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  Americold Realty Trust, Inc. (COLD)
← All COLD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 7,780,800 1.74 Add 123.86% 0.96 $10.70–14.05 · VW $12.51i $89,168,000 SEC
2025   Q4 3,475,685 0.85 Reduce 3.45% 0.03 $10.10–14.10 · VW $12.14i $44,697,000 SEC
2025   Q3 3,600,000 0.93 Buy 0.93 $11.90–17.12 · VW $14.29i $44,064,000 SEC
Price snapshot:
Current price$15.69
Avg. buy price$11.81
+/- since buy32.87%
52-week low$9.59
52-week high$16.88