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  News Corp (NCRA)
← All NCRA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2013   Q1 0 0.00 Sell 100.00% 7.61 SEC
2012   Q4 268,196 7.61 Reduce 38.31% 4.27 $765.30 $205,251,000 SEC
2012   Q3 434,722 11.15 Reduce 13.30% 1.30 $735.00 $319,586,000 SEC
2012   Q2 501,389 9.80 $668.70 $335,279,000 SEC
2012   Q1 501,389 11.46 $591.30 $296,471,000 SEC
2011   Q4 501,389 9.22 Reduce 28.51% 3.49 $535.20 $268,343,000 SEC
2011   Q3 701,389 12.25 Add 10.45% 1.16 $464.40 $325,725,000 SEC
2011   Q2 635,000 16.60 $531.00 $337,185,000 SEC
2011   Q1 635,000 24.79 $527.40 $334,899,000 SEC
2010   Q4 635,000 21.25 $436.80 $277,368,000 SEC
2010   Q3 635,000 20.12 $391.80 $248,793,000 SEC
2010   Q2 635,000 20.55 Reduce 17.67% 4.45 $358.80 $227,838,000 SEC
2010   Q1 771,333 25.15 Reduce 5.36% 1.64 $432.30 $333,447,000 SEC
2009   Q4 815,000 30.60 Reduce 0.61% 0.19 $410.70 $334,721,000 SEC
2009   Q3 820,000 31.14 $358.80 $294,216,000 SEC
2009   Q2 820,000 26.55 Reduce 10.55% 2.77 $273.30 $224,106,000 SEC
2009   Q1 916,667 26.28 Add 62.31% 10.09 $198.60 $182,050,000 SEC
2008   Q4 564,766 20.64 Add 0.52% 0.11 $272.70 $154,012,000 SEC
2008   Q3 561,833 17.97 Add 37.03% 4.86 $359.70 $202,091,000 SEC
2008   Q2 410,000 16.49 $451.20 $184,992,000 SEC
2008   Q1 410,000 26.90 Add 101.19% 13.53 $562.50 $230,625,000 SEC
2007   Q4 203,787 10.49 Buy 10.49 $614.70 $125,268,000 SEC
2007   Q3 0 0.00 Sell 100.00% 5.33 SEC
2007   Q2 65,603 5.33 $636.30 $41,743,000 SEC
2007   Q1 65,603 7.78 Reduce 53.05% 7.78 $693.60 $45,502,000 SEC
2006   Q4 139,723 14.67 Reduce 30.15% 6.50 $644.40 $90,038,000 SEC
2006   Q3 200,040 21.56 Reduce 4.99% 1.46 $589.50 $117,924,000 SEC
2006   Q2 210,540 29.33 Reduce 31.72% 11.50 $575.40 $121,145,000 SEC
2006   Q1 308,367 36.26 $498.30 $153,659,000 SEC
2005   Q4 308,367 46.81 Add 8.82% 3.80 $466.50 $143,853,000 SEC
2005   Q3 283,367 40.08 Add 24.52% 7.89 $467.70 $132,531,000 SEC
2005   Q2 227,563 35.07 Buy 35.07 $485.40 $110,459,000 SEC