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  Clarivate Plc (CLVT)
← All CLVT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 1.22 $3.04–4.61 · VW $4.04i SEC
2025   Q1 10,777,863 1.22 Reduce 70.29% 3.79 $3.37–5.74 · VW $4.59i $42,357,000 SEC
2024   Q4 36,279,205 5.39 Reduce 6.81% 0.54 $4.25–7.02 · VW $5.39i $184,298,000 SEC
2024   Q3 38,929,635 7.89 $7.10 $276,400,000 SEC
2024   Q2 38,929,635 6.27 Add 27.23% 1.34 $5.19–7.77 · VW $6.30i $221,510,000 SEC
2024   Q1 30,598,402 6.41 Add 19.99% 1.07 $6.55–9.61 · VW $8.20i $227,346,000 SEC
2023   Q4 25,500,000 5.15 Add 13.33% 0.61 $6.07–9.44 · VW $7.37i $236,130,000 SEC
2023   Q3 22,500,000 2.95 Buy 2.95 $6.41–10.03 · VW $7.58i $150,975,000 SEC
Price snapshot:
Current price$2.29
52-week low$1.66
52-week high$4.77