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
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Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q4 0 0.00 Sell 100.00% 1.17 $57.21–83.73 · VW $71.92i SEC
2023   Q3 1,023,272 1.17 Reduce 75.16% 2.22 $39.08–61.15 · VW $53.83i $59,913,000 SEC
2023   Q2 4,118,784 2.95 Reduce 23.99% 0.90 $35.70–46.74 · VW $40.80i $162,651,000 SEC
2023   Q1 5,418,784 3.75 Reduce 6.47% 0.22 $33.63–46.63 · VW $40.40i $209,219,000 SEC
2022   Q4 5,793,928 3.44 Reduce 24.61% 0.81 $17.01–42.19 · VW $29.02i $201,745,000 SEC
2022   Q3 7,685,706 3.30 Reduce 3.93% 0.10 $19.67–29.80 · VW $25.81i $184,226,000 SEC
2022   Q2 8,000,000 2.51 Buy 2.51 $9.29–23.60 · VW $14.82i $162,880,000 SEC
Price snapshot:
Current price$48.66
52-week low$41.14
52-week high$64.22