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  DNOW Inc. (DNOW)
← All DNOW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 3,625,000 0.84 Buy 0.84 $10.94–17.26 · VW $13.12i $43,174,000 SEC
Price snapshot:
Current price$13.05
Avg. buy price$11.91
+/- since buy9.57%
52-week low$10.94
52-week high$17.26