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  Encompass Health Corp. (EHC)
← All EHC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q4 0 0.00 Sell 100.00% 2.39 $55.45–64.90 · VW $58.96i SEC
2022   Q3 2,950,000 2.39 Reduce 20.45% 0.52 $45.11–58.48 · VW $54.02i $133,429,000 SEC
2022   Q2 3,708,150 2.55 Reduce 1.67% 0.04 $42.19–54.11 · VW $48.29i $165,348,000 SEC
2022   Q1 3,771,000 2.37 Add 318.94% 1.80 $49.10–59.36 · VW $53.53i $213,330,000 SEC
2021   Q4 900,138 0.48 Buy 0.48 $44.80–54.74 · VW $50.69i $46,733,000 SEC
Price snapshot:
Current price$110.04
52-week low$92.41
52-week high$127.27