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
← All FIS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 5.67 $46.13–68.37 · VW $51.89i SEC
2025   Q4 4,503,801 5.67 Add 18.84% 0.90 $59.51–69.14 · VW $64.70i $299,323,000 SEC
2025   Q3 3,789,711 5.25 $65.94 $249,894,000 SEC
2025   Q2 3,789,711 7.50 Add 8.50% 0.59 $66.70–82.37 · VW $77.86i $308,520,000 SEC
2025   Q1 3,492,947 7.49 Buy 7.49 $66.51–83.97 · VW $74.75i $260,853,000 SEC
2024   Q4 0 0.00 Sell 100.00% 2.32 $79.59–91.98 · VW $85.76i SEC
2024   Q3 971,460 2.32 Reduce 72.32% 5.42 $72.01–85.63 · VW $79.52i $81,360,000 SEC
2024   Q2 3,509,254 7.49 Reduce 37.10% 4.33 $66.72–78.73 · VW $73.27i $264,457,000 SEC
2024   Q1 5,578,969 11.66 Reduce 12.29% 1.02 $58.24–74.75 · VW $66.09i $413,848,000 SEC
2023   Q4 6,360,719 8.33 Reduce 8.61% 0.65 $46.91–61.89 · VW $55.42i $382,088,000 SEC
2023   Q3 6,960,219 7.50 Add 2.73% 0.20 $53.84–62.58 · VW $57.97i $384,691,000 SEC
2023   Q2 6,775,000 6.73 Add 39.93% 1.92 $51.92–59.31 · VW $55.34i $370,593,000 SEC
2023   Q1 4,841,549 4.72 Add 124.67% 2.62 $48.57–79.32 · VW $64.08i $263,041,000 SEC
2022   Q4 2,155,000 2.49 Add 250.41% 1.78 $56.53–85.18 · VW $72.61i $146,217,000 SEC
2022   Q3 615,000 0.83 Buy 0.83 $75.54–105.16 · VW $90.04i $46,476,000 SEC
Price snapshot:
Current price$41.93
52-week low$37.42
52-week high$80.03