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  Herbalife Ltd. (HLF)
← All HLF superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 9,259,844 2.66 $14.72 $136,305,000 SEC
2025   Q4 9,259,844 2.26 Add 19.33% 0.37 $7.56–15.17 · VW $11.28i $119,359,000 SEC
2025   Q3 7,759,844 1.38 $8.44 $65,493,000 SEC
2025   Q2 7,759,844 1.63 Add 2.10% 0.03 $6.20–8.93 · VW $7.66i $66,890,000 SEC
2025   Q1 7,600,526 1.88 $8.63 $65,593,000 SEC
2024   Q4 7,600,526 1.49 Add 48.32% 0.49 $6.21–8.98 · VW $7.51i $50,848,000 SEC
2024   Q3 5,124,526 1.05 $7.19 $36,845,000 SEC
2024   Q2 5,124,526 1.51 Add 128.27% 0.85 $7.13–11.95 · VW $9.77i $53,244,000 SEC
2024   Q1 2,244,923 0.64 Add 33.64% 0.16 $6.68–15.43 · VW $10.16i $22,561,000 SEC
2023   Q4 1,679,799 0.56 Reduce 0.80% <0.01 $12.23–15.71 · VW $13.96i $25,634,000 SEC
2023   Q3 1,693,345 0.46 Reduce 13.35% 0.06 $12.18–19.48 · VW $15.32i $23,690,000 SEC
2023   Q2 1,954,200 0.47 $13.24 $25,874,000 SEC
2023   Q1 1,954,200 0.56 Reduce 2.29% 0.01 $14.92–21.33 · VW $17.78i $31,463,000 SEC
2022   Q4 2,000,000 0.51 Buy 0.51 $12.04–22.73 · VW $17.00i $29,760,000 SEC
Price snapshot:
Current price$13.10
Avg. buy price$10.57
+/- since buy23.95%
52-week low$7.56
52-week high$20.40