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  Cencora, Inc. (COR)
← All COR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q3 0 0.00 Sell 100.00% 0.59 $92.00–106.45 · VW $98.70i SEC
2020   Q2 468,150 0.59 Reduce 50.00% 0.62 $80.00–103.37 · VW $92.40i $47,175,000 SEC
2020   Q1 936,299 1.23 Reduce 19.72% 0.23 $72.06–97.50 · VW $85.57i $82,862,000 SEC
2019   Q4 1,166,299 1.15 $85.02 $99,159,000 SEC
2019   Q3 1,166,299 1.20 Reduce 47.33% 0.88 $80.41–94.75 · VW $86.05i $96,021,000 SEC
2019   Q2 2,214,192 1.85 Reduce 7.91% 0.14 $70.55–87.10 · VW $78.59i $188,782,000 SEC
2019   Q1 2,404,299 1.72 Add 19.36% 0.28 $72.55–87.53 · VW $81.16i $191,190,000 SEC
2018   Q4 2,014,299 1.36 Reduce 26.78% 0.54 $69.36–94.85 · VW $84.96i $149,864,000 SEC
2018   Q3 2,751,056 2.00 Add 46.84% 0.64 $77.28–92.51 · VW $86.43i $253,702,000 SEC
2018   Q2 1,873,565 1.44 Add 42.24% 0.43 $81.58–95.00 · VW $87.52i $159,759,000 SEC
2018   Q1 1,317,216 1.11 Reduce 8.18% 0.11 $82.88–106.27 · VW $94.50i $113,557,000 SEC
2017   Q4 1,434,565 1.31 Add 659.63% 1.14 $71.90–94.44 · VW $82.64i $131,722,000 SEC
2017   Q3 188,850 0.20 Buy 0.20 $77.69–95.68 · VW $85.41i $15,627,000 SEC
2017   Q2 0 0.00 Sell 100.00% 0.54 $79.40–97.85 · VW $88.45i SEC
2017   Q1 502,474 0.54 $88.50 $44,469,000 SEC
2016   Q4 502,474 0.53 Buy 0.53 $68.38–82.58 · VW $75.82i $39,288,000 SEC
Price snapshot:
Current price$306.13
52-week low$244.26
52-week high$376.05