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  Ituran Location and Control Ltd. (ITRN)
← All ITRN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2013   Q4 0 0.00 Sell 100.00% 0.33 $17.73–21.88 · VW $19.71i SEC
2013   Q3 476,341 0.33 Reduce 54.12% 0.29 $16.35–18.76 · VW $17.94i $8,788,000 SEC
2013   Q2 1,038,342 0.54 Reduce 22.34% 0.17 $15.08–17.17 · VW $16.40i $17,517,000 SEC
2013   Q1 1,337,003 0.78 Reduce 20.68% 0.18 $13.50–16.70 · VW $15.30i $20,978,000 SEC
2012   Q4 1,685,666 0.85 $13.57 $22,874,000 SEC
2012   Q3 1,685,666 0.69 $11.66 $19,655,000 SEC
2012   Q2 1,685,666 0.54 $10.97 $18,492,000 SEC
2012   Q1 1,685,666 0.88 $13.44 $22,655,000 SEC
2011   Q4 1,685,666 0.79 $13.66 $23,026,000 SEC
2011   Q3 1,685,666 0.74 $11.65 $19,638,000 SEC
2011   Q2 1,685,666 1.17 $14.09 $23,751,000 SEC
2011   Q1 1,685,666 1.87 Reduce 2.06% 0.05 $14.64–18.58 · VW $15.95i $25,285,000 SEC
2010   Q4 1,721,066 2.31 $17.49 $30,101,000 SEC
2010   Q3 1,721,066 2.00 $14.40 $24,783,000 SEC
2010   Q2 1,721,066 2.34 $15.08 $25,954,000 SEC
2010   Q1 1,721,066 2.07 $15.92 $27,399,000 SEC
2009   Q4 1,721,066 2.02 $12.82 $22,071,000 SEC
2009   Q3 1,721,066 1.88 $10.32 $17,761,000 SEC
2009   Q2 1,721,066 1.68 $8.25 $14,199,000 SEC
2009   Q1 1,721,066 1.89 $7.59 $13,063,000 SEC
2008   Q4 1,721,066 1.69 $7.31 $12,581,000 SEC
2008   Q3 1,721,066 1.65 Add 34.27% 0.42 $10.16–12.51 · VW $11.43i $18,570,000 SEC
2008   Q2 1,281,769 1.37 Add 5.01% 0.07 $10.02–13.81 · VW $12.09i $15,381,000 SEC
2008   Q1 1,220,569 1.44 $10.10 $12,328,000 SEC
2007   Q4 1,220,569 1.13 Buy 1.13 $9.62–12.41 · VW $10.86i $13,512,000 SEC
Price snapshot:
Current price$55.78
52-week low$30.68
52-week high$67.76