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  Kosmos Energy Ltd. (KOS)
← All KOS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q1 0 0.00 Sell 100.00% 0.47 $3.17–6.41 · VW $4.85i SEC
2015   Q4 4,618,796 0.47 Reduce 23.02% 0.14 $4.62–8.00 · VW $6.34i $24,018,000 SEC
2015   Q3 6,000,000 0.60 $5.58 $33,480,000 SEC
2015   Q2 6,000,000 0.96 Reduce 17.15% 0.18 $7.94–10.03 · VW $9.05i $50,580,000 SEC
2015   Q1 7,242,354 1.05 $7.91 $57,287,000 SEC
2014   Q4 7,242,354 1.31 Add 52.47% 0.45 $6.96–10.41 · VW $8.80i $60,763,000 SEC
2014   Q3 4,750,000 0.88 $9.96 $47,310,000 SEC
2014   Q2 4,750,000 0.97 Buy 0.97 $10.00–11.27 · VW $10.69i $53,343,000 SEC
Price snapshot:
Current price$2.44
52-week low$0.84
52-week high$3.34