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  Jacobs Solutions Inc. (J)
← All J superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q4 0 0.00 Sell 100.00% 1.31 $124.49–143.53 · VW $131.62i SEC
2024   Q3 354,188 1.31 Reduce 40.72% 0.80 $115.62–149.05 · VW $134.83i $45,904,000 SEC
2024   Q2 597,495 1.96 Reduce 2.48% 0.05 $111.04–126.03 · VW $120.62i $69,047,000 SEC
2024   Q1 612,689 2.20 Reduce 30.37% 0.63 $110.13–127.79 · VW $117.73i $77,908,000 SEC
2023   Q4 879,871 2.06 Add 49.20% 0.68 $104.12–123.39 · VW $116.27i $94,467,000 SEC
2023   Q3 589,719 1.30 Buy 1.30 $99.85–116.76 · VW $107.27i $66,583,000 SEC
Price snapshot:
Current price$126.54
52-week low$105.35
52-week high$167.07