price snapshot:
Current price$233.66
52-week low$136.33
52-week high$243.21