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  Elevance Health, Inc. (ELV)
← All ELV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,275,154 7.30 Add 0.46% 0.03 $274.84–383.00 · VW $319.40i $373,301,000 SEC
2025   Q4 1,269,302 8.43 Reduce 3.77% 0.34 $300.81–364.87 · VW $335.07i $444,954,000 SEC
2025   Q3 1,319,000 8.95 Add 114.12% 4.77 $273.71–400.53 · VW $314.62i $426,195,000 SEC
2025   Q2 616,000 5.82 Add 150.41% 3.50 $357.45–458.75 · VW $400.06i $239,599,000 SEC
2025   Q1 246,000 3.07 Buy 3.07 $364.62–438.57 · VW $403.19i $107,000,000 SEC
Price snapshot:
Current price$425.17
Avg. buy price$362.13
+/- since buy17.41%
52-week low$268.08
52-week high$427.64