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  Liberty Global Ltd. (LBTYA)
← All LBTYA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.44 $10.09–13.52 · VW $11.92i SEC
2025   Q4 2,080,456 0.44 Reduce 59.02% 0.72 $10.34–11.97 · VW $11.14i $23,176,000 SEC
2025   Q3 5,076,762 1.22 $11.46 $58,180,000 SEC
2025   Q2 5,076,762 1.24 $10.01 $50,818,000 SEC
2025   Q1 5,076,762 1.68 Reduce 2.40% 0.05 $10.55–13.17 · VW $11.59i $58,434,000 SEC
2024   Q4 5,201,444 1.94 Reduce 62.75% 2.72 $10.11–14.30 · VW $12.08i $66,370,000 SEC
2024   Q3 13,964,090 4.33 $10.88 $151,871,000 SEC
2024   Q2 13,964,090 3.55 $8.98 $125,396,000 SEC
2024   Q1 13,964,090 3.43 $8.72 $121,727,000 SEC
2023   Q4 13,964,090 2.79 $9.16 $127,842,000 SEC
2023   Q3 13,964,090 2.40 $8.82 $123,166,000 SEC
2023   Q2 13,964,090 2.20 $8.69 $121,295,000 SEC
2023   Q1 13,964,090 2.52 $10.05 $140,288,000 SEC
2022   Q4 13,964,090 2.32 $9.75 $136,188,000 SEC
2022   Q3 13,964,090 2.01 $8.03 $112,159,000 SEC
2022   Q2 13,964,090 2.33 Reduce 6.05% 0.13 $10.75–13.44 · VW $11.97i $151,440,000 SEC
2022   Q1 14,862,635 2.17 $13.14 $195,335,000 SEC
2021   Q4 14,862,635 2.17 $14.29 $212,411,000 SEC
2021   Q3 14,862,635 2.12 $15.35 $228,185,000 SEC
2021   Q2 14,862,635 1.71 $13.99 $207,970,000 SEC
2021   Q1 14,862,635 1.59 $13.22 $196,484,000 SEC
2020   Q4 14,862,635 1.74 $12.48 $185,458,000 SEC
2020   Q3 14,862,635 1.74 $10.82 $160,878,000 SEC
2020   Q2 14,862,635 2.10 $11.26 $167,387,000 SEC
2020   Q1 14,862,635 1.87 $8.51 $126,420,000 SEC
2019   Q4 14,862,635 2.02 $11.72 $174,125,000 SEC
2019   Q3 14,862,635 2.36 Add 2.91% 0.07 $12.55–14.74 · VW $13.52i $189,516,000 SEC
2019   Q2 14,442,408 1.96 Add 50.10% 0.65 $12.39–14.71 · VW $13.47i $200,825,000 SEC
2019   Q1 9,621,935 1.11 $12.84 $123,534,000 SEC
2018   Q4 9,621,935 0.96 $10.99 $105,787,000 SEC
2018   Q3 9,621,935 1.13 Buy 1.13 $13.33–15.31 · VW $14.35i $143,412,000 SEC
Price snapshot:
Current price$10.90
52-week low$9.62
52-week high$13.52