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. (LBTYK)
← All LBTYK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 13,397,247 3.07 Reduce 35.85% 1.57 $10.04–13.12 · VW $11.73i $157,150,000 SEC
2025   Q4 20,884,781 4.37 Reduce 3.57% 0.19 $10.36–12.08 · VW $11.17i $230,568,000 SEC
2025   Q3 21,657,803 5.34 Reduce 12.17% 0.75 $9.95–12.32 · VW $11.19i $254,479,000 SEC
2025   Q2 24,657,803 6.18 $10.31 $254,222,000 SEC
2025   Q1 24,657,803 8.48 Reduce 37.50% 5.68 $10.83–13.62 · VW $12.03i $295,154,000 SEC
2024   Q4 39,453,843 15.15 Reduce 51.18% 13.36 $10.53–14.83 · VW $12.62i $518,423,000 SEC
2024   Q3 80,814,031 26.10 $11.31 $914,341,000 SEC
2024   Q2 80,814,031 21.39 $9.35 $755,252,000 SEC
2024   Q1 80,814,031 21.03 $9.24 $746,366,000 SEC
2023   Q4 80,814,031 17.20 $9.76 $788,677,000 SEC
2023   Q3 80,814,031 15.32 Reduce 5.98% 0.87 $9.15–10.73 · VW $10.06i $785,292,000 SEC
2023   Q2 85,958,232 14.52 Reduce 5.26% 0.91 $8.77–10.97 · VW $9.61i $799,727,000 SEC
2023   Q1 90,733,232 17.36 $10.67 $968,138,000 SEC
2022   Q4 90,733,232 15.73 Reduce 0.72% 0.10 $8.46–11.15 · VW $9.83i $923,009,000 SEC
2022   Q3 91,394,092 14.13 Reduce 1.18% 0.19 $8.63–12.34 · VW $10.75i $789,530,000 SEC
2022   Q2 92,481,828 16.48 Reduce 10.29% 1.60 $11.43–13.89 · VW $12.61i $1,069,593,000 SEC
2022   Q1 103,085,196 15.56 $13.57 $1,398,397,000 SEC
2021   Q4 103,085,196 15.49 $14.71 $1,516,054,000 SEC
2021   Q3 103,085,196 14.79 $15.42 $1,589,995,000 SEC
2021   Q2 103,085,196 11.99 Reduce 1.07% 0.12 $13.04–15.03 · VW $14.15i $1,459,384,000 SEC
2021   Q1 104,200,827 11.25 $13.37 $1,393,345,000 SEC
2020   Q4 104,200,827 12.12 $12.38 $1,290,235,000 SEC
2020   Q3 104,200,827 12.14 $10.75 $1,120,295,000 SEC
2020   Q2 104,200,827 14.70 Add 1.58% 0.23 $7.52–12.26 · VW $10.35i $1,173,487,000 SEC
2020   Q1 102,577,327 12.51 Add 2.50% 0.31 $7.66–11.51 · VW $9.51i $843,712,000 SEC
2019   Q4 100,070,620 13.27 Add 19.19% 2.14 $10.68–13.13 · VW $11.76i $1,141,905,000 SEC
2019   Q3 83,960,343 13.05 Add 4.82% 0.60 $12.31–14.58 · VW $13.34i $1,045,768,000 SEC
2019   Q2 80,100,957 10.88 Add 7.28% 0.74 $12.37–14.47 · VW $13.34i $1,112,606,000 SEC
2019   Q1 74,667,620 8.50 Add 31.44% 2.03 $10.21–13.50 · VW $12.36i $946,441,000 SEC
2018   Q4 56,808,738 5.57 Add 176.19% 3.55 $10.07–15.06 · VW $12.43i $613,891,000 SEC
2018   Q3 20,568,542 2.39 Buy 2.39 $13.12–15.05 · VW $14.13i $303,251,000 SEC
Price snapshot:
Current price$10.54
Avg. buy price$12.16
+/- since buy-13.35%
52-week low$9.95
52-week high$13.12